STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

ST PAUL ELECTRICAL WORKERS WELFARE FUND: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ST PAUL ELECTRICAL WORKERS WELFARE FUND (EIN 41-1365924)
Tax period
2018-10-01 to 2019-09-30
Filed
2020-07-09
IRS object ID
202021919349301017
Schema version
2018v3.2
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)
Return2020-07-09T12:04:09-05:00ReturnTs
Tax Period End2019-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2018-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411365924EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ST PAUL ELECTRICAL WORKERS WELFARE FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTPABusinessNameControlTxt
Phone9528540795PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11330 CONWAY STREET NO 130AddressLine1Txt
CityST PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55106ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES SCHULTPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone9528540795PhoneNum
Signature2020-07-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTACY MEYERPreparerPersonNm
PTINP00970625PTIN
Phone6123764500PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.137.57.251IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-06IPDt
IP Tm07:50:13IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0E88769D924135FAE6C91FF1C181B25E4DDFCADDAtSubmissionCreationDeviceId
At Submission Filing Device Id9BC15549C02B2DC2E13581272844EEF29B245490AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2021-09-10 13:11:23ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAMES SCHULTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11330 CONWAY STREET NO 130AddressLine1Txt
CityST PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55106ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$88,225,678GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1973FormationYr
Legal Domicile StateMNLegalDomicileStateCd
Activity Or MissionPROVIDE HEALTHCARE FOR MEMBERSActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee147TotalEmployeeCnt
Total Volunteers6TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$51,653,034PYProgramServiceRevenueAmt
CY Program Service Revenue$53,440,933CYProgramServiceRevenueAmt
PY Investment Income$1,603,629PYInvestmentIncomeAmt
CY Investment Income$1,787,371CYInvestmentIncomeAmt
PY Other Revenue$7,652PYOtherRevenueAmt
CY Other Revenue$20,379CYOtherRevenueAmt
PY Total Revenue$53,264,315PYTotalRevenueAmt
CY Total Revenue$55,248,683CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$40,572,011PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$44,965,466CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$101,010PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$217,214CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,007,637PYOtherExpensesAmt
CY Other Expenses$852,734CYOtherExpensesAmt
PY Total Expenses$41,680,658PYTotalExpensesAmt
CY Total Expenses$46,035,414CYTotalExpensesAmt
PY Revenues Less Expenses$11,583,657PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$9,213,269CYRevenuesLessExpensesAmt
Total Assets BOY$98,765,854TotalAssetsBOYAmt
Total Assets EOY$101,671,686TotalAssetsEOYAmt
Total Liabilities BOY$15,129,896TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,446,491TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$83,635,958NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$95,225,195NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE MEDICAL, DENTAL, VISION, AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE AND MAINTAIN GROUP LIFE, GROUP ACCIDENT, AND HEALTH INSURANCE, INCLUDING GROUP HOSPITALIZATION, MEDICAL AND SURGICAL BENEFITS OR ANY OTHER BENEFITS AS DETERMINED BY THE TRUSTEES FOR THE BENEFIT OF 3,415 PARTICIPANTS AND THEIR BENEFICIARIES.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
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 Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document15IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee147EmployeeCnt
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 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 CommitteesYes (1)MinutesOfCommitteesInd
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

