2025-09-11T14:44:37-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2024-01-01 416023463 TWIN CITY IRONWORKERS HEALTH AND WELFARE FUND TWIN 9528540795 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 BARRY DAVIES CHAIRMAN 9528540795 2025-09-11 1 0 STACY MEYER P00970265 6123764500 2025-07-25 2024 2025-03-06 01:10:19Z BARRY DAVIES 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 36223215 0 X WWW.TCIRONWORKERSBENEFITS.COM X 1960 MN TO PROVIDE HEALTH AND WELFARE BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS. 10 0 0 12 0 0 0 0 28259643 28311755 295508 1537751 0 0 28555151 29849506 0 0 25635983 26892550 0 0 0 0 0 893111 914997 26529094 27807547 2026057 2041959 37336182 39514552 1828464 1107032 35507718 38407520 TO PROVIDE HEALTH, LIFE AND DEATH & DISMEMBERMENT BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS. 0 0 PROVIDE SELF-FUNDED AND INSURED BENEFITS FOR APPROXIMATELY 1,899 UNION MEMBERS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 X 10 0 0 1 0 0 0 1 0 1 0 0 0 1 1 1 1 0 1 0 0 0 X WILLIAM BROWN WILSON-MCSHANE CORPORATION 9528147026 3001 METRO DRIVE STE 500 BLOOMINGTON MN 55425 BARRY DAVIES LABOR TRUSTEE, CHAIR 1.00 40.00 X X 0 141355 80151 KEITH MUSOLF LABOR TRUSTEE 1.00 40.00 X 0 121654 76931 STURE BERG MANAGEMENT TRUSTEE 1.00 0.00 X 0 0 0 HEIDI GUNDERSON MANAGEMENT TRUSTEE, SECRETARY 1.00 40.00 X X 0 0 0 TODD ROTHE MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 BUTCH PERRIN MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 JOHN DAHL MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 FALLON RATZLOW MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 MIKE MAHOWALD LABOR TRUSTEE 1.00 40.00 X 0 122976 76931 COBEY KLEIN LABOR TRUSTEE 1.00 40.00 X 0 120028 79193 JOSH KALINA LABOR TRUSTEE 1.00 40.00 X 0 122646 76931 LEVI SCHNEIDER MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 0 628659 390137 6 1 1 0 WILSON MCSHANE CORPORATION 3001 METRO BLVD STE 500 BLOOMINGTON MN 55425 PLAN ADMINSTRATOR 640215 BLUE CROSS BLUE SHIELD OF MINNESOTA PO BOX 64560 ST PAUL MN 55164 MEDICAL CLAIMS NETWORK 367869 TEAM CORPORATION 3001 METRO BLVD STE 500 BLOOMINGTON MN 55425 EMPLOYEE ASSISTANCE PROGRAM 129345 3 CONTRIBUTIONS 525100 28311755 28311755 28311755 884183 884183 7027277 6373709 653568 653568 653568 29849506 28311755 0 1537751 26892550 632883 61509 64472 48275 80026 6048 2601 OTHER EXPENSES 19183 27807547 5433504 5650274 2033056 1908033 24751707 26720020 4470606 4789843 647309 446382 37336182 39514552 194235 192903 1634229 914129 1828464 1107032 X 0 0 0 0 35507718 38407520 35507718 38407520 37336182 39514552 2041959 857843 0 X X 0 1 X 1 0 0 4789843 F 4789843 DUE TO OTHER FUNDS 914129 914129 X 30659074 857843 857843 29801231 48275 48275 29849506 27759272 0 27759272 48275 48275 27807547 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 BARRY DAVIES LABOR TRUSTEE, CHAIR 0 141355 0 0 0 0 0 51912 0 28239 0 221506 0 0 MIKE MAHOWALD LABOR TRUSTEE 0 122976 0 0 0 0 0 50175 0 26756 0 