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MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND (EIN 41-6023462)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-13
IRS object ID
202303179349308465
Schema version
2022v5.0
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)
Return2023-11-13T14:48:35-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN320043599PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEGACY PROFESSIONALS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16800 FRANCE AVENUE SO SUITE 550AddressLine1Txt
CityEDINACityNm
State AbbreviationMNStateAbbreviationCd
ZIP55435ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN416023462EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MINNESOTA CEMENT MASONS HEALTH ANDBusinessNameLine1Txt
Business Name Line2WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMINNBusinessNameControlTxt
Phone6512561900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12520 PILOT KNOB ROAD 325AddressLine1Txt
CityMENDOTA HEIGHTSCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55120ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHAD MORRISPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6512561900PhoneNum
Signature2023-10-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHADPersonFirstNm
Person LastMORRISPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACOB D EKLUNDPreparerPersonNm
PTINP01455813PTIN
Phone9528413950PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCHAD MORRISPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12520 PILOT KNOB ROAD 325AddressLine1Txt
CityMENDOTA HEIGHTSCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55120ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$19,152,467GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1960FormationYr
Legal Domicile StateMNLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH BENEFITSActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$12,747,307PYProgramServiceRevenueAmt
CY Program Service Revenue$13,566,235CYProgramServiceRevenueAmt
PY Investment Income$458,823PYInvestmentIncomeAmt
CY Investment Income$82,354CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$13,206,130PYTotalRevenueAmt
CY Total Revenue$13,648,589CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$13,331,546PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$12,857,187CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$593,799PYOtherExpensesAmt
CY Other Expenses$577,965CYOtherExpensesAmt
PY Total Expenses$13,925,345PYTotalExpensesAmt
CY Total Expenses$13,435,152CYTotalExpensesAmt
PY Revenues Less Expenses-$719,215PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$213,437CYRevenuesLessExpensesAmt
Total Assets BOY$24,267,811TotalAssetsBOYAmt
Total Assets EOY$22,754,532TotalAssetsEOYAmt
Total Liabilities BOY$69,507TotalLiabilitiesBOYAmt
Total Liabilities EOY$94,402TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$24,198,304NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$22,660,130NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH BENEFITSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH CARE, DENTAL, DEATH AND DISABILITY BENEFITS FOR ELIGIBLE MEMBERS AND THEIR DEPENDENTS OR BENEFICIARIES ON A SELF-INSURED BASIS.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 Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
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 Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee5EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
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 Member2IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
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 Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
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 Line1ZENITH AMERICAN SOLUTIONSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6512561900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12520 PILOT KNOB ROAD 325AddressLine1Txt
CityMENDOTA HEIGHTSCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55120ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
TIM WORKE
TRUSTEE2.00Yes (X)$0$0$0
SUBEN KANAGARATNAM
TRUSTEE2.00Yes (X)$0$0$0
STEVE BULACH
TRUSTEE2.00Yes (X)$0$0$0
MIKE SYVERSRUD
TRUSTEE2.00Yes (X)$0$118,644$73,28444.00
JARROD ASLESON
TRUSTEE2.00Yes (X)$0$5,277$1,4312.00
DAVID JOSLIN
TRUSTEE - PAST2.00Yes (X)$0$0$0
DAVE SCHUTTA
TRUSTEE2.00Yes (X)$0$120,445$76,61646.00
BRIAN GULLICKSON
TRUSTEE2.00Yes (X)$0$120,274$73,28444.00
BRIAN FARMER
ALTERNATE TRUSTEE2.00Yes (X)$0$0$00.50
MARTHA HENRICKSON
TRUSTEE2.00Yes (X)$0$0$0
CHAD MORRIS
ALTERNATE TRUSTEE2.00Yes (X)$0$120,274$73,28444.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$484,914TotReportableCompRltdOrgAmt
Total Other Compensation$297,899TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HEALTHPARTNERS
8170 - 33RD AVENUE SOBLOOMINGTONMN55425CLAIMS ADMINISTRATION$617,405
ZENITH AMERICAN SOLUTIONS
