2021-01-11T08:09:00-06:00 2020-04-30 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2019-05-01 411384754 IBEW 292 HEALTH CARE PLAN IBEW 7634938830 6900 WEDGWOOD ROAD N NO 425 MAPLE GROVE MN 55311 DANIEL FERGUSON TRUSTEE 7634938830 2020-12-03 1 STACY MEYER P00970265 6123764500 2019 2022-09-23 18:48:47Z DANIEL FERGUSON 6900 WEDGWOOD ROAD N NO 425 MAPLE GROVE MN 55311 140531180 0 X WWW.IBEW292BENEFITS.ORG X 1980 MN TO PROVIDE HEALTH AND WELFARE BENEFITS. 6 0 95 8 0 0 0 0 69169500 74235385 7973742 4050107 0 73078 77143242 78358570 0 0 70027276 62449391 850568 138156 0 0 0 833303 742909 71711147 63330456 5432095 15028114 130398771 154174573 331198 6505710 130067573 147668863 TO PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS UNDER THE TERMS OF THE PLAN DOCUMENT FOR 4,894 MEMBERS. 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 15 0 95 1 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X CARLA GRUETZMACHER 7634938830 6900 WEDGWOOD RD N SUITE 425 MAPLE GROVE MN 55311 DAVID MANDERSON MANAGEMENT TRUSTEE 2.00 48.00 X 0 236817 46602 CARLA GRUETZMACHER ADMINISTRATIVE MANAGER 4.00 36.00 X 123410 0 37018 JENNIFER MUDGE LABOR TRUSTEE - ALTERNATE 2.00 48.00 X 0 101957 74572 DAVID FRARY LABOR TRUSTEE 2.00 48.00 X 0 109805 60473 DANIEL FERGUSON LABOR TRUSTEE, CHAIRMAN 2.00 48.00 X X 0 114528 55481 JODY ROE ADMINISTRATIVE MANAGER 4.00 36.00 X 108939 0 48691 JEFFREY HEIMERL LABOR TRUSTEE 2.00 40.00 X 0 102563 66517 LAURA KAROW MANAGEMENT TRUSTEE, SECRETARY 2.00 40.00 X X 0 0 0 PAUL KOSMIDES MANAGEMENT TRUSTEE 2.00 40.00 X 0 0 0 JERRY HEIN MANAGEMENT TRUSTEE - ALTERNATE 2.00 40.00 X 0 0 0 232349 665670 389354 2 0 1 0 BLUE CROSS & BLUE SHIELD 3535 BLUE CROSS RD EAGAN MN 55122 CLAIMS NETWORK ACCESS 1120054 DELTA DENTAL 500 WASHINGTON AVE S STE 2060 MINNEAPOLIS MN 55415 CLAIMS NETWORK ACCESS 245552 KUTAK ROCK LLP 60 S 6TH ST STE 3400 MINNEAPOLIS MN 55402 LEGAL 149189 3 EMPLOYER CONTRIBUTIONS 525100 63434386 63434386 PARTICIPANT CONTRIBUTI 525100 8149388 8149388 PRESCRIPTION REBATES 525100 1579263 1579263 STOP-LOSS REIMBURSEMEN 525100 886753 886753 SUBROGATION SETTLEMENT 525100 185595 185595 74235385 2879953 2879953 63342764 62172610 1170154 1170154 1170154 OTHER INCOME 900099 73078 73078 0 73078 78358570 74308463 0 4050107 62449391 21379 8103 63556 11002 12814 21302 110297 28200 106448 340237 43336 9376 10886 4802 12546 76498 EQUIPMENT MAINTENANCE 228 MEMBER EDUCATION 55 63330456 2196257 14269977 2672277 1868759 5119924 4790418 370886 0 406640 149777 126909 256863 78688180 83974327 41224338 49014229 130398771 154174573 108928 6505710 222270 0 331198 6505710 X 0 0 0 0 130067573 147668863 130067573 147668863 130398771 154174573 15028114 2573176 0 X 0 1 X 1 0 117352 108913 8439 289288 40864 248424 256863 GUARANTEED INVESTMENT CONTRACTS 31295018 F LIMITED PARTNERSHIPS 7997168 F AFL-CIO HOUSING INVESTMENT TRUST 4520297 F LIMITED LIABILITY COMPANIES 5201746 F 49014229 X 78173688 2573177 2573177 75600511 106448 2651611 2758059 78358570 60572398 0 60572398 106448 2651611 2758059 63330457 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. 0 0 0 DAVID MANDERSON MANAGEMENT TRUSTEE 0 195000 0 40000 0 1817 0 28200 0 18402 0 283419 0 0 CARLA GRUETZMACHER ADMINISTRATIVE MANAGER 123410 0 0 0 0 0 19390 0 17628 0 160428 0 0 0 JENNIFER MUDGE LABOR TRUSTEE - ALTERNATE 0 101957 0 0 0 0 0 51039 0 23533 0 176529 0 0 DAVID FRARY LABOR TRUSTEE 0 109805 0 0 0 0 0 37260 0 23213 0 170278 0 0 DANIEL FERGUSON LABOR TRUSTEE, CHAIRMAN 0 114528 0 0 0 0 0 32268 0 23213 0 170009 0 0 JODY ROE ADMINISTRATIVE MANAGER 108939 0 0 0 0 0 31063 0 17628 0 157630 0 0 0 JEFFREY HEIMERL LABOR TRUSTEE 0 102563 0 0 0 0 0 44417 0 22100 0 169080 0 0 FORM 990, PART VI, SECTION A, LINE 7A THREE 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 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. THE FORM 990 IS PROVIDED TO AND REVIEWED BY THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE 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 19 THE PLAN MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AT THE PLAN OFFICE. ELECTRICAL WORKERS LOCAL NO 292 PENSION PLAN 6900 WEDGWOOD RD N 425 MAPLE GROVE MN 55311 416035616 PROVIDES PENSION BENEFITS TO MEMBERS AND BENEFICIARIES MN 401(A) 0 ELECTRICAL WORKERS LOCAL NO 292 DEFINED CONTRIBUTION AND 401K 6900 WEDGWOOD RD N 425 MAPLE GROVE MN 55311 411760754 PROVIDES ANNUITY AND RETIREMENT BENEFITS TO MEMBERS AND BENEFICIARIES MN 401(A) 0 ELECTRICAL WORKERS LOCAL NO 292 SUPPLEMENTAL UNEMP BENEFIT PLAN 6900 WEDGWOOD RD N 425 MAPLE GROVE MN 55311 411876011 PROVIDES UNEMPLOYMENT BENEFITS TO MEMBERS MN 501(C)(9) 0 ELECTRICAL WORKERS LOCAL NO 292 VACATION AND HOLIDAY PLAN 6900 WEDGWOOD RD N 425 MAPLE GROVE MN 55311 411701466 PROVIDES VACATION BENEFITS TO MEMBERS MN 501(C)(9) 0 CITY OF MINNEAPOLIS CONTRIBUTING EMPLOYER 0 MINNEAPOLIS CHAPTER NATIONAL ELECTRICAL CONTRACTORS CONTRIBUTING EMPLOYER 0 IBEW LOCAL 292 CONTRIBUTING EMPLOYER 0 UNIVERSITY OF MINNESOTA CONTRIBUTING EMPLOYER 0 LOCAL 160 CONTRIBUTING EMPLOYER 0 LOCAL 48 CONTRIBUTING EMPLOYER 0 LOCAL 714 CONTRIBUTING EMPLOYER 0 A & M ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 AE2S CONSTRUCTION LLC CONTRIBUTING EMPLOYER 0 0 APPLIED BUSINESS COMMUNICATIONS OF MN LLC CONTRIBUTING EMPLOYER 0 0 BHI ENERGY SPECIALTY SERVICES LLC CONTRIBUTING EMPLOYER 0 0 BRAUN ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 COMPLETE ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 DIVISION 16 ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 MICHAELS ELECTRICAL SOLUTIONS LLC CONTRIBUTING EMPLOYER 0 0 MILLER CLARK ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 MP TECHNOLOGIES LLC CONTRIBUTING EMPLOYER 0 0 MUZAK LLC CONTRIBUTING EMPLOYER 0 0 NEO ELECTRICAL LLC CONTRIBUTING EMPLOYER 0 0 REBEL ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 SE ENERGY LLC CONTRIBUTING EMPLOYER 0 0 TAYLOR ELECTRIC COMPANY LLC CONTRIBUTING EMPLOYER 0 0 TRADEWINDS ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 UNITECH ELECTRONIC CONTRACTING LLC CONTRIBUTING EMPLOYER 0 0 WDW ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 ACE ELECTRICAL CONTRACTORS INC CONTRIBUTING EMPLOYER 0 AID ELECTRIC CORPORATION CONTRIBUTING EMPLOYER 0 AL'S ELECTRIC - 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