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IBEW 292 HEALTH CARE PLAN: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
IBEW 292 HEALTH CARE PLAN (EIN 41-1384754)
Tax period
2021-05-01 to 2022-04-30
Filed
2023-03-02
IRS object ID
202330619349300803
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-03-02T13:07:20-06:00ReturnTs
Tax Period End2022-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1220 SOUTH SIXTH STREET SUITE 300AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411384754EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IBEW 292 HEALTH CARE PLANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlIBEWBusinessNameControlTxt
Phone7634938830PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16900 WEDGWOOD ROAD N 425AddressLine1Txt
CityMAPLE GROVECityNm
State AbbreviationMNStateAbbreviationCd
ZIP55311ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID MANDERSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7634938830PhoneNum
Signature2023-03-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastMANDERSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTACY MEYERPreparerPersonNm
PTINP00970265PTIN
Phone6123764500PhoneNum
Preparation2023-02-21PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Principal OfficerDAVID MANDERSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16900 WEDGWOOD ROAD N 425AddressLine1Txt
CityMAPLE GROVECityNm
State AbbreviationMNStateAbbreviationCd
ZIP55311ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$160,436,011GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.IBEW292BENEFITS.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1980FormationYr
Legal Domicile StateMNLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND WELFARE BENEFITS.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee14TotalEmployeeCnt
Total Volunteers8TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$66,505,620PYProgramServiceRevenueAmt
CY Program Service Revenue$70,223,270CYProgramServiceRevenueAmt
PY Investment Income$5,660,953PYInvestmentIncomeAmt
CY Investment Income$6,001,373CYInvestmentIncomeAmt
PY Other Revenue$1,457PYOtherRevenueAmt
CY Other Revenue$56,053CYOtherRevenueAmt
PY Total Revenue$72,168,030PYTotalRevenueAmt
CY Total Revenue$76,280,696CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$56,078,172PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$61,830,283CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$714,033PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$639,433CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$741,648PYOtherExpensesAmt
CY Other Expenses$944,535CYOtherExpensesAmt
PY Total Expenses$57,533,853PYTotalExpensesAmt
CY Total Expenses$63,414,251CYTotalExpensesAmt
PY Revenues Less Expenses$14,634,177PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$12,866,445CYRevenuesLessExpensesAmt
Total Assets BOY$175,025,978TotalAssetsBOYAmt
Total Assets EOY$177,979,838TotalAssetsEOYAmt
Total Liabilities BOY$1,684,846TotalLiabilitiesBOYAmt
Total Liabilities EOY$269,189TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$173,341,132NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$177,710,649NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS UNDER THE TERMS OF THE PLAN DOCUMENT FOR 4,643 MEMBERS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document13IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee14EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CARLA GRUETZMACHERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7634938830PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16900 WEDGWOOD RD N SUITE 425AddressLine1Txt
CityMAPLE GROVECityNm
State AbbreviationMNStateAbbreviationCd
ZIP55311ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DAVID MANDERSON
MANAGEMENT TRUSTEE, CHAIRMAN2.0048.00Yes (X)Yes (X)$0$259,220$55,627
JENNIFER MUDGE
LABOR TRUSTEE - ALTERNATE2.0050.00Yes (X)$0$135,528$62,055
DAVID FRARY
LABOR TRUSTEE, SECRETARY2.0048.00Yes (X)Yes (X)$0$126,038$58,652
DANIEL FERGUSON
LABOR TRUSTEE2.0048.00Yes (X)$0$126,038$58,652
JEFFREY HEIMERL
LABOR TRUSTEE2.0060.00Yes (X)$0$161,698$69,482
LAURA KAROW
MANAGEMENT TRUSTEE2.0040.00Yes (X)$0$0$0
PAUL KOSMIDES
MANAGEMENT TRUSTEE2.0040.00Yes (X)$0$0$0
JERRY HEIN
MANAGEMENT TRUSTEE2.0040.00Yes (X)$0$0$0
RYAN MORRIS
MANAGEMENT TRUSTEE - ALTERNATE2.0040.00Yes (X)$0$0$0
CARLA GRUETZMACHER
ADMINISTRATIVE MANAGER8.0032.00Yes (X)$138,134$0$55,826
FieldValueIRS element (for citing)
Total Reportable Comp From Org$138,134TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$808,522TotReportableCompRltdOrgAmt
Total Other Compensation$360,294TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
UNITED HEALTHCARE
PO BOX 1459MINNEAPOLISMN55440CLAIMS NETWORK ACCESS$1,806,794
ASMED HEALTH
1800 SE 3RD AVEFORT LAUDERDALEFL33316CLAIMS NETWORK ACCESS$336,996
DELTA DENTAL
500 WASHINGTON AVE S STE 2060MINNEAPOLISMN55415CLAIMS NETWORK ACCESS$229,677
KUTAK ROCK LLP
60 S 6TH ST STE 3400MINNEAPOLISMN55402LEGAL$209,928
INNOVATIVE SOFTWARE SOLUTIONS
3000 SOUTH LENOLA ROADMAPLE SHADENJ08052COMPUTER CONSULTING$104,438
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$62,713,832$62,713,832
PARTICIPANT CONTRIBUTI525100$5,382,734$5,382,734
PRESCRIPTION REBATES525100$2,014,797$2,014,797
SUBROGATION SETTLEMENT525100$111,907$111,907
FieldValueIRS element (for citing)