FieldValueIRS element (for citing)
PersonWILSON-MCSHANE CORPORATIONPersonNm
Phone9528540795PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11330 CONWAY STREET SUITE 130AddressLine1Txt
CityST PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55106ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JAMES C SCHULT
CHAIRMAN, UNION TRUSTEE1.005.00Yes (X)Yes (X)$0$0$0
JAMIE M MCNAMARA
UNION TRUSTEE, SEE SCHEDUL1.0045.00Yes (X)$0$0$0
PETER B BOURLAND
MGMT TRUSTEE1.0040.00Yes (X)$0$0$0
BRANDON P ANDERSON
ALTERNATE UNION TRUSTEE1.0040.00Yes (X)$0$0$0
J T PEDERSEN
MGMT TRUSTEE1.0040.00Yes (X)$0$0$0
LUKE KUHL
SECRETARY, MGMT TRUSTEE, S1.0045.00Yes (X)Yes (X)$0$0$0
NATE STEIN
ALT MGMT TRUSTEE1.0040.00Yes (X)$0$0$0
DOUGLAS SUCHANEK
ALT UNION TRUSTEE, SEE SCH1.0040.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BLUE CROSS BLUE SHIELD OF MINNESOTA
PO BOX 64560ST PAULMN55164CLAIMS PROCESSOR$594,134
WILSON-MCSHANE CORPORATION
1330 CONWAY STREETST PAULMN55106PLAN ADMINISTRATOR$530,947
ST PAUL ELEC INDUSTRY ADMIN SERVICE CORP
1330 CONWAY STREETST PAULMN55106CONTRACT ADMINISTRATOR$273,192
ENVOLVE PEOPLECARE INC
20 BATTERSON PARK ROADFARMINGTONCT06032CONSULTANT$133,811
DELTA DENTAL
3560 DELTA DENTAL DREAGANMN55122CLAIMS PROCESSOR$104,653
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K6CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$48,266,150$48,266,150
PARTICIPANT CONTRIBUTIONS525100$3,364,066$3,364,066
SUB H&W CONTRIBUTIONS525100$1,810,717$1,810,717
FieldValueIRS element (for citing)
Total Program Service Revenue$53,440,933TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,728,222TotalRevenueColumnAmt
Exclusion$1,728,222ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$33,036,144SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$32,976,995SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$59,149SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$59,149TotalRevenueColumnAmt
Exclusion$59,149ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business525100BusinessCd
Total Revenue Column$20,379TotalRevenueColumnAmt
Related Or Exempt Func Income$20,379RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$20,379OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$55,248,683TotalRevenueColumnAmt
Related Or Exempt Func Income$53,461,312RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,787,371ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$44,965,466TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$127,012TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$8,915TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$24,147TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$57,140TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$398,700TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$69,255TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$40,970TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$156,718TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$74,897TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$12,251TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$62,844TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$21,992TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescPCORIDesc
Total$15,107TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$46,035,414TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$16,477,514BOYAmt
EOY$14,523,392EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,826,432BOYAmt
EOY$3,818,139EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$262,548EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$63,624,843BOYAmt
EOY$77,727,295EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$14,837,065BOYAmt
EOY$5,340,312EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$98,765,854BOYAmt
EOY$101,671,686EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$292,831BOYAmt
EOY$1,106,179EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$14,837,065BOYAmt
EOY$5,340,312EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$15,129,896BOYAmt
EOY$6,446,491EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

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$83,635,958BOYAmt
EOY$95,225,195EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$83,635,958BOYAmt
EOY$95,225,195EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$98,765,854BOYAmt
EOY$101,671,686EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$9,213,269ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,375,968NetUnrlzdGainsLossesInvstAmt
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

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescCOLLATERAL HELD FOR SECURITIES ON LOANDesc
Book Value$5,340,312BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$5,340,312TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLIABILITY FOR COLLATERAL HELD FOR SECURITIES ON LOANDesc
Amt$5,340,312Amt
FieldValueIRS element (for citing)
Total Liability$5,340,312TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$57,467,933TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,375,968NetUnrealizedGainsInvstAmt
Revenue Not Reported$2,375,968RevenueNotReportedAmt
Revenue Subtotal$55,091,965RevenueSubtotalAmt
Investment Expenses Not Incld$156,718InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$156,718RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$55,248,683TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$45,878,696TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$45,878,696ExpensesSubtotalAmt
Investment Expenses Not Incld2$156,718InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$156,718ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$46,035,414TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED FEBRUARY 6, 1980, 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. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2018 AND 2017 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND 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 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3WILSON MCSHANE CORPORATION IS RESPONSIBLE FOR THE FINANCIAL OPERATIONS OF THE FUND. WILSON MCSHANE CORPORATION PREPARES THE GENERAL LEDGER, MAKES JOURNAL ENTRIES, MANAGES CLAIMS AND OPERATIONAL EXPENSES.
FORM 990, PART VI, SECTION A, LINE 7ATHE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, LOCAL UNION NO.110, AFL-CIO AND ST. PAUL CHAPTER OF THE NATIONAL ELECTRICAL CONTRACTORS' ASSOCIATION EACH APPOINT 50% OF THE BOARD MEMBERS.
FORM 990, PART VI, SECTION B, LINE 11BTHE 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON THE INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE FORM IS AVAILABLE, IT IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES FOR REVIEW AND APPROAL PRIOR TO FILING WITH THE IRS. ANY CHANGES OR QUESTIONS ARE ADDRESSED BEFORE FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE TRUSTEES REVIEW THE PLAN'S CONFLICT OF INTEREST POLICY ANNUALLY. THE TRUSTEES DETERMINE IF A CONFLICT OF INTERST, IN FACTS, EXISTS. THEY ALSO DETERMINE IF IT IS MATERIAL AND IF CORRECTIVE ACTION IS REQUIRED. IN ADDITION, PERIODIC REVIEWS OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ARE CONDUCTED BY THE BOARD OF TRUSTEES TO ENSURE THE PLAN OPERATES IN A MANNER CONSISTENT WITH ITS PURPOSE AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS LAWFUL STATUS AND FIDUCIARY OBLIGATIONS.
FORM 990, PART VI, SECTION C, LINE 19THE PLAN MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS, BUT NOT TO THE PUBLIC, UPON REQUEST AT THE BENEFIT PLAN OFFICE.
FORM 990, PART VII, SECTION ATRUSTEES ARE NOT COMPENSATED BY THE FUND. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATIONS. THE FOLLOWING RELATED ORGANIZATIONS REPORTED COMPENSATION FOR A TRUSTEE LISTED ON THE ST. PAUL ELECTRICAL WORKERS WELFARE FUND 990: JAMIE MCNAMARA, UNION TRUSTEE IBEW LOCAL UNION NO. 110 EIN: 41-0235240 DOUGLAS SUCHANEK, UNION ALTERNATE TRUSTEE IBEW LOCAL UNION NO. 110 EIN: 41-0235240 LUKE KUHL, MANAGEMENT TRUSTEE, SECRETARY ST. PAUL CHAPTER, NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EIN: 41-0730995