2520 PILOT KNOB ROAD SUITE 325MENDOTA HTSMN55120THIRD PARTY ADMINISTRATOR$316,270
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$11,032,555$11,032,555
HRA EMPLOYER CONTRIBUTIONS900099$1,278,877$1,278,877
STOP-LOSS SETTLEMENTS900099$417,964$417,964
PRESCRIPTION DRUG REBATES900099$411,096$411,096
PARTICIPANT CONTRIBUTIONS900099$259,200$259,200

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$166,543TotalRevenueColumnAmt
Related Or Exempt Func Income$166,543RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$13,566,235TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$373,207TotalRevenueColumnAmt
Exclusion$373,207ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,213,025SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,503,878SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$290,853SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$290,853TotalRevenueColumnAmt
Exclusion-$290,853ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,648,589TotalRevenueColumnAmt
Related Or Exempt Func Income$13,566,235RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$82,354ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$12,857,187TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$292,169TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$89,470TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$18,200TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$56,434TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$67,905TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$16,770TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$16,185TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,393TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
FEES MANDATED BY ACA$6,171
DUES AND SUBSCRIPTIONS$5,268

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$13,435,152TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,340,108BOYAmt
EOY$3,084,595EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$7,304,121BOYAmt
EOY$4,891,395EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$909,737BOYAmt
EOY$881,872EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$80,771BOYAmt
EOY$10,739EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$14,633,074BOYAmt
EOY$13,885,931EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$24,267,811BOYAmt
EOY$22,754,532EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$69,507BOYAmt
EOY$94,402EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$69,507BOYAmt
EOY$94,402EOYAmt
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$24,198,304BOYAmt
EOY$22,660,130EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$24,198,304BOYAmt
EOY$22,660,130EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$24,267,811BOYAmt
EOY$22,754,532EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$213,437ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,751,611NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$11,840,544TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,751,611NetUnrealizedGainsInvstAmt
Revenue Not Reported-$1,751,611RevenueNotReportedAmt
Revenue Subtotal$13,592,155RevenueSubtotalAmt
Investment Expenses Not Incld$56,434InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$56,434RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$13,648,589TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$13,378,718TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$13,378,718ExpensesSubtotalAmt
Investment Expenses Not Incld2$56,434InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$56,434ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$13,435,152TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationACCOUNTING 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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
DAVE SCHUTTA
TRUSTEE$0$120,445$0$0$0$0$0$54,366$0$22,250$0$197,061$0$0
BRIAN GULLICKSON
TRUSTEE$0$120,274$0$0$0$0$0$52,002$0$21,282$0$193,558$0$0
CHAD MORRIS
ALTERNATE TRUSTEE$0$120,274$0$0$0$0$0$52,002$0$21,282$0$193,558$0$0
MIKE SYVERSRUD
TRUSTEE$0$118,644$0$0$0$0$0$52,002$0$21,282$0$191,928$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SIGNING OFFICER:SUBSEQUENT TO END OF YEAR, CHAD MORRIS WAS APPOINTED FROM AN ALTERNATE TRUSTEE ROLE TO A TRUSTEE ROLE. CHAD MORRIS IS THE PLAN'S PRINCIPAL OFFICER AND THE CURRENT YEAR SIGNER.
FORM 990, PART VI, SECTION A, LINE 3ALTHOUGH THE BOARD OF TRUSTEES RETAINS ULTIMATE RESPONSIBILITY, THE TRUSTEES HAVE DELEGATED THE DAY TO DAY ADMINISTRATIVE DUTIES TO ZENITH AMERICAN SOLUTIONS AS THE THIRD PARTY ADMINISTRATOR OF THE PLAN.
FORM 990, PART VI, SECTION A, LINE 7ATHE PLAN IS GOVERNED BY EIGHT TRUSTEES, FOUR OF WHOM ARE APPOINTED BY THE RELATED LOCAL UNION, TWO OF WHOM ARE APPOINTED BY MINNESOTA CONCRETE AND MASONRY CONTRACTORS ASSOCIATION AND TWO OF WHOM ARE APPOINTED BY ASSOCIATED GENERAL CONTRACTORS OF MINNESOTA. THE LOCAL UNION AND THE TWO ORGANIZATIONS MAY EACH DESIGNATE AN ALTERNATE TRUSTEE.
