2025-11-17T15:48:21-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2024-01-01 936022485 AGC-IUOE LOCAL 701 H&W TRUST FUND 701 HEALTH & WELFARE TRUST FUND AGC- 2064417574 PO BOX 34203 SEATTLE WA 98124 JAMES ANDERSON TRUSTEE 2064417574 2025-10-23 1 0 MICHAEL T MEAD CPA P01893207 4252506100 2025-10-23 2024 2025-03-06 01:10:19Z JAMES ANDERSON PO BOX 34203 SEATTLE WA 98124 171933547 0 X X 1954 OR TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN. 8 1 0 8 0 0 0 0 33257609 32107515 1281159 681228 74400 156446 34613168 32945189 0 0 33744280 34614001 0 0 0 0 0 2144469 2306021 35888749 36920022 -1275581 -3974833 78671413 78216312 23583322 24098637 55088091 54117675 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE 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 7 0 1 0 0 0 0 0 0 0 0 0 X 8 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X WELFARE AND PENSION ADMIN 2064417574 PO BOX 34203 SEATTLE WA 98124 X X JAMES ANDERSON CHAIRMAN 1.00 X X 0 0 0 SCOTT ANDERSON TRUSTEE 1.00 X 0 0 0 JAKE AUSMUS TRUSTEE 1.00 X 0 0 0 KRIS FIX STARTED 32024 TRUSTEE 1.00 X 0 0 0 KIM JOHANSEN STARTED 12024 TRUSTEE 1.00 X 0 0 0 RYAN MCDONALD TRUSTEE 1.00 X 0 0 0 NATE STOKES VICE CHAIRMAN 1.00 X X 0 0 0 KYLE IZATT SECRETARY 1.00 X X 0 0 0 RON LEE ENDED 12024 TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 WELFARE & PENSION ADMINISTRATION SERVICE 7525 SE 24TH ST 200 MERCER ISLAND WA 98233 THIRD PARTY ADMINISTRATOR 894440 PREMERA BLUE CROSS 7001 200TH SW MOUNTLAKE TERRACE WA 98043 CLAIMS ADMINISTRATOR 631149 DIMARTINO ASSOCIATES BROWN & BROWN OF WA 1325 FOURTH AVENU SUITE 1705 SEATTLE WA 98101 CONSULTANT 120000 3 CONTRIBUTIONS 900099 31996291 31996291 SELF-PAY CONTRIBUTIONS 900099 111224 111224 32107515 2207382 2207382 137462204 138988358 -1526154 -1526154 -1526154 ULLICO DIVIDEND REPAYMENT 900099 103118 103118 LEGAL FEES COLLECTED 900099 53328 53328 156446 32945189 32263961 0 681228 34614001 332494 77981 19419 180261 1510744 123265 6923 2188 9729 43017 36920022 8829879 5509919 4843029 4251493 14953 31987 64983552 68422913 78671413 78216312 6395922 142978 17187400 23955659 23583322 24098637 X 0 0 0 0 55088091 54117675 55088091 54117675 78671413 78216312 -3974833 3004417 0 X X 0 1 X 1 0 0 SECURITY TRANSACTIONS PAYABLE 133559 ACCUMULATED ELIGIBILITY CREDITS 17871200 CLAIMS INCURED BUT NOT REPORTED 5334200 CLAIMS PAYABLE 616700 23955659 X 35769345 3004417 3004417 32764928 180261 180261 32945189 36416828 0 36416828 180261 322933 503194 36920022 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS 322,933. FORM 990, PART VI, SECTION A, LINE 3 THE DAY TO DAY OPERATIONS OF THE PLAN ARE MANAGED BY WELFARE & PENSION ADMINISTRATION SERVICE, INC., A 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 REVIEWED BY THE GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C UNDER THE POLICY ALL TRUSTEES ARE REQUIRED TO DISCLOSE ANY CONFLICT OR POTENTIAL CONFLICT OF INTEREST. IT IS LEFT UP TO THE INDIVIDUAL TRUSTEE TO COME FORTH AND REPORT SUCH ITEMS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. PLAN PARTICIPANTS HAVE THE RIGHT TO CERTAIN FINANCIAL INFORMATION AND NOTICES AS PROVIDED BY ERISA. FORM 990, PART VII, SECTION A, LINE 6: TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED TAX-EXEMPT ORGANIZATIONS IS REPORTED ON FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE PLAN ADMINISTRATOR. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS AND METHOD FOR SELECTING THE INDEPENDENT AUDITOR HAS NOT CHANGED FROM PRIOR YEARS. AGC-IUOE LOCAL 701 TRUST FUNDS PO BOX 85 GLADSTONE OR 97027 936022485 PROVIDE PENSION BENEFITS FOR ELIGIBLE EMPLOYEES OR 501(C) N/A N/A 0 AGC OF OREGON COLUMBIA CHAPTER 9450 SW COMMERCE CIRCLE 200 WILSONVILLE OR 97070 930115390 JOINT PLAN SPONSOR OR 501(C) N/A N/A 0 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 3 PO BOX 5073 LIVERMORE CA 94551 940577785 CA 501(C) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 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 DECEMBER 31, 2024, THERE ARE APPROXIMATELY 207 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. A B UTILITY CONTR IN ACTIVE CONST INC ADVANCED AMERICAN CO ADVANCED EXCAVATING ADVANCED GEOSOLUTION ALL AM. UNDERGROUND AM CRANE SERVICE LLC AMERICAN CIVIL CONST AMERICAN CONSTRUCTIO AMERICAN IRONWORKS & ANDERSEN STRUCTRS LL APOLLO INC ARAMARK UNIFORM SERV ARMADILLO BORING,INC AZCO INC B5X INDUSTRIES LLC BADGER DAYLIGHTING BANZER CONSTRUCTION BARNHART CRANE & RIG BLATTNER ENERGY INC BPW COMPANY LLC BRAGG INVESTMENT CO. 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