2025-06-09T13:10:56-05:00 2024-12-31 934792291 SORREN INC 1120 S RACKHAM WAY SUITE 100 MERIDIAN ID 83642 990 2024-01-01 300496315 IDAHO AGC SELF-FUNDED BENEFIT TRUST IDAH 2083442531 1649 WEST SHORELINE DR 100 BOISE ID 83702 WAYNE HAMMON EXECUTIVE DIRECTOR, IDAHO AGC, INC. 2083442531 2025-06-03 1 1 CHERYL GUIDDY P00266294 2083338965 2025-06-03 2024 2025-03-06 01:10:19Z WAYNE HAMMON 1649 WEST SHORELINE DR 100 BOISE ID 83702 27972611 0 X N/A X 2008 ID TO RECEIVE CONTRIBUTIONS AND HOLD, MANAGE, INVEST, AND REINVEST, TRUST PROPERTY AND ALL INCOME FROM SUCH PROPERTY AS REQUIRED BY THE EMPLOYMENT RETIREMENT INCOME SECURITY ACT OF 1974. 7 7 0 0 0 0 0 0 22058225 27130815 177521 390210 0 0 22235746 27521025 0 0 18260813 21117275 0 0 0 0 0 4175742 5033817 22436555 26151092 -200809 1369933 10826429 12896501 4266410 4895455 6560019 8001046 TO RECEIVE CONTRIBUTIONS AND HOLD, MANAGE, INVEST, AND REINVEST, TRUST PROPERTY AND ALL INCOME FROM SUCH PROPERTY AS REQUIRED BY THE EMPLOYMENT RETIREMENT INCOME SECURITY ACT OF 1974. 0 0 WORKING THROUGH THE AGC BENEFIT TRUST TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES OF PARTICIPATING MEMBER FIRMS OF THE IDAHO AGC. 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 1 139 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X THE ORGANIZATION 2083442531 1649 WEST SHORELINE DR 100 BOISE ID 83702 X ADAM WARR CHAIR 1.00 X 0 0 0 REBECCA STRICKLAND VICE-CHAIR 1.00 X 0 0 0 HEIDI LOCKNER TRUSTEE 1.00 X 0 0 0 JILL BELL TRUSTEE 1.00 X 0 0 0 KORI BONNEY TRUSTEE 1.00 X 0 0 0 WAYLIN LEWIS TRUSTEE 1.00 X 0 0 0 KEVIN BROWN TRUSTEE 1.00 X 0 0 0 WAYNE HAMMON EXECUTIVE DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 PLAN INCOME 524292 27130815 27130815 27130815 316360 316360 525436 451586 73850 73850 73850 27521025 27130815 0 390210 21117275 3685893 29707 13700 211968 969250 4842 6106 538 28054 PREMIUM TAX 83759 26151092 4439939 4538769 320773 233025 1144456 2809583 6760 10000 4914501 5305124 10826429 12896501 737016 904849 982136 907305 2547258 3083301 4266410 4895455 X 6560019 8001046 6560019 8001046 10826429 12896501 1369933 71094 0 X X 0 1 X 1 0 0 MEDICAL CLAIMS INCURRED BUT NOT REPORTED 3083301 3083301 X 27592119 71094 71094 27521025 0 27521025 26151092 0 26151092 0 26151092 PART X, LINE 2: THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE TRUST MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR FISCAL YEARS 2024 OR 2023. THE TRUST FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. THE TRUST IS GENERALLY NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS BEFORE 2021. FORM 990, PART VI, SECTION A, LINE 3 THE IDAHO BRANCH, INC. ASSOCIATED GENERAL CONTRACTORS OF AMERICA WAS DELEGATED CONTROL OVER MANAGEMENT DUTIES VIA AN ADMINISTRATIVE AGREEMENT. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD REVIEWS AND THE EXECUTIVE DIRECTOR OF THE IDAHO BRANCH, INC. THE ASSOCIATED GENERAL CONTRACTORS OF AMERICA, INC. SIGNS THE RETURN BEFORE IT IS FILED. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT 1649 W. SHORELINE DRIVE, SUITE 100, BOISE, ID 83702. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES IS THE OVERSIGHT COMMITTEE. PROCESS HAS NOT CHANGED FROM PRIOR YEAR. IDAHO BRANCH INC ASSOCIATED GENERAL CONTRACTORS OF AMERICA INC 1649 WEST SHORELINE DR SUITE 100 BOISE ID 83702 820096397 TRADE ASSOCIATION TO COMMERICAL CONTRACTORS ID 501(C)6 N/A 0 IDAHO AGC BENEFIT PLAN TRUST 1649 WEST SHORELINE DR SUITE 100 BOISE ID 83702 820447719 EMPLOYEE BENEFITS ID 501(C)9 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 IDAHO BRANCH INC ASSOCIATED GENERAL CONTRACTORS OF AMERICA INC L 541543 IN ACCORDANCE WITH MNGMT AGREEMEN