{"success":true,"data":{"_id":911950259,"filings":[{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"To provide health benefits to eligible retirees and their dependents","primary_activities":"Provided health and welfare benefits to eligbile retirees and their dependenTs.","year":2009,"name":"Retail Clerks Retiree Welfare Trust","phone":"2062824100","type":"990","principal_officer":"Randy Zeiler","year_formation":1998,"state_legal_domicile":"WA","total_volunteers":0,"tax_period_begin":"2009-04-01T00:00:00","tax_period_end":"2010-03-31T00:00:00","address":"201 Queen Anne Avenue North No 100, Seattle, WA, 98109, USA","city":"Seattle","state":"WA","country":"USA","zip_code":"98109"},"Governance":{"501c determination":true,"Number of voting members":12,"Number of independent voting members":12,"Number of employees total":119,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":119,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Family or business relationship":false,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":true,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":2037509,"Contributions":{"value":0},"Program revenue":{"value":1505936,"Total revenue":{"value":1505936,"VARIOUS":1505936},"Unrelated business revenue":0},"Investment income":{"value":531573,"Investment income total":472296,"Net investment gain":59277},"Other revenues":{"value":0}},"Expenses":{"value":4402963,"Grant expense":{"value":0},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":4068868,"Benefits paid to members Total":4068868},"Salaries":{"value":0},"Other expenses":{"value":334095,"Management services":100305,"Legal":20944,"Accounting":23918,"Investment management fees":22777,"Other services":136372,"Office expenses":16819,"Travel":728,"Conferences and meetings":7604,"Insurance":4628}},"Assets":{"value":18955809,"Non-interest bearing cash":191319,"Accounts receivable":40841,"Prepaid expenses deferred charges":13169,"Investments publicly traded":9253049,"Investments other":9457431},"Liabilities":{"value":554209,"Accounts payable, accrued":6279,"Deferred, revenue":97930,"Other liabilities":450000},"Fund balance":{"value":18401600},"Form990Details":{"program_service_accomplishments":[{"description":"Provided health and welfare benefits to eligbile retirees and their dependenTs."}],"program_service_revenue_detail":[{"business_code":"900099","description":"RETIREE SELF PAY CONTR","total_revenue":1007415,"related_or_exempt_function_income":1007415},{"business_code":"900099","description":"EMPLOYER CONTRIBUTIONS","total_revenue":498521,"related_or_exempt_function_income":498521}],"functional_expense_allocations":{"management_fees":{"total":100305},"legal_fees":{"total":20944},"accounting_fees":{"total":23918},"investment_management_fees":{"total":22777},"other_service_fees":{"total":136372},"office_expenses":{"total":16819},"travel":{"total":728},"conferences_meetings":{"total":7604},"insurance":{"total":4628}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"backup_withholding_compliance":true,"employment_tax_returns_filed":true,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"method_of_accounting_accrual":true},"principal_officer_detail":{"person_name":"Randy Zeiler","address_line1":"201 Queen Anne Avenue North No 100","city":"Seattle","state":"WA","zip":"98109"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"audited_financial_statement_separate":true,"federal_grant_audit_required":false},"related_party_due_diligence":{"officer_entity_with_business_relationship":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":false,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_are_in_care_of":{"phone":"2062824100","business_name_line1":"Zenith Administrators","address_line1":"201 Queen Anne Ave North","city":"Seattle","state":"WA","zip":"981094896"},"contractor_compensation":[{"business_name_line1":"ZENITH ADMINISTRATORS INC","compensation":110406,"services_description":"ADMINISTRATION","address_line1":"201 QUEEN ANNE AVENUE NORTH","city":"SEATTLE","state":"WA","zip":"981094896","name":"ZENITH ADMINISTRATORS INC","address":"201 QUEEN ANNE AVENUE NORTH, SEATTLE, WA, 981094896"}],"officers_directors_key_employees":[{"title":"Chairman","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"Trustee","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"Trustee","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"Trustee","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"trustee","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"Trustee","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"trustee","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"trustee","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"trustee","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"trustee","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"trustee","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"secretary","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE - PAST","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true}]},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"land_buildings_equipment":{"total_book_value":0},"securities":{"other_securities":[{"description":"Limited partnership","book_value":9457431,"method_of_valuation":"F"}],"total_book_value":9457431},"other_liabilities":{"liabilities":[{"description":"CLAIMS PAYABLE AND incurred but not reported","amount":450000}],"total_liability":450000},"net_assets_reconciliation":{"total_revenue":2037509,"total_expenses":4402963,"excess_or_deficit_for_year":-2365454,"net_unrealized_gains_losses_on_investments":4593727,"other_amount":49000,"total_adjustments":4642727,"excess_or_deficit_per_financial_statements":2277273},"revenue_reconciliation":{"total_revenue_audited_financial_statements":6608459,"net_unrealized_gains_investments":4593727,"revenue_not_reported":4593727,"revenue_subtotal":2014732,"investment_expenses_not_included":22777,"revenue_not_reported_financial_statement":22777,"total_revenue_per_990":2037509},"expense_reconciliation":{"total_expenses_audited_financial_statements":4331186,"expenses_not_reported":0,"expenses_subtotal":4331186,"investment_expenses_not_included":22777,"other_expenses_not_included":49000,"expenses_not_reported_financial_statement":71777,"total_expenses_per_990":4402963},"supplemental_information":[{"identifier":"Part XI, Line 8 - Other Adjustments:","explanation":"CHANGE IN BENEFIT OBLIGATIONS"},{"identifier":"Part XIII, Line 4b - Other Adjustments:","explanation":"CHANGE IN BENEFIT OBLIGATIONS"}]},"ScheduleR":{"tax_exempt_organizations":[{"ein":916058475,"business_name_line1":"Retail clerks welfare trust","primary_activities":"active employees welfare benefits","exempt_code_section":"501(c) 9","public_charity_status":"na","legal_domicile_state":"WA","address_line1":"201 queen anne ave n ste 100","city":"seattle","state":"WA","zip":"981094824","name":"Retail clerks welfare trust","address":"201 queen anne ave n ste 100, seattle, WA, 981094824"},{"ein":916069306,"business_name_line1":"Retail clerks pension trust","primary_activities":"retirement benefits","exempt_code_section":"501(a)","public_charity_status":"na","legal_domicile_state":"WA","address_line1":"201 queen anne ave n ste 100","city":"seattle","state":"WA","zip":"981094824","name":"Retail clerks pension trust","address":"201 queen anne ave n ste 100, seattle, WA, 981094824"}],"transaction_flags":{"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":false,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":false,"performance_of_services_by_other_orgs":false,"performance_of_services_for_other_orgs":false,"sharing_of_facilities":false,"sharing_of_paid_employees":false,"reimbursement_paid_by_other_org":false,"reimbursement_paid_to_other_org":false,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":false,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":false}},"source_xml":"201100279349300310_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"To provide health benefits to eligible retirees and their dependents","primary_activities":"Provided health and welfare benefits to eligible retirees and their dependents.","year":2014,"name":"SOUND HEALTH & WELLNESS RETIREE TRUST","phone":"2062824100","website":"WWW.SOUNDHEALTHWELLNESS.COM","type":"990","principal_officer":"RANDY ZEILER","year_formation":1998,"state_legal_domicile":"WA","total_volunteers":0,"tax_period_begin":"2014-04-01T00:00:00","tax_period_end":"2015-03-31T00:00:00","address":"201 QUEEN ANNE AVENUE NORTH NO 100, SEATTLE, WA, 98109, USA","city":"SEATTLE","state":"WA","country":"USA","zip_code":"98109"},"Governance":{"501c determination":true,"Number of voting members":11,"Number of independent voting members":1,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Family or business relationship":false,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":true,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Audited financial statements separate":true,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":3546549,"Contributions":{"value":0},"Program revenue":{"value":2478419,"Total revenue":{"value":2478419,"RETIREE SELF PAY CONTR":1975313,"EMPLOYER CONTRIBUTIONS":503106}},"Investment income":{"value":421557,"Investment income total":421557},"Other revenues":{"value":646573,"Other total":646573}},"Expenses":{"value":5704765,"Grant expense":{"value":0},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":5163144,"Benefits paid to members Total":5163144},"Salaries":{"value":0},"Other expenses":{"value":541621,"Management services":116514,"Legal":37909,"Accounting":11730,"Investment management fees":24467,"Other services":279707,"Office expenses":14297,"Conferences and meetings":6694,"Insurance":16391,"Itemized Expenses":{"value":33912,"TRANSITIONAL REINSURANC":32445,"PCORI TAX PAYMENT":1467}}},"Assets":{"value":12643136,"Savings and temp cash investments":24258,"Accounts receivable":59142,"Prepaid expenses deferred charges":18980,"Investments publicly traded":9585743,"Investments other":2955013},"Liabilities":{"value":1591541,"Accounts payable, accrued":26166,"Deferred, revenue":160290,"Other liabilities":1405085},"Fund balance":{"value":11051595},"Form990Details":{"program_service_accomplishments":[{"description":"PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS."}],"program_service_revenue_detail":[{"business_code":"900099","total_revenue":1975313,"related_or_exempt_function_income":1975313},{"business_code":"900099","total_revenue":503106,"related_or_exempt_function_income":503106}],"functional_expense_allocations":{"management_fees":{"total":116514},"legal_fees":{"total":37909},"accounting_fees":{"total":11730},"investment_management_fees":{"total":24467},"other_service_fees":{"total":279707},"office_expenses":{"total":14297},"conferences_meetings":{"total":6694},"insurance":{"total":16391}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"backup_withholding_compliance":true,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"method_of_accounting_accrual":true,"schedule_o_part_vi":true,"schedule_o_part_vii":true,"schedule_o_part_xii":true},"principal_officer_detail":{"person_name":"RANDY ZEILER"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"officer_entity_with_business_relationship":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":false,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_in_care_of_detail":{"phone":"2062824100","business_name_line1":"ZENITH AMERICAN SOLUTIONS INC","address_line1":"201 QUEEN ANNE AVE NORTH","city":"SEATTLE","state":"WA","zip":"981094896"},"contractor_compensation_group":[{"business_name_line1":"AETNA","compensation":139931,"services_description":"ADMINISTRATION","address_line1":"600 UNIVERSITY STREET SUITE 920","city":"SEATTLE","state":"WA","zip":"98101","name":"AETNA","address":"600 UNIVERSITY STREET SUITE 920, SEATTLE, WA, 98101"},{"business_name_line1":"ZENITH AMERICAN SOLUTIONS INC","compensation":135448,"services_description":"ADMINISTRATION","address_line1":"201 QUEEN ANNE AVENUE NORTH","city":"SEATTLE","state":"WA","zip":"981094896","name":"ZENITH AMERICAN SOLUTIONS INC","address":"201 QUEEN ANNE AVENUE NORTH, SEATTLE, WA, 981094896"}],"officers_directors_key_employees":[{"person_name":"RANDY ZEILER","title":"CHAIRMAN","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"RANDY ZEILER"},{"person_name":"BRENT R BOHN","title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"BRENT R BOHN"},{"person_name":"FRANK JORGENSEN","title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"FRANK JORGENSEN"},{"person_name":"SCOTT KLITZKE POWERS","title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"SCOTT KLITZKE POWERS"},{"person_name":"DAVID BLITZSTEIN","title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"DAVID BLITZSTEIN"},{"person_name":"TODD CROSBY","title":"SECRETARY","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":117143,"other_compensation":15286,"individual_trustee_or_director":true,"name":"TODD CROSBY"},{"person_name":"DAVID SCHMITZ","title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":144340,"other_compensation":34748,"individual_trustee_or_director":true,"name":"DAVID SCHMITZ"},{"person_name":"FAYE GUENTHER","title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":105891,"other_compensation":15078,"individual_trustee_or_director":true,"name":"FAYE GUENTHER"},{"person_name":"RUTH DICK","title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":92496,"other_compensation":473,"individual_trustee_or_director":true,"name":"RUTH DICK"},{"person_name":"EMILIA CONTRERAS","title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":81281,"other_compensation":266,"individual_trustee_or_director":true,"name":"EMILIA CONTRERAS"},{"person_name":"CYNTHIA THORNTON","title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"CYNTHIA THORNTON"}]},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"land_buildings_equipment":{"total_book_value":0},"securities":{"other_securities":[{"description":"LIMITED PARTNERSHIP","book_value":2955013,"method_of_valuation":"F"}],"total_book_value":2955013},"other_liabilities":{"liabilities":[{"description":"CLAIMS PAYABLE AND INCURRED BUT NOT REPORTED","amount":1373589},{"description":"CASH OVERDRAFTS","amount":31496}],"total_liability":1405085,"footnote_text":true},"revenue_reconciliation":{"total_revenue_audited_financial_statements":3788040,"net_unrealized_gains_investments":265958,"revenue_not_reported":265958,"revenue_subtotal":3522082,"investment_expenses_not_included":24467,"revenue_not_reported_financial_statement":24467,"total_revenue_per_990":3546549},"expense_reconciliation":{"total_expenses_audited_financial_statements":5153503,"expenses_not_reported":0,"expenses_subtotal":5153503,"investment_expenses_not_included":24467,"other_expenses_not_included":526795,"expenses_not_reported_financial_statement":551262,"total_expenses_per_990":5704765},"supplemental_information":[{"form_and_line_reference":"PART X, LINE 2:","explanation":"ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX ASSET OR 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. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2012."},{"form_and_line_reference":"PART XII, LINE 4B - OTHER ADJUSTMENTS:","explanation":"CHANGE IN BENEFIT OBLIGATIONS"}]},"ScheduleR":{"tax_exempt_organizations":[{"ein":916058475,"business_name_line1":"SOUND HEALTH & WELLNESS TRUST","primary_activities_text":"ACTIVE EMPLOYEES WELFARE BENEFITS","exempt_code_section_text":"501(C) 9","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"201 QUEEN ANNE AVE N STE 100","city":"SEATTLE","state":"WA","zip":"981094824","name":"SOUND HEALTH & WELLNESS TRUST","address":"201 QUEEN ANNE AVE N STE 100, SEATTLE, WA, 981094824"},{"ein":916069306,"business_name_line1":"SOUND RETIREMENT TRUST","primary_activities_text":"RETIREMENT BENEFITS","exempt_code_section_text":"501(A)","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"201 QUEEN ANNE AVE N STE 100","city":"SEATTLE","state":"WA","zip":"981094824","name":"SOUND RETIREMENT TRUST","address":"201 QUEEN ANNE AVE N STE 100, SEATTLE, WA, 981094824"},{"ein":910383680,"business_name_line1":"UFCW LOCAL UNION 367","primary_activities_text":"SPONSORING LOCAL","exempt_code_section_text":"501(C) 5","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"6403 LAKEWOOD DRIVE","city":"TACOMA","state":"WA","zip":"984673331","name":"UFCW LOCAL UNION 367","address":"6403 LAKEWOOD DRIVE, TACOMA, WA, 984673331"},{"ein":910487097,"business_name_line1":"UFCW LOCAL UNION 1439","primary_activities_text":"SPONSORING LOCAL","exempt_code_section_text":"501(C) 5","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"1719 NORTH ATLANTIC STREET","city":"SPOKANE","state":"WA","zip":"992050298","name":"UFCW LOCAL UNION 1439","address":"1719 NORTH ATLANTIC STREET, SPOKANE, WA, 992050298"},{"ein":203286319,"business_name_line1":"UFCW LOCAL UNION 21","primary_activities_text":"SPONSORING LOCAL","exempt_code_section_text":"501(C) 5","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"5030 FIRST AVENUE SOUTHSTE 200","city":"SEATTLE","state":"WA","zip":"98134","name":"UFCW LOCAL UNION 21","address":"5030 FIRST AVENUE SOUTHSTE 200, SEATTLE, WA, 98134"},{"ein":910267959,"business_name_line1":"GENERAL TEAMSTERS LOCAL UNION 38","primary_activities_text":"SPONSORING LOCAL","exempt_code_section_text":"501(C) 5","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"2601 EVERETT AVENUE","city":"EVERETT","state":"WA","zip":"98201","name":"GENERAL TEAMSTERS LOCAL UNION 38","address":"2601 EVERETT AVENUE, EVERETT, WA, 98201"},{"ein":910698183,"business_name_line1":"ALLIED EMPLOYERS INC","primary_activities_text":"SPONSORING ASSOCIATION","exempt_code_section_text":"501(C) 6","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"4030 LAKE WASHINGTON BLVD NE STE 20","city":"KIRKLAND","state":"WA","zip":"98033","name":"ALLIED EMPLOYERS INC","address":"4030 LAKE WASHINGTON BLVD NE STE 20, KIRKLAND, WA, 98033"}],"transaction_flags":{"dividends_from_related_organization_indicator":false,"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":false,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":false,"performance_of_services_by_other_orgs":false,"performance_of_services_for_other_orgs":false,"sharing_of_facilities":false,"sharing_of_paid_employees":false,"reimbursement_paid_by_other_org":false,"reimbursement_paid_to_other_org":false,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":false,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":false},"supplemental_information":[{"form_and_line_reference":"SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS","explanation":"THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH & WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS. AS OF MARCH 31, 2015 THERE ARE APPROXIMATELY 95 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 ADMINISTRATIVE 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 & J MEATS A&H STORES, INC ABERDEEN HEALTH MART ABERDEEN OFFICE EQUIPMENT AFFORDABLE DENTAL GROUP AHMR, INC ALBERTSONS INC ALLEN CREEK IGA ALLIED EMPLOYERS, INC. AVENUE DENTAL CARE BALLINGER THRIFTWAY BAVARIAN MEAT PRODUCTS BERTS RED APPLE MARKET BIMBO BAKERIES USA BLUHER'S DBA FARMHOUSE MKT BORNSTEIN SEAFOOD INC BRIDLE TRAILS RED APPLE MKT BYRNIE UTZ MEN'S