2026-08-18T13:18:34-05:00 2025-12-31 910614823 SCHOEDEL & SCHOEDEL CPAS PLLC 422 W RIVERSIDE AVE STE 1420 SPOKANE WA 992010395 990 2025-01-01 208431466 Electrical Workers' VEBA Trust ELEC 5095340600 PO Box 5433 Spokane WA 99205 Travis Eri Chairman 5032629125 2026-07-13 1 SCOTT OPPERUD CPA P00542597 5097472158 2026-07-13 2025 2025-03-06 01:10:19Z Travis Eri PO Box 5433 Spokane WA 99205 1156543 0 X N/A X 2007 WA To provide qualified short and long term disability insurance. 8 8 0 0 0 0 0 0 1198336 1153833 12023 2710 62146 0 1272505 1156543 0 0 1218397 1153825 0 0 0 0 0 188681 190311 1407078 1344136 -134573 -187593 719599 536806 222707 227507 496892 309299 X The Trust has been established to provide employees with disability benefits as set forth in the related plan, while they are eligible to receive such benefits, and to provide such other permissible payments as may be determined from time to time. It is intended that the benefits and payments provided by the related plan and funded through the Trust be "life, sick, accident, or other benefits" as that phrase is defined in Section 501(c)(9) of the Internal Revenue Code. 0 0 This trust administers the Electrical Workers' Disability Plan (the Disability Plan). The Disability Plan is a multiemployer, defined benefit, health and welfare plan. The Disability Plan provides short and long term disability benefits to the employees of participating employers. Participants are eligible employees pursuant to collective bargaining agreements and special agreements between the employers and IBEW Locals 77, 89, 125, 483, and 659. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X Gallagher Benefit Services Inc 8008888322 221 N Wall Street Suite 201 Spokane WA 99201 X X Travis Eri Chairman/Employee Trustee 1.00 X X 0 0 0 Tracy Harness Vice Chair/Employer Truste 1.00 X X 0 0 0 Rex Habner Treasurer/Employee Trustee 1.00 X X 0 0 0 Paige Richards Secretary/Employer Trustee 1.00 X X 0 0 0 Leif Hasselblad Employer Trustee 1.00 X 0 0 0 Nick Carpenter Employee Trustee 1.00 X 0 0 0 Byron Allen Employee Trustee 1.00 X 0 0 0 Marcia Grail Employer Trustee 1.00 X 0 0 0 0 0 0 0 0 0 0 RHEN & Asscoiates Inc 1322 N Post Street Spokane WA 99201 Administration services 111623 1 Employer contributions 525100 1153833 1153833 1153833 2710 2710 1156543 1153833 0 2710 1153825 108938 6000 13999 49986 2685 8703 1344136 119642 114199 502756 313948 91443 102768 5758 5891 719599 536806 16991 15599 205716 211908 222707 227507 X 0 0 0 0 496892 309299 496892 309299 719599 536806 -187593 0 X 0 1 X 0 0 0 Premiums due to insurer 211908 211908 1156543 0 1156543 0 1156543 1337944 205716 205716 1132228 211908 211908 1344136 Part XII, Line 2d - Other Adjustments: Premiums due insurer at the end of the prior year 205,716. Part XII, Line 4b - Other Adjustments: Premiums due insurer at the end of the current year 211,908. Form 990, Part VI, Section A, line 7a The Trust is administered by an eight-member Board of Trustees. IBEW Locals 77, 125, 483, and 659 appoint four trustees on behalf of the represented employees. The Northwest Line Constructor's Chapter of the National Electrical Contractors Association appoints four trustees on behalf of the participating employers. Form 990, Part VI, Section B, line 11b The Trust auditor annually prepares an initial draft of the Form 990 and provides a copy of the draft via e-mail to the Trust's legal counsel and plan consultant for review. Any review comments are considered, discussed and incorporated as necessary. The Trust's auditor then presents the audited financial statements and updated draft Form 990 during a regularly scheduled Trustee meeting prior to filing the Form 990 with the IRS. During the Trustee meeting, the Trustees consider and review the Trust auditor's presentation. The Trustees may: approve of filing the Form 990 as presented; approve of filing the Form 990 with specified changes; or not approve of filing the Form 990. Any discussions and decisions are documented in the meeting minutes. Upon confirmation that the Board of Trustees has approved the Form 990 filing, the Trust auditor files the Form 990 in accordance with IRS instructions. The plan consultant maintains final copies of the Trust's Form 990 and supporting audited financial statements in accordance with the Trust's Document Retention and Destruction Policy. Form 990, Part VI, Section B, line 12c A party in interest is under continuing obligation to disclose any financial, personal or professional interest to the Board of Trustees as soon as it is known or suspected. The interested party is given the opportunity to disclose all material facts regarding a financial, personal, or professional interest to the Trustees when considering a proposed transaction, agreement, or arrangement that may implicate that financial, personal, or professional interest. To ensure that the Trust operates in a manner consistent with its purposes and does not engage in activities that could jeopardize its tax-exempt