Total Program Service Revenue$70,223,270TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,483,474TotalRevenueColumnAmt
Exclusion$3,483,474ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$86,673,214SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$84,155,315SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,517,899SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,517,899TotalRevenueColumnAmt
Exclusion$2,517,899ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business525100BusinessCd
Total Revenue Column$56,053TotalRevenueColumnAmt
Related Or Exempt Func Income$56,053RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$56,053OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$76,280,696TotalRevenueColumnAmt
Related Or Exempt Func Income$70,279,323RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$6,001,373ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$61,830,283TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$138,134TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$7,058TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$317,604TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$63,497TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$100,948TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$12,192TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$260,656TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$57,624TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$172,056TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$344,110TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$25,797TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$16,340TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$11,970TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,034TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,219TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$40,840TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescEQUIPMENT MAINTENANCEDesc
Total$889TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$63,414,251TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$6,792,881BOYAmt
EOY$6,901,480EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,029,054BOYAmt
EOY$807,806EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,551,116BOYAmt
EOY$7,071,149EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$106,399BOYAmt
EOY$123,057EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$557,046LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$298,963LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$343,515BOYAmt
EOY$258,083EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$101,924,221BOYAmt
EOY$106,767,199EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$56,278,792BOYAmt
EOY$56,051,064EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$175,025,978BOYAmt
EOY$177,979,838EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,510,345BOYAmt
EOY$34,382EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$174,501BOYAmt
EOY$234,807EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,684,846BOYAmt
EOY$269,189EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$173,341,132BOYAmt
EOY$177,710,649EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$173,341,132BOYAmt
EOY$177,710,649EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$175,025,978BOYAmt
EOY$177,979,838EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$12,866,445ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$8,496,928NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$114,308OtherCostOrOtherBasisAmt
Depreciation$108,235DepreciationAmt
Book Value$6,073BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$442,738OtherCostOrOtherBasisAmt
Depreciation$190,728DepreciationAmt
Book Value$252,010BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$258,083TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
GUARANTEED INVESTMENT CONTRACTS$39,151,826F
LIMITED PARTNERSHIPS$10,250,181F
LIMITED LIABILITY COMPANIES$6,649,057F
FieldValueIRS element (for citing)
Total Book Value Securities$56,051,064TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO BROKERDesc
Amt$234,807Amt
FieldValueIRS element (for citing)
Total Liability$234,807TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$65,435,279TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$8,496,928NetUnrealizedGainsInvstAmt
Revenue Not Reported-$8,496,928RevenueNotReportedAmt
Revenue Subtotal$73,932,207RevenueSubtotalAmt
Investment Expenses Not Incld$172,056InvestmentExpensesNotIncldAmt
Other Revenues Not Included$2,176,433OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$2,348,489RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$76,280,696TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$61,065,762TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$61,065,762ExpensesSubtotalAmt
Investment Expenses Not Incld2$172,056InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$2,176,433OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$2,348,489ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$63,414,251TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED MARCH 26, 1981, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)9 OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. 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 IT 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.