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS PROVIDED TO AND REVIEWED BY THE ENTIRE BOARD OF TRUSTEES BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE TRUSTEES EVALUATE ANY POSSIBLE CONFLICTS OF INTEREST ANNUALLY WITH THE PLAN'S ATTORNEY. IN ADDITION, TO ENSURE THE PLAN OPERATES IN A MANNER CONSISTENT WITH NONPROFIT 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 TO PARTICIPANTS UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
CEMENT MASONS LOCAL 633
CONTRIBUTING EMPLOYER0
CITY OF MINNEAPOLIS
CONTRIBUTING EMPLOYER0
CITY OF ST PAUL
CONTRIBUTING EMPLOYER0
MN CEMENT PLAST SHOPHANDS
CONTRIBUTING EMPLOYER0
ST PAUL PUBLIC SCHOOLS
CONTRIBUTING EMPLOYER0
UNIVERSITY OF MINNESOTA
CONTRIBUTING EMPLOYER0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (21 entries)

Primary ActivitiesPrimaryActivitiesTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
AP MIDWEST LLC
CONTRIBUTING EMPLOYER00
AVM CONSTRUCTION LLC
CONTRIBUTING EMPLOYER00
B & D ASSOCIATES LLC
CONTRIBUTING EMPLOYER00
CMS LLC
CONTRIBUTING EMPLOYER00
CONCRETE UNLIMITED LLC
CONTRIBUTING EMPLOYER00
CREATE CONSTRUCTION LLC
CONTRIBUTING EMPLOYER00
DIRTWORX LLC
CONTRIBUTING EMPLOYER00
ICON LLC
CONTRIBUTING EMPLOYER00
JEWELL SCANNING AND CORING LLC
CONTRIBUTING EMPLOYER00
KRAEMER NORTH AMERICA LLC
CONTRIBUTING EMPLOYER00
M A MORTENSON COMPANY
CONTRIBUTING EMPLOYER00
MCGOUGH CONSTRUCTION CO
CONTRIBUTING EMPLOYER00
NEWTRON LLC
CONTRIBUTING EMPLOYER00
NORTHLAND CONSTRUCTORS LLC
CONTRIBUTING EMPLOYER00
OPUS DESIGN BUILD LLC
CONTRIBUTING EMPLOYER00
PCI ROADS LLC
CONTRIBUTING EMPLOYER00
REDSTONE CONSTRUCTION LLC
CONTRIBUTING EMPLOYER00
SS CONCRETE AND MASONRY LLP
CONTRIBUTING EMPLOYER00
TERRENE DEVELOPMENT LLC
CONTRIBUTING EMPLOYER00
THE CONCRETE COMPANY LLC
CONTRIBUTING EMPLOYER00
ULTRA CONCRETE LLC
CONTRIBUTING EMPLOYER00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (151 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
ACOUSTICS ASSOCIATES INC
CONTRIBUTING EMPLOYER0
ALL PHASE CONTRACTING INC
CONTRIBUTING EMPLOYER0
ALVIN E BENIKE INC
CONTRIBUTING EMPLOYER0
AMES CONSTRUCTION INC
CONTRIBUTING EMPLOYER0
AMERICAN CIVIL CONST W COAST
CONTRIBUTING EMPLOYER0
ARNIE MACKEY CONST INC
CONTRIBUTING EMPLOYER0
AXEL H OHMAN INC
CONTRIBUTING EMPLOYER0
