2023-10-19T10:02:38-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2022-01-01 416023463 TWIN CITY IRONWORKERS HEALTH AND WELFARE FUND TWIN 9528540795 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 STURE BERG CHAIRMAN 9528540795 2023-10-18 1 STURE BERG 999009999 0 STACY MEYER P00970265 6123764500 2023-09-27 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STURE BERG 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 41329872 0 X WWW.TCIRONWORKERSBENEFITS.COM X 1960 MN TO PROVIDE HEALTH AND WELFARE BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS. 10 0 0 12 0 0 0 0 25340442 27076886 2307401 849274 0 0 27647843 27926160 0 0 25836880 28680101 0 0 0 0 0 741775 838713 26578655 29518814 1069188 -1592654 37714994 31876855 737710 845286 36977284 31031569 TO PROVIDE HEALTH, LIFE AND DEATH & DISMEMBERMENT BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS. 0 0 PROVIDE SELF-FUNDED AND INSURED BENEFITS FOR APPROXIMATELY 1,893 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 3 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 195640 70392 MARK JUREK LABOR TRUSTEE 1.00 40.00 X 0 180267 70392 MICHAEL WALTERS LABOR TRUSTEE 1.00 40.00 X 0 179176 70392 NATE O'REILLY LABOR TRUSTEE 1.00 40.00 X 0 178820 70392 KEITH MUSOLF LABOR TRUSTEE 1.00 40.00 X 0 180916 70392 STURE BERG MANAGEMENT TRUSTEE, CHAIR 1.00 X X 0 0 0 MARK ZIEGLER MANAGEMENT TRUSTEE 1.00 40.00 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 0 914819 351960 0 0 1 0 WILSON MCSHANE CORPORATION 3001 METRO BLVD STE 500 BLOOMINGTON MN 55425 PLAN ADMINSTRATOR 569168 BLUE CROSS BLUE SHIELD OF MINNESOTA PO BOX 64560 ST PAUL MN 55164 MEDICAL CLAIMS NETWORK 412396 THE SEGAL COMPANY 7701 FRANCE AVE S STE 225 EDINA MN 55435 CONSULTING 132542 3 CONTRIBUTIONS 525100 27076886 27076886 27076886 731636 731636 13521350 13403712 117638 117638 117638 27926160 27076886 0 849274 28680101 535645 35081 45230 55134 132542 5618 4166 OTHER EXPENSES 25297 29518814 1043861 2861926 2165520 1996929 28906319 23203069 3649401 3324647 1949893 490284 37714994 31876855 244542 242184 493168 603102 737710 845286 X 0 0 0 0 36977284 31031569 36977284 31031569 37714994 31876855 -1592654 -4353061 0 X X 0 1 X 1 0 0 3324647 F 3324647 DUE TO OTHER FUNDS 603102 603102 X 23517965 -4353061 -4353061 27871026 55134 55134 27926160 29463680 0 29463680 55134 55134 29518814 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 195640 0 0 0 0 0 47246 0 23146 0 266032 0 0 KEITH MUSOLF LABOR TRUSTEE 0 180916 0 0 0 0 0 47246 0 23146 0 251308 0 0 MARK JUREK LABOR TRUSTEE 0 180267 0 0 0 0 0 47246 0 23146 0 250659 0 0 MICHAEL WALTERS LABOR TRUSTEE 0 179176 0 0 0 0 0 47246 0 23146 0 249568 0 0 NATE O'REILLY LABOR TRUSTEE 0 178820 0 0 0 0 0 47246 0 23146 0 249212 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 SIX 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 