PART XI, LINE 4B - OTHER ADJUSTMENTS:PRESCRIPTION DRUG REBATES 2,014,797. SUBROGATION SETTLEMENTS 111,907. MISCELLANEOUS 49,729.
PART XII, LINE 4B - OTHER ADJUSTMENTS:PRESCRIPTION DRUG REBATES 2,014,797. SUBROGATION SETTLEMENTS 111,907. MISCELLANEOUS 49,729.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DAVID MANDERSON
MANAGEMENT TRUSTEE, CHAIRMAN$0$207,060$0$50,000$0$2,160$0$33,677$0$21,950$0$314,847$0$0
JEFFREY HEIMERL
LABOR TRUSTEE$0$161,698$0$0$0$0$0$44,560$0$24,922$0$231,180$0$0
JENNIFER MUDGE
LABOR TRUSTEE - ALTERNATE$0$135,528$0$0$0$0$0$37,133$0$24,922$0$197,583$0$0
CARLA GRUETZMACHER
ADMINISTRATIVE MANAGER$138,134$0$0$0$0$0$37,418$0$18,408$0$193,960$0$0$0
DAVID FRARY
LABOR TRUSTEE, SECRETARY$0$126,038$0$0$0$0$0$34,518$0$24,134$0$184,690$0$0
DANIEL FERGUSON
LABOR TRUSTEE$0$126,038$0$0$0$0$0$34,518$0$24,134$0$184,690$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHREE 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 8BTHERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. THE FORM 990 IS PROVIDED TO AND REVIEWED BY THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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 19THE PLAN MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AT THE PLAN OFFICE.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
FORM 990 ITEM BTHE ORGANIZATION IS FILING A 2021 AMENDED RETURN DUE TO COMPLETE INFORMATION NOT AVAILABLE AT THE TIME OF THE ORIGINAL FILING. THE AMENDED RETURN HAS CHANGES TO THE FOLLOWING: 1. FORM 990 PART 1 LINE 5 2. FORM 990 PART VII SECTION A (4) (F) CARLA GRUETZMACHER OTHER COMPENSATION 3. FORM 990 SCH J PART II (4)(I)(C), 4(I)(D) CARLA GRUETZMACHER RETIREMENT AND OTHER DEFERRED COMPENSATION AND NONTAXABLE BENEFITS 4. FORM 990 BALANCE SHEET, STATEMENT OF REVENUE, AND STATEMENT OF FUNCTIONAL EXPENSES AMOUNTS ARE UPDATED THROUGHOUT THE RETURN. 5. FROM 990 SCHEDULE D AMOUNTS ARE UPDATED THROUGHOUT THE RETURN 6. FORM 990 PART VII: A. INCLUDED RYAN MORRIS AS ALTERNATE TRUSTEE B. UPDATED JERRY HEIN'S TITLE C. UPDATED DANIEL FERGUSON'S TITLE D. UPDATED LAURA KAROW'S TITLE 7. FORM 990 SCHEDULE J PART II DANIEL FERGUSON'S TITLE

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (39 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
ELECTRICAL WORKERS LOCAL NO 292 PENSION PLAN
