2025-10-22T16:56:12-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 980041446 990 2024-01-01 936041903 THE NELSON TRUST NELS 5032240048 5331 S MACADAM AVE 220 PORTLAND OR 97239 MARY SINGER CO-CHAIR 5032240048 2025-10-22 1 0 MICHAEL T MEAD CPA P01893207 4252506100 2025-10-22 2024 2025-03-06 01:10:19Z MARY SINGER 5331 S MACADAM AVE 220 PORTLAND OR 97239 27404036 0 X WWW.OURBENEFITOFFICE.COM/NELSON/BENEFITS/ X 1967 WA PROVIDE HEALTH & WELFARE BENEFITS. 6 0 21 6 0 0 0 0 10518827 10670467 1392221 1277639 0 0 11911048 11948106 0 0 9859941 8848087 0 0 0 0 0 1183472 1309267 11043413 10157354 867635 1790752 34706454 37721260 2984392 2909625 31722062 34811635 TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN. 0 0 TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN. 0 0 0 0 0 0 0 0 0 0 1 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 6 0 1 21 1 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X BENESYS INC 5032240048 5331 S MACADAM AVE SUITE 220 PORTLAND OR 97239 X X KELLYE WISE END 01152024 MGMT TRUSTEE CO-CHAIR 0.50 X X 0 0 0 MARY SINGER MGMT TRUSTEE CO- CHAIR 0.50 X 0 0 0 BRANDON BRYANT UNION TRUSTEE CO-CHAIR 0.50 X X 0 0 0 KIM ECKROTH MGMT TRUSTEE 0.50 X 0 0 0 MIKE HICKS UNION TRUSTEE 0.50 X 0 0 0 GRADY LOWERY UNION TRUSTEE 0.50 X 0 0 0 PAUL SCHMIDT START 01152024 UNION TRUSTEE 0.50 X 0 0 0 0 0 0 0 0 0 0 PREMERA BLUE CROSS 7001 220TH ST SW BLDG 1 MOUNTLAKE TERRACE WA 98043 CLAIMS PAYER 438128 BENESYS INC 5331 S MACADAM AVE 200 PORTLAND OR 97239 THIRD PARTY ADMINISTRATOR 158567 MERCER HEALTH & BENEFITS 400 WEST MARKET STREET 500 LOUISVILLE KY 40202 CONSULTING 154163 3 EMPLOYER CONTRIBUTIONS 900099 10374386 10374386 PARTICIPANT CONTRIBUTIONS 900099 274397 274397 LIQUIDATED DAMAGES & INTEREST 900099 20991 20991 SECURITIES LITIGATION PROCEEDS 900099 693 693 10670467 1353228 1353228 15380341 15455930 -75589 -75589 -75589 11948106 10670467 0 1277639 8848087 154087 96961 92985 70160 258178 81294 5392 47670 CLAIMS ADMINISTRATION 502540 10157354 720763 846037 399283 206522 1040863 955483 4709 15788 27277077 30125498 5263759 5571932 34706454 37721260 217126 86702 28142 17653 2739124 2805270 2984392 2909625 X 0 0 0 0 31722062 34811635 31722062 34811635 34706454 37721260 1790752 1298821 0 X X 0 1 X 1 0 0 LIMITED PARTNERSHIP 5571932 F 5571932 AMOUNTS DUE TO INSURANCE COMPANIES 20035 CLAIMS PAYABLE AND INCURRED BUT NOT REPORTED 1415962 LAG MONTHS ELIGIBILITY COVERAGE 1369273 2805270 X 13176767 1298821 1298821 11877946 70160 70160 11948106 10021048 0 10021048 70160 66146 136306 10157354 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. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS 66,146. FORM 990, PART VI, SECTION A, LINE 8B THE TRUST DOES NOT HAVE ANY COMMITTEES THAT ACT ON BEHALF OF THE BOARD APART FROM THOSE DOCUMENTED WITHIN THE FULL BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PROVIDED TO THE PLAN'S BOARD OF TRUSTEES BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ANNUAL CERTIFICATION FROM BOARD MEMBERS AND REVIEWS THEIR RESPONSES. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART VII, SECTION A, LINE 6 TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER TAX-EXEMPT ORGANIZATIONS IS REPORTED ON FORM 990 FILED WITH THE IRS BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE TRUST ADMINISTRATOR. FORM 990, PART X, LINE 2C: THE PROCESS AND METHODS USED BY THE BOARD OF DIRECTORS TO SELECT THE INDEPENDENT AUDIT FIRM HAS NOT CHANGED FROM THE PRIOR YEAR. INTERNATIONAL ASSOCIATION OF MACHINIST & AEROSPACE WORKERS LOCAL 24 25 CORNELL AVE GLADSTONE OR 97027 274665913 SUPPORTING LOCAL OR 501(C)(5) 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 19 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. AMENTUM BELL & LUMBER POLE CO BUTTE SCHOOL DISTRICT #1 CASTLE & COLEMAN LOGGING CITY OF INTERNATIONAL FALLS CITY OF REEDSPORT CITY OF WINSTON CLEARWATER PAPER CORPORATION COLLINS PRODUCTS LLC GREEN DIAMOND RESOURCE CO KOONTZ MACHINE & WELDING KOPPERS COMPANY MASON COUNTY CORRECTIONS NW CONTEXT. CONGREGATIONS ROSEBERG FOREST PRODUCTS CO. WEBFOOT TRUCK & EQUIPMENT WEYERHAEUSER WOODWORKERS LOCAL LODGE W12