status, periodic (at least annual) reviews are conducted. These periodic reviews include: Whether compensation arrangements and benefits are reasonable, based on competent survey information, and the result of arm's length negotiation; Whether partnerships, joint ventures, and arrangements with other organizations conform to written policies, are properly recorded, reflect reasonable investment or payments for goods and services, further the Trust's purposes, and do not result in inurement, impermissible private benefit or in an excess benefit transaction; and Whether any transaction conducted by the Trust during the review period involves or could possibly give rise to a conflict of interest. In connection with such review, each interested party will complete an annual questionnaire which will include (1) acknowledgement by such person or entity that they have read and understand the Trust's Conflict of Interest Policy and (2) disclosure of such person's or entity's knowledge regarding their or any other interested person's financial, personal, or professional interest of and any other potential or perceived conflict of interest. Form 990, Part VI, Section C, line 19 The Trust's governing documents, conflict of interest policy and Form 990 are available to the general public upon written request sent to the Trust at: Gallagher Benefit Services, Inc., 221 N Wall Street, Suite 201, Spokane, WA 99201. Form 990, Part VII, Section A, Line 1A: None of the members of the Board of Trustees are compensated by the organization. The Board of Trustees is composed of eight individuals, four of whom are representatives of participating employers and four of whom are representatives of participating local unions. The Trustees serve on a volunteer basis and receive no known specifically stated compensation from their employers or any other party for their services on the Board. The Trust does not readily have access to information related to compensation paid by other entities to the Trustees. IBEW Local Union 77 PO Box 12129 Seattle WA 98102 Local Union WA 501(c)(5) N/A 0 IBEW Local Union 89 PO Box 2349 Mount Vernon WA 98273 Local Union WA 501(c)(5) N/A 0 IBEW Local Union 125 17200 NE Sacramento Street Portland OR 97230 Local Union OR 501(c)(5) N/A 0 IBEW Local Union 483 3525 S Alder Tacoma WA 98409 Local Union WA 501(c)(5) N/A 0 IBEW Local Union 659 4480 Rogue Valley Hwy Suite 3 Central Point OR 97502 Local Union OR 501(c)(5) N/A 0 1884 Line Co Aldridge Electric Inc Arthur Construction LLC Black & McDonald BlueCore Power LLC Burke Electric C3M POWER SYSTEMS Cache Valley Electric Cannon Constructors Inc Carlson Construction Centerline Drilling Inc Christenson Electric Company Coast Utility & Excavating LLC Colvico Inc Cougar Construction Crux Subsurface Inc Dakota Matting & Environmental Solutions LLC Definitive Power Solutions LLC Diversified Utility Services DJs Electric E C Company Emeritec Inc Evans Building & Excavating Inc Extreme Excavating Inc Ferreira Utec LLC Full Bore Inc Geotechnical Supply Company LLC Global Electric Henkels & McCoy West LLC Heritage Line Construction LLC Herron Valley Inc High Country Line Construction Inc MYR Group Highline Clearing & Excavation Inc Holmes Electric Co Hyve Communications Corp Intec Services Inc International Line Builders Jaco Construction Key Line Construction Kuenzi II Inc Lanz Industrial Welding Inc Liberty Electric LLC Loy Clark Pipeline Key Line Construction Magnum Power LLC Mass Electric Maven Utilities LLC MB Electric Michels Pacific Energy Inc Michels Power Inc Middle Fork Construction LLC MJ Electric LLC Mountain Power Construction NW Utility Northern Environmental LLC Northwest High Voltage Services LLC NuuCo Electriv NW Power Inc Olson Brothers Pro Vac Olympic Electric Oregon Electric Construction Inc Osmose Utilities Services P & G Power Company Pacific Tree Management LLC Palouse Power PAR Western Line Contractors Pinnacle Power Services Inc PNW Construction & Underground Inc Potelco Inc Power City Electric Inc Power Technology Inc Power X Inc Prater Electric Prime Electric R-2 Contractors Rawhide Excavating Reidco LLC Remote Pole Setter Corp Resource Mgt Assoc Inc RiverLine Power Rogue Hills Excavation Salish Construction Saunders Line Construction Specialty Engineering Inc Sturgeon Electric Co Summit Line Construction System Solutions of WA T3 Electric & Construction LLC The Fiber Guys LLC Thomas Power & Light LLC Tice Electric Co Titan Electric TLine Construction LLC Transcon Company LLC TW Power Line Construction United Welding of Brainerd Inc Valley Electric Vector Electrical Group Vector Services Veteran Power Inc Vitro Electric LLC Advanced Underground Utilities Anderson Line Company LLC Wasatch Electric LLC Washington State Power Watt Construction Services Wilson Construction WINCO Inc Yates Line Construction Energy Fusion LLC Intern West LLC PAR Electrical Contractors LLC Pure Power Line Construction 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1