2025-11-17T12:41:18-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2024-01-01 920062073 TONGASS TIMBER TRUST TONG 4259779806 PO BOX 6 MUKILTEO WA 98275 OWEN GRAHAM TRUST ADMINISTRATOR 4259779806 2025-11-17 1 1 KRISTEN DONLEVY P01670215 4144761880 2025-11-14 2024 2025-03-06 01:10:19Z OWEN GRAHAM PO BOX 6 MUKILTEO WA 98275 12108080 0 X N/A X 1964 AK A WELFARE BENEFIT PLAN FOR MEMBERS OF THE TIMBER INDUSTRY IN THE STATE OF ALASKA. 5 5 2 4 0 90191 0 0 5329473 5354609 123940 127550 0 0 5453413 5482159 0 0 4650983 4865228 34553 40420 0 0 0 329723 437095 5015259 5342743 438154 139416 6609897 6751408 197015 133101 6412882 6618307 THE PLAN IS A WELFARE BENEFIT PLAN HOLDING A CERTIFICATION OF AUTHORITY AS A MEWA UNDER THE STATE OF ALASKA FOR MEMBERS OF THE TIMBER INDUSTRY IN THE STATE OF ALASKA. 0 0 THE PLAN HAS SERVED AS A WELFARE BENEFIT PLAN HOLDING COMPANY FOR THE TIMBER INDUSTRY OF ALASKA. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 2 0 1 1 0 0 0 0 0 0 0 X 5 5 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 X VIMLY BENEFIT SOLUTIONS 4259779086 12121 HARBOUR REACH DR MUKILTEO WA 98275 KEATON GILDERSLEEVE CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 GEORGE BAGGEN TRUSTEE 1.00 X 0 0 0 JERRY LARRABEE TRUSTEE 1.00 X 0 0 0 LINDA LEWIS TRUSTEE 1.00 X 0 0 0 LAURIE POOL TRUSTEE 1.00 X 0 0 0 OWEN GRAHAM TRUST ADMINISTRATOR 20.00 X 32500 0 0 32500 0 0 0 0 0 0 MERCER US INC 111 SW COLUMBIA ST STE 500 PORTLAND OR 97201 ACTUARIAL SERVICES 119406 1 EMPLOYER CONTRIBUTIONS 900099 5219975 5219975 EMPLOYEE CONTRIBUTIONS 900099 134634 134634 5354609 153423 153423 6600048 6625921 -25873 -25873 -25873 5482159 5354609 0 127550 4865228 32500 7920 226722 36040 26617 1056 148 35468 EXCISE TAXES 111044 5342743 4283372 2135682 200000 2907596 122781 14602 13386 2092319 1571963 19604 6609897 6751408 10687 20541 186328 1516 0 111044 197015 133101 X 6412882 6618307 6412882 6618307 6609897 6751408 139416 66009 0 X X 0 1 X 1 0 0 EXCISE TAXES 111044 111044 X 5521551 66009 66009 5455542 26617 26617 5482159 5316126 0 5316126 26617 26617 5342743 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION A, LINE 3 THE BOARD OF TRUSTEES HAS HIRED A PROFESSIONAL ADMINISTRATION COMPANY TO OPERATE THE TRUST ON A DAY TO DAY BASIS. THE BOARD OF TRUSTEES RETAINS ULTIMATE RESPONSIBILITY OF THE ACTIONS OF THE PROFESSIONAL ADMINISTRATOR'S ACTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE FORM 990 TO ENSURE THAT THE INFORMATION IS ACCURATE AND PROPERLY RECORDED. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, TRUSTEES AND EMPLOYEES ARE REQUIRED TO SIGN A WRITTEN STATEMENT ANNUALLY TO DISCLOSE ANY CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM PRIOR YEARS. EVERGREEN TIMBER LLC HIGH TIDE ENTERPRISE LLC ALASKA TIMBER INSURANCE INC BOYER TOWING INC PAPAC ALASKA LOGGING INC PISTON & RUDDER SERVICE INC POOL ENGINEERING INC R & M ENGINEERING - KETCHIKAN INC REID BROTHERS LOGGING AND CONSTRUCTION I SAMSON TUG AND BARGE COMPANY INC SAMSON MARINE FREIGHTWAYS INC WEST WIND PLAZA BOYER LOGISTICS INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0