STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

IBEW 292 HEALTH CARE PLAN: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
IBEW 292 HEALTH CARE PLAN (EIN 41-1384754)
Tax period
2020-05-01 to 2021-04-30
Filed
2022-03-14
IRS object ID
202200739349301680
Schema version
2020v4.2
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)
Return2022-03-14T15:17:08-05:00ReturnTs
Tax Period End2021-04-30TaxPeriodEndDt

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 Begin2020-05-01TaxPeriodBeginDt

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 NO 425AddressLine1Txt
CityMAPLE GROVECityNm
State AbbreviationMNStateAbbreviationCd
ZIP55311ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID MANDERSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7634938830PhoneNum
Signature2022-03-14SignatureDt
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
Preparation2022-03-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAVID MANDERSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16900 WEDGWOOD ROAD N NO 425AddressLine1Txt
CityMAPLE GROVECityNm
State AbbreviationMNStateAbbreviationCd
ZIP55311ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$175,467,793GrossReceiptsAmt
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 Body6VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee156TotalEmployeeCnt
Total Volunteers8TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$74,235,385PYProgramServiceRevenueAmt
CY Program Service Revenue$66,505,620CYProgramServiceRevenueAmt
PY Investment Income$4,050,107PYInvestmentIncomeAmt
CY Investment Income$5,660,953CYInvestmentIncomeAmt
PY Other Revenue$73,078PYOtherRevenueAmt
CY Other Revenue$1,457CYOtherRevenueAmt
PY Total Revenue$78,358,570PYTotalRevenueAmt
CY Total Revenue$72,168,030CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$62,449,391PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$56,078,172CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$138,156PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$714,033CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$742,909PYOtherExpensesAmt
CY Other Expenses$741,648CYOtherExpensesAmt
PY Total Expenses$63,330,456PYTotalExpensesAmt
CY Total Expenses$57,533,853CYTotalExpensesAmt
PY Revenues Less Expenses$15,028,114PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$14,634,177CYRevenuesLessExpensesAmt
Total Assets BOY$154,174,573TotalAssetsBOYAmt
Total Assets EOY$175,025,978TotalAssetsEOYAmt
Total Liabilities BOY$6,505,710TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,684,846TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$147,668,863NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$173,341,132NetAssetsOrFundBalancesEOYAmt
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 4,533 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 Document14IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee156EmployeeCnt
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 Members6GoverningBodyVotingMembersCnt
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 (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DAVID MANDERSON
MANAGEMENT TRUSTEE2.0048.00Yes (X)Yes (X)$0$225,164$49,803
JENNIFER MUDGE
LABOR TRUSTEE - ALTERNATE2.0048.00Yes (X)$0$121,000$74,048
DAVID FRARY
LABOR TRUSTEE2.0048.00Yes (X)Yes (X)$0$117,695$59,407
DANIEL FERGUSON
LABOR TRUSTEE, CHAIRMAN2.0048.00Yes (X)$0$124,283$55,183
JEFFREY HEIMERL
LABOR TRUSTEE2.0040.00Yes (X)$0$157,989$72,172
LAURA KAROW
MANAGEMENT TRUSTEE, SECRETARY2.0040.00Yes (X)$0$0$0
PAUL KOSMIDES
MANAGEMENT TRUSTEE2.0040.00Yes (X)$0$0$0
JERRY HEIN
MANAGEMENT TRUSTEE - ALTERNATE2.0040.00Yes (X)$0$0$0
CARLA GRUETZMACHER
ADMINISTRATIVE MANAGER4.0036.00Yes (X)$134,980$0$50,451
FieldValueIRS element (for citing)
Total Reportable Comp From Org$134,980TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$746,131TotReportableCompRltdOrgAmt
Total Other Compensation$361,064TotalOtherCompensationAmt
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$365,584
INNOVATIVE SOFTWARE SOLUTIONS
3000 SOUTH LENOLA ROADMAPLE SHADENJ08052COMPUTER CONSULTING$305,258
BLUE CROSS & BLUE SHIELD
3535 BLUE CROSS RDEAGANMN55122CLAIMS NETWORK ACCESS$269,943
DELTA DENTAL
500 WASHINGTON AVE S STE 2060MINNEAPOLISMN55415CLAIMS NETWORK ACCESS$237,892
KUTAK ROCK LLP
60 S 6TH ST STE 3400MINNEAPOLISMN55402LEGAL$109,611
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K6CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$58,839,091$58,839,091
PARTICIPANT CONTRIBUTI525100$5,667,571$5,667,571
STOP-LOSS REIMBURSEMEN525100$1,374,404$1,374,404
PRESCRIPTION REBATES525100$514,217$514,217
SUBROGATION SETTLEMENT525100$110,337$110,337
FieldValueIRS element (for citing)
Total Program Service Revenue$66,505,620TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,289,506TotalRevenueColumnAmt
Exclusion$3,289,506ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$105,671,210SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$103,299,763SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,371,447SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,371,447TotalRevenueColumnAmt
Exclusion$2,371,447ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$1,457TotalRevenueColumnAmt
Related Or Exempt Func Income$1,457RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,457OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$72,168,030TotalRevenueColumnAmt
Related Or Exempt Func Income$66,507,077RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$5,660,953ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$56,078,172TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$27,560TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$10,127TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$386,986TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$66,905TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$90,110TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$132,345TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$210,071TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$53,775TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$112,951TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$272,070TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$24,877TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$13,363TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$11,738TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,682TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$8,776TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$31,469TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescEQUIPMENT MAINTENANCEDesc
Total$876TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$57,533,853TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$14,269,977BOYAmt
EOY$6,792,881EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,868,759BOYAmt
EOY$3,029,054EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,790,418BOYAmt
EOY$6,551,116EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$106,399EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$557,046LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$213,531LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$256,863BOYAmt
EOY$343,515EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$83,974,327BOYAmt
EOY$101,924,221EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$49,014,229BOYAmt
EOY$56,278,792EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$154,174,573BOYAmt
EOY$175,025,978EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,505,710BOYAmt
EOY$1,510,345EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$174,501EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,505,710BOYAmt
EOY$1,684,846EOYAmt
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$147,668,863BOYAmt
EOY$173,341,132EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$147,668,863BOYAmt
EOY$173,341,132EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$154,174,573BOYAmt
EOY$175,025,978EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$14,634,177ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$11,038,092NetUnrlzdGainsLossesInvstAmt
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$104,793DepreciationAmt
Book Value$9,515BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$442,738OtherCostOrOtherBasisAmt
Depreciation$108,738DepreciationAmt
Book Value$334,000BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$343,515TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
GUARANTEED INVESTMENT CONTRACTS$38,265,811F
LIMITED PARTNERSHIPS$8,115,365F
AFL-CIO HOUSING INVESTMENT TRUST$4,529,412F
LIMITED LIABILITY COMPANIES$5,368,204F
FieldValueIRS element (for citing)
Total Book Value Securities$56,278,792TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO BROKERDesc
Amt$174,501Amt
FieldValueIRS element (for citing)
Total Liability$174,501TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$81,094,213TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$11,038,092NetUnrealizedGainsInvstAmt
Revenue Not Reported$11,038,092RevenueNotReportedAmt
Revenue Subtotal$70,056,121RevenueSubtotalAmt
Investment Expenses Not Incld$112,951InvestmentExpensesNotIncldAmt
Other Revenues Not Included$1,998,958OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$2,111,909RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$72,168,030TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$55,421,944TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$55,421,944ExpensesSubtotalAmt
Investment Expenses Not Incld2$112,951InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$1,998,958OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$2,111,909ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$57,533,853TotalExpensesPerForm990Amt