199907 0 0 JOSH KALINA LABOR TRUSTEE 0 122646 0 0 0 0 0 50175 0 26756 0 199577 0 0 COBEY KLEIN LABOR TRUSTEE 0 120028 0 0 0 0 0 52210 0 26983 0 199221 0 0 KEITH MUSOLF LABOR TRUSTEE 0 121654 0 0 0 0 0 50175 0 26756 0 198585 0 0 PART I, LINE 1B THE REPORTABLE COMPENSATION FOR TRUSTEES IS DETERMINED BY TWIN CITY IRON WORKERS #512 BYLAWS. FORM 990, PART VI, SECTION A, LINE 3 WILSON MCSHANE CORPORATION PERFORMS CONTRIBUTION COLLECTION, PAYROLL AUDIT AND BOOKKEEPING SERVICES FOR THE TWIN CITY IRONWORKERS APPRENTICESHIP AND TRAINING FUND. THERE ARE NO OFFICERS OR TRUSTEES COMPENSATED BY THE SERVICE ORGANIZATION FOR THE SERVICES PROVIDED TO THE PLAN. FORM 990, PART VI, SECTION A, LINE 7A FIVE OF THE TRUSTEES ARE DESIGNATED BY THE ASSOCIATED GENERAL CONTRACTORS OF MINNESOTA, INC. FIVE OF THE TRUSTEES ARE DESIGNATED BY THE LOCAL NO. 512, INTERNATIONAL ASSOCIATION OF BRIDGE, STRUCTURAL AND ORNAMENTAL IRONWORKERS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT HAVE BEEN GRANTED AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE THE DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY THE BOARD OF TRUSTEES IN CONJUNCTION WITH THEIR ANNUAL AUDIT. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY REQUIRES TRUSTEES TO CONDUCT BUSINESS WITHIN GUIDELINES THAT PROHIBIT ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE POLICY REQUIRES PERSONS COVERED BY IT TO MONITOR AND REPORT TO THE CHAIRMAN, SECRETARY OR LEGAL COUNSEL ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE CHAIRMAN AND SECRETARY WILL THEN INVESTIGATE TO DETERMINE IF A CONFLICT OF INTEREST, IN FACT, EXISTS, WHETHER IT IS MATERIAL, AND WHETHER CORRECTIVE ACTION IS REQUIRED. IN MANY CASES, A TRUSTEE'S RECUSAL FROM DELIBERATING AND VOTING UPON THE MATTER UNDER CONFLICT SHALL BE SUFFICIENT TO RESOLVE THE CONFLICT APPROPRIATELY. A REPORT OF ALL STEPS TAKEN TO RESOLVE THE CONFLICT WILL BE PREPARED AND PRESENTED TO THE ENTIRE BOARD OF TRUSTEES AND SHALL BE MAINTAINED IN THE PLAN'S PERMANENT ADMINISTRATIVE FILES. COVERED PERSONS ARE ALSO OBLIGATED TO REPORT ANY CONFLICT OF INTEREST OF WHICH THEY ARE AWARE INVOLVING OTHER COVERED PERSONS. PERSONS COVERED BY THE POLICY ALSO ANNUALLY CERTIFY IN WRITING THAT THEY HAVE NOT BEEN INVOLVED IN ANY CONFLICT OF INTEREST WHICH HAS NOT BEEN REPORTED TO THE PLAN. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PARTICIPANTS UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED THEIR PROCESS FOR THE OVERSIGHT OR THE SELECTION OF THE INDEPENDENT ACCOUNTANT FROM THE PRIOR YEAR. TWIN CITY IRON WORKERS PENSION FUND 3001 METRO DRIVE STE 500 BLOOMINGTON MN 55425 416084127 TO PROVIDE RETIREMENT BENEFITS TO UNION MEMBERS. MN 401(A) N/A 0 TWIN CITY IRON WORKERS APPRENTICESHIP AND TRAINING FUND 3001 METRO DRIVE STE 500 BLOOMINGTON MN 55425 237115395 TO PROVIDE TRAINING BENEFITS TO UNION MEMBERS. MN 501(C) N/A 0 TWIN CITY IRON WORKERS DEFINED CONTRIBUTION FUND 3001 METRO DRIVE STE 500 BLOOMINGTON MN 55425 416084127 TO PROVIDE