6900 WEDGWOOD RD N 425MAPLE GROVEMN55311416035616PROVIDES PENSION BENEFITS TO MEMBERS AND BENEFICIARIESMN401(A)0
ELECTRICAL WORKERS LOCAL NO 292 DEFINED CONTRIBUTION AND 401K
6900 WEDGWOOD RD N 425MAPLE GROVEMN55311411760754PROVIDES ANNUITY AND RETIREMENT BENEFITS TO MEMBERS AND BENEFICIARIESMN401(A)0
ELECTRICAL WORKERS LOCAL NO 292 SUPPLEMENTAL UNEMP BENEFIT PLAN
6900 WEDGWOOD RD N 425MAPLE GROVEMN55311411876011PROVIDES UNEMPLOYMENT BENEFITS TO MEMBERSMN501(C)(9)0
ELECTRICAL WORKERS LOCAL NO 292 VACATION AND HOLIDAY PLAN
6900 WEDGWOOD RD N 425MAPLE GROVEMN55311411701466PROVIDES VACATION BENEFITS TO MEMBERSMN501(C)(9)0
CITY OF MINNEAPOLIS
MINNEAPOLIS CHAPTER NATIONAL ELECTRICAL CONTRACTORS
IBEW LOCAL 292
UNIVERSITY OF MINNESOTA
LOCAL 160
LOCAL 48
LOCAL 714
LOCAL 347
LOCAL 712
STATEWIDE LIMITED ENERGY JATC
LOCAL 191
LOCAL 294
LOCAL 405
MINNEAPOLIS PUBLIC HOUSING
LOCAL 110
LOCAL 364
LOCAL 197
LOCAL 343
LOCAL 76
LOCAL 11
LOCAL 43
LOCAL 46
LOCAL 176
LOCAL 58
LOCAL 915
LOCAL 354
LOCAL 158
LOCAL 479
LOCAL 494
LOCAL 68
LOCAL 426
LOCAL 1186
LOCAL 288
LOCAL 401
LOCAL 242

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (32 entries)

A & M ELECTRIC LLC
ADVANCED SYSTEMS INT LLC
APPLIED BUSINESS COMMUNICATIONS OF MN LLC
BHI ENERGY SPECIALTY SERVICES LLC
BLACKWOODS ELECTRIC
BRAUN ELECTRIC LLC
COMPLETE ELECTRIC LLC
COMPLETE INGROUND SERVICES LLC
DEHMER ELECTRIC SERVICES
DIVISION 16 ELECTRIC LLC
DOWNTOWN MECHANICAL LLC
EXCEL SYSTEM LLC
ELEMENT ELECTRIC LLC
ELITE LINE SERVICES
MILLER CLARK ELECTRIC LLC
MP TECHNOLOGIES LLC
MUZAK LLC
NEO ELECTRICAL LLC
POWERSOURCE TECHNOLOGIES LLC
RAYMOND ELECTRIC LLC
REBEL ELECTRIC LLC
REGENCY ELECTRIC LLC
SE ENERGY LLC
SIGNAL PERFECTION LLC
STANLEY ACCESS TECH LLC
STAR TRIBUNE
TAYLOR ELECTRIC COMPANY LLC
TRADEWINDS ELECTRIC LLC
UNITECH ELECTRONIC CONTRACTING LLC
WDW ELECTRIC LLC
WJRJ ELECTRIC LLC
WITZEL ELECTRIC

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (125 entries)

ACE ELECTRICAL CONTRACTORS INC
ADVANCED WIREWORKS INC
AID ELECTRIC CORPORATION
ALL STATE COMM INC
AL'S ELECTRIC - METRO INC
AMERICAN MIDWEST POWER INC
ANDERSON TECHNOLOGY INC
ANDREW NYKANEN - INSPECTIONS
ARCHITECT MECHANICAL
ASSOCIATED ALARMS
ASSURANCE TECHNOLOGIES
AUGUSTA ELECTRIC
BANKS ELECTRIC CORP
BEN FRANKLIN ELECTRIC
BETHEL ELECTRIC
BLOOMINGTON ELECTRIC
BLUE SKY ELECTRIC CO
