2026-07-28T13:12:57-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2024-10-01 237013313 NORTHWEST IAM BENEFIT TRUST NORT 2064417574 PO BOX 34203 SEATTLE WA 98124 ROBERT PETROFF CHAIRMAN 2064417574 2026-07-24 1 0 IANN M SEEL CPA P03444537 4252506100 2026-06-23 2024 2025-03-06 01:10:19Z ROBERT PETROFF PO BOX 34203 SEATTLE WA 98124 9349689 0 X N/A X 1967 WA TO PROVIDE DENTAL BENEFITS. 6 2 0 6 0 0 0 0 3344154 3275462 263796 337222 664 208 3608614 3612892 0 0 2328738 2843451 0 0 0 0 0 526092 523933 2854830 3367384 753784 245508 9589873 10069750 1112220 1058613 8477653 9011137 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 1 587 0 1 0 0 0 0 0 0 0 0 0 X 6 2 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 355136 1 EMPLOYER CONTRIBUTIONS 900099 3270740 3270740 PARTICIPANT CONTRIBUTIONS 900099 4722 4722 3275462 240036 240036 5833983 5736797 97186 97186 97186 LEGAL FEES COLLECTED 900099 208 208 208 3612892 3275462 0 337430 2843451 319253 25428 50262 24785 42708 23898 4092 12645 10338 BANK SERVICE CHARGES 10524 3367384 1423955 387351 4080 212930 357765 342433 8763 22076 7795310 9104960 9589873 10069750 32001 72613 1080219 986000 1112220 1058613 X 0 0 0 0 8477653 9011137 8477653 9011137 9589873 10069750 245508 287976 0 X X 0 1 X 1 0 0 ESTIMATED LAG MONTHS ELIGIBILITY COVERAGE 421000 ESTIMATED CLAIMS INCURRED BUT NOT REPORTED 565000 986000 X 3876083 287976 287976 3588107 24785 24785 3612892 3331599 0 3331599 24785 11000 35785 3367384 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 12,000. CHANGE IN CLAIMS INCURRED BUT NOT REPORTED -1,000. 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 JULY 31, 2025, 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. 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