Form 990 for tax year 2022
Filed by ALASKA RETAIL CLERKS HEALTH AND WEFARE TRUST.
Totals
- Total revenue
- $24,284,619
- Total expenses
- $25,957,677
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $23,772,328
- Investment income
- $299,949
- Other revenue
- $212,342
- Total assets, end of year
- $22,138,794
- Total liabilities, end of year
- $9,044,469
- Net assets or fund balances, end of year
- $13,094,325
- Program services expenses (Part IX)
- $25,957,677
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $25,957,677
Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: EMPLOYER CONTRIBUTIONS
total $21,762,761 · related or exempt $21,762,761
-
2b · Program service revenue: EMPLOYEE CONTRIBUTIONS
total $2,009,567 · related or exempt $2,009,567
-
3 · Investment income
total $296,736 · excluded $296,736
-
7a · Gross sales of assets other than inventory
securities $20,187,506
-
7b · Less cost or other basis and sales expenses
securities $20,184,293
-
7c · Gain or loss
securities $3,213
-
7d · Net gain or loss
total $3,213 · related or exempt $3,213
-
11a · Other revenue: FORMULARY REBATES
total $211,998 · related or exempt $211,998
-
11b · Other revenue: REFUNDED PROCESSING FEES
total $344 · related or exempt $344
-
11e · Other revenue, total
$212,342
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $24,116,510 · program services $24,116,510
-
11a · Fees: management
total $847,681 · program services $847,681
-
11b · Fees: legal
total $24,810 · program services $24,810
-
11c · Fees: accounting
total $35,392 · program services $35,392
-
11f · Fees: investment management
total $18,598 · program services $18,598
-
11g · Fees: other
total $832,703 · program services $832,703
-
13 · Office expenses
total $47,296 · program services $47,296
-
23 · Insurance
total $14,019 · program services $14,019
-
24a · Other expenses: CONFERENCES, CONVENTION
total $7,743 · program services $7,743
-
24b · Other expenses: TRAVEL (REIMBURSED)
total $7,049 · program services $7,049
-
24c · Other expenses: PCORI TAX
total $5,876 · program services $5,876
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $68,154 · end of year $143,330
-
2 · Savings and temporary cash investments
beginning of year $3,237,564 · end of year $3,176,890
-
4 · Accounts receivable
beginning of year $2,766,864 · end of year $3,075,781
-
9 · Prepaid expenses and deferred charges
beginning of year $2,753 · end of year $10,039
-
11 · Investments: publicly traded securities
beginning of year $14,992,354 · end of year $13,942,178
-
12 · Investments: other securities
beginning of year $1,899,397 · end of year $1,790,576
-
17 · Accounts payable and accrued expenses
beginning of year $103,694 · end of year $360,156
-
25 · Other liabilities
beginning of year $6,674,991 · end of year $8,684,313
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $16,188,401 · end of year $13,094,325
Mission and programs · 2022
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
-
PROVIDE HEALTH AND WELFARE BENEFITS FOR UNION MEMBERS
Expenses $25,957,677
As filed on the 2022 return.
Listed in Part VII
-
Silvana TirbanSILVANA TIRBAN
CHAIRMAN
- Total calculated
- $116,171
- From this org
- $0
- From related orgs
- $76,171
- Other
- $40,000
- Hours/week
- 1 + 40 related
-
Frank MutchieFRANK MUTCHIE
UNION TRUSTEE
- Total calculated
- $139,565
- From this org
- $0
- From related orgs
- $99,565
- Other
- $40,000
- Hours/week
- 1 + 40 related
-
Dan ClayDAN CLAY
UNION TRUSTEE
- Total calculated
- $232,934
- From this org
- $0
- From related orgs
- $213,934
- Other
- $19,000
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $213,934 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $8,000 related
- Nontaxable benefits
- $0 + $11,000 related
- Filer's total
- $0 + $232,934 related
-
Brent BohnBRENT BOHN
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Scott PowersSCOTT POWERS
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Sean HammondSEAN HAMMOND
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
ALASKA UNITED FOOD & COMMERCIAL WORKERS PENSION FUND
501(C)(5) · MULTIEMPLOYER PENSION TRUST · WA
-
AMERICAN FEDERATION OF LABOR AND CONGRESS OF INDUSTRIAL ORGANIZATIONS - ALA
CONTRIBUTING EMPLOYER
-
IRONWORKERS UNION LOCAL 751
CONTRIBUTING EMPLOYER
-
PLUMBERS & STEAM FITTERS LOCAL UNION 262
CONTRIBUTING EMPLOYER
-
SHEET METAL WORKERS UNION
CONTRIBUTING EMPLOYER
-
UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL NO 1496
CONTRIBUTING EMPLOYER
-
PLUMBERS & STEAM FITTERS LOCAL UNION 367
CONTRIBUTING EMPLOYER
-
FIREFIGHTERS UNION
CONTRIBUTING EMPLOYER
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
FAIRBANKS DISTRIBUTOR
CONTRIBUTING EMPLOYER
-
HAMMER & WIKAN INCORPORATED
CONTRIBUTING EMPLOYER
-
LABOR TRUST SERVICES INC
CONTRIBUTING EMPLOYER
-
SAFEWAY STORES INC
CONTRIBUTING EMPLOYER
-
MARKET BASKET INC
CONTRIBUTING EMPLOYER
-
TATSUDA'S SUPERMARKET INC
CONTRIBUTING EMPLOYER
-
TONGASS TRADING COMPANY
CONTRIBUTING EMPLOYER
-
THE TRADING UNION INC
CONTRIBUTING EMPLOYER
-
BEHRENDS MECHANICAL INC
CONTRIBUTING EMPLOYER
-
GAVORA INC
CONTRIBUTING EMPLOYER
-
FRED MEYER STORES
CONTRIBUTING EMPLOYER
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202333199349331538
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