AJ LYSNE CONTRACTING CORP AMERECT INC ARMSTRONG CRANE & AZCO INC BALD EAGLE ERECTORS INC BARNHART CRANE RIGGING BEST STEEL ERECTORS INC BOLDT COMPANY C & C WINGER INC CARY SPECIALIZED SERVICES INC CITY OF MINNEAPOLIS CENTRAL CORVAL CONSTRUCTORS INC CRAWFORD DOOR SALES CO DANNY'S CONSTRUCTION CO DAY & ZIMMERMAN NPS E & J REBAR INC EGAN COMPANY EMPIREHOUSE INC GAGE BROS CAULKING INC GOPHER STAGE LIGHTING GUSTAFSON & GOUDGE INC HALL WL CO HI-BOOM ERECTING INC INFINITY ACCESS J &H ERECTORS INC J&L OF AMERICA JAMAR COMPANY INC KMH ERECTORS INC KOLB CONSTRUCTION INC LAKEHEAD CONSTRUCTORS INC METRO ERECTORS INC MID DAKOTA CONSTRUCTIONINC MIDWEST STEEL INC MIRON CONSTRUCTION COINC MODERN CRANE SERVICE INC MORIN CONSTRUCTION INC NATIONAL STEEL ERECTORS NOOTER CONSTRUCTION PATRIOT ERECTORS INC PAULY JAIL BUILDING CO PELLAND SWENSON & ASSOC 3 RED CEDAR STEEL ERECTOR RIVER CITY ERECTORS INC RODEN IRON INC S & R REINFORCING INC SP E INC SCHUFF STEEL COMPANY SHANK CONSTRUCTORS INC SOUTH CENTRAL ERECTORS STRONG TOWER BUILDING ENVELOPE STRONGHOLD INDUSTRIES INC SUPERIOR STEEL ERECTORS TANLEY REINFORCING INC TCT RIGGING INC UNITED REBAR INC UNITED REFRACTORIES INC URBANSKI BUILDERS INC WENGER TRAFFIC CORPORATION WESTERN STATES STEEL ERECT CO WHITE CONSTRUCTION WILLSON IRON LLC KRAEMER NORTH AMERICA OVERHEAD DOOR NORTHLAND INDUSTRIAL CONSTRUCT SPECIALST NORTHERN STEEL ERECTORS NORTHWEST STEEL ERECTION VIC'S CRANE & HEAVY HAUL INC BESON & HOULE LLC CONCRETE UNLIMITED LLC MAGNUM STEEL LLC MIDWEST COMMERCIAL FENCE LLC NORMINN INDUSTRIAL LLC PATZOLDT CONCRETE & MASONRY LL PILING SYSTEMS LLC 2 TERRENE DEVELOPMENT LLC TNT REBAR LLC TRISTAN FABRICATORS LLC TRITON STEEL LLC WEITZ INDUSTRIAL LLC WOODY'S REBAR COMPANY WREN WORKS LLC ABLE FENCE INC ALLTECH ENGINEERING CORP BHI ENERGY SPECIALTY SERVICES EVEREST STEEL INC FOWLER & HAMMER INC HAMMERLUND INC HAWK & SONS STEEL ERECTION HIGH FIVE ERECTORS II INC J AND B AMERICAN STEEL JR JENSEN CONSTRUCTION CO KELLER FENCE CO-NORTHINC LINCO COMPANIES MAMORTENSON CO MCGOUGH CONSTRUCTION MEYER CR AND SONS COMPANY NORTHERN HORIZONS INC NORTHERN INDUSTRIAL ERECTORS NORTHERN INDUSTRIAL SERVICES PERMASTEELISA NO AMERICA CORP 1 PIONEER POWER INC RADOTICH INC RIPPEL CONSTRUCTION INC SOWLES CO TOP IRON REINFORCING INC TWIN CITY STEEL ERECTORS INC XCEL ENERGY INC ALBERICI CONSTRUCTORS ARNIE MACKEY CONSTRUCT BABCOCK & WILCOX CONST BLATTNER ENERGY C & M ERECTORS INC DIRT INC DBA NORTHLAND HOMES DONALD HOLM CONSTRUCT FIVE STAR REBAR J H FINDORFF & SONS INC JANSON INDUSTRIES KASELLA CONCRETE INC KORTECH CONSULTINGINC LILJA CORPORATION M & J LLC MICHELS CORPORATION PETERSON COMPANIES INC REGER COMPANIES REYNOLDS RIGGING & CRANE TRI-CITY IRON WORKS WEBSTER'S NORTHLAND CONSTRUCT WEST WIND REINFORCING 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1