2025-09-15T18:11:19-05:00 2024-10-31 208149084 ANASTASI MOORE & MARTIN PLLC 9 S WASHINGTON ST STE 600 SPOKANE WA 99201 990 2023-11-01 466220670 GIG HARBOR FIREFIGHTERS UNION HEALTH & WELFARE TRUST GIGH 2533078341 PO BOX 518 GIG HARBOR WA 98335 JOEL SCHWARZ TRUST MANAGER 2533078341 2025-09-15 1 0 STEVEN R COLEMAN CPA P01854803 5093230272 2025-09-15 2023 2025-03-06 01:10:19Z JON DOWER PO BOX 518 GIG HARBOR WA 98335 4818753 0 X GIGHARBORFIREBENEFITS.WEEBLY.COM X 2012 WA TO PROVIDE HEALTH AND WELFARE BENEFITS TO QUALIFIED PARTICIPANTS INCLUDING ACTIVE AND RETIRED EMPLOYEES OF GIG HARBOR FIRE AND MEDIC ONE AND THEIR DEPENDENTS. 5 5 0 5 0 0 0 0 4614188 4522915 237585 295838 0 0 4851773 4818753 0 0 3369385 3546803 38126 41561 0 0 0 359000 333148 3766511 3921512 1085262 897241 9881243 11536967 246652 608958 9634591 10928009 X TO PROVIDE HEALTH AND WELFARE BENEFITS TO QUALIFIED PARTICIPANTS INCLUDING ACTIVE AND RETIRED EMPLOYEES OF GIG HARBOR FIRE AND MEDIC ONE AND THEIR DEPENDENTS. PLAN ASSETS ARE HELD IN A TRUST. THE PLAN IS SUBJECT TO THE PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA), AS AMENDED. 0 0 PROVIDED AN ENTITY THROUGH WHICH ONE OR MORE EMPLOYEE WELFARE BENEFIT PLANS WERE FUNDED PURSUANT TO THE TERMS OF THE APPLICABLE COLLECTIVE BARGAINING AGREEMENTS AND SUCH TRUST HELD ALL THE ASSETS OF THESE VARIOUS EMPLOYEE WELFARE BENEFIT PLANS, USED FOR EXCLUSIVE BENEFIT OF PARTICIPANTS AND BENEFICIARIES. 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 25 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X LUCENT HEALTH 8772360844 5500 WEST GRANDE MARKET DRIVE APPLETON WI 54913 MICHAEL DUMAS CHAIRMAN (OUTGOING) 5.00 X X 0 0 0 JON DOWER CHAIRMAN 5.00 X X 0 0 0 ANTHONY CARR SECRETARY/TREASURER 3.00 X 0 0 0 NICHOLAS MARTIN TRUSTEE 3.00 X 0 0 0 JACOB FLICK TRUSTEE 3.00 X 0 0 0 NICHOLAS TRUCKEY TRUSTEE 3.00 X 0 0 0 JOEL SCHWARZ GENERAL MANAGER/CONSULTANT 15.00 X 40552 0 0 40552 0 0 0 0 0 0 0 PARTICIPANT CONTRIBUTI 525120 4522915 4522915 4522915 295838 295838 4818753 4522915 0 295838 3546803 41561 13011 33650 -1374 239847 1860 5125 8753 8876 9704 HRA CLAIMS 11015 UM AND PPO SERVICE FEES 2681 3921512 1971700 2364323 401434 437271 7508109 8735373 9881243 11536967 56652 76958 190000 532000 246652 608958 X 0 0 0 0 9634591 10928009 9634591 10928009 9881243 11536967 897241 396177 0 X 0 1 X 1 0 0 ESTIMATED CLAIMS INCURRED BUT NOT REPORTED 532000 532000 X 5216304 396177 396177 4820127 -1374 -1374 4818753 3560580 0 3560580 -1374 362306 360932 3921512 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE ASSETS OF THE PLAN IS QUALIFIED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). THE TRUST OBTAINED ITS LATEST TAX DETERMINATION LETTER DATED JULY 31, 2015, WITH AN EFFECTIVE DATE OF EXEMPTION OF AUGUST 21, 2012. IN THE LETTER, THE INTERNAL REVENUE SERVICE STATED THAT THE TRUST, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF IRC. THE BOARD TRUSTEES AND LEGAL COUNSEL BELIEVE THE TRUST AND RELATED PLAN ARE DESIGNED AND HAVE BEEN OPERATED THROUGH OCTOBER 31, 2024, IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN PREMIUMS PAYABLE 362,306. FORM 990, PART VI, SECTION A, LINE 3 TRUST MANAGER CONTRACTED TO ADMINISTER TRUST ACTIVITIES AS DIRECTED BY THE TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7A OUT OF THE FIVE TRUSTEES POSITIONS, THREE ARE APPOINTED BY THE CURRENT UNION ELECTED PRESIDENT WHEN THE POSITIONS BECOME VACANT, AND THE TWO REMAINING POSITIONS ARE DEMOCRATICALLY ELECTED BY THE UNION MEMBERSHIP WHEN VACANT. FORM 990, PART VI, SECTION B, LINE 11B THE TRUST MANAGER REVIEWS FORM 990 ALONG WITH THE SECRETARY TREASURER TRUSTEE PRIOR TO REVIEW BY ALL OTHER TRUSTEES AT A TRUSTEE MEETING. FORM 990, PART VI, SECTION B, LINE 12C AT EACH TRUSTEE MEETING, TRUSTEES ARE GIVEN THE OPPORTUNITY TO RELAY ANY POTENTIAL CONFLICTS AND THE BODY DETERMINES ANY RESTRICTIONS IF NEEDED. FORM 990, PART VI, SECTION C, LINE 19 TRUST AGREEMENTS AND POLICIES POSTED ON THE TRUST WEBSITE. GIG HARBOR PROFESSIONAL FIREFIGHTERS IAFF LOCAL 3390 PO BOX 2625 GIG HARBOR WA 98335 911959929 FIRE AND MEDIC ONE UNION WA 501(C)(5) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1