2024-03-14T10:34:27-05:00 2023-04-30 320043599 LEGACY PROFESSIONALS LLP 6800 FRANCE AVENUE SO SUITE 550 EDINA MN 55435 990 2022-05-01 411384754 IBEW 292 HEALTH CARE PLAN IBEW 7634938830 6900 WEDGWOOD ROAD N 425 MAPLE GROVE MN 55311 DAN FERGUSON TRUSTEE 7634938830 2024-03-11 1 DAN FERGUSON 999009999 0 JACOB D EKLUND P01455813 9528413950 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAN FERGUSON 6900 WEDGWOOD ROAD N 425 MAPLE GROVE MN 55311 147241332 0 X WWW.IBEW292BENEFITS.ORG X 1980 MN TO PROVIDE HEALTH AND WELFARE BENEFITS 8 0 180 0 0 0 0 0 70223270 70272016 6001373 2522142 56053 28534 76280696 72822692 0 0 61830283 62735208 639433 656194 0 0 0 944535 1076820 63414251 64468222 12866445 8354470 178859466 189190377 1148817 3975558 177710649 185214819 TO PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS OR BENEFICIARIES UNDER THE TERMS OF THE PLAN DOCUMENT. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 147 0 1 180 1 0 0 0 0 0 0 0 0 0 0 X 8 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X CARLA GRUETZMACHER 7634938830 6900 WEDGWOOD ROAD N 425 MAPLE GROVE MN 55311 X DAVID FRARY LABOR TRUSTEE - PAST 0.50 47.50 X 0 131842 55480 JEFFREY HEIMERL LABOR TRUSTEE, SECRETARY 0.50 59.50 X X 0 169203 65188 DAN FERGUSON LABOR TRUSTEE 2.00 46.00 X 0 131842 55480 JENNIFER MUDGE LABOR TRUSTEE 2.00 48.00 X 0 141782 58010 JOHN KRIPOTOS LABOR TRUSTEE - ALTERNATE 2.00 48.00 X 0 131842 55480 DAVID MANDERSON MANAGEMENT TRUSTEE, CHAIRMAN 1.00 44.00 X X 0 256112 55523 JERRY HEIN MANAGEMENT TRUSTEE 0.50 2.00 X 0 0 0 LAURA KAROW MANAGEMENT TRUSTEE 1.00 4.00 X 0 0 0 RYAN MORRIS MANAGEMENT TRUSTEE 1.00 4.00 X 0 0 0 PAUL KOSMIDES MANAGEMENT TRUSTEE - PAST 2.00 8.00 X 0 0 0 CARLA GRUETZMACHER ADMINISTRATIVE MANAGER 36.00 4.00 X 160174 0 41344 ANN KELLEN FINANCE MANAGER 20.00 20.00 X 134313 0 38623 294487 962623 425128 2 0 1 0 UNITED HEALTHCARE PO BOX 1459 MINNEAPOLIS MN 55440 CLAIMS NETWORK ACCESS 1504522 KUTAK ROCK LLP 60 S 6TH ST STE 3400 MINNEAPOLIS MN 55402 LEGAL 233990 DELTA DENTAL 500 WASHINGTON AVE S STE 2060 MINNEAPOLIS MN 55415 CLAIMS NETWORK ACCESS 230069 ARBOR RIDGE LLC 4300 MARKETPOINTE DRIVE STE 129 BLOOMINGTON MN 55435 OFFICE LEASE 116766 4 EMPLOYER CONTRIBUTIONS 900099 63534526 63534526 PARTICIPANT CONTRIBUTIONS 900099 5037787 5037787 PRESCRIPTION REBATES 900099 1655189 1655189 SUBROGATION SETTLEMENTS 900099 44514 44514 70272016 3725544 3725544 73215238 74418640 -1203402 -1203402 -1203402 PAYROLL TAX REFUND 900099 19834 19834 OTHER INCOME 900099 8700 8700 28534 72822692 70272016 0 2550676 62735208 484585 68038 103571 244895 36863 176594 358115 89845 70851 32594 41071 4817 PCORI EXPENSE 12647 DUES AND SUBSCRIPTIONS 8214 MISCELLANEOUS EXPENSE 314 64468222 8432789 15037139 7227274 5447924 123057 289290 557046 384529 258082 172517 102615270 59693049 60202994 108550458 178859466 189190377 414177 734640 3975558 1148817 3975558 X 0 0 0 0 177710649 185214819 177710649 185214819 178859466 189190377 8354470 -850300 0 X 0 1 X 1 0 114308 111810 2498 442738 272719 170019 172517 GUARANTEED INV CONTRACT 40020558 F LIMITED PARTNERSHIPS 16446443 F COMMON COLLECTIVE TRUSTS 48014897 F AFL-CIO HOUSING INVESTMENT TRUST 4068560 F 108550458 DUE TO RELATED ORGANIZATION - NET 2446965 PAYROLL LIABILITIES 17261 CASH OVERDRAFT 1511332 3975558 X 71775964 -850300 -850300 72626264 176594 19834 196428 72822692 64271794 0 64271794 176594 19834 196428 64468222 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN UNCERTAIN TAX POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 4B - OTHER ADJUSTMENTS: PAYROLL TAX REFUND 19,834. PART XII, LINE 4B - OTHER ADJUSTMENTS: PAYROLL TAX REFUND 19,834. 