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 514,217. SUBROGATION SETTLEMENTS 110,337. STOP-LOSS REIMBURSEMENTS 1,374,404.
PART XII, LINE 4B - OTHER ADJUSTMENTS:PRESCRIPTION DRUG REBATES 514,217. SUBROGATION SETTLEMENTS 110,337. STOP-LOSS REIMBURSEMENTS 1,374,404.

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$0$203,000$0$20,000$0$2,164$0$29,260$0$20,543$0$274,967$0$0
JEFFREY HEIMERL
LABOR TRUSTEE$0$157,989$0$0$0$0$0$47,494$0$24,678$0$230,161$0$0
JENNIFER MUDGE
LABOR TRUSTEE - ALTERNATE$0$121,000$0$0$0$0$0$49,370$0$24,678$0$195,048$0$0
CARLA GRUETZMACHER
ADMINISTRATIVE MANAGER$130,980$0$0$0$4,000$0$32,316$0$18,135$0$185,431$0$0$0
DANIEL FERGUSON
LABOR TRUSTEE, CHAIRMAN$0$124,283$0$0$0$0$0$31,285$0$23,898$0$179,466$0$0
DAVID FRARY
LABOR TRUSTEE$0$117,695$0$0$0$0$0$35,509$0$23,898$0$177,102$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (38 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

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