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IBEW 292 HEALTH CARE PLAN: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
IBEW 292 HEALTH CARE PLAN (EIN 41-1384754)
Tax period
2019-05-01 to 2020-04-30
Filed
2021-01-11
IRS object ID
202140119349301114
Schema version
2019v5.1
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)
Return2021-01-11T08:09:00-06:00ReturnTs
Tax Period End2020-04-30TaxPeriodEndDt

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 Begin2019-05-01TaxPeriodBeginDt

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)
PersonDANIEL FERGUSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7634938830PhoneNum
Signature2020-12-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTACY MEYERPreparerPersonNm
PTINP00970265PTIN
Phone6123764500PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDANIEL FERGUSONPrincipalOfficerNm

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$140,531,180GrossReceiptsAmt
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 Employee95TotalEmployeeCnt
Total Volunteers8TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$69,169,500PYProgramServiceRevenueAmt
CY Program Service Revenue$74,235,385CYProgramServiceRevenueAmt
PY Investment Income$7,973,742PYInvestmentIncomeAmt
CY Investment Income$4,050,107CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$73,078CYOtherRevenueAmt
PY Total Revenue$77,143,242PYTotalRevenueAmt
CY Total Revenue$78,358,570CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$70,027,276PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$62,449,391CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$850,568PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$138,156CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$833,303PYOtherExpensesAmt
CY Other Expenses$742,909CYOtherExpensesAmt
PY Total Expenses$71,711,147PYTotalExpensesAmt
CY Total Expenses$63,330,456CYTotalExpensesAmt
PY Revenues Less Expenses$5,432,095PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$15,028,114CYRevenuesLessExpensesAmt
Total Assets BOY$130,398,771TotalAssetsBOYAmt
Total Assets EOY$154,174,573TotalAssetsEOYAmt
Total Liabilities BOY$331,198TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,505,710TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$130,067,573NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$147,668,863NetAssetsOrFundBalancesEOYAmt
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 4,894 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 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 Document15IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee95EmployeeCnt
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 (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
DAVID MANDERSON
MANAGEMENT TRUSTEE2.0048.00Yes (X)$0$236,817$46,602
CARLA GRUETZMACHER
ADMINISTRATIVE MANAGER4.0036.00$123,410$0$37,018Yes (X)
JENNIFER MUDGE
LABOR TRUSTEE - ALTERNATE2.0048.00Yes (X)$0$101,957$74,572
DAVID FRARY
LABOR TRUSTEE2.0048.00Yes (X)$0$109,805$60,473
DANIEL FERGUSON
LABOR TRUSTEE, CHAIRMAN2.0048.00Yes (X)$0$114,528$55,481Yes (X)
JODY ROE
ADMINISTRATIVE MANAGER4.0036.00$108,939$0$48,691Yes (X)
JEFFREY HEIMERL
LABOR TRUSTEE2.0040.00Yes (X)$0$102,563$66,517
LAURA KAROW
MANAGEMENT TRUSTEE, SECRETARY2.0040.00Yes (X)$0$0$0Yes (X)
PAUL KOSMIDES
MANAGEMENT TRUSTEE2.0040.00Yes (X)$0$0$0
JERRY HEIN
MANAGEMENT TRUSTEE - ALTERNATE2.0040.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$232,349TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$665,670TotReportableCompRltdOrgAmt
Total Other Compensation$389,354TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BLUE CROSS & BLUE SHIELD
3535 BLUE CROSS RDEAGANMN55122CLAIMS NETWORK ACCESS$1,120,054
DELTA DENTAL
500 WASHINGTON AVE S STE 2060MINNEAPOLISMN55415CLAIMS NETWORK ACCESS$245,552
KUTAK ROCK LLP
60 S 6TH ST STE 3400MINNEAPOLISMN55402LEGAL$149,189
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$63,434,386$63,434,386
PARTICIPANT CONTRIBUTI525100$8,149,388$8,149,388
PRESCRIPTION REBATES525100$1,579,263$1,579,263
STOP-LOSS REIMBURSEMEN525100$886,753$886,753
SUBROGATION SETTLEMENT525100$185,595$185,595
FieldValueIRS element (for citing)
Total Program Service Revenue$74,235,385TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,879,953TotalRevenueColumnAmt
Exclusion$2,879,953ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$63,342,764SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$62,172,610SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,170,154SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,170,154TotalRevenueColumnAmt
Exclusion$1,170,154ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$73,078TotalRevenueColumnAmt
Related Or Exempt Func Income$73,078RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$73,078OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$78,358,570TotalRevenueColumnAmt
Related Or Exempt Func Income$74,308,463RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$4,050,107ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$62,449,391TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$21,379TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$8,103TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$63,556TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$11,002TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$12,814TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$21,302TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$110,297TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$28,200TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$106,448TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$340,237TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$43,336TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$9,376TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$10,886TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,802TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$12,546TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$76,498TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
EQUIPMENT MAINTENANCE$228
MEMBER EDUCATION$55

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$63,330,456TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,196,257BOYAmt
EOY$14,269,977EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,672,277BOYAmt
EOY$1,868,759EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,119,924BOYAmt
EOY$4,790,418EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$370,886BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$406,640LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$149,777LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$126,909BOYAmt
EOY$256,863EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$78,688,180BOYAmt
EOY$83,974,327EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$41,224,338BOYAmt
EOY$49,014,229EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$130,398,771BOYAmt
EOY$154,174,573EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$108,928BOYAmt
EOY$6,505,710EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$222,270BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$331,198BOYAmt
EOY$6,505,710EOYAmt
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$130,067,573BOYAmt
EOY$147,668,863EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$130,067,573BOYAmt
EOY$147,668,863EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$130,398,771BOYAmt
EOY$154,174,573EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$15,028,114ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,573,176NetUnrlzdGainsLossesInvstAmt
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

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$117,352OtherCostOrOtherBasisAmt
Depreciation$108,913DepreciationAmt
Book Value$8,439BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$289,288OtherCostOrOtherBasisAmt
Depreciation$40,864DepreciationAmt
Book Value$248,424BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$256,863TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
GUARANTEED INVESTMENT CONTRACTS$31,295,018F
LIMITED PARTNERSHIPS$7,997,168F
AFL-CIO HOUSING INVESTMENT TRUST$4,520,297F
LIMITED LIABILITY COMPANIES$5,201,746F
FieldValueIRS element (for citing)
Total Book Value Securities$49,014,229TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$78,173,688TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,573,177NetUnrealizedGainsInvstAmt
Revenue Not Reported$2,573,177RevenueNotReportedAmt
Revenue Subtotal$75,600,511RevenueSubtotalAmt
Investment Expenses Not Incld$106,448InvestmentExpensesNotIncldAmt
Other Revenues Not Included$2,651,611OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$2,758,059RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$78,358,570TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$60,572,398TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$60,572,398ExpensesSubtotalAmt
Investment Expenses Not Incld2$106,448InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$2,651,611OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$2,758,059ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$63,330,457TotalExpensesPerForm990Amt

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 1,579,263. SUBROGATION SETTLEMENTS 185,595. STOP-LOSS REIMBURSEMENTS 886,753.
PART XII, LINE 4B - OTHER ADJUSTMENTS:PRESCRIPTION DRUG REBATES 1,579,263. SUBROGATION SETTLEMENTS 185,595. STOP-LOSS REIMBURSEMENTS 886,753.

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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$195,000$0$40,000$0$1,817$0$28,200$0$18,402$0$283,419$0$0
CARLA GRUETZMACHER
ADMINISTRATIVE MANAGER$123,410$0$0$0$0$0$19,390$0$17,628$0$160,428$0$0$0
JENNIFER MUDGE
LABOR TRUSTEE - ALTERNATE$0$101,957$0$0$0$0$0$51,039$0$23,533$0$176,529$0$0
DAVID FRARY
LABOR TRUSTEE$0$109,805$0$0$0$0$0$37,260$0$23,213$0$170,278$0$0
DANIEL FERGUSON
LABOR TRUSTEE, CHAIRMAN$0$114,528$0$0$0$0$0$32,268$0$23,213$0$170,009$0$0
JODY ROE
ADMINISTRATIVE MANAGER$108,939$0$0$0$0$0$31,063$0$17,628$0$157,630$0$0$0
JEFFREY HEIMERL
LABOR TRUSTEE$0$102,563$0$0$0$0$0$44,417$0$22,100$0$169,080$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (11 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
CONTRIBUTING EMPLOYER0
MINNEAPOLIS CHAPTER NATIONAL ELECTRICAL CONTRACTORS
CONTRIBUTING EMPLOYER0
IBEW LOCAL 292
CONTRIBUTING EMPLOYER0
UNIVERSITY OF MINNESOTA
CONTRIBUTING EMPLOYER0
LOCAL 160
CONTRIBUTING EMPLOYER0
LOCAL 48
CONTRIBUTING EMPLOYER0
LOCAL 714
CONTRIBUTING EMPLOYER0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (18 entries)

Primary ActivitiesPrimaryActivitiesTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
A & M ELECTRIC LLC
CONTRIBUTING EMPLOYER00
AE2S CONSTRUCTION LLC
CONTRIBUTING EMPLOYER00
APPLIED BUSINESS COMMUNICATIONS OF MN LLC
CONTRIBUTING EMPLOYER00
BHI ENERGY SPECIALTY SERVICES LLC
CONTRIBUTING EMPLOYER00
BRAUN ELECTRIC LLC
CONTRIBUTING EMPLOYER00
COMPLETE ELECTRIC LLC
CONTRIBUTING EMPLOYER00
DIVISION 16 ELECTRIC LLC
CONTRIBUTING EMPLOYER00
MICHAELS ELECTRICAL SOLUTIONS LLC
CONTRIBUTING EMPLOYER00
MILLER CLARK ELECTRIC LLC
CONTRIBUTING EMPLOYER00
MP TECHNOLOGIES LLC
CONTRIBUTING EMPLOYER00
MUZAK LLC
CONTRIBUTING EMPLOYER00
NEO ELECTRICAL LLC
CONTRIBUTING EMPLOYER00
REBEL ELECTRIC LLC
CONTRIBUTING EMPLOYER00
SE ENERGY LLC
CONTRIBUTING EMPLOYER00
TAYLOR ELECTRIC COMPANY LLC
CONTRIBUTING EMPLOYER00
TRADEWINDS ELECTRIC LLC
CONTRIBUTING EMPLOYER00
UNITECH ELECTRONIC CONTRACTING LLC
CONTRIBUTING EMPLOYER00
WDW ELECTRIC LLC
CONTRIBUTING EMPLOYER00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (88 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
ACE ELECTRICAL CONTRACTORS INC
CONTRIBUTING EMPLOYER0
AID ELECTRIC CORPORATION
CONTRIBUTING EMPLOYER0
AL'S ELECTRIC - METRO
CONTRIBUTING EMPLOYER0
ALL STATE COMM INC
CONTRIBUTING EMPLOYER0
AMERICAN MIDWEST POWER
CONTRIBUTING EMPLOYER0
ANDERSON TECHNOLOGY INC
CONTRIBUTING EMPLOYER0
AUGUSTA ELECTRIC INC
CONTRIBUTING EMPLOYER0
BEARANT ELECTRIC
CONTRIBUTING EMPLOYER0
BEN FRANKLIN ELECTRIC INC
CONTRIBUTING EMPLOYER0
BLOOMINGTON ELECTRIC CO
CONTRIBUTING EMPLOYER0
BLUE SKY ELECTRIC COMPANY
CONTRIBUTING EMPLOYER0
BOB KILIAN ELECTRIC CO
CONTRIBUTING EMPLOYER0
BOB MARTY ELECTRIC INC
CONTRIBUTING EMPLOYER0
BROTHERS FIRE PROTECTION CO
CONTRIBUTING EMPLOYER0
CHOICE ELECTRIC INC
CONTRIBUTING EMPLOYER0
COLLINS ELECTRICAL
CONTRIBUTING EMPLOYER0
COMPASS ELECTRIC INC
CONTRIBUTING EMPLOYER0
CROSSTOWN ELECTRIC
CONTRIBUTING EMPLOYER0
DELANEY TELECOM INC
CONTRIBUTING EMPLOYER0
E2 ELECTRICAL SERVICES
CONTRIBUTING EMPLOYER0
EGAN COMPANY
CONTRIBUTING EMPLOYER0
ELECTRIC MOTOR SERV INC
CONTRIBUTING EMPLOYER0
ELECTRIC SIGN AND
CONTRIBUTING EMPLOYER0
ELECTRO-MECHANICAL INDUS
CONTRIBUTING EMPLOYER0
ERICKSON ELECTRIC CO INC
CONTRIBUTING EMPLOYER0
ERICKSON PLUMBING
CONTRIBUTING EMPLOYER0
ESTERO ELECTRIC CO
CONTRIBUTING EMPLOYER0
FIBER & DATA RESOURSE INC
CONTRIBUTING EMPLOYER0
FRASER-MORRIS ELECTRIC CO
CONTRIBUTING EMPLOYER0
GEPHART ELECTRIC
CONTRIBUTING EMPLOYER0
GILBERT MECHANICAL
CONTRIBUTING EMPLOYER0
GRANITE LEDGE ELECTRICAL
CONTRIBUTING EMPLOYER0
GREG BEDNARK ELECTRIC
CONTRIBUTING EMPLOYER0
GUNNAR ELECTRIC CO INC
CONTRIBUTING EMPLOYER0