B & H CONCRETE LANDSCAPING
CONTRIBUTING EMPLOYER0
BIGELOW BROTHERS PLASTERING
CONTRIBUTING EMPLOYER0
BITUMINOUS ROADWAYS INC
CONTRIBUTING EMPLOYER0
BOUGALIS INC
CONTRIBUTING EMPLOYER0
BRUCE'S CONTRACTING INC
CONTRIBUTING EMPLOYER0
BULACH CUSTOM ROCK
CONTRIBUTING EMPLOYER0
BUTLER CORING INC
CONTRIBUTING EMPLOYER0
C & C WINGER INC
CONTRIBUTING EMPLOYER0
C R CONCRETE INC
CONTRIBUTING EMPLOYER0
C R FISCHER AND SONS INC
CONTRIBUTING EMPLOYER0
C S MCCROSSAN CONST INC
CONTRIBUTING EMPLOYER0
CR MEYER AND SONS COMPANY
CONTRIBUTING EMPLOYER0
CARLSON LA VINE INC
CONTRIBUTING EMPLOYER0
CD SMITH CONSTRUCTION INC
CONTRIBUTING EMPLOYER0
CONCRETE ARTS
CONTRIBUTING EMPLOYER0
CONCRETE IDEA INC
CONTRIBUTING EMPLOYER0
CONE CONSTRUCTION
CONTRIBUTING EMPLOYER0
CONSTRUCTION RESULTS CORP
CONTRIBUTING EMPLOYER0
CROSSTOWN MASONRY INC
CONTRIBUTING EMPLOYER0
DAVIS DRYWALL INC
CONTRIBUTING EMPLOYER0
DAYCO CONCRETE COMPANY INC
CONTRIBUTING EMPLOYER0
DIRT INC
CONTRIBUTING EMPLOYER0
DIVERSIFIED COATINGS INC
CONTRIBUTING EMPLOYER0
DOMINIONAIRE CONTRACTING INC
CONTRIBUTING EMPLOYER0
DONALD R FRANTZ CONST CO
CONTRIBUTING EMPLOYER0
DONLAR CONSTRUCTION COMPANY
CONTRIBUTING EMPLOYER0
DOYLE CONNER CO
CONTRIBUTING EMPLOYER0
ENCLOSE CONSTRUCTION SOLUTIONS
CONTRIBUTING EMPLOYER0
ENGELSMA CONSTRUCTION
CONTRIBUTING EMPLOYER0
ENGINEERING & CONST INNOVATION
CONTRIBUTING EMPLOYER0
ERICKSON BUILDERS CO INC
CONTRIBUTING EMPLOYER0
EXTERIOR BUILDING SERVICES
CONTRIBUTING EMPLOYER0
FLOOR TECHNOLOGIES INC
CONTRIBUTING EMPLOYER0
FOWLER & HAMMER INC
CONTRIBUTING EMPLOYER0
FOX VALLEY & VICINITYLAKE CO
CONTRIBUTING EMPLOYER0
FRITZ CONCRETE CONST INC
CONTRIBUTING EMPLOYER0
GENERAL FLOORING
CONTRIBUTING EMPLOYER0
GEORGE BOUGALIS & SONS CO
CONTRIBUTING EMPLOYER0
GEORGE SIEGFRIED
CONTRIBUTING EMPLOYER0
GRAHAM CONST SERVS INC
CONTRIBUTING EMPLOYER0
GRESSER COMPANIES INC
CONTRIBUTING EMPLOYER0
GRIDOR CONST INC
CONTRIBUTING EMPLOYER0
GROVE-JOHNSON COMPANY
CONTRIBUTING EMPLOYER0
GUSTAFSON & GOUDGE INC
CONTRIBUTING EMPLOYER0
HAMMERLUND INCORPORATED
CONTRIBUTING EMPLOYER0
HAWK CONSTRUCTION INC
CONTRIBUTING EMPLOYER0
HMI (HOME MENDERS INC)
CONTRIBUTING EMPLOYER0
HOLLENBACK & NELSON INC
CONTRIBUTING EMPLOYER0
HOVLAND INC
CONTRIBUTING EMPLOYER0
IACARELLA CONSTUCTION
