401k Plan data: IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT plan

IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 401k Plan overview

Plan Name	IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT
Plan identification number	502

IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Other welfare benefit cover

401k Sponsoring company profile

BD. OF TR. - IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST has sponsored the creation of one or more 401k plans.

Company Name: BD. OF TR. - IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST

Employer identification number (EIN): 930864012

NAIC Classification: 483000
NAIC Description: Water Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
502 2022-01-01
502 2021-01-01
502 2020-01-01
502 2019-01-01
502 2018-01-01
502 2017-01-01 MARINA SECCHITANO LEE EGLAND 2018-10-11
502 2016-01-01 ALAN COTE' LEE EGLAND 2017-10-13

Plan Statistics for IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT

401k plan membership statisitcs for IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT

Measure Date Value
2022: IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2022 401k membership
Total participants, beginning-of-year 2022-01-01 277
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 272
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 272
Number of employers contributing to the scheme 2022-01-01 22
2021: IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2021 401k membership
Total participants, beginning-of-year 2021-01-01 271
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 277
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 277
Number of employers contributing to the scheme 2021-01-01 21
2020: IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2020 401k membership
Total participants, beginning-of-year 2020-01-01 279
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 271
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 271
Number of employers contributing to the scheme 2020-01-01 21
2019: IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2019 401k membership
Total participants, beginning-of-year 2019-01-01 307
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 279
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 279
Number of employers contributing to the scheme 2019-01-01 21
2018: IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2018 401k membership
Total participants, beginning-of-year 2018-01-01 314
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 307
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 307
Number of employers contributing to the scheme 2018-01-01 21
2017: IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2017 401k membership
Total participants, beginning-of-year 2017-01-01 388
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 314
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 314
Number of employers contributing to the scheme 2017-01-01 24
2016: IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2016 401k membership
Total participants, beginning-of-year 2016-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 388
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 388
Number of employers contributing to the scheme 2016-01-01 24

Measure	Date	Value
2022: IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2022 401k membership
Total participants, beginning-of-year	2022-01-01	277
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	272
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	272
Number of employers contributing to the scheme	2022-01-01	22
2021: IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2021 401k membership
Total participants, beginning-of-year	2021-01-01	271
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	277
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	277
Number of employers contributing to the scheme	2021-01-01	21
2020: IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2020 401k membership
Total participants, beginning-of-year	2020-01-01	279
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	271
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	271
Number of employers contributing to the scheme	2020-01-01	21
2019: IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2019 401k membership
Total participants, beginning-of-year	2019-01-01	307
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	279
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	279
Number of employers contributing to the scheme	2019-01-01	21
2018: IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2018 401k membership
Total participants, beginning-of-year	2018-01-01	314
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	307
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	307
Number of employers contributing to the scheme	2018-01-01	21
2017: IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2017 401k membership
Total participants, beginning-of-year	2017-01-01	388
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	314
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	314
Number of employers contributing to the scheme	2017-01-01	24
2016: IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2016 401k membership
Total participants, beginning-of-year	2016-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	388
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	388
Number of employers contributing to the scheme	2016-01-01	24

Financial Data on IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT

Measure	Date	Value
2022 : IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$13,094
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$8,751
Total income from all sources (including contributions)	2022-12-31	$418,515
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$454,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$389,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$418,515
Value of total assets at end of year	2022-12-31	$638,431
Value of total assets at beginning of year	2022-12-31	$670,460
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$65,407
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$21,024
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$114,603
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$148,986
Administrative expenses (other) incurred	2022-12-31	$4,653
Liabilities. Value of operating payables at end of year	2022-12-31	$13,094
Liabilities. Value of operating payables at beginning of year	2022-12-31	$8,751
Total non interest bearing cash at end of year	2022-12-31	$523,828
Total non interest bearing cash at beginning of year	2022-12-31	$521,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-36,372
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$625,337
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$661,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$418,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$389,480
Contract administrator fees	2022-12-31	$39,730
Did the plan have assets held for investment	2022-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$8,751
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$5,760
Total income from all sources (including contributions)	2021-12-31	$408,743
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$416,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$354,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$408,743
Value of total assets at end of year	2021-12-31	$670,460
Value of total assets at beginning of year	2021-12-31	$674,892
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$62,041
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$20,866
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$148,986
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$335,702
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$2,683
Liabilities. Value of operating payables at end of year	2021-12-31	$8,751
Liabilities. Value of operating payables at beginning of year	2021-12-31	$5,760
Total non interest bearing cash at end of year	2021-12-31	$521,474
Total non interest bearing cash at beginning of year	2021-12-31	$339,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-7,423
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$661,709
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$669,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$408,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$354,125
Contract administrator fees	2021-12-31	$38,492
Did the plan have assets held for investment	2021-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$5,760
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$9,591
Total income from all sources (including contributions)	2020-12-31	$458,350
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$371,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$309,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$458,350
Value of total assets at end of year	2020-12-31	$674,892
Value of total assets at beginning of year	2020-12-31	$591,721
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$61,920
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$20,692
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$335,702
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$24,589
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$6,578
Administrative expenses (other) incurred	2020-12-31	$3,657
Liabilities. Value of operating payables at end of year	2020-12-31	$5,760
Liabilities. Value of operating payables at beginning of year	2020-12-31	$3,013
Total non interest bearing cash at end of year	2020-12-31	$339,190
Total non interest bearing cash at beginning of year	2020-12-31	$567,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$87,002
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$669,132
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$582,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$458,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$309,428
Contract administrator fees	2020-12-31	$37,571
Did the plan have assets held for investment	2020-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$9,591
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$9,591
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$3,369
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$3,369
Total income from all sources (including contributions)	2019-12-31	$484,950
Total income from all sources (including contributions)	2019-12-31	$484,950
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$362,378
Total of all expenses incurred	2019-12-31	$362,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$294,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$294,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$484,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$484,950
Value of total assets at end of year	2019-12-31	$591,721
Value of total assets at end of year	2019-12-31	$591,721
Value of total assets at beginning of year	2019-12-31	$462,927
Value of total assets at beginning of year	2019-12-31	$462,927
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$67,999
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$67,999
Total interest from all sources	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$15,144
Administrative expenses professional fees incurred	2019-12-31	$15,144
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$24,589
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$24,589
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$28,069
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$28,069
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$6,578
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$6,578
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$13,152
Administrative expenses (other) incurred	2019-12-31	$13,152
Liabilities. Value of operating payables at end of year	2019-12-31	$3,013
Liabilities. Value of operating payables at end of year	2019-12-31	$3,013
Liabilities. Value of operating payables at beginning of year	2019-12-31	$3,369
Liabilities. Value of operating payables at beginning of year	2019-12-31	$3,369
Total non interest bearing cash at end of year	2019-12-31	$567,132
Total non interest bearing cash at end of year	2019-12-31	$567,132
Total non interest bearing cash at beginning of year	2019-12-31	$434,858
Total non interest bearing cash at beginning of year	2019-12-31	$434,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$122,572
Value of net income/loss	2019-12-31	$122,572
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$582,130
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$582,130
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$459,558
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$459,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$484,950
Contributions received in cash from employer	2019-12-31	$484,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$294,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$294,379
Contract administrator fees	2019-12-31	$39,703
Contract administrator fees	2019-12-31	$39,703
Did the plan have assets held for investment	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
Accountancy firm EIN	2019-12-31	410746749
2018 : IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$3,369
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$508,525
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$398,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$331,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$508,525
Value of total assets at end of year	2018-12-31	$462,927
Value of total assets at beginning of year	2018-12-31	$349,068
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$66,684
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$7,138
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$28,069
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$349,068
Administrative expenses (other) incurred	2018-12-31	$2,816
Liabilities. Value of operating payables at end of year	2018-12-31	$3,369
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$434,858
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$110,490
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$459,558
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$349,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$508,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$331,351
Contract administrator fees	2018-12-31	$56,730
Did the plan have assets held for investment	2018-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$410,020
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$351,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$275,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$410,020
Value of total assets at end of year	2017-12-31	$349,068
Value of total assets at beginning of year	2017-12-31	$290,066
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$75,522
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$7,481
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$349,068
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$290,066
Administrative expenses (other) incurred	2017-12-31	$918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$59,002
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$349,068
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$290,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$410,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$275,496
Contract administrator fees	2017-12-31	$67,123
Did the plan have assets held for investment	2017-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$239,361
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$413,200
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$362,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$297,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$413,200
Value of total assets at end of year	2016-12-31	$290,066
Value of total assets at beginning of year	2016-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$64,578
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$290,066
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$50,705
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$290,066
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$413,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$297,917
Contract administrator fees	2016-12-31	$64,578
Did the plan have assets held for investment	2016-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2016-12-31	410746749

Form 5500 Responses for IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT

2022: IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2022 form 5500 responses
2022-01-01	Type of plan entity	Multi-employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2021 form 5500 responses
2021-01-01	Type of plan entity	Multi-employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2020 form 5500 responses
2020-01-01	Type of plan entity	Multi-employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2019 form 5500 responses
2019-01-01	Type of plan entity	Multi-employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2017 form 5500 responses
2017-01-01	Type of plan entity	Multi-employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-employer plan
2016-01-01	First time form 5500 has been submitted	Yes
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BD. OF TR. - IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST
Employer identification number (EIN):	930864012
NAIC Classification:	483000
NAIC Description:	Water Transportation