HELM ELECTRIC-LAKEVILLE
CONTRIBUTING EMPLOYER0
HORWITZ INC
CONTRIBUTING EMPLOYER0
HUNT ELECTRIC CORP
CONTRIBUTING EMPLOYER0
INNOVATIVE POWER SYSTEMS
CONTRIBUTING EMPLOYER0
J T ELECTRIC SERVICE INC
CONTRIBUTING EMPLOYER0
J BECHER & ASSOC INC
CONTRIBUTING EMPLOYER0
K & M ELECTRIC INC
CONTRIBUTING EMPLOYER0
KILLMER ELECTRIC CO INC
CONTRIBUTING EMPLOYER0
KIRTLAND ELECTRIC
CONTRIBUTING EMPLOYER0
LAKES AREA ELECTRIC
CONTRIBUTING EMPLOYER0
LEGEND MECHANICAL
CONTRIBUTING EMPLOYER0
LETOURNEAU ELECTRIC INC
CONTRIBUTING EMPLOYER0
LIFE SAFETY SYSTEMS INC
CONTRIBUTING EMPLOYER0
LVC COMPANIES INC
CONTRIBUTING EMPLOYER0
M & T ELECTRIC
CONTRIBUTING EMPLOYER0
MAGNUS ENTERPRISES INC
CONTRIBUTING EMPLOYER0
MANOR ELECTRIC INC
CONTRIBUTING EMPLOYER0
MASTER ELECTRIC CO
CONTRIBUTING EMPLOYER0
MEDINA ELECTRIC INC
CONTRIBUTING EMPLOYER0
METROPOLITAN AIRPORTS COMMISSION INC
CONTRIBUTING EMPLOYER0
METROPOLITAN MECHANICAL
CONTRIBUTING EMPLOYER0
MINNEAPOLIS ELECTRICAL
CONTRIBUTING EMPLOYER0
MODERN ELECTRICAL
CONTRIBUTING EMPLOYER0
MUSKA ELECTRIC CO
CONTRIBUTING EMPLOYER0
NEI ELECTRIC INC
CONTRIBUTING EMPLOYER0
NORTHERN STATES POWER CO
CONTRIBUTING EMPLOYER0
NORTHLAND MECHANICAL
CONTRIBUTING EMPLOYER0
OLYMPIATECH ELECTRICAL
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PARSONS ELECTRIC CO
CONTRIBUTING EMPLOYER0
PHASOR ELECTRIC COMPANY
CONTRIBUTING EMPLOYER0
PRAIRIE ELECTRIC
CONTRIBUTING EMPLOYER0
PRAIRIE TECH INC OF MN
CONTRIBUTING EMPLOYER0
PREFERRED ELECTRIC
CONTRIBUTING EMPLOYER0
PREMIER ELECTRICAL CORP
CONTRIBUTING EMPLOYER0
PRO-TEC DESIGN INC
CONTRIBUTING EMPLOYER0
PROGRESS VALLEY ELECTRIC
CONTRIBUTING EMPLOYER0
PULSE ELECTRIC INC
CONTRIBUTING EMPLOYER0
RECORD AUTOMATIC DOORS INC
CONTRIBUTING EMPLOYER0
RESCOM ELECTRIC INC
CONTRIBUTING EMPLOYER0
RIVERROAD ELECTRIC INC
CONTRIBUTING EMPLOYER0
S & K MC INC
CONTRIBUTING EMPLOYER0
SHERMAN ELECTRIC INC
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SNYDER ELECTRIC COMPANY
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SPECIAL SCHOOL DIST #1
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SR MECHANICAL
CONTRIBUTING EMPLOYER0
STATES ELECTRIC MANUFACTURING CO
CONTRIBUTING EMPLOYER0
STERNE ELECTRIC COMPANY
CONTRIBUTING EMPLOYER0
STRUCTURED NETWORK SOLUTIONS INC
CONTRIBUTING EMPLOYER0
TILLER CORP
CONTRIBUTING EMPLOYER0
TOTAL CONSTRUCTION & EQUI
CONTRIBUTING EMPLOYER0
UHL COMPANY INC
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WALLACE ELECTRIC CONST
CONTRIBUTING EMPLOYER0
WALLRAFF ELECTRIC
CONTRIBUTING EMPLOYER0
ZIEGLER INC
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 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