CONTRIBUTING EMPLOYER0
INTERSTATE IMPROVEMENT INC
CONTRIBUTING EMPLOYER0
JR JENSEN CONSTRUCTION CO
CONTRIBUTING EMPLOYER0
JE DUNN NORTH CENTRAL
CONTRIBUTING EMPLOYER0
JL THEIS INC
CONTRIBUTING EMPLOYER0
JMF CONSTRUCTION INC
CONTRIBUTING EMPLOYER0
JOHNSON WILSON CONSTRUCTORS
CONTRIBUTING EMPLOYER0
JOSEPH CONST OF ST PAUL INC
CONTRIBUTING EMPLOYER0
KELLEHER CONSTRUTION INC
CONTRIBUTING EMPLOYER0
KGM CONTRACTORS INC
CONTRIBUTING EMPLOYER0
KIFFMEYER INC
CONTRIBUTING EMPLOYER0
KMAC INC
CONTRIBUTING EMPLOYER0
KNIFE LAKE CONCRETE INC
CONTRIBUTING EMPLOYER0
KNUTSON CONSTRUTION SERVICES
CONTRIBUTING EMPLOYER0
KOMITT CONCRETE INC
CONTRIBUTING EMPLOYER0
LS BLACK CONSTRUCTORS INC
CONTRIBUTING EMPLOYER0
LAKEHEAD CONSTRUTORS INC
CONTRIBUTING EMPLOYER0
LANDMARK CONTRACTORS INC
CONTRIBUTING EMPLOYER0
LANGER CONSTRUCTION COMPANY
CONTRIBUTING EMPLOYER0
LEGENDS CONCRETE INC
CONTRIBUTING EMPLOYER0
LENCI ENTERPRISES INC
CONTRIBUTING EMPLOYER0
LEWIS CONSTRUCTION INC
CONTRIBUTING EMPLOYER0
LUNDA CONST CO
CONTRIBUTING EMPLOYER0
MAERTENS-BRENNY CONSTRUCTION
CONTRIBUTING EMPLOYER0
MAGNEY CONSTRUCTION INC
CONTRIBUTING EMPLOYER0
MAP GENERAL MECHANICAL CONTR
CONTRIBUTING EMPLOYER0
MARKET & JOHNSON INC
CONTRIBUTING EMPLOYER0
MAVO SYSTEMS INC
CONTRIBUTING EMPLOYER0
MAX GRAY CONSTRUCTION INC
CONTRIBUTING EMPLOYER0
MICHELS CONSTRUCTION
CONTRIBUTING EMPLOYER0
MICHELS COPRORATION
CONTRIBUTING EMPLOYER0
MICHELS ROAD & STONE INC
CONTRIBUTING EMPLOYER0
MIDDLETON CONSTRUCTION INC
CONTRIBUTING EMPLOYER0
MIDWEST CONCRETE SPECIALTIES
CONTRIBUTING EMPLOYER0
MINNESOTA CONCRETE SPECIALTIES
CONTRIBUTING EMPLOYER0
MIRON CONSTRUCTION CO INC
CONTRIBUTING EMPLOYER0
MN STATE CURB & GUTTER CORP
CONTRIBUTING EMPLOYER0
MORCON CONSTRUCTION INC
CONTRIBUTING EMPLOYER0
NEECK CONSTRUCTION INC
CONTRIBUTING EMPLOYER0
NORTH COUNTRY CONCRETE INC
CONTRIBUTING EMPLOYER0
NORTHERN CONCRETE OF DULUTH
CONTRIBUTING EMPLOYER0
O'MALLEY CONSTRUCTION INC
CONTRIBUTING EMPLOYER0
OLD CASTLE - ANCHOR BLOCK
CONTRIBUTING EMPLOYER0
PALMER SODERBERG INC
CONTRIBUTING EMPLOYER0
PARAGON COMPANY INC
CONTRIBUTING EMPLOYER0
PARK CONSTRUCTION COMPANY
CONTRIBUTING EMPLOYER0
PCL CONSTRUCTION SERVICES INC
CONTRIBUTING EMPLOYER0
QUALITY COATINGS LLC
CONTRIBUTING EMPLOYER0
QUALITY CUTTING & CORING INC
CONTRIBUTING EMPLOYER0