HAT STORE CAMANO PLAZA MARKET CAP FOODS DBA WEST SEA THFTWY CENTRAL CO-OP/MADISON MARKET CITY CENTER DRUG CLAUS MEAT MARKET CROWN DRUG COMPANY DBA MARTIN'S SOUTHGATE DRUG DON & JOES MEATS EVERYBODY'S FORKS OUTFITTERS FRANCO THE TAILOR, INC FRANZ & GAIS BAKERIES GARGUILES RED APPLE GOLDEN STEER CHOICE MEATS GORDONS GROCERY HAGGEN & TOP FOOD & DRUG HARBOR DRUG INC HARRISON MEDICAL CENTER HERBIG JEWELERS ILWU LOCAL #23 ISLAND MKT CO DBA VASHON THRWY J SPRINGER LLC JEFFERSON COUNTY JEFFERSON HEALTHCARE KAUFMAN SCROGGS FURNITURE KC FOODS KIRBY CO/SHELTON RED APPLE KROGER DBA FRED MEYER KROGER DBA QFC LABORER'S INTERNATIONAL #252 MATTHEWS AT LAKEMONT LLC METROPOLITAN MARKETS MOUNT VERNON RED APPLE MARKET N MASON SCHOOL DIST #403 OMAK PHARMACY PATEL DENTAL CARE PAYLESS FOODS PICK-RITE INC PIERCE CTY CENTRAL LABOR COUNC PIONEER SELECT MARKET POULSBO RED APPLE PRAIRIE CENTER RED APPLE MKT RALPH'S RED APPLE RANDYS LOAN & COIN RETIREE WELFARE ROGER'S MARKETPLACE ROSE & ASSOCIATES, LLC SAAR'S INC SAFEWAY STORES INC SAGEN'S PHARMACY SEQUIM SCHOOL DIST #323 SHOP-N-KART SOINES DBA RED WING SHOE STORE SOUTH BEND PHARMACY SPANAWAY WATER CO. INC STADIUM THRIFTWAY STERLING DENTAL CARE STORMAN'S SUMMIT TRADING COMPANY SUNRISE DENTAL SWAIN'S INC SWANSONS FOOD INC TACOMA LONGSHOREMEN CR UNION THE DENNIS CO THE MARKETS LLC THE VALU DRUG CO TM MEATS LLC TOWN & COUNTRY TUKWILA TRADING CO UFCW LOCAL #21 UFCW LOCAL 367 UNIFIED GROCERS INC UNITED WAY OF SKAGIT CO UWAJIMAYA INC VASHON MARKET FRESH IGA WIITAMAKI JEWELERS ZENITH AMERICAN SOLUTIONS"}]},"source_xml":"201620149349301752_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"To provide health benefits to eligible retirees and their dependents","primary_activities":"Provided health and welfare benefits to eligbile retirees and their dependents.","year":2011,"name":"RETAIL CLERKS RETIREE WELFARE TRUST","phone":"2062824100","website":"WWW.SOUNDHELTHWELLNESS.COM","type":"990","principal_officer":"RANDY ZEILER","year_formation":1998,"state_legal_domicile":"WA","total_volunteers":0,"tax_period_begin":"2011-04-01T00:00:00","tax_period_end":"2012-03-31T00:00:00","address":"201 QUEEN ANNE AVENUE NORTH NO 100, SEATTLE, WA, 98109, USA","city":"SEATTLE","state":"WA","country":"USA","zip_code":"98109"},"Governance":{"501c determination":true,"Number of voting members":12,"Number of independent voting members":1,"Number of employees total":427,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":427,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Family or business relationship":false,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":false,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":true,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":3086985,"Contributions":{"value":0},"Program revenue":{"value":1999736,"Total revenue":{"value":1999736,"VARIOUS":1999736},"Unrelated business revenue":0},"Investment income":{"value":654670,"Investment income total":426424,"Net investment gain":228246},"Other revenues":{"value":432579,"Other total":432579}},"Expenses":{"value":3838402,"Grant expense":{"value":0},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":3464459,"Benefits paid to members Total":3464459},"Salaries":{"value":0},"Other expenses":{"value":373943,"Management services":107970,"Legal":14674,"Accounting":9300,"Investment management fees":18923,"Other services":178306,"Office expenses":26543,"Conferences and meetings":6625,"Insurance":11602}},"Assets":{"value":17019554,"Non-interest bearing cash":399503,"Savings and temp cash investments":0,"Accounts receivable":34480,"Prepaid expenses deferred charges":15310,"Investments publicly traded":12889862,"Investments other":3680399},"Liabilities":{"value":570517,"Accounts payable, accrued":4593,"Deferred, revenue":140780,"Other liabilities":425144},"Fund balance":{"value":16449037},"Form990Details":{"program_service_accomplishments":[{"description":"PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGBILE RETIREES AND THEIR DEPENDENTS."}],"program_service_revenue_detail":[{"business_code":"900099","description":"RETIREE SELF PAY CONTR","total_revenue":1508604,"related_or_exempt_function_income":1508604},{"business_code":"900099","description":"EMPLOYER CONTRIBUTIONS","total_revenue":491132,"related_or_exempt_function_income":491132}],"functional_expense_allocations":{"management_fees":{"total":107970},"legal_fees":{"total":14674},"accounting_fees":{"total":9300},"investment_management_fees":{"total":18923},"other_service_fees":{"total":178306},"office_expenses":{"total":26543},"conferences_meetings":{"total":6625},"insurance":{"total":11602}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"backup_withholding_compliance":true,"employment_tax_returns_filed":true,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"method_of_accounting_accrual":true,"schedule_o_part_vi":true,"schedule_o_part_xi":true,"schedule_o_part_xii":true},"principal_officer_detail":{"person_name":"RANDY ZEILER","address_line1":"201 QUEEN ANNE AVENUE NORTH NO 100","city":"SEATTLE","state":"WA","zip":"98109"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"audited_financial_statement_separate":true,"federal_grant_audit_required":false},"related_party_due_diligence":{"officer_entity_with_business_relationship":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":false,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_are_in_care_of":{"phone":"2062824100","business_name_line1":"ZENITH AMERICAN SOLUTIONS INC","address_line1":"201 QUEEN ANNE AVE NORTH","city":"SEATTLE","state":"WA","zip":"981094896"},"contractor_compensation":[{"business_name_line1":"ZENITH AMERICAN SOLUTIONS INC","compensation":169204,"services_description":"ADMINISTRATION","address_line1":"201 QUEEN ANNE AVENUE NORTH","city":"SEATTLE","state":"WA","zip":"981094896","name":"ZENITH AMERICAN SOLUTIONS INC","address":"201 QUEEN ANNE AVENUE NORTH, SEATTLE, WA, 981094896"}],"officers_directors_key_employees":[{"title":"CHAIRMAN","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"SECRETARY","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true}]},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"land_buildings_equipment":{"total_book_value":0},"securities":{"other_securities":[{"description":"LIMITED PARTNERSHIP","book_value":3680399,"method_of_valuation":"F"}],"total_book_value":3680399},"other_liabilities":{"liabilities":[{"description":"CLAIMS PAYABLE AND INCURRED BUT NOT REPORTED","amount":326000},{"description":"CHECKS IN EXCESS OF DEPOSITS","amount":99144}],"total_liability":425144},"net_assets_reconciliation":{"total_revenue":3086985,"total_expenses":3838402,"excess_or_deficit_for_year":-751417,"net_unrealized_gains_losses_on_investments":182697,"other_amount":-347000,"total_adjustments":-164303,"excess_or_deficit_per_financial_statements":-915720},"revenue_reconciliation":{"total_revenue_audited_financial_statements":3250759,"net_unrealized_gains_investments":182697,"revenue_not_reported":182697,"revenue_subtotal":3068062,"investment_expenses_not_included":18923,"revenue_not_reported_financial_statement":18923,"total_revenue_per_990":3086985},"expense_reconciliation":{"total_expenses_audited_financial_statements":4166479,"expenses_not_reported":0,"expenses_subtotal":4166479,"investment_expenses_not_included":18923,"other_expenses_not_included":-347000,"expenses_not_reported_financial_statement":-328077,"total_expenses_per_990":3838402},"supplemental_information":[{"explanation":"ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND 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 MARCH 31, 2012, 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. THE PLAN BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEAR PRIOR TO 2008."},{"explanation":"CHANGE IN BENEFIT OBLIGATIONS"},{"explanation":"PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS"}]},"ScheduleR":{"tax_exempt_organizations":[{"ein":916058475,"business_name_line1":"RETAIL CLERKS WELFARE TRUST","primary_activities":"ACTIVE EMPLOYEES WELFARE BENEFITS","exempt_code_section":"501(C) 9","public_charity_status":"NA","controlled_organization":false,"legal_domicile_state":"WA","address_line1":"201 QUEEN ANNE AVE N STE 100","city":"SEATTLE","state":"WA","zip":"981094824","name":"RETAIL CLERKS WELFARE TRUST","address":"201 QUEEN ANNE AVE N STE 100, SEATTLE, WA, 981094824"},{"ein":916069306,"business_name_line1":"RETAIL CLERKS PENSION TRUST","primary_activities":"RETIREMENT BENEFITS","exempt_code_section":"501(A)","public_charity_status":"NA","controlled_organization":false,"legal_domicile_state":"WA","address_line1":"201 QUEEN ANNE AVE N STE 100","city":"SEATTLE","state":"WA","zip":"981094824","name":"RETAIL CLERKS PENSION TRUST","address":"201 QUEEN ANNE AVE N STE 100, SEATTLE, WA, 981094824"},{"ein":910383680,"business_name_line1":"UFCW LOCAL UNION 367","primary_activities":"SPONSORING LOCAL","exempt_code_section":"501(C) 5","public_charity_status":"NA","controlled_organization":false,"legal_domicile_state":"WA","address_line1":"6403 LAKEWOOD DRIVE","city":"TACOMA","state":"WA","zip":"984673331","name":"UFCW LOCAL UNION 367","address":"6403 LAKEWOOD DRIVE, TACOMA, WA, 984673331"},{"ein":910487097,"business_name_line1":"UFCW LOCAL UNION 1439","primary_activities":"SPONSORING LOCAL","exempt_code_section":"501(C) 5","public_charity_status":"NA","controlled_organization":false,"legal_domicile_state":"WA","address_line1":"1719 NORTH ATLANTIC STREET","city":"SPOKANE","state":"WA","zip":"992050298","name":"UFCW LOCAL UNION 1439","address":"1719 NORTH ATLANTIC STREET, SPOKANE, WA, 992050298"},{"ein":203286319,"business_name_line1":"UFCW LOCAL UNION 21","primary_activities":"SPONSORING LOCAL","exempt_code_section":"501(C) 5","public_charity_status":"NA","controlled_organization":false,"legal_domicile_state":"WA","address_line1":"5030 FIRST AVENUE SOUTHSTE 200","city":"SEATTLE","state":"WA","zip":"98134","name":"UFCW LOCAL UNION 21","address":"5030 FIRST AVENUE SOUTHSTE 200, SEATTLE, WA, 98134"},{"ein":910267959,"business_name_line1":"GENERAL TEAMSTERS LOCAL UNION 38","primary_activities":"SPONSORING LOCAL","exempt_code_section":"501(C) 5","public_charity_status":"NA","controlled_organization":false,"legal_domicile_state":"WA","address_line1":"2601 EVERETT AVENUE","city":"EVERETT","state":"WA","zip":"98201","name":"GENERAL TEAMSTERS LOCAL UNION 38","address":"2601 EVERETT AVENUE, EVERETT, WA, 98201"}],"transaction_flags":{"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":false,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":false,"performance_of_services_by_other_orgs":false,"performance_of_services_for_other_orgs":false,"sharing_of_facilities":false,"sharing_of_paid_employees":false,"reimbursement_paid_by_other_org":false,"reimbursement_paid_to_other_org":false,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":false,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":false},"supplemental_information":[{"explanation":"SCHEDULE R, RELATED ORGANIZATIONS: THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS. AS OF DECEMBER 31, 2011, THERE ARE APPROXIMATELY 135 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. HOWEVER, CERTAIN INFORMATION THAT IS REQUIRED TO BE REPORTED ON SCHEDULE R SUCH AS EMPLOYER IDENTIFICATION NUMBERS AND LEGAL STRUCTURE (CORPORATION, PARTNERSHIP, ETC.) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE CONTRIBUTING EMPLOYERS HAVE NOT BEEN INCLUDED ON SCHEDULE R."}]},"source_xml":"201340299349300234_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"To provide health benefits to eligible retirees and their dependents","primary_activities":"Provided health and welfare benefits to eligible retirees and their dependents.","year":2012,"name":"RETAIL CLERKS RETIREE WELFARE TRUST","phone":"2062824100","website":"WWW.SOUNDHEALTHWELLNESS.COM","type":"990","principal_officer":"RANDY ZEILER","year_formation":1998,"state_legal_domicile":"WA","total_volunteers":0,"tax_period_begin":"2012-04-01T00:00:00","tax_period_end":"2013-03-31T00:00:00","address":"201 QUEEN ANNE AVENUE NORTH NO 100, SEATTLE, WA, 98109, USA","city":"SEATTLE","state":"WA","country":"USA","zip_code":"98109"},"Governance":{"501c determination":true,"Number of voting members":12,"Number of independent voting members":1,"Number of employees total":0,"Total Gross UBI":2853,"Net unrelated business taxable income":2853,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Family or business relationship":false,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":true,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Audited financial statements separate":true,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":3179169,"Contributions":{"value":0},"Program revenue":{"value":2245067,"Total revenue":{"value":2245067,"VARIOUS":2245067},"Unrelated business revenue":2853},"Investment income":{"value":934102,"Investment income total":611631,"Net investment gain":322471},"Other revenues":{"value":0}},"Expenses":{"value":4749381,"Grant expense":{"value":0},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":4377729,"Benefits paid to members Total":4377729},"Salaries":{"value":0},"Other expenses":{"value":371652,"Management services":110940,"Legal":13673,"Accounting":10194,"Investment management fees":22246,"Other services":186882,"Office expenses":9508,"Conferences and meetings":6607,"Insurance":11602}},"Assets":{"value":16039762,"Savings and temp cash investments":1119436,"Accounts receivable":34377,"Prepaid expenses deferred charges":14730,"Investments publicly traded":11648744,"Investments other":3222475},"Liabilities":{"value":793284,"Accounts payable, accrued":18239,"Deferred, revenue":156080,"Other liabilities":618965},"Fund balance":{"value":15246478},"Form990Details":{"program_service_accomplishments":[{"description":"PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS."}],"program_service_revenue_detail":[{"business_code":"900099","description":"RETIREE SELF PAY CONTRIBUTIONS","total_revenue":1758470,"related_or_exempt_function_income":1758470},{"business_code":"900099","description":"EMPLOYER CONTRIBUTIONS","total_revenue":486597,"related_or_exempt_function_income":486597}],"functional_expense_allocations":{"management_fees":{"total":110940},"legal_fees":{"total":13673},"accounting_fees":{"total":10194},"investment_management_fees":{"total":22246},"other_service_fees":{"total":186882},"office_expenses":{"total":9508},"conferences_meetings":{"total":6607},"insurance":{"total":11602}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"method_of_accounting_accrual":true,"schedule_o_part_vi":true,"schedule_o_part_vii":true,"schedule_o_part_xii":true},"principal_officer_detail":{"person_name":"RANDY ZEILER","address_line1":"201 QUEEN ANNE AVENUE NORTH NO 100","city":"SEATTLE","state":"WA","zip":"98109"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"officer_entity_with_business_relationship":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":false,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_are_in_care_of":{"phone":"2062824100","business_name_line1":"ZENITH AMERICAN SOLUTIONS INC","address_line1":"201 QUEEN ANNE AVE NORTH","city":"SEATTLE","state":"WA","zip":"981094896"},"contractor_compensation":[{"business_name_line1":"ZENITH AMERICAN SOLUTIONS INC","compensation":159786,"services_description":"ADMINISTRATION","address_line1":"201 QUEEN ANNE AVENUE NORTH","city":"SEATTLE","state":"WA","zip":"981094896","name":"ZENITH AMERICAN SOLUTIONS INC","address":"201 QUEEN ANNE AVENUE NORTH, SEATTLE, WA, 981094896"}],"officers_directors_key_employees":[{"title":"CHAIRMAN","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":102754,"other_compensation":13388,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":138885,"other_compensation":13370,"individual_trustee_or_director":true},{"title":"TRUSTEE - PAST","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":62740,"other_compensation":13388,"individual_trustee_or_director":true},{"title":"TRUSTEE - PAST","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":92142,"other_compensation":13388,"individual_trustee_or_director":true},{"title":"SECRETARY","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":138897,"other_compensation":13388,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":94696,"other_compensation":13388,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":89435,"other_compensation":13388,"individual_trustee_or_director":true}]},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"land_buildings_equipment":{"total_book_value":0},"securities":{"other_securities":[{"description":"LIMITED PARTNERSHIP","book_value":3222475,"method_of_valuation":"F"}],"total_book_value":3222475},"other_liabilities":{"liabilities":[{"description":"CLAIMS PAYABLE AND INCURRED BUT NOT REPORTED","amount":476000},{"description":"CHECKS IN EXCESS OF DEPOSITS","amount":142965}],"total_liability":618965,"footnote_text":true},"revenue_reconciliation":{"total_revenue_audited_financial_statements":3524576,"net_unrealized_gains_investments":367653,"revenue_not_reported":367653,"revenue_subtotal":3156923,"investment_expenses_not_included":22246,"revenue_not_reported_financial_statement":22246,"total_revenue_per_990":3179169},"expense_reconciliation":{"total_expenses_audited_financial_statements":4577135,"expenses_not_reported":0,"expenses_subtotal":4577135,"investment_expenses_not_included":22246,"other_expenses_not_included":150000,"expenses_not_reported_financial_statement":172246,"total_expenses_per_990":4749381},"supplemental_information":[{"identifier":"DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:","explanation":"ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX ASSET OR 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. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2010."},{"identifier":"PART XII, LINE 4B - OTHER ADJUSTMENTS:","explanation":"CHANGE IN BENEFIT OBLIGATIONS"}]},"ScheduleR":{"tax_exempt_organizations":[{"ein":916058475,"business_name_line1":"RETAIL CLERKS WELFARE TRUST","primary_activities":"ACTIVE EMPLOYEES WELFARE BENEFITS","exempt_code_section":"501(C) 9","controlled_organization":false,"legal_domicile_state":"WA","address_line1":"201 QUEEN ANNE AVE N STE 100","city":"SEATTLE","state":"WA","zip":"981094824","name":"RETAIL CLERKS WELFARE TRUST","address":"201 QUEEN ANNE AVE N STE 100, SEATTLE, WA, 981094824"},{"ein":916069306,"business_name_line1":"RETAIL CLERKS PENSION TRUST","primary_activities":"RETIREMENT BENEFITS","exempt_code_section":"501(A)","controlled_organization":false,"legal_domicile_state":"WA","address_line1":"201 QUEEN ANNE AVE N STE 100","city":"SEATTLE","state":"WA","zip":"981094824","name":"RETAIL CLERKS PENSION TRUST","address":"201 QUEEN ANNE AVE N STE 100, SEATTLE, WA, 981094824"},{"ein":910383680,"business_name_line1":"UFCW LOCAL UNION 367","primary_activities":"SPONSORING LOCAL","exempt_code_section":"501(C) 5","controlled_organization":false,"legal_domicile_state":"WA","address_line1":"6403 LAKEWOOD DRIVE","city":"TACOMA","state":"WA","zip":"984673331","name":"UFCW LOCAL UNION 367","address":"6403 LAKEWOOD DRIVE, TACOMA, WA, 984673331"},{"ein":910487097,"business_name_line1":"UFCW LOCAL UNION 1439","primary_activities":"SPONSORING LOCAL","exempt_code_section":"501(C) 5","controlled_organization":false,"legal_domicile_state":"WA","address_line1":"1719 NORTH ATLANTIC STREET","city":"SPOKANE","state":"WA","zip":"992050298","name":"UFCW LOCAL UNION 1439","address":"1719 NORTH ATLANTIC STREET, SPOKANE, WA, 992050298"},{"ein":203286319,"business_name_line1":"UFCW LOCAL UNION 21","primary_activities":"SPONSORING LOCAL","exempt_code_section":"501(C) 5","controlled_organization":false,"legal_domicile_state":"WA","address_line1":"5030 FIRST AVENUE SOUTHSTE 200","city":"SEATTLE","state":"WA","zip":"98134","name":"UFCW LOCAL UNION 21","address":"5030 FIRST AVENUE SOUTHSTE 200, SEATTLE, WA, 98134"},{"ein":910267959,"business_name_line1":"GENERAL TEAMSTERS LOCAL UNION 38","primary_activities":"SPONSORING LOCAL","exempt_code_section":"501(C) 5","controlled_organization":false,"legal_domicile_state":"WA","address_line1":"2601 EVERETT AVENUE","city":"EVERETT","state":"WA","zip":"98201","name":"GENERAL TEAMSTERS LOCAL UNION 38","address":"2601 EVERETT AVENUE, EVERETT, WA, 98201"},{"ein":910698183,"business_name_line1":"ALLIED EMPLOYERS INC","primary_activities":"SPONSORING ASSOCIATION","exempt_code_section":"501(C) 6","controlled_organization":false,"legal_domicile_state":"WA","address_line1":"4030 LAKE WASHINGTON BLVD NE STE 20","city":"KIRKLAND","state":"WA","zip":"98033","name":"ALLIED EMPLOYERS INC","address":"4030 LAKE WASHINGTON BLVD NE STE 20, KIRKLAND, WA, 98033"}],"transaction_flags":{"dividends_from_related_organization":false,"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":false,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":false,"performance_of_services_by_other_orgs":false,"performance_of_services_for_other_orgs":false,"sharing_of_facilities":false,"sharing_of_paid_employees":false,"reimbursement_paid_by_other_org":false,"reimbursement_paid_to_other_org":false,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":false,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":false},"supplemental_information":[{"explanation":"SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS: THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF MARCH 31, 2013, THERE ARE APPROXIMATELY 100 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 ADMINISTRATIVE 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 I THROUGH IV BY FEDERAL TAX CLASSIFICATION. A & J MEATS ABERDEEN HEALTH MART ABERDEEN OFFICE EQUIPMENT ACE ELECTRIC AFFORDABLE DENTAL GROUP AHMR, INC ALBERTSONS INC ALL SMILEZ DENTISTRY ALLEN CREEK IGA ALLIED EMPLOYERS, INC. AVENUE DENTAL CARE BAVARIAN MEAT PRODUCTS BERTS RED APPLE MARKET BIMBO BAKERIES USA BLUHER'S DBA FARMHOUSE MKT BORNSTEIN SEAFOOD INC BOTTMAN'S SUPERMARKETS, INC BRIDLE TRAILS RED APPLE MKT BYRNIE UTZ MEN'S HAT STORE CAMANO PLAZA MARKET CAP FOODS DBA WEST SEA THFTWY CENTRAL CO-OP/MADISON MARKET CITY CENTER DRUG CLAUS MEAT MARKET CROWN DRUG COMPANY DBA MARTIN'S SOUTHGATE DRUG DMG DENTAL DESIGN DON & JOES MEATS EVERYBODY'S FORKS OUTFITTERS FRANCO THE TAILOR, INC FRANZ & GAIS BAKERIES GARGUILES RED APPLE GOLDEN STEER CHOICE MEATS GORDONS GROCERY HAGGEN INC HARBOR DRUG INC HARRISON MEDICAL CENTER HERBIG JEWELERS HOSTESS BRANDS ILWU LOCAL #23 ISLAND MKT CO DBA VASHON THRW J SPRINGER LLC JEFFERSON COUNTY JEFFERSON HEALTHCARE KAUFMAN SCROGGS FURNITURE KC FOODS KIRBY CO/SHELTON RED APPLE KROGER DBA FRED MEYER KROGER DBA QFC LABORER'S INTERNATIONAL #252 MATTHEWS AT LAKEMONT LLC METROPOLITAN MARKETS MOUNT VERNON RED APPLE MARKET N MASON SCHOOL DIST #403 PATEL DENTAL CARE PAYLESS FOODS PENHOLLOW MKTS LLC PICK-RITE INC PIERCE CTY CENTRAL LABOR COUN PIONEER SELECT MARKET POULSBO RED APPLE PRAIRIE CENTER RED APPLE MKT PUGET SOUND LABOR AGENCY RALPH'S RED APPLE RANDYS LOAN & COIN RAYMOND DRUG ROGER'S MARKETPLACE ROSE & ASSOCIATES, LLC SAAR'S INC SAFEWAY STORES INC SAGEN'S PHARMACY SEQUIM SCHOOL DIST #323 SHOP-N-KART SOINES DBA RED WING SHOE STOR SOUTH BEND PHARMACY SPANAWAY WATER CO. INC STADIUM THRIFTWAY STERLING DENTAL CARE STOLZ VASHON MARKET STORMAN'S SUMMIT TRADING COMPANY SUNRISE DENTAL SPECIALISTS SWAIN'S INC SWANSONS FOOD INC TACOMA LONGSHOREMEN CR UNION THE DENNIS CO THE MARKETS LLC THE VALU DRUG CO TM MEATS LLC TOWN & COUNTRY TUKWILA TRADING CO UFCW LOCAL #21 UFCW LOCAL 367 UNIFIED GROCERS INC UNITED WAY OF SKAGIT CO UWAJIMAYA INC VASHON MARKET FRESH IGA WIITAMAKI JEWELERS ZENITH AMERICAN SOLUTIONS"}]},"source_xml":"201400499349301770_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"To provide health benefits to eligible retirees and their dependents","primary_activities":"Provided health and welfare benefits to eligible retirees and their dependents.","year":2015,"name":"SOUND HEALTH & WELLNESS RETIREE TRUST","phone":"2062824100","website":"WWW.SOUNDHEALTHWELLNESS.COM","type":"990","principal_officer":"SCOTT KLITZKE POWERS","year_formation":1998,"state_legal_domicile":"WA","total_volunteers":0,"tax_period_begin":"2015-04-01T00:00:00","tax_period_end":"2016-03-31T00:00:00","address":"201 QUEEN ANNE AVENUE NORTH NO 100, SEATTLE, WA, 98109, USA","city":"SEATTLE","state":"WA","country":"USA","zip_code":"98109"},"Governance":{"501c determination":true,"Number of voting members":11,"Number of independent voting members":1,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Family or business relationship":false,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":true,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Audited financial statements separate":true,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":3497029,"Contributions":{"value":0},"Program revenue":{"value":2482744,"Total revenue":{"value":2482744,"RETIREE SELF PAY CONTRIBUTIONS":1982732,"EMPLOYER CONTRIBUTIONS":500012}},"Investment income":{"value":1014285,"Investment income total":329795,"Net investment gain":684490},"Other revenues":{"value":0}},"Expenses":{"value":5833431,"Grant expense":{"value":0},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":5305455,"Benefits paid to members Total":5305455},"Salaries":{"value":0},"Other expenses":{"value":527976,"Management services":118851,"Legal":32656,"Accounting":8400,"Investment management fees":25316,"Other services":289642,"Office expenses":7432,"Conferences and meetings":4664,"Insurance":18105,"Itemized Expenses":22910}},"Assets":{"value":8680116,"Savings and temp cash investments":2415535,"Accounts receivable":90387,"Prepaid expenses deferred charges":18927,"Investments publicly traded":4864656,"Investments other":1290611},"Liabilities":{"value":1034901,"Accounts payable, accrued":30361,"Deferred, revenue":184500,"Other liabilities":820040},"Fund balance":{"value":7645215},"Form990Details":{"program_service_accomplishments":[{"description":"PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS."}],"program_service_revenue_detail":[{"business_code":"900099","total_revenue":1982732,"related_or_exempt_function_income":1982732},{"business_code":"900099","total_revenue":500012,"related_or_exempt_function_income":500012}],"functional_expense_allocations":{"management_fees":{"total":118851},"legal_fees":{"total":32656},"accounting_fees":{"total":8400},"investment_management_fees":{"total":25316},"other_service_fees":{"total":289642},"office_expenses":{"total":7432},"conferences_meetings":{"total":4664},"insurance":{"total":18105}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"backup_withholding_compliance":true,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"method_of_accounting_accrual":true,"schedule_o_part_vi":true,"schedule_o_part_vii":true,"schedule_o_part_xii":true},"principal_officer_detail":{"person_name":"SCOTT KLITZKE POWERS"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"officer_entity_with_business_relationship":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":false,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_in_care_of_detail":{"phone":"2062824100","business_name_line1":"ZENITH AMERICAN SOLUTIONS INC","address_line1":"201 QUEEN ANNE AVE NORTH","city":"SEATTLE","state":"WA","zip":"981094896"},"contractor_compensation_group":[{"business_name_line1":"AETNA","compensation":128976,"services_description":"ADMINISTRATION","address_line1":"600 UNIVERSITY STREET SUITE 920","city":"SEATTLE","state":"WA","zip":"98101","name":"AETNA","address":"600 UNIVERSITY STREET SUITE 920, SEATTLE, WA, 98101"},{"business_name_line1":"ZENITH AMERICAN SOLUTIONS INC","compensation":118457,"services_description":"ADMINISTRATION","address_line1":"201 QUEEN ANNE AVENUE NORTH","city":"SEATTLE","state":"WA","zip":"981094896","name":"ZENITH AMERICAN SOLUTIONS INC","address":"201 QUEEN ANNE AVENUE NORTH, SEATTLE, WA, 981094896"}],"officers_directors_key_employees":[{"person_name":"SCOTT KLITZKE POWERS","title":"CHAIRMAN","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"SCOTT KLITZKE POWERS"},{"person_name":"BRENT R BOHN","title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"BRENT R BOHN"},{"person_name":"CINDY THORNTON","title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"CINDY THORNTON"},{"person_name":"FRANK JORGENSEN","title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"FRANK JORGENSEN"},{"person_name":"TODD CROSBY","title":"SECRETARY","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":130087,"other_compensation":16085,"individual_trustee_or_director":true,"name":"TODD CROSBY"},{"person_name":"EMILIA CONTRERAS","title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":97303,"other_compensation":0,"individual_trustee_or_director":true,"name":"EMILIA CONTRERAS"},{"person_name":"JAMES CROWE","title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":100236,"other_compensation":0,"individual_trustee_or_director":true,"name":"JAMES CROWE"},{"person_name":"FAYE GUENTHER","title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":115920,"other_compensation":15877,"individual_trustee_or_director":true,"name":"FAYE GUENTHER"},{"person_name":"DAVID SCHMITZ","title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":97541,"other_compensation":18798,"individual_trustee_or_director":true,"name":"DAVID SCHMITZ"},{"person_name":"RANDY ZEILER","title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"RANDY ZEILER"},{"person_name":"RUTH DICK","title":"TRUSTEE","average_hours_per_week":1.2,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":94753,"other_compensation":0,"individual_trustee_or_director":true,"name":"RUTH DICK"}]},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"land_buildings_equipment":{"total_book_value":0},"securities":{"other_securities":[{"description":"LIMITED PARTNERSHIP","book_value":1290611,"method_of_valuation":"F"}],"total_book_value":1290611},"other_liabilities":{"liabilities":[{"description":"CLAIMS PAYABLE & IBNR","amount":820040}],"total_liability":820040,"footnote_text":true},"revenue_reconciliation":{"total_revenue_audited_financial_statements":2401735,"net_unrealized_gains_investments":-1069978,"revenue_not_reported":-1069978,"revenue_subtotal":3471713,"investment_expenses_not_included":25316,"revenue_not_reported_financial_statement":25316,"total_revenue_per_990":3497029},"expense_reconciliation":{"total_expenses_audited_financial_statements":6361664,"expenses_not_reported":0,"expenses_subtotal":6361664,"investment_expenses_not_included":25316,"other_expenses_not_included":-553549,"expenses_not_reported_financial_statement":-528233,"total_expenses_per_990":5833431},"supplemental_information":[{"form_and_line_reference":"PART X, LINE 2:","explanation":"ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX ASSET OR 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. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2013."},{"form_and_line_reference":"PART XII, LINE 4B - OTHER ADJUSTMENTS:","explanation":"CHANGE IN BENEFIT OBLIGATIONS"}]},"ScheduleR":{"tax_exempt_organizations":[{"ein":916058475,"business_name_line1":"SOUND HEALTH & WELLNESS TRUST","primary_activities_text":"ACTIVE EMPLOYEES WELFARE BENEFITS","exempt_code_section_text":"501(C) 9","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"201 QUEEN ANNE AVE N STE 100","city":"SEATTLE","state":"WA","zip":"981094824","name":"SOUND HEALTH & WELLNESS TRUST","address":"201 QUEEN ANNE AVE N STE 100, SEATTLE, WA, 981094824"},{"ein":916069306,"business_name_line1":"SOUND RETIREMENT TRUST","primary_activities_text":"RETIREMENT BENEFITS","exempt_code_section_text":"501(A)","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"201 QUEEN ANNE AVE N STE 100","city":"SEATTLE","state":"WA","zip":"981094824","name":"SOUND RETIREMENT TRUST","address":"201 QUEEN ANNE AVE N STE 100, SEATTLE, WA, 981094824"},{"ein":910383680,"business_name_line1":"UFCW LOCAL UNION 367","primary_activities_text":"SPONSORING LOCAL","exempt_code_section_text":"501(C) 5","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"6403 LAKEWOOD DRIVE","city":"TACOMA","state":"WA","zip":"984673331","name":"UFCW LOCAL UNION 367","address":"6403 LAKEWOOD DRIVE, TACOMA, WA, 984673331"},{"ein":910487097,"business_name_line1":"UFCW LOCAL UNION 1439","primary_activities_text":"SPONSORING LOCAL","exempt_code_section_text":"501(C) 5","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"1719 NORTH ATLANTIC STREET","city":"SPOKANE","state":"WA","zip":"992050298","name":"UFCW LOCAL UNION 1439","address":"1719 NORTH ATLANTIC STREET, SPOKANE, WA, 992050298"},{"ein":203286319,"business_name_line1":"UFCW LOCAL UNION 21","primary_activities_text":"SPONSORING LOCAL","exempt_code_section_text":"501(C) 5","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"5030 FIRST AVENUE SOUTHSTE 200","city":"SEATTLE","state":"WA","zip":"98134","name":"UFCW LOCAL UNION 21","address":"5030 FIRST AVENUE SOUTHSTE 200, SEATTLE, WA, 98134"},{"ein":910267959,"business_name_line1":"GENERAL TEAMSTERS LOCAL UNION 38","primary_activities_text":"SPONSORING LOCAL","exempt_code_section_text":"501(C) 5","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"2601 EVERETT AVENUE","city":"EVERETT","state":"WA","zip":"98201","name":"GENERAL TEAMSTERS LOCAL UNION 38","address":"2601 EVERETT AVENUE, EVERETT, WA, 98201"},{"ein":910698183,"business_name_line1":"ALLIED EMPLOYERS INC","primary_activities_text":"SPONSORING ASSOCIATION","exempt_code_section_text":"501(C) 6","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"4030 LAKE WASHINGTON BLVD NE STE 20","city":"KIRKLAND","state":"WA","zip":"98033","name":"ALLIED EMPLOYERS INC","address":"4030 LAKE WASHINGTON BLVD NE STE 20, KIRKLAND, WA, 98033"}],"transaction_flags":{"dividends_from_related_organization_indicator":false,"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":false,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":false,"performance_of_services_by_other_orgs":false,"performance_of_services_for_other_orgs":false,"sharing_of_facilities":false,"sharing_of_paid_employees":false,"reimbursement_paid_by_other_org":false,"reimbursement_paid_to_other_org":false,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":false,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":false},"supplemental_information":[{"form_and_line_reference":"SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS","explanation":"THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH & WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS. AS OF MARCH 31, 2016 THERE ARE APPROXIMATELY 83 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 ADMINISTRATIVE 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. ABERDEEN HEALTH MART ABERDEEN OFFICE EQUIPMENT AFFORDABLE DENTAL GROUP AHMR, INC ALBERTSONS INC ALLIED EMPLOYERS, INC. ALPINE DENTAL CARE AVENUE DENTAL CARE BALLINGER THRIFTWAY BAVARIAN MEAT PRODUCTS BERTS RED APPLE MARKET BIMBO BAKERIES USA BLUHER'S DBA FARMHOUSE MKT BORNSTEIN SEAFOOD INC BRIDLE TRAILS RED APPLE MKT BYRNIE UTZ MEN'S HAT STORE CAMANO PLAZA MARKET CAP FOODS DBA WEST SEA THFTWY CITY CENTER DRUG CLAUS MEAT MARKET CROWN DRUG COMPANY DBA MARTIN'S SOUTHGATE DRUG DON & JOES MEATS ELMA & RAYMOND THRIFTWAYS FORKS OUTFITTERS FRANCO THE TAILOR, INC FRANZ & GAIS BAKERIES GORDONS GROCERY HAGGEN INC HAGGEN OPERATIONS HOLDING HARBOR DRUG INC HARRISON MEDICAL CENTER ILWU LOCAL #23 ISLAND MKT CO DBA VASHON THRWY J SPRINGER DBA KEN'S KORNER JEFFERSON COUNTY JEFFERSON HEALTHCARE KAUFMAN SCROGGS FURNITURE KC FOODS KROGER DBA FRED MEYER KROGER DBA QFC LABORER'S INTERNATIONAL #252 METROPOLITAN MARKETS N MASON SCHOOL DIST #403 OMAK PHARMACY PAYLESS FOODS PICK-RITE INC PIERCE CTY CENTRAL LABOR COUNC PIONEER SELECT MARKET POULSBO RED APPLE PRAIRIE CENTER RED APPLE MKT PUGET SOUND LABOR AGENCY RALPH'S RED APPLE RAYMOND PHARMACY RETIREE WELFARE ROGER'S MARKETPLACE ROSE & ASSOCIATES, LLC SAAR'S INC SAFEWAY STORES INC SEQUIM SCHOOL DIST #323 SHOP-N-KART SOINES DBA RED WING SHOE STORE SOUTH BEND PHARMACY SPANAWAY WATER CO. INC STADIUM THRIFTWAY STERLING DENTAL CARE STORMAN'S SUNRISE DENTAL SWAIN'S INC SWANSONS FOOD INC TACOMA LONGSHOREMEN CR UNION THE DENNIS CO THE MARKETS LLC THE VALU DRUG CO TOWN & COUNTRY UFCW LOCAL #21 UFCW LOCAL 367 UNIFIED GROCERS INC UNITED WAY OF SKAGIT CO UWAJIMAYA INC VASHON MARKET FRESH IGA WIITAMAKI JEWELERS ZENITH AMERICAN SOLUTIONS"}]},"source_xml":"201740129349300639_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"To provide health benefits to eligible retirees and their dependents","primary_activities":"Provided health and welfare benefits to eligible retirees and their dependents.","year":2017,"name":"SOUND HEALTH & WELLNESS RETIREE TRUST","phone":"2062824100","website":"WWW.SOUNDHEALTHWELLNESS.COM","type":"990","principal_officer":"SCOTT KLITZKE POWERS","year_formation":1998,"state_legal_domicile":"WA","total_volunteers":0,"tax_period_begin":"2017-04-01T00:00:00","tax_period_end":"2018-03-31T00:00:00","address":"11724 NE 195TH STREET NO 300, BOTHELL, WA, 98011, USA","city":"BOTHELL","state":"WA","country":"USA","zip_code":"98011"},"Governance":{"501c determination":true,"Number of voting members":10,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Family or business relationship":false,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":true,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Audited financial statements separate":true,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":4063235,"Contributions":{"value":0},"Program revenue":{"value":3972219,"Total revenue":{"value":3972219,"RETIREE SELF PAY CONTR":2547240,"EMPLOYER CONTRIBUTIONS":1424979}},"Investment income":{"value":72705,"Investment income total":72705},"Other revenues":{"value":18311,"Other total":18311}},"Expenses":{"value":5491726,"Grant expense":{"value":0},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":4897473,"Benefits paid to members Total":4897473},"Salaries":{"value":0},"Other expenses":{"value":594253,"Management services":123651,"Legal":70690,"Accounting":10900,"Investment management fees":25553,"Other services":332872,"Office expenses":7491,"Conferences and meetings":3984,"Insurance":17636,"Itemized Expenses":1476}},"Assets":{"value":5863006,"Savings and temp cash investments":1468321,"Accounts receivable":110233,"Prepaid expenses deferred charges":19260,"Investments publicly traded":4265192},"Liabilities":{"value":1526638,"Accounts payable, accrued":75508,"Deferred, revenue":207315,"Other liabilities":1243815},"Fund balance":{"value":4336368},"Form990Details":{"program_service_accomplishments":[{"description":"PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS."}],"program_service_revenue_detail":[{"business_code":"900099","total_revenue":2547240,"related_or_exempt_function_income":2547240},{"business_code":"900099","total_revenue":1424979,"related_or_exempt_function_income":1424979}],"functional_expense_allocations":{"management_fees":{"total":123651},"legal_fees":{"total":70690},"accounting_fees":{"total":10900},"investment_management_fees":{"total":25553},"other_service_fees":{"total":332872},"office_expenses":{"total":7491},"conferences_meetings":{"total":3984},"insurance":{"total":17636}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"backup_withholding_compliance":true,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"method_of_accounting_accrual":true,"schedule_o_part_vi":true,"schedule_o_part_vii":true,"schedule_o_part_xii":true},"principal_officer_detail":{"person_name":"SCOTT KLITZKE POWERS"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"officer_entity_with_business_relationship":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":false,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_in_care_of_detail":{"phone":"2062824100","business_name_line1":"ZENITH AMERICAN SOLUTIONS INC","address_line1":"11724 NE 195TH STREET SUITE 300","city":"BOTHWELL","state":"WA","zip":"98011"},"contractor_compensation_group":[{"business_name_line1":"AETNA","compensation":167623,"services_description":"ADMINISTRATION","address_line1":"600 UNIVERSITY STREET SUITE 920","city":"SEATTLE","state":"WA","zip":"98101","name":"AETNA","address":"600 UNIVERSITY STREET SUITE 920, SEATTLE, WA, 98101"},{"business_name_line1":"ZENITH AMERICAN SOLUTIONS INC","compensation":139588,"services_description":"ADMINISTRATION","address_line1":"11724 NE 195TH STREET SUITE 300","city":"BOTHELL","state":"WA","zip":"980113145","name":"ZENITH AMERICAN SOLUTIONS INC","address":"11724 NE 195TH STREET SUITE 300, BOTHELL, WA, 980113145"}],"officers_directors_key_employees":[{"person_name":"SCOTT KLITZKE POWERS","title":"CHAIRMAN","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"SCOTT KLITZKE POWERS"},{"person_name":"BRENT R BOHN","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"BRENT R BOHN"},{"person_name":"JAMES CROWE","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":104390,"other_compensation":0,"individual_trustee_or_director":true,"name":"JAMES CROWE"},{"person_name":"FRANK JORGENSEN","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"FRANK JORGENSEN"},{"person_name":"TODD CROSBY","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":154600,"other_compensation":14810,"individual_trustee_or_director":true,"name":"TODD CROSBY"},{"person_name":"EMILIA CONTRERAS","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":104410,"other_compensation":14810,"individual_trustee_or_director":true,"name":"EMILIA CONTRERAS"},{"person_name":"SEAN HAMMOND","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"SEAN HAMMOND"},{"person_name":"FAYE GUENTHER","title":"SECRETARY","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":128480,"other_compensation":14810,"individual_trustee_or_director":true,"name":"FAYE GUENTHER"},{"person_name":"YVONNE PETERS","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"YVONNE PETERS"},{"person_name":"JOE MIZRAHI","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":104330,"other_compensation":0,"individual_trustee_or_director":true,"name":"JOE MIZRAHI"},{"person_name":"JAMES TO","title":"TRUSTEE - PAST","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":86904,"other_compensation":0,"individual_trustee_or_director":true,"name":"JAMES TO"}]},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"land_buildings_equipment":{"total_book_value":0},"other_liabilities":{"liabilities":[{"description":"CLAIMS PAYABLE & IBNR","amount":1243579},{"description":"PREMIUMS PAYABLE","amount":236}],"total_liability":1243815,"footnote_text":true},"revenue_reconciliation":{"total_revenue_audited_financial_statements":4015921,"net_unrealized_gains_investments":-21761,"revenue_not_reported":-21761,"revenue_subtotal":4037682,"investment_expenses_not_included":25553,"revenue_not_reported_financial_statement":25553,"total_revenue_per_990":4063235},"expense_reconciliation":{"total_expenses_audited_financial_statements":5621804,"expenses_not_reported":0,"expenses_subtotal":5621804,"investment_expenses_not_included":25553,"other_expenses_not_included":-155631,"expenses_not_reported_financial_statement":-130078,"total_expenses_per_990":5491726},"supplemental_information":[{"form_and_line_reference":"PART X, LINE 2:","explanation":"ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX ASSET OR 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. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2015."},{"form_and_line_reference":"PART XII, LINE 4B - OTHER ADJUSTMENTS:","explanation":"CHANGE IN BENEFIT OBLIGATIONS"}]},"ScheduleJ":{"compensation_arrangements":{"severance_payment":false,"supplemental_nonqualified_retirement_plan":false,"equity_based_compensation_arrangement":false},"compensation":[{"person_name":"TODD CROSBY","title":"TRUSTEE","base_compensation_filing_org":0,"bonus_filing_org":0,"bonus_related_orgs":0,"compensation_based_on_related_orgs":0,"comp_report_prior_990_filing_org":0,"comp_report_prior_990_related_orgs":0,"deferred_compensation_filing_org":0,"deferred_compensation_related_orgs":0,"nontaxable_benefits_filing_org":0,"nontaxable_benefits_related_orgs":14810,"other_compensation_filing_org":0,"other_compensation_related_orgs":154600,"total_compensation_filing_org":0,"total_compensation_related_orgs":169410,"name":"TODD CROSBY"}]},"ScheduleR":{"tax_exempt_organizations":[{"ein":916058475,"business_name_line1":"SOUND HEALTH & WELLNESS TRUST","primary_activities_text":"ACTIVE EMPLOYEES WELFARE BENEFITS","exempt_code_section_text":"501(C) 9","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"11724 NE 195TH STREET SUITE 300","city":"BOTHELL","state":"WA","zip":"980113145","name":"SOUND HEALTH & WELLNESS TRUST","address":"11724 NE 195TH STREET SUITE 300, BOTHELL, WA, 980113145"},{"ein":916069306,"business_name_line1":"SOUND RETIREMENT TRUST","primary_activities_text":"RETIREMENT BENEFITS","exempt_code_section_text":"501(A)","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"11724 NE 195TH STREET SUITE 300","city":"BOTHELL","state":"WA","zip":"980113145","name":"SOUND RETIREMENT TRUST","address":"11724 NE 195TH STREET SUITE 300, BOTHELL, WA, 980113145"},{"ein":910383680,"business_name_line1":"UFCW LOCAL UNION 367","primary_activities_text":"SPONSORING LOCAL","exempt_code_section_text":"501(C) 5","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"6403 LAKEWOOD DRIVE","city":"TACOMA","state":"WA","zip":"984673331","name":"UFCW LOCAL UNION 367","address":"6403 LAKEWOOD DRIVE, TACOMA, WA, 984673331"},{"ein":910487097,"business_name_line1":"UFCW LOCAL UNION 1439","primary_activities_text":"SPONSORING LOCAL","exempt_code_section_text":"501(C) 5","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"1719 NORTH ATLANTIC STREET","city":"SPOKANE","state":"WA","zip":"992050298","name":"UFCW LOCAL UNION 1439","address":"1719 NORTH ATLANTIC STREET, SPOKANE, WA, 992050298"},{"ein":203286319,"business_name_line1":"UFCW LOCAL UNION 21","primary_activities_text":"SPONSORING LOCAL","exempt_code_section_text":"501(C) 5","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"5030 FIRST AVENUE SOUTHSTE 200","city":"SEATTLE","state":"WA","zip":"98134","name":"UFCW LOCAL UNION 21","address":"5030 FIRST AVENUE SOUTHSTE 200, SEATTLE, WA, 98134"},{"ein":910267959,"business_name_line1":"GENERAL TEAMSTERS LOCAL UNION 38","primary_activities_text":"SPONSORING LOCAL","exempt_code_section_text":"501(C) 5","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"2601 EVERETT AVENUE","city":"EVERETT","state":"WA","zip":"98201","name":"GENERAL TEAMSTERS LOCAL UNION 38","address":"2601 EVERETT AVENUE, EVERETT, WA, 98201"},{"ein":910698183,"business_name_line1":"ALLIED EMPLOYERS INC","primary_activities_text":"SPONSORING ASSOCIATION","exempt_code_section_text":"501(C) 6","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"4030 LAKE WASHINGTON BLVD NE STE 20","city":"KIRKLAND","state":"WA","zip":"98033","name":"ALLIED EMPLOYERS INC","address":"4030 LAKE WASHINGTON BLVD NE STE 20, KIRKLAND, WA, 98033"}],"transaction_flags":{"dividends_from_related_organization_indicator":false,"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":false,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":false,"performance_of_services_by_other_orgs":false,"performance_of_services_for_other_orgs":false,"sharing_of_facilities":false,"sharing_of_paid_employees":false,"reimbursement_paid_by_other_org":false,"reimbursement_paid_to_other_org":false,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":false,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":false},"supplemental_information":[{"form_and_line_reference":"SCHEDULE R, INDENTIFICATION OF RELATED ORGANIZATIONS","explanation":"THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH & WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS. AS OF MARCH 31, 2018 THERE ARE APPROXIMATELY 80 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 ADMINISTRATIVE 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. ABERDEEN OFFICE EQUIPMENT AFFORDABLE DENTAL CARE BURIEN CLINIC AFFORDABLE ALBERTSON'S COMPANIES ALLIED EMPLOYERS, INC. AHMR, INC AVENUE DENTAL CARE BAVARIAN MEAT PRODUCTS BERTS RED APPLE MARKET BLUHER'S DBA FARMHOUSE MKT BORNSTEIN SEAFOOD INC THE MARKETS LLC CAMANO PLAZA MARKET CAP FOODS DBA WEST SEA THFTWY CITY CENTER DRUG CLAUS MEAT MARKET CROWN DRUG COMPANY BRIDLE TRAILS RED APPLE MKT THE DENNIS CO DON & JOES MEATS BYRNIE UTZ MEN'S HAT STORE ELMA & RAYMOND THRIFTWAYS FORKS OUTFITTERS FRANCO THE TAILOR, INC GORDONS SELECT GROCERY HARBOR DRUG INC HARRISON MEDICAL CENTER ILWU LOCAL #23 JEFFERSON COUNTY JEFFERSON HEALTHCARE J SPRINGER DBA KEN'S CORNER KC FOODS PUGET SOUND LABOR AGENCY KROGER DBA FRED MEYER KROGER DBA QFC LABORER'S INTERNATIONAL #252 ABERDEEN HEALTH MART METROPOLITAN MARKETS N MASON SCHOOL DIST #403 OMAK PHARMACY BIMBO BAKERIES USA ALPINE DENTAL CARE PAYLESS FOODS BALLINGER THRIFTWAY PICK-RITE INC PIERCE CTY CENTRAL LABOR COUNC POULSBO RED APPLE PRAIRIE CENTER RED APPLE MKT RALPH'S RED APPLE REWARDS DENTAL ROSE & ASSOCIATES, LLC SAAR'S INC RAYMOND PHARMACY SEQUIM SCHOOL DIST #323 SAFEWAY STORES INC SHOP-N-KART SOUTH BEND PHARMACY SOINES DBA RED WING SHOE STORE DBA MARTIN'S SOUTHGATE DRUG SPANAWAY WATER CO. INC STADIUM THRIFTWAY STERLING DENTAL CARE STORMAN'S SUNRISE DENTAL SWAIN'S INC SWANSON'S FOOD PIONEER SELECT MARKET TACOMA LONGSHOREMEN CR UNION HAGGEN INC TOWN & COUNTRY UFCW LOCAL #21 UFCW LOCAL 367 UNIFIED GROCERS INC UNITED WAY OF SKAGIT CO FRANZ FAMILY BAKERIES UWAJIMAYA INC THE VALU DRUG CO ISLAND MKT CO DBA VASHON THRWY VASHON MARKET FRESH IGA ZENITH AMERICAN SOLUTIONS"}]},"source_xml":"201900219349300115_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"To provide health benefits to eligible retirees and their dependents","primary_activities":"Provided health and welfare benefits to eligible retirees and their dependents.","year":2016,"name":"SOUND HEALTH & WELLNESS RETIREE TRUST","phone":"2062824100","website":"WWW.SOUNDHEALTHWELLNESS.COM","type":"990","principal_officer":"SCOTT KLITZKE POWERS","year_formation":1998,"state_legal_domicile":"WA","total_volunteers":0,"tax_period_begin":"2016-04-01T00:00:00","tax_period_end":"2017-03-31T00:00:00","address":"201 QUEEN ANNE AVENUE NORTH NO 100, SEATTLE, WA, 98109, USA","city":"SEATTLE","state":"WA","country":"USA","zip_code":"98109"},"Governance":{"501c determination":true,"Number of voting members":11,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Family or business relationship":false,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":true,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Audited financial statements separate":true,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":4422611,"Contributions":{"value":0},"Program revenue":{"value":3651343,"Total revenue":{"value":3651343,"RETIREE SELF PAY CONTRIBUTIONS":2176660,"EMPLOYER CONTRIBUTIONS":1474683}},"Investment income":{"value":759714,"Investment income total":127111,"Net investment gain":632603},"Other revenues":{"value":11554,"Other total":11554}},"Expenses":{"value":5780290,"Grant expense":{"value":0},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":5236516,"Benefits paid to members Total":5236516},"Salaries":{"value":0},"Other expenses":{"value":543774,"Management services":121227,"Legal":48929,"Accounting":10650,"Investment management fees":24382,"Other services":289630,"Office expenses":10878,"Conferences and meetings":5436,"Insurance":17708,"Itemized Expenses":{"value":14934,"TRANSITIONAL REINSURANC":13551,"PCORI TAX PAYMENT":1383}}},"Assets":{"value":7431244,"Savings and temp cash investments":2926611,"Accounts receivable":198546,"Prepaid expenses deferred charges":19134,"Investments publicly traded":4286953},"Liabilities":{"value":1644624,"Accounts payable, accrued":26578,"Deferred, revenue":218600,"Other liabilities":1399446},"Fund balance":{"value":5786620},"Form990Details":{"program_service_accomplishments":[{"description":"PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS."}],"program_service_revenue_detail":[{"business_code":"900099","total_revenue":2176660,"related_or_exempt_function_income":2176660},{"business_code":"900099","total_revenue":1474683,"related_or_exempt_function_income":1474683}],"functional_expense_allocations":{"management_fees":{"total":121227},"legal_fees":{"total":48929},"accounting_fees":{"total":10650},"investment_management_fees":{"total":24382},"other_service_fees":{"total":289630},"office_expenses":{"total":10878},"conferences_meetings":{"total":5436},"insurance":{"total":17708}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"backup_withholding_compliance":true,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"method_of_accounting_accrual":true,"schedule_o_part_vi":true,"schedule_o_part_vii":true,"schedule_o_part_xii":true},"principal_officer_detail":{"person_name":"SCOTT KLITZKE POWERS"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"officer_entity_with_business_relationship":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":false,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_in_care_of_detail":{"phone":"2062824100","business_name_line1":"ZENITH AMERICAN SOLUTIONS INC","address_line1":"201 QUEEN ANNE AVE NORTH","city":"SEATTLE","state":"WA","zip":"981094896"},"contractor_compensation_group":[{"business_name_line1":"AETNA","compensation":141500,"services_description":"ADMINISTRATION","address_line1":"600 UNIVERSITY STREET SUITE 920","city":"SEATTLE","state":"WA","zip":"98101","name":"AETNA","address":"600 UNIVERSITY STREET SUITE 920, SEATTLE, WA, 98101"},{"business_name_line1":"ZENITH AMERICAN SOLUTIONS INC","compensation":131000,"services_description":"ADMINISTRATION","address_line1":"201 QUEEN ANNE AVENUE NORTH","city":"SEATTLE","state":"WA","zip":"981094896","name":"ZENITH AMERICAN SOLUTIONS INC","address":"201 QUEEN ANNE AVENUE NORTH, SEATTLE, WA, 981094896"}],"officers_directors_key_employees":[{"person_name":"SCOTT KLITZKE POWERS","title":"CHAIRMAN","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"SCOTT KLITZKE POWERS"},{"person_name":"BRENT R BOHN","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"BRENT R BOHN"},{"person_name":"CINDY THORNTON","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"CINDY THORNTON"},{"person_name":"FRANK JORGENSEN","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"FRANK JORGENSEN"},{"person_name":"TODD CROSBY","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":151066,"other_compensation":16253,"individual_trustee_or_director":true,"name":"TODD CROSBY"},{"person_name":"EMILIA CONTRERAS","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":105780,"other_compensation":15733,"individual_trustee_or_director":true,"name":"EMILIA CONTRERAS"},{"person_name":"JAMES CROWE","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":105764,"other_compensation":0,"individual_trustee_or_director":true,"name":"JAMES CROWE"},{"person_name":"FAYE GUENTHER","title":"SECRETARY","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":125026,"other_compensation":16045,"individual_trustee_or_director":true,"name":"FAYE GUENTHER"},{"person_name":"DAVID SCHMITZ","title":"TRUSTEE - PAST","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"DAVID SCHMITZ"},{"person_name":"RANDY ZEILER","title":"TRUSTEE - PAST","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"RANDY ZEILER"},{"person_name":"RUTH DICK","title":"TRUSTEE - PAST","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":44516,"other_compensation":0,"individual_trustee_or_director":true,"name":"RUTH DICK"},{"person_name":"YVONNE PETERS","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"YVONNE PETERS"},{"person_name":"JOE MIZRAHI","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":100462,"other_compensation":0,"individual_trustee_or_director":true,"name":"JOE MIZRAHI"},{"person_name":"JAMES TO","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":71678,"other_compensation":0,"individual_trustee_or_director":true,"name":"JAMES TO"}]},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"land_buildings_equipment":{"total_book_value":0},"other_liabilities":{"liabilities":[{"description":"CLAIMS PAYABLE & IBNR","amount":1399446}],"total_liability":1399446,"footnote_text":true},"revenue_reconciliation":{"total_revenue_audited_financial_statements":3897313,"net_unrealized_gains_investments":-500916,"revenue_not_reported":-500916,"revenue_subtotal":4398229,"investment_expenses_not_included":24382,"revenue_not_reported_financial_statement":24382,"total_revenue_per_990":4422611},"expense_reconciliation":{"total_expenses_audited_financial_statements":5176502,"expenses_not_reported":0,"expenses_subtotal":5176502,"investment_expenses_not_included":24382,"other_expenses_not_included":579406,"expenses_not_reported_financial_statement":603788,"total_expenses_per_990":5780290},"supplemental_information":[{"form_and_line_reference":"PART X, LINE 2:","explanation":"ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX ASSET OR 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. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2014."},{"form_and_line_reference":"PART XII, LINE 4B - OTHER ADJUSTMENTS:","explanation":"CHANGE IN BENEFIT OBLIGATIONS"}]},"ScheduleJ":{"compensation_arrangements":{"severance_payment":false,"supplemental_nonqualified_retirement_plan":false,"equity_based_compensation_arrangement":false},"compensation":[{"person_name":"TODD CROSBY","title":"TRUSTEE","base_compensation_filing_org":0,"bonus_filing_org":0,"bonus_related_orgs":0,"compensation_based_on_related_orgs":0,"comp_report_prior_990_filing_org":0,"comp_report_prior_990_related_orgs":0,"deferred_compensation_filing_org":0,"deferred_compensation_related_orgs":0,"nontaxable_benefits_filing_org":0,"nontaxable_benefits_related_orgs":16253,"other_compensation_filing_org":0,"other_compensation_related_orgs":151066,"total_compensation_filing_org":0,"total_compensation_related_orgs":167319,"name":"TODD CROSBY"}]},"ScheduleR":{"tax_exempt_organizations":[{"ein":916058475,"business_name_line1":"SOUND HEALTH & WELLNESS TRUST","primary_activities_text":"ACTIVE EMPLOYEES WELFARE BENEFITS","exempt_code_section_text":"501(C) 9","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"201 QUEEN ANNE AVE N STE 100","city":"SEATTLE","state":"WA","zip":"981094824","name":"SOUND HEALTH & WELLNESS TRUST","address":"201 QUEEN ANNE AVE N STE 100, SEATTLE, WA, 981094824"},{"ein":916069306,"business_name_line1":"SOUND RETIREMENT TRUST","primary_activities_text":"RETIREMENT BENEFITS","exempt_code_section_text":"501(A)","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"201 QUEEN ANNE AVE N STE 100","city":"SEATTLE","state":"WA","zip":"981094824","name":"SOUND RETIREMENT TRUST","address":"201 QUEEN ANNE AVE N STE 100, SEATTLE, WA, 981094824"},{"ein":910383680,"business_name_line1":"UFCW LOCAL UNION 367","primary_activities_text":"SPONSORING LOCAL","exempt_code_section_text":"501(C) 5","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"6403 LAKEWOOD DRIVE","city":"TACOMA","state":"WA","zip":"984673331","name":"UFCW LOCAL UNION 367","address":"6403 LAKEWOOD DRIVE, TACOMA, WA, 984673331"},{"ein":910487097,"business_name_line1":"UFCW LOCAL UNION 1439","primary_activities_text":"SPONSORING LOCAL","exempt_code_section_text":"501(C) 5","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"1719 NORTH ATLANTIC STREET","city":"SPOKANE","state":"WA","zip":"992050298","name":"UFCW LOCAL UNION 1439","address":"1719 NORTH ATLANTIC STREET, SPOKANE, WA, 992050298"},{"ein":203286319,"business_name_line1":"UFCW LOCAL UNION 21","primary_activities_text":"SPONSORING LOCAL","exempt_code_section_text":"501(C) 5","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"5030 FIRST AVENUE SOUTHSTE 200","city":"SEATTLE","state":"WA","zip":"98134","name":"UFCW LOCAL UNION 21","address":"5030 FIRST AVENUE SOUTHSTE 200, SEATTLE, WA, 98134"},{"ein":910267959,"business_name_line1":"GENERAL TEAMSTERS LOCAL UNION 38","primary_activities_text":"SPONSORING LOCAL","exempt_code_section_text":"501(C) 5","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"2601 EVERETT AVENUE","city":"EVERETT","state":"WA","zip":"98201","name":"GENERAL TEAMSTERS LOCAL UNION 38","address":"2601 EVERETT AVENUE, EVERETT, WA, 98201"},{"ein":910698183,"business_name_line1":"ALLIED EMPLOYERS INC","primary_activities_text":"SPONSORING ASSOCIATION","exempt_code_section_text":"501(C) 6","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"4030 LAKE WASHINGTON BLVD NE STE 20","city":"KIRKLAND","state":"WA","zip":"98033","name":"ALLIED EMPLOYERS INC","address":"4030 LAKE WASHINGTON BLVD NE STE 20, KIRKLAND, WA, 98033"}],"transaction_flags":{"dividends_from_related_organization_indicator":false,"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":false,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":false,"performance_of_services_by_other_orgs":false,"performance_of_services_for_other_orgs":false,"sharing_of_facilities":false,"sharing_of_paid_employees":false,"reimbursement_paid_by_other_org":false,"reimbursement_paid_to_other_org":false,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":false,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":false},"supplemental_information":[{"form_and_line_reference":"SCHEDULE R, INDENTIFICATION OF RELATED ORGANIZATIONS","explanation":"THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH & WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS. AS OF MARCH 31, 2017 THERE ARE APPROXIMATELY 84 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 TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE 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. ABERDEEN OFFICE EQUIPMENT AFFORDABLE DENTAL CARE ALBERTSONS INC ALBERTSON'S COMPANIES ALLIED EMPLOYERS, INC. AHMR, INC AVENUE DENTAL CARE BAVARIAN MEAT PRODUCTS BERTS RED APPLE MARKET BLUHER'S DBA FARMHOUSE MKT BORNSTEIN SEAFOOD INC THE MARKETS LLC CAMANO PLAZA MARKET CAP FOODS DBA WEST SEA THFTWY CITY CENTER DRUG CLAUS MEAT MARKET CROWN DRUG COMPANY BRIDLE TRAILS RED APPLE MKT THE DENNIS CO DON & JOES MEATS BYRNIE UTZ MEN'S HAT STORE ELMA & RAYMOND THRIFTWAYS FORKS OUTFITTERS FRANCO THE TAILOR, INC KROGER DBA FRED MEYER GORDONS SELECT GROCERY HAGGEN OPERATIONS HOLDING HARBOR DRUG INC HARRISON MEDICAL CENTER ILWU LOCAL #23 JEFFERSON COUNTY JEFFERSON HEALTHCARE J SPRINGER DBA KEN'S CORNER KC FOODS PUGET SOUND LABOR AGENCY KROGER DBA FRED MEYER KROGER DBA QFC KAUFMAN SCROGGS FURNITURE LABORER'S INTERNATIONAL #252 ABERDEEN HEALTH MART METROPOLITAN MARKETS N MASON SCHOOL DIST #403 OMAK PHARMACY BIMBO BAKERIES USA ALPINE DENTAL CARE PAYLESS FOODS BALLINGER THRIFTWAY PICK-RITE INC PIERCE CTY CENTRAL LABOR COUNC POULSBO RED APPLE PRAIRIE CENTER RED APPLE MKT RALPH'S RED APPLE REWARDS DENTAL ROSE & ASSOCIATES, LLC SAAR'S INC RAYMOND PHARMACY SEQUIM SCHOOL DIST #323 SAFEWAY STORES INC SHOP-N-KART SOUTH BEND PHARMACY SOINES DBA RED WING SHOE STORE DBA MARTIN'S SOUTHGATE DRUG SPANAWAY WATER CO. INC STADIUM THRIFTWAY STERLING DENTAL CARE STORMAN'S SUNRISE DENTAL SUPERVALU DBA COUNTY MARKET SWAIN'S INC SWANSON'S FOOD PIONEER SELECT MARKET TACOMA LONGSHOREMEN CR UNION HAGGEN INC TOWN & COUNTRY UFCW LOCAL #21 UFCW LOCAL 367 UNIFIED GROCERS INC UNITED WAY OF SKAGIT CO FRANZ FAMILY BAKERIES UWAJIMAYA INC THE VALU DRUG CO ISLAND MKT CO DBA VASHON THRWY VASHON MARKET FRESH IGA ZENITH AMERICAN SOLUTIONS"}]},"source_xml":"201820119349301032_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"To provide health and welfare benefits to eligible retirees and their dependents.","primary_activities":"Provided health and welfare benefits to eligible retirees and their dependents.","year":2021,"name":"SOUND HEALTH & WELLNESS RETIREE TRUST","phone":"2062824100","website":"www.soundhealthwellness.com","type":"990","principal_officer":"SCOTT KLITZKE POWERS","year_formation":1999,"state_legal_domicile":"WA","total_volunteers":0,"tax_period_begin":"2021-04-01T00:00:00","tax_period_end":"2022-03-31T00:00:00","address":"11724 NE 195TH ST STE 300, BOTHELL, WA, 98011, USA","city":"BOTHELL","state":"WA","country":"USA","zip_code":"98011"},"Governance":{"501c determination":true,"Number of voting members":10,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Family or business relationship":false,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":true,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Audited financial statements separate":true,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":36084,"Contributions":{"value":0},"Program revenue":{"value":27023,"Total revenue":27023},"Investment income":{"value":9061,"Investment income total":15365,"Net investment gain":-6304,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0}},"Expenses":{"value":239305,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0},"Benefits paid to members":{"value":98877,"Benefits paid to members Total":98877},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":140428,"Management services":79050,"Legal":28752,"Accounting":10900,"Lobbying services":0,"Investment management fees":2000,"Other services":0,"Advertising":0,"Office expenses":6133,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":13593,"Travel entertainment payments":0}},"Assets":{"value":1674882,"Non-interest bearing cash":79418,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":2194,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":6451,"Land, building, equipment":0,"Investments publicly traded":1586819,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":7946,"Accounts payable, accrued":7946,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1666936},"Form990Details":{"program_service_accomplishments":[{"description":"PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS."}],"program_service_revenue_detail":[{"business_code":"900099","total_revenue":27023,"related_or_exempt_function_income":27023,"unrelated_business_revenue":0,"exclusion_amount":0}],"functional_expense_allocations":{"current_officers_directors":{"total":0},"disqualified_persons":{"total":0},"other_salaries_and_wages":{"total":0},"pension_plan_contributions":{"total":0},"other_employee_benefits":{"total":0},"payroll_taxes":{"total":0},"management_fees":{"total":79050},"legal_fees":{"total":28752},"accounting_fees":{"total":10900},"lobbying_fees":{"total":0},"professional_fundraising_fees":{"total":0},"investment_management_fees":{"total":2000},"other_service_fees":{"total":0},"advertising":{"total":0},"office_expenses":{"total":6133},"information_technology":{"total":0},"royalties":{"total":0},"occupancy":{"total":0},"travel":{"total":0},"conferences_meetings":{"total":0},"interest":{"total":0},"payments_to_affiliates":{"total":0},"depreciation_depletion":{"total":0},"insurance":{"total":13593}},"fundraising_and_gaming_summary":{"gross_income_fundraising_events":0,"fundraising_direct_expenses":0,"gross_income_gaming":0},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"backup_withholding_compliance":true,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"donor_restricted_or_quasi_endowments":false,"method_of_accounting_accrual":true,"schedule_o_part_vi":true,"schedule_o_part_vii":true},"principal_officer_detail":{"person_name":"SCOTT KLITZKE POWERS"},"audit_financial_statement_detail":{"accountant_compile_or_review":false},"related_party_due_diligence":{"business_relationship_with_35_controlled_entity":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":false,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false,"grants_payable_beginning_of_year":0,"grants_payable_end_of_year":0},"books_in_care_of_detail":{"person_name":"SHANNON WILLIAMS","phone":"2062824100","address_line1":"11724 NE 195TH ST STE 300","city":"BOTHELL","state":"WA","zip":"98011"},"officers_directors_key_employees":[{"person_name":"FRANK JORGENSEN","title":"TRUSTEE","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"FRANK JORGENSEN"},{"person_name":"SCOTT KLITZKE POWERS","title":"TRUSTEE/CHAIRMAN","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"SCOTT KLITZKE POWERS"},{"person_name":"BRENT BOHN","title":"TRUSTEE","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"BRENT BOHN"},{"person_name":"FAYE GUENTHER","title":"TRUSTEE","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"FAYE GUENTHER"},{"person_name":"JOE MIZRAHI","title":"TRUSTEE/SECRETARY","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"JOE MIZRAHI"},{"person_name":"YVONNE PETERS","title":"TRUSTEE","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"YVONNE PETERS"},{"person_name":"SEAN HAMMOND","title":"TRUSTEE","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"SEAN HAMMOND"},{"person_name":"SARAH CHERIN","title":"TRUSTEE","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"SARAH CHERIN"},{"person_name":"JAMES CROWE","title":"TRUSTEE","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"JAMES CROWE"},{"person_name":"EMILIA CONTRERAS","title":"TRUSTEE","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"EMILIA CONTRERAS"}]},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"other_liabilities":{"federal_income_tax_liability":0,"total_liability":0,"footnote_text":true},"revenue_reconciliation":{"total_revenue_audited_financial_statements":-35087,"net_unrealized_gains_investments":-71171,"revenue_not_reported":-71171,"revenue_subtotal":36084,"total_revenue_per_990":36084},"expense_reconciliation":{"total_expenses_audited_financial_statements":239305,"expenses_subtotal":239305,"total_expenses_per_990":239305},"supplemental_information":[{"form_and_line_reference":"PART X, LINE 2:","explanation":"ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS."}]},"ScheduleI":{"reported_domestic_org_grants":0,"reported_domestic_individual_grants":0,"total_domestic_grants":0},"ScheduleF":{"reported_foreign_grants":0},"ScheduleR":{"tax_exempt_organizations":[{"ein":916058475,"business_name_line1":"SOUND HEALTH & WELLNESS TRUST","primary_activities_text":"ACTIVE EMPLOY","exempt_code_section_text":"501(c)(9)","controlled_organization_indicator":false,"legal_domicile_state":"WA","direct_controlling_business_name_line1":"NA","address_line1":"11724 NE 195TH ST STE 300","city":"BOTHELL","state":"WA","zip":"98001","name":"SOUND HEALTH & WELLNESS TRUST","address":"11724 NE 195TH ST STE 300, BOTHELL, WA, 98001"},{"ein":916069306,"business_name_line1":"SOUND RETIREMENT TRUST","primary_activities_text":"RETIREMENT BE","exempt_code_section_text":"501(A)","controlled_organization_indicator":false,"legal_domicile_state":"WA","direct_controlling_business_name_line1":"NA","address_line1":"11724 NE 195TH ST STE 300","city":"BOTHELL","state":"WA","zip":"98011","name":"SOUND RETIREMENT TRUST","address":"11724 NE 195TH ST STE 300, BOTHELL, WA, 98011"},{"ein":910383680,"business_name_line1":"UFCW LOCAL UNION 367","primary_activities_text":"SPONSORING LO","exempt_code_section_text":"501(C)(5)","controlled_organization_indicator":false,"legal_domicile_state":"WA","direct_controlling_business_name_line1":"NA","address_line1":"6403 LAKEWOOD DR","city":"TACOMA","state":"WA","zip":"98467","name":"UFCW LOCAL UNION 367","address":"6403 LAKEWOOD DR, TACOMA, WA, 98467"},{"ein":910487097,"business_name_line1":"UFCW LOCAL UNION 1439","primary_activities_text":"SPONSORING LO","exempt_code_section_text":"501(c)(5)","controlled_organization_indicator":false,"legal_domicile_state":"WA","direct_controlling_business_name_line1":"NA","address_line1":"1719 N ATLANTIC ST","city":"SPOKANE","state":"WA","zip":"99205","name":"UFCW LOCAL UNION 1439","address":"1719 N ATLANTIC ST, SPOKANE, WA, 99205"},{"ein":203286319,"business_name_line1":"UFCW LOCAL UNION 21","primary_activities_text":"SPONSORING LO","exempt_code_section_text":"501(C)(5)","controlled_organization_indicator":false,"legal_domicile_state":"WA","direct_controlling_business_name_line1":"NA","address_line1":"5030 FIRST AVE S STE 200","city":"SEATTLE","state":"WA","zip":"98134","name":"UFCW LOCAL UNION 21","address":"5030 FIRST AVE S STE 200, SEATTLE, WA, 98134"},{"ein":910267959,"business_name_line1":"GENERAL TEAMSTERS LOCAL UNION 38","primary_activities_text":"SPONSORING LO","exempt_code_section_text":"501(c)(5)","controlled_organization_indicator":false,"legal_domicile_state":"WA","direct_controlling_business_name_line1":"NA","address_line1":"2601 EVERETT AVE","city":"EVERETT","state":"WA","zip":"98201","name":"GENERAL TEAMSTERS LOCAL UNION 38","address":"2601 EVERETT AVE, EVERETT, WA, 98201"},{"ein":910698183,"business_name_line1":"ALLIED EMPLOYERS INC","primary_activities_text":"SPONSORING AC","exempt_code_section_text":"501(c)(6)","controlled_organization_indicator":false,"legal_domicile_state":"WA","direct_controlling_business_name_line1":"NA","address_line1":"4030 LAKE WASHINGTON BLVD NE","city":"KIRKLAND","state":"WA","zip":"98033","name":"ALLIED EMPLOYERS INC","address":"4030 LAKE WASHINGTON BLVD NE, KIRKLAND, WA, 98033"}],"taxable_partnerships":[{"business_name_line1":"SEE PART VII-SUPPLEMENTAL INFO","name":"SEE PART VII-SUPPLEMENTAL INFO"}],"taxable_corporations_and_trusts":[{"business_name_line1":"SEE PART VII - SUPPLEMENTAL INFORMATION","name":"SEE PART VII - SUPPLEMENTAL INFORMATION"}],"transaction_flags":{"dividends_from_related_organization_indicator":false,"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":false,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":false,"performance_of_services_by_other_orgs":false,"performance_of_services_for_other_orgs":false,"sharing_of_facilities":false,"sharing_of_paid_employees":false,"reimbursement_paid_by_other_org":false,"reimbursement_paid_to_other_org":false,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":false,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":false},"supplemental_information":[{"form_and_line_reference":"PARTS II, III AND IV - IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS","explanation":"TAXABLE AS A PARTNERSHIP, CORPORATION OR TRUST: THE ADMINISTRATIVE OFFICE DOES NOT MAINTAIN THIS INFORMATION FOR THE TRUST'S CONTRIBUTING EMPLOYERS. PLEASE CONTACT THE ADMINISTRATIVE OFFICE IF YOU HAVE ANY QUESTIONS."}]},"source_xml":"202310469349301776_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"To provide health benefits to eligible retirees and their dependents","primary_activities":"Provided health and welfare benefits to eligible retirees and their dependents.","year":2018,"name":"SOUND HEALTH & WELLNESS RETIREE TRUST","phone":"2062824100","website":"WWW.SOUNDHEALTHWELLNESS.COM","type":"990","principal_officer":"SCOTT KLITZKE POWERS","year_formation":1998,"state_legal_domicile":"WA","total_volunteers":0,"tax_period_begin":"2018-04-01T00:00:00","tax_period_end":"2019-03-31T00:00:00","address":"11724 NE 195TH STREET NO 300, BOTHELL, WA, 98011, USA","city":"BOTHELL","state":"WA","country":"USA","zip_code":"98011"},"Governance":{"501c determination":true,"Number of voting members":10,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Family or business relationship":false,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":true,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Audited financial statements separate":true,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":1773503,"Contributions":{"value":0},"Program revenue":{"value":1636377,"Total revenue":{"value":1636377,"RETIREE SELF PAY CONTRIBUTIONS":1596652,"EMPLOYER CONTRIBUTIONS":39725}},"Investment income":{"value":8867,"Investment income total":66300,"Net investment gain":-57433},"Other revenues":{"value":128259,"Other total":128259}},"Expenses":{"value":4311280,"Grant expense":{"value":0},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":3804268,"Benefits paid to members Total":3804268},"Salaries":{"value":0},"Other expenses":{"value":507012,"Management services":120272,"Legal":85139,"Accounting":10900,"Investment management fees":17107,"Other services":244084,"Office expenses":5938,"Conferences and meetings":4290,"Insurance":17707,"Itemized Expenses":1575}},"Assets":{"value":2519653,"Savings and temp cash investments":325964,"Accounts receivable":60837,"Prepaid expenses deferred charges":8961,"Investments publicly traded":2123891},"Liabilities":{"value":129542,"Accounts payable, accrued":44542,"Other liabilities":85000},"Fund balance":{"value":2390111},"Form990Details":{"program_service_accomplishments":[{"description":"PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS."}],"program_service_revenue_detail":[{"business_code":"900099","total_revenue":1596652,"related_or_exempt_function_income":1596652},{"business_code":"900099","total_revenue":39725,"related_or_exempt_function_income":39725}],"functional_expense_allocations":{"management_fees":{"total":120272},"legal_fees":{"total":85139},"accounting_fees":{"total":10900},"investment_management_fees":{"total":17107},"other_service_fees":{"total":244084},"office_expenses":{"total":5938},"conferences_meetings":{"total":4290},"insurance":{"total":17707}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"backup_withholding_compliance":true,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"method_of_accounting_accrual":true,"schedule_o_part_vi":true,"schedule_o_part_vii":true,"schedule_o_part_xii":true},"principal_officer_detail":{"person_name":"SCOTT KLITZKE POWERS"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"officer_entity_with_business_relationship":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":false,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_in_care_of_detail":{"phone":"2062824100","business_name_line1":"ZENITH AMERICAN SOLUTIONS INC","address_line1":"11724 NE 195TH STREET SUITE 300","city":"BOTHELL","state":"WA","zip":"98011"},"contractor_compensation_group":[{"business_name_line1":"AETNA","compensation":138216,"services_description":"ADMINISTRATION","address_line1":"600 UNIVERSITY STREET SUITE 920","city":"SEATTLE","state":"WA","zip":"98101","name":"AETNA","address":"600 UNIVERSITY STREET SUITE 920, SEATTLE, WA, 98101"},{"business_name_line1":"ZENITH AMERICAN SOLUTIONS INC","compensation":135517,"services_description":"ADMINISTRATION","address_line1":"11724 NE 195TH STREET SUITE 300","city":"BOTHELL","state":"WA","zip":"980113145","name":"ZENITH AMERICAN SOLUTIONS INC","address":"11724 NE 195TH STREET SUITE 300, BOTHELL, WA, 980113145"}],"officers_directors_key_employees":[{"person_name":"SCOTT KLITZKE POWERS","title":"CHAIRMAN","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"SCOTT KLITZKE POWERS"},{"person_name":"BRENT R BOHN","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"BRENT R BOHN"},{"person_name":"JAMES CROWE","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":109365,"other_compensation":18575,"individual_trustee_or_director":true,"name":"JAMES CROWE"},{"person_name":"FRANK JORGENSEN","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"FRANK JORGENSEN"},{"person_name":"TODD CROSBY","title":"TRUSTEE - PAST","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":156182,"other_compensation":16739,"individual_trustee_or_director":true,"name":"TODD CROSBY"},{"person_name":"EMILIA CONTRERAS","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":111744,"other_compensation":16739,"individual_trustee_or_director":true,"name":"EMILIA CONTRERAS"},{"person_name":"SEAN HAMMOND","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"SEAN HAMMOND"},{"person_name":"FAYE GUENTHER","title":"SECRETARY","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":143613,"other_compensation":0,"individual_trustee_or_director":true,"name":"FAYE GUENTHER"},{"person_name":"YVONNE PETERS","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"YVONNE PETERS"},{"person_name":"JOE MIZRAHI","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":111509,"other_compensation":16739,"individual_trustee_or_director":true,"name":"JOE MIZRAHI"},{"person_name":"SARAH CHERIN","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":111537,"other_compensation":16739,"individual_trustee_or_director":true,"name":"SARAH CHERIN"}]},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"land_buildings_equipment":{"total_book_value":0},"other_liabilities":{"liabilities":[{"description":"CLAIMS PAYABLE & IBNR","amount":85000}],"total_liability":85000,"footnote_text":true},"revenue_reconciliation":{"total_revenue_audited_financial_statements":1796420,"net_unrealized_gains_investments":40024,"revenue_not_reported":40024,"revenue_subtotal":1756396,"investment_expenses_not_included":17107,"revenue_not_reported_financial_statement":17107,"total_revenue_per_990":1773503},"expense_reconciliation":{"total_expenses_audited_financial_statements":4901492,"expenses_not_reported":0,"expenses_subtotal":4901492,"investment_expenses_not_included":17107,"other_expenses_not_included":-607319,"expenses_not_reported_financial_statement":-590212,"total_expenses_per_990":4311280},"supplemental_information":[{"form_and_line_reference":"PART X, LINE 2:","explanation":"ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX ASSET OR 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. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2016."},{"form_and_line_reference":"PART XII, LINE 4B - OTHER ADJUSTMENTS:","explanation":"CHANGE IN BENEFIT OBLIGATIONS"}]},"ScheduleJ":{"compensation_arrangements":{"severance_payment":false,"supplemental_nonqualified_retirement_plan":false,"equity_based_compensation_arrangement":false},"compensation":[{"person_name":"TODD CROSBY","title":"TRUSTEE - PAST","base_compensation_filing_org":0,"bonus_filing_org":0,"bonus_related_orgs":0,"compensation_based_on_related_orgs":0,"comp_report_prior_990_filing_org":0,"comp_report_prior_990_related_orgs":0,"deferred_compensation_filing_org":0,"deferred_compensation_related_orgs":0,"nontaxable_benefits_filing_org":0,"nontaxable_benefits_related_orgs":16739,"other_compensation_filing_org":0,"other_compensation_related_orgs":156182,"total_compensation_filing_org":0,"total_compensation_related_orgs":172921,"name":"TODD CROSBY"},{"person_name":"FAYE GUENTHER","title":"SECRETARY","base_compensation_filing_org":0,"bonus_filing_org":0,"bonus_related_orgs":0,"compensation_based_on_related_orgs":0,"comp_report_prior_990_filing_org":0,"comp_report_prior_990_related_orgs":0,"deferred_compensation_filing_org":0,"deferred_compensation_related_orgs":0,"nontaxable_benefits_filing_org":0,"nontaxable_benefits_related_orgs":16739,"other_compensation_filing_org":0,"other_compensation_related_orgs":143613,"total_compensation_filing_org":0,"total_compensation_related_orgs":160352,"name":"FAYE GUENTHER"}]},"ScheduleR":{"tax_exempt_organizations":[{"ein":916058475,"business_name_line1":"SOUND HEALTH & WELLNESS TRUST","primary_activities_text":"ACTIVE EMPLOYEES WELFARE BENEFITS","exempt_code_section_text":"501(C) 9","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"11724 NE 195TH STREET SUITE 300","city":"BOTHELL","state":"WA","zip":"980113145","name":"SOUND HEALTH & WELLNESS TRUST","address":"11724 NE 195TH STREET SUITE 300, BOTHELL, WA, 980113145"},{"ein":916069306,"business_name_line1":"SOUND RETIREMENT TRUST","primary_activities_text":"RETIREMENT BENEFITS","exempt_code_section_text":"501(A)","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"11724 NE 195TH STREET SUITE 300","city":"BOTHELL","state":"WA","zip":"980113145","name":"SOUND RETIREMENT TRUST","address":"11724 NE 195TH STREET SUITE 300, BOTHELL, WA, 980113145"},{"ein":910383680,"business_name_line1":"UFCW LOCAL UNION 367","primary_activities_text":"SPONSORING LOCAL","exempt_code_section_text":"501(C) 5","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"6403 LAKEWOOD DRIVE","city":"TACOMA","state":"WA","zip":"984673331","name":"UFCW LOCAL UNION 367","address":"6403 LAKEWOOD DRIVE, TACOMA, WA, 984673331"},{"ein":910487097,"business_name_line1":"UFCW LOCAL UNION 1439","primary_activities_text":"SPONSORING LOCAL","exempt_code_section_text":"501(C) 5","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"1719 NORTH ATLANTIC STREET","city":"SPOKANE","state":"WA","zip":"992050298","name":"UFCW LOCAL UNION 1439","address":"1719 NORTH ATLANTIC STREET, SPOKANE, WA, 992050298"},{"ein":203286319,"business_name_line1":"UFCW LOCAL UNION 21","primary_activities_text":"SPONSORING LOCAL","exempt_code_section_text":"501(C) 5","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"5030 FIRST AVENUE SOUTHSTE 200","city":"SEATTLE","state":"WA","zip":"98134","name":"UFCW LOCAL UNION 21","address":"5030 FIRST AVENUE SOUTHSTE 200, SEATTLE, WA, 98134"},{"ein":910267959,"business_name_line1":"GENERAL TEAMSTERS LOCAL UNION 38","primary_activities_text":"SPONSORING LOCAL","exempt_code_section_text":"501(C) 5","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"2601 EVERETT AVENUE","city":"EVERETT","state":"WA","zip":"98201","name":"GENERAL TEAMSTERS LOCAL UNION 38","address":"2601 EVERETT AVENUE, EVERETT, WA, 98201"},{"ein":910698183,"business_name_line1":"ALLIED EMPLOYERS INC","primary_activities_text":"SPONSORING ASSOCIATION","exempt_code_section_text":"501(C) 6","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"4030 LAKE WASHINGTON BLVD NE STE 20","city":"KIRKLAND","state":"WA","zip":"98033","name":"ALLIED EMPLOYERS INC","address":"4030 LAKE WASHINGTON BLVD NE STE 20, KIRKLAND, WA, 98033"}],"transaction_flags":{"dividends_from_related_organization_indicator":false,"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":false,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":false,"performance_of_services_by_other_orgs":false,"performance_of_services_for_other_orgs":false,"sharing_of_facilities":false,"sharing_of_paid_employees":false,"reimbursement_paid_by_other_org":false,"reimbursement_paid_to_other_org":false,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":false,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":false},"supplemental_information":[{"form_and_line_reference":"SCHEDULE R, INDENTIFICATION OF RELATED ORGANIZATIONS","explanation":"THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH & WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS. DURING THE YEAR ENDED MARCH 31,2019 THERE WERE APPROXIMATELY 43 EMPLOYERS THAT CONTRIBUTED 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 ADMINISTRATIVE 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. ABERDEEN OFFICE EQUIPMENT AFFORDABLE DENTAL CARE BURIEN CLINIC AFFORDABLE ALLIED EMPLOYERS, INC. AVENUE DENTAL CARE BERTS RED APPLE MARKET BORNSTEIN SEAFOOD INC CLAUS MEAT MARKET DON & JOES MEATS BYRNIE UTZ MEN'S HAT STORE ELMA & RAYMOND THRIFTWAYS FRANCO THE TAILOR, INC GORDONS SELECT GROCERY HARBOR DRUG INC HARRISON MEDICAL CENTER JEFFERSON COUNTY JEFFERSON HEALTHCARE JEFFERSON FAMILY PHARMACY KC FOODS ABERDEEN HEALTH MART N MASON SCHOOL DIST #403 OMAK PHARMACY ALPINE DENTAL CARE PICK-RITE INC PIERCE COUNTY LABOR COUNCIL PRAIRIE CENTER RED APPLE MKT REWARDS DENTAL RAYMOND PHARMACY SEQUIM SCHOOL DIST #323 SOINES DBA RED WING SHOE STORE SOUTHGATE DRUG COMPANY STADIUM THRIFTWAY STERLING DENTAL CARE STORMAN'S SUNRISE DENTAL SWAIN'S INC SWANSON'S FOOD TACOMA LONGSHOREMEN CR UNION HAGGEN INC TOWN & COUNTRY FRANZ FAMILY BAKERIES THE VALU DRUG CO ZENITH AMERICAN SOLUTIONS"}]},"source_xml":"202030249349301513_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"To provide health benefits to eligible retirees and their dependents","primary_activities":"Provided health and welfare benefits to eligible retirees and their dependents.","year":2020,"name":"SOUND HEALTH & WELLNESS RETIREE TRUST","phone":"2062824100","website":"WWW.SOUNDHEALTHWELLNESS.COM","type":"990","principal_officer":"SCOTT KLITZKE POWERS","year_formation":1998,"state_legal_domicile":"WA","total_volunteers":0,"tax_period_begin":"2020-04-01T00:00:00","tax_period_end":"2021-03-31T00:00:00","address":"11724 NE 195TH STREET NO 300, BOTHELL, WA, 98011, USA","city":"BOTHELL","state":"WA","country":"USA","zip_code":"98011"},"Governance":{"501c determination":true,"Number of voting members":12,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Family or business relationship":false,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":true,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Audited financial statements separate":true,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":53725,"Contributions":{"value":0},"Program revenue":{"value":29118,"Total revenue":29118},"Investment income":{"value":24607,"Investment income total":28531,"Net investment gain":-3924},"Other revenues":{"value":0}},"Expenses":{"value":266244,"Grant expense":{"value":0},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":115930,"Benefits paid to members Total":115930},"Salaries":{"value":0},"Other expenses":{"value":150314,"Management services":73200,"Legal":23575,"Accounting":10900,"Investment management fees":12000,"Other services":13605,"Office expenses":668,"Insurance":16366}},"Assets":{"value":1950146,"Non-interest bearing cash":26555,"Accounts receivable":2086,"Prepaid expenses deferred charges":7212,"Investments publicly traded":1914293},"Liabilities":{"value":8818,"Accounts payable, accrued":8818,"Other liabilities":0},"Fund balance":{"value":1941328},"Form990Details":{"program_service_accomplishments":[{"description":"PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS."}],"program_service_revenue_detail":[{"business_code":"900099","total_revenue":29118,"related_or_exempt_function_income":29118}],"functional_expense_allocations":{"management_fees":{"total":73200},"legal_fees":{"total":23575},"accounting_fees":{"total":10900},"investment_management_fees":{"total":12000},"other_service_fees":{"total":13605},"office_expenses":{"total":668},"insurance":{"total":16366}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"backup_withholding_compliance":true,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"donor_restricted_or_quasi_endowments":false,"method_of_accounting_accrual":true,"schedule_o_part_vi":true,"schedule_o_part_vii":true,"schedule_o_part_xii":true},"principal_officer_detail":{"person_name":"SCOTT KLITZKE POWERS"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"business_relationship_with_35_controlled_entity":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":false,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_in_care_of_detail":{"phone":"2062824100","business_name_line1":"ZENITH AMERICAN SOLUTIONS INC","address_line1":"11724 NE 195TH STREET SUITE 300","city":"BOTHELL","state":"WA","zip":"98011"},"officers_directors_key_employees":[{"person_name":"SCOTT KLITZKE POWERS","title":"CHAIRMAN","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"SCOTT KLITZKE POWERS"},{"person_name":"BRENT R BOHN","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"BRENT R BOHN"},{"person_name":"JAMES CROWE","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":115020,"other_compensation":0,"individual_trustee_or_director":true,"name":"JAMES CROWE"},{"person_name":"FRANK JORGENSEN","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"FRANK JORGENSEN"},{"person_name":"EMILIA CARDENAS","title":"TRUSTEE - PAST","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":119280,"other_compensation":17435,"individual_trustee_or_director":true,"name":"EMILIA CARDENAS"},{"person_name":"SEAN HAMMOND","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"SEAN HAMMOND"},{"person_name":"FAYE GUENTHER","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":163172,"other_compensation":17227,"individual_trustee_or_director":true,"name":"FAYE GUENTHER"},{"person_name":"YVONNE PETERS","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"YVONNE PETERS"},{"person_name":"JOE MIZRAHI","title":"SECRETARY","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":147620,"other_compensation":17227,"individual_trustee_or_director":true,"name":"JOE MIZRAHI"},{"person_name":"SARAH CHERIN","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":123590,"other_compensation":17209,"individual_trustee_or_director":true,"name":"SARAH CHERIN"},{"person_name":"SHARON CARROLL","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"SHARON CARROLL"},{"person_name":"STACEY OPIOPIO","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":113094,"other_compensation":0,"individual_trustee_or_director":true,"name":"STACEY OPIOPIO"},{"person_name":"SEAN EMBLY","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":113196,"other_compensation":0,"individual_trustee_or_director":true,"name":"SEAN EMBLY"}]},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"land_buildings_equipment":{"total_book_value":0},"other_liabilities":{"footnote_text":true},"revenue_reconciliation":{"total_revenue_audited_financial_statements":87580,"net_unrealized_gains_investments":45855,"revenue_not_reported":45855,"revenue_subtotal":41725,"investment_expenses_not_included":12000,"revenue_not_reported_financial_statement":12000,"total_revenue_per_990":53725},"expense_reconciliation":{"total_expenses_audited_financial_statements":254244,"expenses_not_reported":0,"expenses_subtotal":254244,"investment_expenses_not_included":12000,"expenses_not_reported_financial_statement":12000,"total_expenses_per_990":266244},"supplemental_information":[{"form_and_line_reference":"PART X, LINE 2:","explanation":"ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX ASSET OR 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. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2018."}]},"ScheduleJ":{"compensation_arrangements":{"severance_payment":false,"supplemental_nonqualified_retirement_plan":false,"equity_based_compensation_arrangement":false},"compensation":[{"person_name":"FAYE GUENTHER","title":"TRUSTEE","base_compensation_filing_org":0,"bonus_filing_org":0,"bonus_related_orgs":0,"compensation_based_on_related_orgs":163172,"comp_report_prior_990_filing_org":0,"comp_report_prior_990_related_orgs":0,"deferred_compensation_filing_org":0,"deferred_compensation_related_orgs":2038,"nontaxable_benefits_filing_org":0,"nontaxable_benefits_related_orgs":15189,"other_compensation_filing_org":0,"other_compensation_related_orgs":0,"total_compensation_filing_org":0,"total_compensation_related_orgs":180399,"name":"FAYE GUENTHER"},{"person_name":"JOE MIZRAHI","title":"SECRETARY","base_compensation_filing_org":0,"bonus_filing_org":0,"bonus_related_orgs":0,"compensation_based_on_related_orgs":147620,"comp_report_prior_990_filing_org":0,"comp_report_prior_990_related_orgs":0,"deferred_compensation_filing_org":0,"deferred_compensation_related_orgs":2038,"nontaxable_benefits_filing_org":0,"nontaxable_benefits_related_orgs":15189,"other_compensation_filing_org":0,"other_compensation_related_orgs":0,"total_compensation_filing_org":0,"total_compensation_related_orgs":164847,"name":"JOE MIZRAHI"}]},"ScheduleR":{"tax_exempt_organizations":[{"ein":916058475,"business_name_line1":"SOUND HEALTH & WELLNESS TRUST","primary_activities_text":"ACTIVE EMPLOYEES WELFARE BENEFITS","exempt_code_section_text":"501(C) 9","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"11724 NE 195TH STREET SUITE 300","city":"BOTHELL","state":"WA","zip":"980113145","name":"SOUND HEALTH & WELLNESS TRUST","address":"11724 NE 195TH STREET SUITE 300, BOTHELL, WA, 980113145"},{"ein":916069306,"business_name_line1":"SOUND RETIREMENT TRUST","primary_activities_text":"RETIREMENT BENEFITS","exempt_code_section_text":"501(A)","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"11724 NE 195TH STREET SUITE 300","city":"BOTHELL","state":"WA","zip":"980113145","name":"SOUND RETIREMENT TRUST","address":"11724 NE 195TH STREET SUITE 300, BOTHELL, WA, 980113145"},{"ein":910383680,"business_name_line1":"UFCW LOCAL UNION 367","primary_activities_text":"SPONSORING LOCAL","exempt_code_section_text":"501(C) 5","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"6403 LAKEWOOD DRIVE","city":"TACOMA","state":"WA","zip":"984673331","name":"UFCW LOCAL UNION 367","address":"6403 LAKEWOOD DRIVE, TACOMA, WA, 984673331"},{"ein":910487097,"business_name_line1":"UFCW LOCAL UNION 1439","primary_activities_text":"SPONSORING LOCAL","exempt_code_section_text":"501(C) 5","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"1719 NORTH ATLANTIC STREET","city":"SPOKANE","state":"WA","zip":"992050298","name":"UFCW LOCAL UNION 1439","address":"1719 NORTH ATLANTIC STREET, SPOKANE, WA, 992050298"},{"ein":203286319,"business_name_line1":"UFCW LOCAL UNION 21","primary_activities_text":"SPONSORING LOCAL","exempt_code_section_text":"501(C) 5","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"5030 FIRST AVENUE SOUTHSTE 200","city":"SEATTLE","state":"WA","zip":"98134","name":"UFCW LOCAL UNION 21","address":"5030 FIRST AVENUE SOUTHSTE 200, SEATTLE, WA, 98134"},{"ein":910267959,"business_name_line1":"GENERAL TEAMSTERS LOCAL UNION 38","primary_activities_text":"SPONSORING LOCAL","exempt_code_section_text":"501(C) 5","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"2601 EVERETT AVENUE","city":"EVERETT","state":"WA","zip":"98201","name":"GENERAL TEAMSTERS LOCAL UNION 38","address":"2601 EVERETT AVENUE, EVERETT, WA, 98201"},{"ein":910698183,"business_name_line1":"ALLIED EMPLOYERS INC","primary_activities_text":"SPONSORING ASSOCIATION","exempt_code_section_text":"501(C) 6","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"4030 LAKE WASHINGTON BLVD NE STE 20","city":"KIRKLAND","state":"WA","zip":"98033","name":"ALLIED EMPLOYERS INC","address":"4030 LAKE WASHINGTON BLVD NE STE 20, KIRKLAND, WA, 98033"}],"transaction_flags":{"dividends_from_related_organization_indicator":false,"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":false,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":false,"performance_of_services_by_other_orgs":false,"performance_of_services_for_other_orgs":false,"sharing_of_facilities":false,"sharing_of_paid_employees":false,"reimbursement_paid_by_other_org":false,"reimbursement_paid_to_other_org":false,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":false,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":false},"supplemental_information":[{"form_and_line_reference":"SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS","explanation":"THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH & WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS. DURING THE YEAR ENDED MARCH 31,2021 THERE WERE APPROXIMATELY 33 EMPLOYERS THAT CONTRIBUTED 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 ADMINISTRATIVE 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. ABERDEEN OFFICE EQUIPMENT AFFORDABLE DENTAL CARE BURIEN CLINIC AFFORDABLE ALLIED EMPLOYERS, INC. AVENUE DENTAL CARE BERTS RED APPLE MARKET BORNSTEIN SEAFOOD INC DON & JOES MEATS FRANCO THE TAILOR, INC GORDONS SELECT GROCERY HARBOR DRUG INC HARRISON MEDICAL CENTER JEFFERSON COUNTY OMAK PHARMACY PICK-RITE INC PRAIRIE CENTER RED APPLE MKT SOINES DBA RED WING SHOE STORE SOUTHGATE DRUG COMPANY STORMAN'S SUNRISE DENTAL SWANSON'S FOOD TACOMA LONGSHOREMEN CR UNION HAGGEN INC TOWN & COUNTRY FRANZ FAMILY BAKERIES THE VALU DRUG CO ZENITH AMERICAN SOLUTIONS DR. KENZA DENTAL CARE AFFORDABLE DENTAL TUMWATER CROWN DRUG COMPANY EVERGREEN VILLAGE MARKETS METROPOLITAN MARKETS SAAR'S INC."}]},"source_xml":"202220439349300127_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"To provide health benefits to eligible retirees and their dependents","primary_activities":"Provided health and welfare benefits to eligible retirees and their dependents.","year":2019,"name":"SOUND HEALTH & WELLNESS RETIREE TRUST","phone":"2062824100","website":"WWW.SOUNDHEALTHWELLNESS.COM","type":"990","principal_officer":"SCOTT KLITZKE POWERS","year_formation":1998,"state_legal_domicile":"WA","total_volunteers":0,"tax_period_begin":"2019-04-01T00:00:00","tax_period_end":"2020-03-31T00:00:00","address":"11724 NE 195TH STREET NO 300, BOTHELL, WA, 98011, USA","city":"BOTHELL","state":"WA","country":"USA","zip_code":"98011"},"Governance":{"501c determination":true,"Number of voting members":12,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Family or business relationship":false,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":true,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Audited financial statements separate":true,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":91366,"Contributions":{"value":0},"Program revenue":{"value":23851,"Total revenue":23851},"Investment income":{"value":67515,"Investment income total":67515},"Other revenues":{"value":0}},"Expenses":{"value":366957,"Grant expense":{"value":0},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":175700,"Benefits paid to members Total":175700},"Salaries":{"value":0},"Other expenses":{"value":191257,"Management services":75200,"Legal":39827,"Accounting":10900,"Investment management fees":12000,"Other services":33647,"Office expenses":555,"Insurance":18153,"Itemized Expenses":975}},"Assets":{"value":2126611,"Accounts receivable":47,"Prepaid expenses deferred charges":9201,"Investments publicly traded":2117363},"Liabilities":{"value":18619,"Accounts payable, accrued":7766,"Other liabilities":10853},"Fund balance":{"value":2107992},"Form990Details":{"program_service_accomplishments":[{"description":"PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS."}],"program_service_revenue_detail":[{"business_code":"900099","total_revenue":23851,"related_or_exempt_function_income":23851}],"functional_expense_allocations":{"management_fees":{"total":75200},"legal_fees":{"total":39827},"accounting_fees":{"total":10900},"investment_management_fees":{"total":12000},"other_service_fees":{"total":33647},"office_expenses":{"total":555},"insurance":{"total":18153}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"backup_withholding_compliance":true,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"donor_restricted_or_quasi_endowments":false,"method_of_accounting_accrual":true,"schedule_o_part_vi":true,"schedule_o_part_vii":true,"schedule_o_part_xii":true},"principal_officer_detail":{"person_name":"SCOTT KLITZKE POWERS"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"business_relationship_with_35_controlled_entity":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":false,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_in_care_of_detail":{"phone":"2062824100","business_name_line1":"ZENITH AMERICAN SOLUTIONS INC","address_line1":"11724 NE 195TH STREET SUITE 300","city":"BOTHELL","state":"WA","zip":"98011"},"officers_directors_key_employees":[{"person_name":"SCOTT KLITZKE POWERS","title":"CHAIRMAN","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"SCOTT KLITZKE POWERS"},{"person_name":"BRENT R BOHN","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"BRENT R BOHN"},{"person_name":"JAMES CROWE","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":113230,"other_compensation":16883,"individual_trustee_or_director":true,"name":"JAMES CROWE"},{"person_name":"FRANK JORGENSEN","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"FRANK JORGENSEN"},{"person_name":"EMILIA CONTRERAS","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":117012,"other_compensation":17413,"individual_trustee_or_director":true,"name":"EMILIA CONTRERAS"},{"person_name":"SEAN HAMMOND","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"SEAN HAMMOND"},{"person_name":"FAYE GUENTHER","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":151416,"other_compensation":17201,"individual_trustee_or_director":true,"name":"FAYE GUENTHER"},{"person_name":"YVONNE PETERS","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"YVONNE PETERS"},{"person_name":"JOE MIZRAHI","title":"SECRETARY","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":137897,"other_compensation":17201,"individual_trustee_or_director":true,"name":"JOE MIZRAHI"},{"person_name":"SARAH CHERIN","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":117051,"other_compensation":17183,"individual_trustee_or_director":true,"name":"SARAH CHERIN"},{"person_name":"SHARON CARROLL","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"SHARON CARROLL"},{"person_name":"STACEY OPIOPIO","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":98971,"other_compensation":0,"individual_trustee_or_director":true,"name":"STACEY OPIOPIO"}]},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"land_buildings_equipment":{"total_book_value":0},"other_liabilities":{"liabilities":[{"description":"CASH OVERDRAFT","amount":10853}],"total_liability":10853,"footnote_text":true},"revenue_reconciliation":{"total_revenue_audited_financial_statements":72838,"net_unrealized_gains_investments":-6528,"revenue_not_reported":-6528,"revenue_subtotal":79366,"investment_expenses_not_included":12000,"revenue_not_reported_financial_statement":12000,"total_revenue_per_990":91366},"expense_reconciliation":{"total_expenses_audited_financial_statements":439957,"expenses_not_reported":0,"expenses_subtotal":439957,"investment_expenses_not_included":12000,"other_expenses_not_included":-85000,"expenses_not_reported_financial_statement":-73000,"total_expenses_per_990":366957},"supplemental_information":[{"form_and_line_reference":"PART X, LINE 2:","explanation":"ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX ASSET OR 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. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2017."},{"form_and_line_reference":"PART XII, LINE 4B - OTHER ADJUSTMENTS:","explanation":"CHANGE IN BENEFIT OBLIGATIONS"}]},"ScheduleJ":{"compensation_arrangements":{"severance_payment":false,"supplemental_nonqualified_retirement_plan":false,"equity_based_compensation_arrangement":false},"compensation":[{"person_name":"FAYE GUENTHER","title":"TRUSTEE","base_compensation_filing_org":0,"bonus_filing_org":0,"bonus_related_orgs":0,"compensation_based_on_related_orgs":0,"comp_report_prior_990_filing_org":0,"comp_report_prior_990_related_orgs":0,"deferred_compensation_filing_org":0,"deferred_compensation_related_orgs":0,"nontaxable_benefits_filing_org":0,"nontaxable_benefits_related_orgs":17201,"other_compensation_filing_org":0,"other_compensation_related_orgs":151416,"total_compensation_filing_org":0,"total_compensation_related_orgs":168617,"name":"FAYE GUENTHER"},{"person_name":"JOE MIZRAHI","title":"SECRETARY","base_compensation_filing_org":0,"bonus_filing_org":0,"bonus_related_orgs":0,"compensation_based_on_related_orgs":0,"comp_report_prior_990_filing_org":0,"comp_report_prior_990_related_orgs":0,"deferred_compensation_filing_org":0,"deferred_compensation_related_orgs":0,"nontaxable_benefits_filing_org":0,"nontaxable_benefits_related_orgs":17201,"other_compensation_filing_org":0,"other_compensation_related_orgs":137897,"total_compensation_filing_org":0,"total_compensation_related_orgs":155098,"name":"JOE MIZRAHI"}]},"ScheduleR":{"tax_exempt_organizations":[{"ein":916058475,"business_name_line1":"SOUND HEALTH & WELLNESS TRUST","primary_activities_text":"ACTIVE EMPLOYEES WELFARE BENEFITS","exempt_code_section_text":"501(C) 9","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"11724 NE 195TH STREET SUITE 300","city":"BOTHELL","state":"WA","zip":"980113145","name":"SOUND HEALTH & WELLNESS TRUST","address":"11724 NE 195TH STREET SUITE 300, BOTHELL, WA, 980113145"},{"ein":916069306,"business_name_line1":"SOUND RETIREMENT TRUST","primary_activities_text":"RETIREMENT BENEFITS","exempt_code_section_text":"501(A)","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"11724 NE 195TH STREET SUITE 300","city":"BOTHELL","state":"WA","zip":"980113145","name":"SOUND RETIREMENT TRUST","address":"11724 NE 195TH STREET SUITE 300, BOTHELL, WA, 980113145"},{"ein":910383680,"business_name_line1":"UFCW LOCAL UNION 367","primary_activities_text":"SPONSORING LOCAL","exempt_code_section_text":"501(C) 5","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"6403 LAKEWOOD DRIVE","city":"TACOMA","state":"WA","zip":"984673331","name":"UFCW LOCAL UNION 367","address":"6403 LAKEWOOD DRIVE, TACOMA, WA, 984673331"},{"ein":910487097,"business_name_line1":"UFCW LOCAL UNION 1439","primary_activities_text":"SPONSORING LOCAL","exempt_code_section_text":"501(C) 5","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"1719 NORTH ATLANTIC STREET","city":"SPOKANE","state":"WA","zip":"992050298","name":"UFCW LOCAL UNION 1439","address":"1719 NORTH ATLANTIC STREET, SPOKANE, WA, 992050298"},{"ein":203286319,"business_name_line1":"UFCW LOCAL UNION 21","primary_activities_text":"SPONSORING LOCAL","exempt_code_section_text":"501(C) 5","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"5030 FIRST AVENUE SOUTHSTE 200","city":"SEATTLE","state":"WA","zip":"98134","name":"UFCW LOCAL UNION 21","address":"5030 FIRST AVENUE SOUTHSTE 200, SEATTLE, WA, 98134"},{"ein":910267959,"business_name_line1":"GENERAL TEAMSTERS LOCAL UNION 38","primary_activities_text":"SPONSORING LOCAL","exempt_code_section_text":"501(C) 5","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"2601 EVERETT AVENUE","city":"EVERETT","state":"WA","zip":"98201","name":"GENERAL TEAMSTERS LOCAL UNION 38","address":"2601 EVERETT AVENUE, EVERETT, WA, 98201"},{"ein":910698183,"business_name_line1":"ALLIED EMPLOYERS INC","primary_activities_text":"SPONSORING ASSOCIATION","exempt_code_section_text":"501(C) 6","controlled_organization_indicator":false,"legal_domicile_state":"WA","address_line1":"4030 LAKE WASHINGTON BLVD NE STE 20","city":"KIRKLAND","state":"WA","zip":"98033","name":"ALLIED EMPLOYERS INC","address":"4030 LAKE WASHINGTON BLVD NE STE 20, KIRKLAND, WA, 98033"}],"transaction_flags":{"dividends_from_related_organization_indicator":false,"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":false,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":false,"performance_of_services_by_other_orgs":false,"performance_of_services_for_other_orgs":false,"sharing_of_facilities":false,"sharing_of_paid_employees":false,"reimbursement_paid_by_other_org":false,"reimbursement_paid_to_other_org":false,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":false,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":false},"supplemental_information":[{"form_and_line_reference":"SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS","explanation":"THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH & WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS. DURING THE YEAR ENDED MARCH 31,2020 THERE WERE APPROXIMATELY 33 EMPLOYERS THAT CONTRIBUTED 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 ADMINISTRATIVE 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. ABERDEEN OFFICE EQUIPMENT AFFORDABLE DENTAL CARE BURIEN CLINIC AFFORDABLE ALLIED EMPLOYERS, INC. AVENUE DENTAL CARE BERTS RED APPLE MARKET BORNSTEIN SEAFOOD INC DON & JOES MEATS ELMA & RAYMOND THRIFTWAYS FRANCO THE TAILOR, INC GORDONS SELECT GROCERY HARBOR DRUG INC HARRISON MEDICAL CENTER JEFFERSON COUNTY JEFFERSON FAMILY PHARMACY KC FOODS OMAK PHARMACY PICK-RITE INC PRAIRIE CENTER RED APPLE MKT SOINES DBA RED WING SHOE STORE SOUTHGATE DRUG COMPANY STORMAN'S SUNRISE DENTAL SWANSON'S FOOD TACOMA LONGSHOREMEN CR UNION HAGGEN INC TOWN & COUNTRY FRANZ FAMILY BAKERIES THE VALU DRUG CO ZENITH AMERICAN SOLUTIONS DR. KENZA DENTAL CARE AFFORDABLE DENTAL TUMWATER SOUTH BEND PHARMACY"}]},"source_xml":"202130159349301013_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"To provide health and welfare benefits to eligible retirees and their dependents.","primary_activities":"Provided health and welfare benefits to eligible retirees and their dependents.","year":2022,"name":"SOUND HEALTH & WELLNESS RETIREE TRUST","phone":"2062824100","website":"www.soundhealthwellness.com","type":"990","principal_officer":"SCOTT KLITZKE POWERS","year_formation":1999,"state_legal_domicile":"WA","total_volunteers":0,"tax_period_begin":"2022-04-01T00:00:00","tax_period_end":"2023-03-31T00:00:00","address":"11724 NE 195TH ST STE 300, BOTHELL, WA, 98011, USA","city":"BOTHELL","state":"WA","country":"USA","zip_code":"98011"},"Governance":{"501c determination":true,"Number of voting members":7,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Family or business relationship":false,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":true,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Audited financial statements separate":true,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":-46860,"Contributions":{"value":0},"Program revenue":{"value":20783,"Total revenue":20783},"Investment income":{"value":-67643,"Investment income total":18988,"Net investment gain":-86631,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0}},"Expenses":{"value":1570560,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0},"Benefits paid to members":{"value":1296465,"Benefits paid to members Total":1296465},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":274095,"Management services":87894,"Legal":85782,"Accounting":25500,"Lobbying services":0,"Investment management fees":0,"Other services":30394,"Advertising":0,"Office expenses":16273,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":28252,"Travel entertainment payments":0}},"Assets":{"value":0,"Non-interest bearing cash":0,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":0},"Form990Details":{"program_service_accomplishments":[{"description":"PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS."}],"program_service_revenue_detail":[{"business_code":"900099","total_revenue":20783,"related_or_exempt_function_income":20783,"unrelated_business_revenue":0,"exclusion_amount":0}],"functional_expense_allocations":{"current_officers_directors":{"total":0},"disqualified_persons":{"total":0},"other_salaries_and_wages":{"total":0},"pension_plan_contributions":{"total":0},"other_employee_benefits":{"total":0},"payroll_taxes":{"total":0},"management_fees":{"total":87894},"legal_fees":{"total":85782},"accounting_fees":{"total":25500},"lobbying_fees":{"total":0},"professional_fundraising_fees":{"total":0},"investment_management_fees":{"total":0},"other_service_fees":{"total":30394},"advertising":{"total":0},"office_expenses":{"total":16273},"information_technology":{"total":0},"royalties":{"total":0},"occupancy":{"total":0},"travel":{"total":0},"conferences_meetings":{"total":0},"interest":{"total":0},"payments_to_affiliates":{"total":0},"depreciation_depletion":{"total":0},"insurance":{"total":28252}},"fundraising_and_gaming_summary":{"gross_income_fundraising_events":0,"fundraising_direct_expenses":0,"gross_income_gaming":0},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"backup_withholding_compliance":true,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"donor_restricted_or_quasi_endowments":false,"method_of_accounting_accrual":true,"schedule_o_part_vi":true,"schedule_o_part_xi":true},"principal_officer_detail":{"person_name":"SCOTT KLITZKE POWERS"},"audit_financial_statement_detail":{"accountant_compile_or_review":false},"related_party_due_diligence":{"business_relationship_with_35_controlled_entity":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":false,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false,"grants_payable_beginning_of_year":0,"grants_payable_end_of_year":0},"books_in_care_of_detail":{"person_name":"SHANNON WILLIAMS","phone":"2062824100","address_line1":"11724 NE 195TH ST STE 300","city":"BOTHELL","state":"WA","zip":"98011"},"officers_directors_key_employees":[{"person_name":"Frank Jorgensen","title":"TRUSTEE","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"Frank Jorgensen"},{"person_name":"SCOTT KLITZKE POWERS","title":"TRUSTEE/CHAIRMAN","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"SCOTT KLITZKE POWERS"},{"person_name":"BRENT BOHN","title":"TRUSTEE","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"BRENT BOHN"},{"person_name":"FAYE GUENTHER","title":"TRUSTEE","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"FAYE GUENTHER"},{"person_name":"JOE MIZRAHI","title":"TRUSTEE/SECRETARY","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"JOE MIZRAHI"},{"person_name":"YVONNE PETERS","title":"TRUSTEE","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"YVONNE PETERS"},{"person_name":"SEAN HAMMOND","title":"TRUSTEE","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"SEAN HAMMOND"},{"person_name":"SARAH CHERIN","title":"TRUSTEE","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"SARAH CHERIN"}]},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"other_liabilities":{"federal_income_tax_liability":0,"total_liability":0,"footnote_text":true},"revenue_reconciliation":{"total_revenue_audited_financial_statements":-46860,"revenue_subtotal":-46860,"total_revenue_per_990":-46860},"expense_reconciliation":{"total_expenses_audited_financial_statements":1570560,"expenses_subtotal":1570560,"total_expenses_per_990":1570560},"supplemental_information":[{"form_and_line_reference":"PART X, LINE 2:","explanation":"ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS."}]},"ScheduleI":{"reported_domestic_org_grants":0,"reported_domestic_individual_grants":0,"total_domestic_grants":0},"ScheduleF":{"reported_foreign_grants":0},"ScheduleN":{"termination_or_liquidation":{"assets_distributed":true,"liabilities_paid":true,"bonds_outstanding":false,"required_to_notify_attorney_general":false},"successor_relationships":{"director_of_successor":false,"employee_of_successor":false,"owner_of_successor":false},"liquidations":[{"person_name":"SOUND HEALTH WELLNESS TRUST","ein":916058475,"irc_section":"501(C)(9)","distribution_date":"2023-03-31T00:00:00","description":"CASH","fair_market_value":49516,"method_of_fmv_determination":"MARKET","address_line1":"11724 NE 195TH ST STE 300","city":"BOTHELL","state":"WA","zip":"98011","name":"SOUND HEALTH WELLNESS TRUST","address":"11724 NE 195TH ST STE 300, BOTHELL, WA, 98011"}]},"ScheduleR":{"tax_exempt_organizations":[{"ein":916058475,"business_name_line1":"SOUND HEALTH & WELLNESS TRUST","primary_activities_text":"ACTIVE EMPLOY","exempt_code_section_text":"501(c)(9)","controlled_organization_indicator":false,"legal_domicile_state":"WA","direct_controlling_business_name_line1":"NA","address_line1":"11724 NE 195TH ST STE 300","city":"BOTHELL","state":"WA","zip":"98001","name":"SOUND HEALTH & WELLNESS TRUST","address":"11724 NE 195TH ST STE 300, BOTHELL, WA, 98001"},{"ein":916069306,"business_name_line1":"SOUND RETIREMENT TRUST","primary_activities_text":"RETIREMENT BE","exempt_code_section_text":"501(A)","controlled_organization_indicator":false,"legal_domicile_state":"WA","direct_controlling_business_name_line1":"NA","address_line1":"11724 NE 195TH ST STE 300","city":"BOTHELL","state":"WA","zip":"98011","name":"SOUND RETIREMENT TRUST","address":"11724 NE 195TH ST STE 300, BOTHELL, WA, 98011"},{"ein":910383680,"business_name_line1":"UFCW LOCAL UNION 367","primary_activities_text":"SPONSORING LO","exempt_code_section_text":"501(C)(5)","controlled_organization_indicator":false,"legal_domicile_state":"WA","direct_controlling_business_name_line1":"NA","address_line1":"6403 LAKEWOOD DR","city":"TACOMA","state":"WA","zip":"98467","name":"UFCW LOCAL UNION 367","address":"6403 LAKEWOOD DR, TACOMA, WA, 98467"},{"ein":910487097,"business_name_line1":"UFCW LOCAL UNION 1439","primary_activities_text":"SPONSORING LO","exempt_code_section_text":"501(c)(5)","controlled_organization_indicator":false,"legal_domicile_state":"WA","direct_controlling_business_name_line1":"NA","address_line1":"1719 N ATLANTIC ST","city":"SPOKANE","state":"WA","zip":"99205","name":"UFCW LOCAL UNION 1439","address":"1719 N ATLANTIC ST, SPOKANE, WA, 99205"},{"ein":203286319,"business_name_line1":"UFCW LOCAL UNION 21","primary_activities_text":"SPONSORING LO","exempt_code_section_text":"501(C)(5)","controlled_organization_indicator":false,"legal_domicile_state":"WA","direct_controlling_business_name_line1":"NA","address_line1":"5030 FIRST AVE S STE 200","city":"SEATTLE","state":"WA","zip":"98134","name":"UFCW LOCAL UNION 21","address":"5030 FIRST AVE S STE 200, SEATTLE, WA, 98134"},{"ein":910267959,"business_name_line1":"GENERAL TEAMSTERS LOCAL UNION 38","primary_activities_text":"SPONSORING LO","exempt_code_section_text":"501(c)(5)","controlled_organization_indicator":false,"legal_domicile_state":"WA","direct_controlling_business_name_line1":"NA","address_line1":"2601 EVERETT AVE","city":"EVERETT","state":"WA","zip":"98201","name":"GENERAL TEAMSTERS LOCAL UNION 38","address":"2601 EVERETT AVE, EVERETT, WA, 98201"},{"ein":910698183,"business_name_line1":"ALLIED EMPLOYERS INC","primary_activities_text":"SPONSORING AC","exempt_code_section_text":"501(c)(6)","controlled_organization_indicator":false,"legal_domicile_state":"WA","direct_controlling_business_name_line1":"NA","address_line1":"4030 LAKE WASHINGTON BLVD NE","city":"KIRKLAND","state":"WA","zip":"98033","name":"ALLIED EMPLOYERS INC","address":"4030 LAKE WASHINGTON BLVD NE, KIRKLAND, WA, 98033"}],"taxable_partnerships":[{"business_name_line1":"SEE PART VII-SUPPLEMENTAL INFO","name":"SEE PART VII-SUPPLEMENTAL INFO"}],"taxable_corporations_and_trusts":[{"business_name_line1":"SEE PART VII - SUPPLEMENTAL INFORMATION","name":"SEE PART VII - SUPPLEMENTAL INFORMATION"}],"transaction_flags":{"dividends_from_related_organization_indicator":false,"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":false,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":false,"performance_of_services_by_other_orgs":false,"performance_of_services_for_other_orgs":false,"sharing_of_facilities":false,"sharing_of_paid_employees":false,"reimbursement_paid_by_other_org":false,"reimbursement_paid_to_other_org":false,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":false,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":true},"transactions":[{"business_name_line1":"SOUND HEALTH & WELLNESS TRUST","amount_involved":49516,"method_of_amount_determination":"FAIR VALUE","transaction_type":"TRSFR","name":"SOUND HEALTH & WELLNESS TRUST"}],"supplemental_information":[{"form_and_line_reference":"PARTS II, III AND IV - IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS","explanation":"TAXABLE AS A PARTNERSHIP, CORPORATION OR TRUST: THE ADMINISTRATIVE OFFICE DOES NOT MAINTAIN THIS INFORMATION FOR THE TRUST'S CONTRIBUTING EMPLOYERS. PLEASE CONTACT THE ADMINISTRATIVE OFFICE IF YOU HAVE ANY QUESTIONS."}]},"source_xml":"202440459349302954_public.xml"}],"Latest":{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"To provide health and welfare benefits to eligible retirees and their dependents.","primary_activities":"Provided health and welfare benefits to eligible retirees and their dependents.","year":2022,"name":"SOUND HEALTH & WELLNESS RETIREE TRUST","phone":"2062824100","website":"www.soundhealthwellness.com","type":"990","principal_officer":"SCOTT KLITZKE POWERS","year_formation":1999,"state_legal_domicile":"WA","total_volunteers":0,"tax_period_begin":"2022-04-01T00:00:00","tax_period_end":"2023-03-31T00:00:00","address":"11724 NE 195TH ST STE 300, BOTHELL, WA, 98011, USA","city":"BOTHELL","state":"WA","country":"USA","zip_code":"98011"},"Governance":{"501c determination":true,"Number of voting members":7,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Family or business relationship":false,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":true,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Audited financial statements separate":true,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":-46860,"Contributions":{"value":0},"Program revenue":{"value":20783,"Total revenue":20783},"Investment income":{"value":-67643,"Investment income total":18988,"Net investment gain":-86631,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0}},"Expenses":{"value":1570560,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0},"Benefits paid to members":{"value":1296465,"Benefits paid to members Total":1296465},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":274095,"Management services":87894,"Legal":85782,"Accounting":25500,"Lobbying services":0,"Investment management fees":0,"Other services":30394,"Advertising":0,"Office expenses":16273,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":28252,"Travel entertainment payments":0}},"Assets":{"value":0,"Non-interest bearing cash":0,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":0},"Form990Details":{"program_service_accomplishments":[{"description":"PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS."}],"program_service_revenue_detail":[{"business_code":"900099","total_revenue":20783,"related_or_exempt_function_income":20783,"unrelated_business_revenue":0,"exclusion_amount":0}],"functional_expense_allocations":{"current_officers_directors":{"total":0},"disqualified_persons":{"total":0},"other_salaries_and_wages":{"total":0},"pension_plan_contributions":{"total":0},"other_employee_benefits":{"total":0},"payroll_taxes":{"total":0},"management_fees":{"total":87894},"legal_fees":{"total":85782},"accounting_fees":{"total":25500},"lobbying_fees":{"total":0},"professional_fundraising_fees":{"total":0},"investment_management_fees":{"total":0},"other_service_fees":{"total":30394},"advertising":{"total":0},"office_expenses":{"total":16273},"information_technology":{"total":0},"royalties":{"total":0},"occupancy":{"total":0},"travel":{"total":0},"conferences_meetings":{"total":0},"interest":{"total":0},"payments_to_affiliates":{"total":0},"depreciation_depletion":{"total":0},"insurance":{"total":28252}},"fundraising_and_gaming_summary":{"gross_income_fundraising_events":0,"fundraising_direct_expenses":0,"gross_income_gaming":0},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"backup_withholding_compliance":true,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"donor_restricted_or_quasi_endowments":false,"method_of_accounting_accrual":true,"schedule_o_part_vi":true,"schedule_o_part_xi":true},"principal_officer_detail":{"person_name":"SCOTT KLITZKE POWERS"},"audit_financial_statement_detail":{"accountant_compile_or_review":false},"related_party_due_diligence":{"business_relationship_with_35_controlled_entity":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":false,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false,"grants_payable_beginning_of_year":0,"grants_payable_end_of_year":0},"books_in_care_of_detail":{"person_name":"SHANNON WILLIAMS","phone":"2062824100","address_line1":"11724 NE 195TH ST STE 300","city":"BOTHELL","state":"WA","zip":"98011"},"officers_directors_key_employees":[{"person_name":"Frank Jorgensen","title":"TRUSTEE","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"Frank Jorgensen"},{"person_name":"SCOTT KLITZKE POWERS","title":"TRUSTEE/CHAIRMAN","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"SCOTT KLITZKE POWERS"},{"person_name":"BRENT BOHN","title":"TRUSTEE","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"BRENT BOHN"},{"person_name":"FAYE GUENTHER","title":"TRUSTEE","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"FAYE GUENTHER"},{"person_name":"JOE MIZRAHI","title":"TRUSTEE/SECRETARY","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"JOE MIZRAHI"},{"person_name":"YVONNE PETERS","title":"TRUSTEE","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"YVONNE PETERS"},{"person_name":"SEAN HAMMOND","title":"TRUSTEE","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"SEAN HAMMOND"},{"person_name":"SARAH CHERIN","title":"TRUSTEE","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"SARAH CHERIN"}]},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"other_liabilities":{"federal_income_tax_liability":0,"total_liability":0,"footnote_text":true},"revenue_reconciliation":{"total_revenue_audited_financial_statements":-46860,"revenue_subtotal":-46860,"total_revenue_per_990":-46860},"expense_reconciliation":{"total_expenses_audited_financial_statements":1570560,"expenses_subtotal":1570560,"total_expenses_per_990":1570560},"supplemental_information":[{"form_and_line_reference":"PART X, LINE 2:","explanation":"ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS."}]},"ScheduleI":{"reported_domestic_org_grants":0,"reported_domestic_individual_grants":0,"total_domestic_grants":0},"ScheduleF":{"reported_foreign_grants":0},"ScheduleN":{"termination_or_liquidation":{"assets_distributed":true,"liabilities_paid":true,"bonds_outstanding":false,"required_to_notify_attorney_general":false},"successor_relationships":{"director_of_successor":false,"employee_of_successor":false,"owner_of_successor":false},"liquidations":[{"person_name":"SOUND HEALTH WELLNESS TRUST","ein":916058475,"irc_section":"501(C)(9)","distribution_date":"2023-03-31T00:00:00","description":"CASH","fair_market_value":49516,"method_of_fmv_determination":"MARKET","address_line1":"11724 NE 195TH ST STE 300","city":"BOTHELL","state":"WA","zip":"98011","name":"SOUND HEALTH WELLNESS TRUST","address":"11724 NE 195TH ST STE 300, BOTHELL, WA, 98011"}]},"ScheduleR":{"tax_exempt_organizations":[{"ein":916058475,"business_name_line1":"SOUND HEALTH & WELLNESS TRUST","primary_activities_text":"ACTIVE EMPLOY","exempt_code_section_text":"501(c)(9)","controlled_organization_indicator":false,"legal_domicile_state":"WA","direct_controlling_business_name_line1":"NA","address_line1":"11724 NE 195TH ST STE 300","city":"BOTHELL","state":"WA","zip":"98001","name":"SOUND HEALTH & WELLNESS TRUST","address":"11724 NE 195TH ST STE 300, BOTHELL, WA, 98001"},{"ein":916069306,"business_name_line1":"SOUND RETIREMENT TRUST","primary_activities_text":"RETIREMENT BE","exempt_code_section_text":"501(A)","controlled_organization_indicator":false,"legal_domicile_state":"WA","direct_controlling_business_name_line1":"NA","address_line1":"11724 NE 195TH ST STE 300","city":"BOTHELL","state":"WA","zip":"98011","name":"SOUND RETIREMENT TRUST","address":"11724 NE 195TH ST STE 300, BOTHELL, WA, 98011"},{"ein":910383680,"business_name_line1":"UFCW LOCAL UNION 367","primary_activities_text":"SPONSORING LO","exempt_code_section_text":"501(C)(5)","controlled_organization_indicator":false,"legal_domicile_state":"WA","direct_controlling_business_name_line1":"NA","address_line1":"6403 LAKEWOOD DR","city":"TACOMA","state":"WA","zip":"98467","name":"UFCW LOCAL UNION 367","address":"6403 LAKEWOOD DR, TACOMA, WA, 98467"},{"ein":910487097,"business_name_line1":"UFCW LOCAL UNION 1439","primary_activities_text":"SPONSORING LO","exempt_code_section_text":"501(c)(5)","controlled_organization_indicator":false,"legal_domicile_state":"WA","direct_controlling_business_name_line1":"NA","address_line1":"1719 N ATLANTIC ST","city":"SPOKANE","state":"WA","zip":"99205","name":"UFCW LOCAL UNION 1439","address":"1719 N ATLANTIC ST, SPOKANE, WA, 99205"},{"ein":203286319,"business_name_line1":"UFCW LOCAL UNION 21","primary_activities_text":"SPONSORING LO","exempt_code_section_text":"501(C)(5)","controlled_organization_indicator":false,"legal_domicile_state":"WA","direct_controlling_business_name_line1":"NA","address_line1":"5030 FIRST AVE S STE 200","city":"SEATTLE","state":"WA","zip":"98134","name":"UFCW LOCAL UNION 21","address":"5030 FIRST AVE S STE 200, SEATTLE, WA, 98134"},{"ein":910267959,"business_name_line1":"GENERAL TEAMSTERS LOCAL UNION 38","primary_activities_text":"SPONSORING LO","exempt_code_section_text":"501(c)(5)","controlled_organization_indicator":false,"legal_domicile_state":"WA","direct_controlling_business_name_line1":"NA","address_line1":"2601 EVERETT AVE","city":"EVERETT","state":"WA","zip":"98201","name":"GENERAL TEAMSTERS LOCAL UNION 38","address":"2601 EVERETT AVE, EVERETT, WA, 98201"},{"ein":910698183,"business_name_line1":"ALLIED EMPLOYERS INC","primary_activities_text":"SPONSORING AC","exempt_code_section_text":"501(c)(6)","controlled_organization_indicator":false,"legal_domicile_state":"WA","direct_controlling_business_name_line1":"NA","address_line1":"4030 LAKE WASHINGTON BLVD NE","city":"KIRKLAND","state":"WA","zip":"98033","name":"ALLIED EMPLOYERS INC","address":"4030 LAKE WASHINGTON BLVD NE, KIRKLAND, WA, 98033"}],"taxable_partnerships":[{"business_name_line1":"SEE PART VII-SUPPLEMENTAL INFO","name":"SEE PART VII-SUPPLEMENTAL INFO"}],"taxable_corporations_and_trusts":[{"business_name_line1":"SEE PART VII - SUPPLEMENTAL INFORMATION","name":"SEE PART VII - SUPPLEMENTAL INFORMATION"}],"transaction_flags":{"dividends_from_related_organization_indicator":false,"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":false,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":false,"performance_of_services_by_other_orgs":false,"performance_of_services_for_other_orgs":false,"sharing_of_facilities":false,"sharing_of_paid_employees":false,"reimbursement_paid_by_other_org":false,"reimbursement_paid_to_other_org":false,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":false,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":true},"transactions":[{"business_name_line1":"SOUND HEALTH & WELLNESS TRUST","amount_involved":49516,"method_of_amount_determination":"FAIR VALUE","transaction_type":"TRSFR","name":"SOUND HEALTH & WELLNESS TRUST"}],"supplemental_information":[{"form_and_line_reference":"PARTS II, III AND IV - IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS","explanation":"TAXABLE AS A PARTNERSHIP, CORPORATION OR TRUST: THE ADMINISTRATIVE OFFICE DOES NOT MAINTAIN THIS INFORMATION FOR THE TRUST'S CONTRIBUTING EMPLOYERS. PLEASE CONTACT THE ADMINISTRATIVE OFFICE IF YOU HAVE ANY QUESTIONS."}]},"Ratings":{"Mission Deployment Rate":{"score":null},"Program Expense Ratio":{"score":null},"Fundraising Efficiency":{"score":null,"percentile":null},"Filing Consistency Score":{"score":1.0},"Grant Itemization Coverage":{"score":null},"Independent Voting Board Pct":{"score":0.0},"Operating Margin":{"score":-34.516005121638926,"percentile":0.012078800241764883},"Operating Reserve Ratio":{"score":0.0,"percentile":0.026800149493383534},"Liabilities to Assets Ratio":{"score":null,"percentile":null},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.12377549480648921,"percentile":0.13728255080498714},"Asset Growth":{"score":-0.20313213342437744,"percentile":0.07175792128632232},"Foreign Oversight Score":{"score":null},"Major-Donor Itemization":{"score":null},"Related-Party Transparency":{"score":null},"Pay-Setting Controls":{"score":1.0,"weight":5,"atoms":{"Compensation committee":{"value":true},"Independent compensation consultant":{"value":true},"Form 990 of other organizations reviewed":{"value":true},"Written employment contract":{"value":true},"Compensation survey or study":{"value":true},"Board or committee approval":{"value":true}}},"Governance Policy Score":{"score":0.7777777777777778,"weight":5,"atoms":{"Conflict of interest policy":{"value":true},"Whistle blower policy":{"value":true},"Document retention policy":{"value":true},"Compensation process for CEO":{"value":false},"Compensation process for other employees":{"value":false},"Form 990 provided to governing body":{"value":true},"Minutes of governing body":{"value":true},"Audit committee":{"value":true},"Independent audit financial statements":{"value":true}}},"Categories":{"Financial Efficiency":{"score":null,"weight":45},"Transparency & Controls":{"score":1.0,"weight":20},"Accountability":{"score":0.32407407407407407,"weight":14},"Sustainability":{"score":0.017740857646233597,"weight":13},"Growth":{"score":0.11544100763209886,"weight":8}},"Overall Score":{"score":0.4671126590453612,"percentile":0.056909911083401515}},"source_xml":"202440459349302954_public.xml"},"sector":"","donation_categories":[],"zakat_policy":null},"error":null}