BOB KILIAN ELECTRIC
BOB MARTY ELECTRIC INC
BROTHERS FIRE AND SECURITY INC
CASTREJON INC
CHOICE ELECTRIC INC
COLLINS ELECTRICAL
COMPASS ELECTRIC INC
CREST ELECTRIC
CROSSTOWN ELECTRIC
DELANEY TELECOM INC
DELL COMM INC
E2 ELECTRICAL SERVICES
EGAN COMPANY
ELECTRIC MOTOR SERV INC
ELECTRIC SIGN AND
ELECTRICAL CONTSTRUC INC
ELECTRICAL PROCESS INC
ELECTRO-MECHANICAL INDUS
ELECTRONIC DESIGN&INT
ERICKSON ELECTRIC CO INC
ERICKSON PLUMBING
FIBER & DATA RESOURSE INC
FRASER-MORRIS ELECTRIC CO
GB TECHNOLOGIES
GEPHART ELECTRIC
GERALD JONES INSPECTIONS
GILBERT MECHANICAL
GRANITE LEDGE ELECTRICAL
GREG BEDNARK ELECTRIC
GUNNAR ELECTRIC CO INC
HARRIS COMPANIES
HELM ELECTRIC-LAKEVILLE
HENRY COMMUNICATIONS
HOLDEN ELECTRIC CO INC
HORWITZ INC
HUNT ELECTRIC CORP
HUNT ELECTRIC CORP
J T ELECTRIC SERVICE INC
J BECHER & ASSOC INC
K & M ELECTRIC INC
KB ELECTRIC
KILLMER ELECTRIC CO INC
KIRTLAND ELECTRIC
LAKES AREA ELECTRIC
LANDMARK ELECTRIC INC
LETOURNEAU ELECTRIC INC
LIFE SAFETY SYSTEMS INC
LIVE WIRE ELECTRIC
LVC COMPANIES INC
LVC COMPANIES INC
M & T ELECTRIC
MANOR ELECTRIC INC
MASTER ELECTRIC CO
MAXIMUM TECHNOLOGIES INC
MCCLAIN ELECTRIC
MEDINA ELECTRIC INC
METROPOLITAN AIRPORTS COMMISSION INC
METROPOLITAN MECHANICAL
MIDWEST ELECTICAL CO
MINNEAPOLIS BUILDING
MINNEAPOLIS ELECTRICAL
MODERN ELECTRICAL
MUSKA ELECTRIC CO
MUSKA ELECTRIC CO
NAC MECHANICAL & ELECTRIC
NEI ELECTRIC INC
NORTH STAR ELECTRICAL
NORTHERN AIR CORPORATION
NORTHERN ELECTRIC CO
NORTHERN STATES POWER CO
NORTHLAND MECHANICAL
OLYMPIATECH ELECTRICAL
PARSONS ELECTRIC CO
PAUL'S ELECTRIC
PEC SOLUTIONS DBA AR
PERFORMANCE CABLING
PHASOR ELECTRIC COMPANY
PRAIRIE ELECTRIC
PRAIRIE TECH INC OF MN
PREFERRED ELECTRIC
PREMIER ELECTRICAL CORP
PROGRESS VALLEY ELECTRIC
PRO-TEC DESIGN INC
PULSE ELECTRIC INC
QUALITY ELECTRIC
RECORD AUTOMATIC DOORS INC
RESCOM ELECTRIC INC
RIVER CITY ELECTRIC
RIVERROAD ELECTRIC INC
S & K MC INC
SECO ELECTRIC
SECURITY CONTROL SYS
SHERMAN ELECTRIC INC
SNYDER ELECTRIC COMPANY
SPECIAL SCHOOL DIST #1
SR MECHANICAL
STATES ELECTRIC MANUFACTURING CO
STERNE ELECTRIC COMPANY
STRUCTURED NETWORK SOLUTIONS INC
TELESYSTEMS INC
TILLER CORP
TOTAL CONSTRUCTION & EQUI
TOTAL SYSTEMS INTEGRATION
TWENTY 4 SEVEN FIRE
UHL COMPANY INC
VETS A AND C ELECTRIC
WALLACE ELECTRIC CONST
ZIEGLER INC
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd