2025-07-08T14:39:16-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2023-10-01 237013313 NORTHWEST IAM BENEFIT TRUST NORT 2064417574 PO BOX 34203 SEATTLE WA 98124 ROBERT PETROFF CHAIRMAN 2064417574 2025-07-02 1 0 MICHAEL T MEAD CPA P01893207 4252506100 2025-07-02 2023 2025-03-06 01:10:19Z ROBERT PETROFF PO BOX 34203 SEATTLE WA 98124 8697402 0 X N/A X 1967 WA TO PROVIDE DENTAL BENEFITS. 6 3 0 6 0 0 0 0 3237569 3344154 -330602 263796 0 664 2906967 3608614 0 0 2572212 2328738 0 0 0 0 0 480248 526092 3052460 2854830 -145493 753784 7961374 9589873 855318 1112220 7106056 8477653 TO PROVIDE DENTAL BENEFITS TO QUALIFIED PARTICIPANTS AS SPECIFIED IN THE PLAN. 0 0 TO PROVIDE DENTAL BENEFITS TO QUALIFIED PARTICIPANTS AS SPECIFIED IN THE PLAN. 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 1 635 0 1 0 0 0 0 0 0 0 0 0 X 6 3 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 X HEIDI CAMPBELL WPAS 2064417574 7525 SE 24TH STEET SUITE 200 MERCER ISLAND WA 98040 X ROBERT PETROFF CHAIRMAN 1.00 X X 0 0 0 RUSS COLE SECRETARY 1.00 X X 0 0 0 KIERSTIN CAVNER TRUSTEE 1.00 X 0 0 0 RICHARD KAFER TRUSTEE 1.00 X 0 0 0 BRANDON HEMMING TRUSTEE 1.00 X 0 0 0 TOMMY HUNT TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 WELFARE & PENSION ADMINISTRATION SERVICE 7525 SE 24TH ST SUITE 200 MERCER ISLAND WA 98124 THIRD-PARTY ADMINISTRATOR 356328 1 EMPLOYER CONTRIBUTIONS 900099 3341077 3341077 PARTICIPANT CONTRIBUTIONS 900099 3077 3077 3344154 194409 194409 5158175 5088788 69387 69387 69387 LEGAL FEES COLLECTED 900099 664 664 664 3608614 3344154 0 264460 2328738 307569 33750 50596 22788 36501 16738 28771 11765 8199 BANK SERVICE CHARGES 9415 2854830 697445 1423955 533597 4080 321425 357765 6461 8763 6402446 7795310 7961374 9589873 25283 32001 830035 1080219 855318 1112220 X 0 0 0 0 7106056 8477653 7106056 8477653 7961374 9589873 753784 617813 0 X X 0 1 X 1 0 0 ESTIMATED LAG MONTHS ELIGIBILITY COVERAGE 409000 ESTIMATED CLAIMS INCURRED BUT NOT REPORTED 566000 CHECKING OVERDRAFT 105219 1080219 X 4203639 617813 617813 3585826 22788 22788 3608614 2591042 0 2591042 22788 241000 263788 2854830 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE 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 UNDERTAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISTICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN LAG MONTHS ELIGIBILITY COVERAGE -19,000. CHANGE IN CLAIMS INCURRED BUT NOT REPORTED 260,000. FORM 990, PART VI, SECTION A, LINE 3 THE DAY TO DAY OPERATIONS OF THE PLAN ARE MANAGED BY WELFARE & PENSION ADMINISTRATION SERVICE, INC., THIRD PARTY ADMINISTRATOR. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS AND METHOD FOR SELECTING THE INDEPENDENT AUDITOR HAS NOT CHANGED FROM PRIOR YEARS. AEROSPACE DISTRICT BOILERMAKERS LOCAL 242 CITY OF FERNDALE COMMUNITY TRANSIT IAM & AW LL 568 IAM DISTRICT 160 MACHINISTS INSTITUTE PIERCE TRANSIT PORT OF PORTLAND PORT OF SEATTLE 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS: THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTI-EMPLOYER TRUST THAT PROVIDES HEALTH BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF SEPTEMBER 30, 2024, THERE ARE APPROXIMATELY 64 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES, AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX-EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATION OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. 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