QUALITY DRYWALL & PLASTERING
CONTRIBUTING EMPLOYER0
RADOTICH INC
CONTRIBUTING EMPLOYER0
RAINBOW INC
CONTRIBUTING EMPLOYER0
RAM CONSTRUCTION SER OF MI INC
CONTRIBUTING EMPLOYER0
RESTORATION & CONSTRUCTION
CONTRIBUTING EMPLOYER0
RICE LAKE CONSTRUCTION GROUP
CONTRIBUTING EMPLOYER0
RIIHILUOMA RAY INC
CONTRIBUTING EMPLOYER0
RON KASSA CONSTRUCTION INC
CONTRIBUTING EMPLOYER0
ROSTI CONSTRUCTION
CONTRIBUTING EMPLOYER0
RYAN COMPANIES US INC
CONTRIBUTING EMPLOYER0
RYAN CONTRACTING INC
CONTRIBUTING EMPLOYER0
S & R REINFORCING INC
CONTRIBUTING EMPLOYER0
S M HENTGES & SONS INC
CONTRIBUTING EMPLOYER0
SCHMIDT CURB COMPANY INC
CONTRIBUTING EMPLOYER0
SHAFER CONTRACTING COMPANY INC
CONTRIBUTING EMPLOYER0
SHEEHY CONSTRUCTION COMPANY
CONTRIBUTING EMPLOYER0
SIG OLSON & SONS PLASTERING
CONTRIBUTING EMPLOYER0
SNELSON COMPANIES INC
CONTRIBUTING EMPLOYER0
STANDARD SIDEWALK INC
CONTRIBUTING EMPLOYER0
STAFF CONCRETE CONST INC
CONTRIBUTING EMPLOYER0
STARTING LINE FLOOR COATINGS
CONTRIBUTING EMPLOYER0
STEENBERG-WATRUD CONST INC
CONTRIBUTING EMPLOYER0
STONE CONSTRUCTION INC
CONTRIBUTING EMPLOYER0
SUMMIT CONCRETE & MASONRY CONS
CONTRIBUTING EMPLOYER0
SUPREME COATINGS & SUPPLY INC
CONTRIBUTING EMPLOYER0
SURFACE ART & PREP INC
CONTRIBUTING EMPLOYER0
SURFACE PROS LLC
CONTRIBUTING EMPLOYER0
SWANSON & YOUNGDALE INC
CONTRIBUTING EMPLOYER0
T CHRISTIAN CONSTRUCTION
CONTRIBUTING EMPLOYER0
T R CONCRETE INC
CONTRIBUTING EMPLOYER0
TAG CONSTRUCTION INC
CONTRIBUTING EMPLOYER0
THE BOLDT COMPANY
CONTRIBUTING EMPLOYER0
THE JAMAR COMPANY
CONTRIBUTING EMPLOYER0
THOMAS & SONS CONST INC
CONTRIBUTING EMPLOYER0
TI-ZACK CONCRETE INC
CONTRIBUTING EMPLOYER0
TOTAL CONSTRUCTION & EQUIPMENT
CONTRIBUTING EMPLOYER0
TWIN CITIES SPECIALTIES
CONTRIBUTING EMPLOYER0
WASCHE COMMERCIAL FINISHES INC
CONTRIBUTING EMPLOYER0
WENRICH CONSTRUCTION
CONTRIBUTING EMPLOYER0
WESTERN SPECIALTY CONTRACTORS
CONTRIBUTING EMPLOYER0
XCEL ENERGYNSP
CONTRIBUTING EMPLOYER0
ZENITH TECH INC
CONTRIBUTING EMPLOYER0
3-D CONCRETE & CONSTRUCTION
CONTRIBUTING EMPLOYER0
JOHN FOLEY MASONRY INC
CONTRIBUTING EMPLOYER0
CURB MASTERS INC
CONTRIBUTING EMPLOYER0
MICHELS PIPELINE
CONTRIBUTING EMPLOYER0
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 Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd