2024-09-05T12:44:03-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2023-01-01 416023463 TWIN CITY IRONWORKERS HEALTH AND WELFARE FUND TWIN 9528540795 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 BARRY DAVIES CHAIRMAN 9528540795 2024-09-04 1 0 STACY MEYER P00970265 6123764500 2024-08-14 2023 2024-08-08 14:25:15Z BARRY DAVIES 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 41913955 0 X WWW.TCIRONWORKERSBENEFITS.COM X 1960 MN TO PROVIDE HEALTH AND WELFARE BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS. 10 0 0 16 0 0 0 0 27076886 28259643 849274 295508 0 0 27926160 28555151 0 0 28680101 25635983 0 0 0 0 0 838713 893111 29518814 26529094 -1592654 2026057 31876855 37336182 845286 1828464 31031569 35507718 TO PROVIDE HEALTH, LIFE AND DEATH & DISMEMBERMENT BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS. 0 0 PROVIDE SELF-FUNDED AND INSURED BENEFITS FOR APPROXIMATELY 1,889 UNION MEMBERS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 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 6 0 1 0 0 0 0 0 0 0 0 0 X 10 0 0 1 0 0 0 1 0 1 0 0 0 1 1 1 1 0 1 0 0 0 X WILLIAM BROWN WILSON-MCSHANE CORPORATION 9528147026 3001 METRO DRIVE STE 500 BLOOMINGTON MN 55425 BARRY DAVIES LABOR TRUSTEE, SECRETARY 1.00 40.00 X X 0 133881 71056 MARK JUREK LABOR TRUSTEE 1.00 40.00 X 0 35909 54611 MICHAEL WALTERS LABOR TRUSTEE 1.00 40.00 X 0 15065 10715 NATE O'REILLY LABOR TRUSTEE 1.00 40.00 X 0 19063 28307 KEITH MUSOLF LABOR TRUSTEE 1.00 40.00 X 0 118360 69059 STURE BERG MANAGEMENT TRUSTEE, CHAIR 1.00 X X 0 0 0 MARK ZIEGLER MANAGEMENT TRUSTEE 1.00 X 0 0 0 HEIDI GUNDERSON MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 TODD ROTHE MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 BUTCH PERRIN MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 JOHN DAHL ALTERNATE TRUSTEE 1.00 40.00 X 0 0 0 FALLON RATZLOW ALTERNATE TRUSTEE 1.00 40.00 X 0 0 0 MIKE MAHOWALD LABOR TRUSTEE 1.00 40.00 X 0 103034 43521 COBEY KLEIN LABOR TRUSTEE 1.00 40.00 X 0 102350 68715 JOSH KALINA LABOR TRUSTEE 1.00 40.00 X 0 104632 67709 NICK PETRUCELLE LABOR TRUSTEE 1.00 40.00 X 0 38123 55665 0 670417 469358 0 0 1 0 WILSON MCSHANE CORPORATION 3001 METRO BLVD STE 500 BLOOMINGTON MN 55425 PLAN ADMINSTRATOR 563752 BLUE CROSS BLUE SHIELD OF MINNESOTA PO BOX 64560 ST PAUL MN 55164 MEDICAL CLAIMS NETWORK 401585 THE SEGAL COMPANY 7701 FRANCE AVE S STE 225 EDINA MN 55435 CONSULTING 159289 3 CONTRIBUTIONS 525100 28259643 28259643 28259643 768526 768526 12885786 13358804 -473018 -473018 -473018 28555151 28259643 0 295508 25635983 551165 56954 48996 38164 159289 21624 4217 OTHER EXPENSES 12702 26529094 2861926 5433504 1996929 2033056 23203069 24751707 3324647 4470606 490284 647309 31876855 37336182 242184 194235 603102 1634229 845286 1828464 X 0 0 0 0 31031569 35507718 31031569 35507718 31876855 37336182 2026057 2450092 0 X X 0 1 X 1 0 0 4470606 F 4470606 DUE TO OTHER FUNDS 1634229 1634229 X 30967079 2450092 2450092 28516987 38164 38164 28555151 26490930 0 26490930 38164 38164 26529094 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 BARRY DAVIES LABOR TRUSTEE, SECRETARY 0 133881 0 0 0 0 0 47882 0 23174 0 204937 0 0 KEITH MUSOLF LABOR TRUSTEE 0 118360 0 0 0 0 0 45885 0 23174 0 187419 0 0 JOSH KALINA LABOR TRUSTEE 0 104632 0 0 0 0 0 44080 0 23629 0 172341 0 0 COBEY KLEIN LABOR TRUSTEE 0 102350 0 0 0 0 0 45029 0 23686 0 171065 0 0 FORM 990, PART VI, SECTION A, LINE 3 WILSON MCSHANE CORPORATION PERFORMS CONTRIBUTION COLLECTION, PAYROLL AUDIT AND BOOKKEEPING SERVICES FOR THE TWIN CITY IRONWORKERS APPRENTICESHIP AND TRAINING FUND. THERE ARE NO OFFICERS OR TRUSTEES COMPENSATED BY THE SERVICE ORGANIZATION FOR THE SERVICES PROVIDED TO THE PLAN. FORM 990, PART VI, SECTION A, LINE 7A FIVE OF THE TRUSTEES ARE DESIGNATED BY THE ASSOCIATED GENERAL CONTRACTORS OF MINNESOTA, INC. FIVE OF THE TRUSTEES ARE DESIGNATED BY THE LOCAL NO. 512, INTERNATIONAL ASSOCIATION OF BRIDGE, STRUCTURAL AND ORNAMENTAL IRONWORKERS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT HAVE BEEN GRANTED AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE THE DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY THE BOARD OF TRUSTEES IN CONJUNCTION WITH THEIR ANNUAL AUDIT. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY REQUIRES TRUSTEES TO CONDUCT BUSINESS WITHIN GUIDELINES THAT PROHIBIT ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE POLICY REQUIRES PERSONS COVERED BY IT TO MONITOR AND REPORT TO THE CHAIRMAN, SECRETARY OR LEGAL COUNSEL ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE CHAIRMAN AND SECRETARY WILL THEN INVESTIGATE TO DETERMINE IF A CONFLICT OF INTEREST, IN FACT, EXISTS, WHETHER IT IS MATERIAL, AND WHETHER CORRECTIVE ACTION IS REQUIRED. IN MANY CASES, A TRUSTEE'S RECUSAL FROM DELIBERATING AND VOTING UPON THE MATTER UNDER CONFLICT SHALL BE SUFFICIENT TO RESOLVE THE CONFLICT APPROPRIATELY. A REPORT OF ALL STEPS TAKEN TO RESOLVE THE CONFLICT WILL BE PREPARED AND PRESENTED TO THE ENTIRE BOARD OF TRUSTEES AND SHALL BE MAINTAINED IN THE PLAN'S PERMANENT ADMINISTRATIVE FILES. COVERED PERSONS ARE ALSO OBLIGATED TO REPORT ANY CONFLICT OF INTEREST OF WHICH THEY ARE AWARE INVOLVING OTHER COVERED PERSONS. PERSONS COVERED BY THE POLICY ALSO ANNUALLY CERTIFY IN WRITING THAT THEY HAVE NOT BEEN INVOLVED IN ANY CONFLICT OF INTEREST WHICH HAS NOT BEEN REPORTED TO THE PLAN. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PARTICIPANTS UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED THEIR PROCESS FOR THE OVERSIGHT OR THE SELECTION OF THE INDEPENDENT ACCOUNTANT FROM THE PRIOR YEAR. TWIN CITY IRON WORKERS PENSION FUND 3001 METRO DRIVE STE 500 BLOOMINGTON MN 55425 416084127 TO PROVIDE RETIREMENT BENEFITS TO UNION MEMBERS. MN 401(A) N/A 0 TWIN CITY IRON WORKERS APPRENTICESHIP AND TRAINING FUND 3001 METRO DRIVE STE 500 BLOOMINGTON MN 55425 237115395 TO PROVIDE TRAINING BENEFITS TO UNION MEMBERS. MN 501(C) N/A 0 TWIN CITY IRON WORKERS DEFINED CONTRIBUTION FUND 3001 METRO DRIVE STE 500 BLOOMINGTON MN 55425 416084127 TO PROVIDE RETIREMENT BENEFITS TO UNION MEMBERS. MN 401(A) N/A 0 ASSOCIATED GENERAL CONTRACTORS OF MINNESOTA INC 525 PARK STREET NO 110 SAINT PAUL MN 55103 410132580 TO REPRESENT MEMBERS INVOLVED IN CONSTRUCTION INDUSTRY MN 501(C) N/A 0 INT'L ASSOC OF BRIDGE STRUCTURAL ORNAMENTAL & REINFORCING IRONWORKERS #512 851 PIERCE BUTLER ROUTE SAINT PAUL MN 55104 410328882 TO PROMOTE THE WELFARE OF MEMBERS AND THEIR FAMILIES MN 501(C) N/A 0 ABLE FENCE INC ACTION FENCE INC ADVANCE TRIWEST EQUIPMENT LTD AJ LYSNE CONTRACTING CORP ALLIANCE GLAZING TECHNOLOGIES ALTRA MACHINERY MOVERS & RIGG AMERECT INC AMERICAN INDUSTRIAL DOOR INC ARMSTRONG CRANE & ARNIE MACKEY CONSTRUCT AZCO INC BABCOCK & WILCOX CONST BADGERLAND METAL BLDG BALD EAGLE ERECTORS INC BARNHART CRANE RIGGING BESON & HOULE LLC BEST STEEL ERECTORS INC BEYEL BROTHERS INC BHI ENERGY SPECIALTY SERVICES BLATTNER ENERGY BOLDT COMPANY C & M ERECTORS INC CD SMITH CONSTRUCTION INC CARY SPECIALIZED SERVICES INC CITY OF MINNEAPOLIS CENTRAL CONCRETE UNLIMITED LLC CORVAL CONSTRUCTORS INC CRAWFORD DOOR SALES CO DANNY'S CONSTRUCTION CO DAY & ZIMMERMAN NPS DIRT INC DBA NORTHLAND HOMES DONALD HOLM CONSTRUCT E & J REBAR INC EGAN COMPANY EMPIREHOUSE INC EVEREST STEEL INC FIVE STAR REBAR FLYNN COMPANIES FOSBEL INC FOWLER & HAMMER INC GOPHER STAGE LIGHTING GUSTAFSON & GOUDGE INC HALL W L CO HAMMERLUND INC HAWK & SONS INC HAWK & SONS STEEL ERECTION HI-BOOM ERECTING INC HIGH FIVE ERECTORS II INC HOOSIER CRANE INDUSTRIAL CONSTRUCT SPECIALST J & H ERECTORS INC J AND B AMERICAN STEEL J H FINDORFF & SONS INC J&L OF AMERICA JR JENSEN CONSTRUCTION CO JAMAR COMPANY INC JD STEEL CO INC KMH ERECTORS INC KOLB CONSTRUCTION INC KORTECH CONSULTINGINC KRAEMER NORTH AMERICA LAKEHEAD CONSTRUCTORS INC LIBERTY ERECTION INC LILJA CORPORATION LINCO COMPANIES M & J LLC M & M RENOVATION LLC MAMORTENSON CO METRO ERECTORS INC MEYER CR AND SONS COMPANY MICHELS CORPORATION MIRON CONSTRUCTION COINC MODERN CRANE SERVICE INC MOEN STEEL ERECTION INC NATIONAL STEEL ERECTORS NORMINN INDUSTRIAL LLC NORTHERN HORIZONS INC NORTHERN INDUSTRIAL ERECTORS NORTHERN INDUSTRIAL SERVICES NORTHERN STEEL ERECTORS NORTHWEST STEEL ERECTION OVERHEAD DOOR NORTHLAND PATRIOT ERECTORS INC PATZOLDT CONCRETE & MASONRY LL PAULY JAIL BUILDING CO PERMASTEELISA NO AMERICA CORP PIONEER POWER INC RADOTICH INC RED CEDAR STEEL ERECTOR REGER COMPANIES RIVER CITY ERECTORS INC RODEN IRON INC S & R REINFORCING INC S P E INC SCHUFF STEEL COMPANY SHANK CONSTRUCTORS INC SOUTH CENTRAL ERECTORS SOWLES CO STRONG TOWER BUILDING ENVELOPE STRONGHOLD INDUSTRIES INC SUPERIOR STEEL ERECTORS T&A RIGGING INC TANLEY REINFORCING INC TERRENE DEVELOPMENT LLC TNT REBAR LLC TOP IRON REINFORCING INC TRI-CITY IRON WORKS TRITON STEEL LLC TWIN CITY STEEL ERECTORS INC UNITED REFRACTORIES INC URBANSKI BUILDERS INC US METAL BUILDERS INC VIC'S CRANE & HEAVY HAUL INC WEITZ INDUSTRIAL LLC WENGER TRAFFIC CORPORATION WESTERN STATES STEEL ERECT CO WHITE CONSTRUCTION WILLSON IRON LLC WOODY'S REBAR COMPANY WREN WORKS LLC XCEL ENERGY INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1