RETIREMENT BENEFITS TO UNION MEMBERS. MN 401(A) N/A 0 ASSOCIATED GENERAL CONTRACTORS OF MINNESOTA INC 525 PARK STREET NO 110 SAINT PAUL MN 55103 410132580 TO REPRESENT MEMBERS INVOLVED IN CONSTRUCTION INDUSTRY MN 501(C) N/A 0 INT'L ASSOC OF BRIDGE STRUCTURAL ORNAMENTAL & REINFORCING IRONWORKERS #512 851 PIERCE BUTLER ROUTE SAINT PAUL MN 55104 410328882 TO PROMOTE THE WELFARE OF MEMBERS AND THEIR FAMILIES MN 501(C) N/A 0 CITY OF MINNEAPOLIS CENTRAL ADVANCED STEEL ERECTORS LLC BESON & HOULE LLC JTA BUILDERS LLC M & J LLC NORMINN INDUSTRIAL LLC PCI ENERGY SERVICES LLC TERRENE DEVELOPMENT LLC TRITON STEEL LLC WEITZ INDUSTRIAL LLC WILLSON IRON LLC ABLE FENCE INC ACTION FENCE INC ADVANCE TRIWEST EQUIPMENT LTD AJ LYSNE CONTRACTING CORP ALTRA MACHINERY MOVERS & RIGG ALUMINUM PRODUCTS LIBERTY LAKE ALUMINUM PRODUCTS INC AMERECT INC ARNIE MACKEY CONSTRUCT ASSEMBLERS INC AZCO INC BABCOCK & WILCOX CONST BALD EAGLE ERECTORS INC BARNHART CRANE RIGGING BEST STEEL ERECTORS INC BHI ENERGY SPECIALTY SERVICES BLATTNER ENERGY BOLDT COMPANY C & M ERECTORS INC CARY SPECIALIZED SERVICES INC CORVAL CONSTRUCTORS INC CRAWFORD DOOR SALES CO DANNY'S CONSTRUCTION CO DAY & ZIMMERMAN NPS DELROSE CONSTRUCTION CO INC E & J REBAR INC EGAN COMPANY EMPIREHOUSE INC EVEREST STEEL INC FLYNN COMPANIES FOSBEL INC FOWLER & HAMMER INC G&L CORPORATION GNB GLOBAL INC GOPHER STAGE LIGHTING GREENWALD BUILDERS GUSTAFSON & GOUDGE INC HALL W L CO HAMMERLUND INC HAWK & SONS STEEL ERECTION HI-BOOM ERECTING INC HIGH FIVE ERECTORS II INC HOOSIER CRANE HOVLAND INC INDUSTRIAL CONSTRUCT SPECIALST J & H ERECTORS INC J AND B AMERICAN STEEL J H FINDORFF & SONS INC J&L OF AMERICA JR JENSEN CONSTRUCTION CO JAMAR COMPANY INC KMH ERECTORS INC KOLB CONSTRUCTION INC KORTECH CONSULTINGINC KRAEMER NORTH AMERICA LAKEHEAD CONSTRUCTORS INC LILJA CORPORATION LINCO COMPANIES MAMORTENSON CO MAP MECHANICAL CONTRACTORS INC METRO ERECTORS INC MEYER CR AND SONS COMPANY MICHELS CORPORATION MIDWEST STEEL INC MIRON CONSTRUCTION COINC MODERN CRANE SERVICE INC NATIONAL MACHINERY & CONVEYOR NATIONAL STEEL ERECTORS NORTHERN HORIZONS INC NORTHERN INDUSTRIAL ERECTORS NORTHERN INDUSTRIAL SERVICES NORTHERN STEEL ERECTORS OVERHEAD DOOR NORTHLAND PATRIOT ERECTORS INC PATZOLDT CONCRETE & MASONRY LL PAULY JAIL BUILDING CO PERMASTEELISA NO AMERICA CORP PIONEER POWER INC RADOTICH INC RED CEDAR STEEL ERECTOR REGER COMPANIES REYNOLDS RIGGING & CRANE REYNOLDS TRANSFER & STORAGE RICE LAKE CONTRACTING RIVER CITY ERECTORS INC RODEN IRON INC ROSE CITY CANOPY S & R REINFORCING INC SCHUFF STEEL COMPANY SOUTH CENTRAL ERECTORS SOWLES CO STRONGHOLD INDUSTRIES INC SUPERIOR STEEL ERECTORS TANLEY REINFORCING INC TOP IRON REINFORCING INC TRI-CITY CONTRACTORS INC UNITED REBAR INC UNITED REFRACTORIES INC URBANSKI BUILDERS INC US METAL BUILDERS INC VIC'S CRANE & HEAVY HAUL INC WESTERN STATES STEEL ERECT CO WHITE CONSTRUCTION WOODY'S REBAR COMPANY XCEL ENERGY INC ZACHMAN PRECAST INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1