0 0 0 DAVID MANDERSON MANAGEMENT TRUSTEE, CHAIRMAN 0 219420 0 35000 0 1692 0 33573 0 21950 0 311635 0 0 JEFFREY HEIMERL LABOR TRUSTEE, SECRETARY 0 169203 0 0 0 0 0 43065 0 22123 0 234391 0 0 CARLA GRUETZMACHER ADMINISTRATIVE MANAGER 160174 0 0 0 0 0 22936 0 18408 0 201518 0 0 0 JENNIFER MUDGE LABOR TRUSTEE 0 141782 0 0 0 0 0 35887 0 22123 0 199792 0 0 DAVID FRARY LABOR TRUSTEE - PAST 0 131842 0 0 0 0 0 33357 0 22123 0 187322 0 0 DAN FERGUSON LABOR TRUSTEE 0 131842 0 0 0 0 0 33357 0 22123 0 187322 0 0 JOHN KRIPOTOS LABOR TRUSTEE - ALTERNATE 0 131842 0 0 0 0 0 33357 0 22123 0 187322 0 0 ANN KELLEN FINANCE MANAGER 134313 0 0 0 0 0 20215 0 18408 0 172936 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THREE TRUSTEES ARE APPOINTED BY THE UNION AND THREE TRUSTEES ARE APPOINTED BY THE CONTRACTORS ASSOCIATION. THE UNION AND THE CONTRACTORS ASSOCIATION MAY ALSO APPOINT UP TO ONE ALTERNATE TRUSTEE, WHO WILL BE QUALIFIED TO ACT ONLY IN THE ABSENCE OF A TRUSTEE. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO AND REVIEWED BY THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES REVIEW THE PLAN'S CONFLICT OF INTEREST POLICY ANNUALLY WITH THE PLAN ATTORNEY AND ARE REQUIRED TO SIGN AN ANNUAL CERTIFICATION OF COMPLIANCE WITH THE POLICY. IN ADDITION, TO ENSURE THE PLAN OPERATES IN A MANNER CONSISTENT WITH ITS PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS LAWFUL STATUS AND FIDUCIARY OBLIGATIONS, PERIODIC REVIEWS OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ARE CONDUCTED. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AT THE PLAN OFFICE. FORM 990, PART VII, SECTION A, LINE 1: THE ORGANIZATION'S HIGHEST COMPENSATED EMPLOYEES ARE SHARED EMPLOYEES WITH NUMEROUS RELATED ORGANIZATIONS, WITH THE REPORTING ORGANIZATION RESPONSIBLE FOR PAYROLL. THE REPORTING ORGANIZATION IS REIMBURSED BY THE RELATED ORGANIZATIONS FOR THEIR ALLOCATED PORTIONS OF SALARY AND SALARY RELATED EXPENSES. CITY OF MINNEAPOLIS CONTRIBUTING EMPLOYER 0 ELECTRICAL WORKERS LOCAL 292 DEFINED CONTRIBUTION & 401(K) PLAN 6900 WEDGWOOD RD N 425 MAPLE GROVE MN 55311 411760754 PROVIDES ANNUITY AND RETIREMENT BENEFITS TO MEMBERS AND BENEFICIARIES MN 401(A) 0 ELECTRICAL WORKERS LOCAL 292 PENSION PLAN 6900 WEDGWOOD RD N 425 MAPLE GROVE MN 55311 416035616 PROVIDES PENSION BENEFITS TO MEMBERS AND BENEFICIARIES MN 401(A) 0 ELECTRICAL WORKERS LOCAL 292 SUPP UNEMPLOYMENT FUND 6900 WEDGWOOD RD N 425 MAPLE GROVE MN 55311 411876011 PROVIDES UNEMPLOYMENT BENEFITS TO MEMBERS MN 501(C)(9) 0 IBEW LOCAL 292 CONTRIBUTING EMPLOYER 0 IBEW LOCAL 292 VACATION & HOLIDAY TRUST FUND 6900 WEDGWOOD RD N 425 MAPLE GROVE MN 55311 411701466 PROVIDES VACATION AND HOLIDAY BENEFITS TO MEMBERS AND BENEFICIARIES MN 501(C)(9) 0 MINNEAPOLIS PUBLIC HOUSING AUTHORITY CONTRIBUTING EMPLOYER 0 NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION CONTRIBUTING EMPLOYER 0 UNIVERSITY OF MINNESOTA CONTRIBUTING EMPLOYER 0 STATEWIDE LIMITED ENERGY 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