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxt
RETIREMENT MEDICAL FUNDING PLAN FOR ST PAUL
1330 CONWAY STREET SUITE 130ST PAULMN55106411334004PROVIDE MEDICAL COVERAGE FOR RETIREESMN501(C)(9)N/A0
ST PAUL CONSTRUCTION PENSION PLAN
1330 CONWAY STREET SUITE 130ST PAULMN55106416046858PROVIDE RETIREMENT AND DISABILITY BENEFITSMN401(A)N/A0
ST PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN
1330 CONWAY STREET SUITE 130ST PAULMN55106416046858FACILITATE PARTICIPANTS' SAVINGS ON A PRE-TAX BASIS THRU PAYROLL DEDUCTIONSMN401(A)N/A0
ST PAUL ELECTRICAL WORKERS SUPPLEMENTAL PENSION PLAN
1330 CONWAY STREET SUITE 130ST PAULMN55106416046858PROVIDE SUPPLEMENTAL PENSION BENEFITSMN401(A)N/A0
ST PAUL ELECTRICAL WORKERS REGULAR VACATION AND HOLIDAY TRUST
1330 CONWAY STREET SUITE 130ST PAULMN55106416219001PROVIDE VACATION AND HOLIDAY BENEFITSMN501(C)(9)N/A0
METROPOLITAN COUNCIL
CONTRIBUTING EMPLOYER0
ST PAUL CHAPTER NAT'L ELEC CONTRACTORS ASSOC
5882 BLACKSHIRE PATHINVER GROVE HEIGHTSMN55076410730995SPONSORING ORGANIZATIONMN501(C)(6)N/A0
UNIVERSITY OF ST THOMAS
CONTRIBUTING EMPLOYER0
ST PAUL FEDERAL CREDIT UNION
CONTRIBUTING EMPLOYER0
CITY OF ST PAUL
CONTRIBUTING EMPLOYER0
IBEW LOCAL UNION 110
1330 CONWAY STREETST PAULMN551065856CONTRIBUTING EMPLOYER AND SPONSORING ORGANIZATIONMN501(C)(5)N/A0
ST PAUL SCHOOLS ISD #625
CONTRIBUTING EMPLOYER0
ST PAUL AREA ELECTRICAL JOINT APPRENTICESHIP AND TRAINING FUND
1330 CONWAY STREETST PAULMN55106411304531CONTRIBUTING EMPLOYER & PROVIDE TRAININGMN501(C)(3)N/A0LINE 9
LABOR MANAGEMENT JOINT COMM FOR THE SAINT PAUL ELECTRICAL CONT INDUSTRY
5882 BLACKSHIRE PATH SUITE 100INVER GROVE HEIGHTSMN55076PROMOTE LABOR-MGMT COOPERATION AND PROMOTE THE INDUSTRY TO THE PUBLICMN501(C)(5)N/A0
ST PAUL PIONEER PRESS
CONTRIBUTING EMPLOYER0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ST PAUL ARENA CO LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Primary ActivitiesCONTRIBUTING EMPLOYERPrimaryActivitiesTxt
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing Partner0GeneralOrManagingPartnerInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (122 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationIndLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxt
A & M ELECTRIC
CONTRIBUTING EMPLOYER0
ABLE ENERGY COMPANY
CONTRIBUTING EMPLOYER0
ACE ELECTRIC
CONTRIBUTING EMPLOYER0
ADVANTAGE POINT GROUP INC
CONTRIBUTING EMPLOYER0
AFC TECHNOLOGIES LLC
CONTRIBUTING EMPLOYER0
AFS SYSTEMS INC
CONTRIBUTING EMPLOYER0
AID ELECTRIC CORP
CONTRIBUTING EMPLOYER0
AJ ELECTRIC
CONTRIBUTING EMPLOYER0
AK TECHNOLOGIES
CONTRIBUTING EMPLOYER0
ALL SERVICE ELECTRIC
CONTRIBUTING EMPLOYER0
AMS CONTRACTING LLC
CONTRIBUTING EMPLOYER0
ANDERSON C M ELECTRIC CO INC
CONTRIBUTING EMPLOYER0
ARNIE BILLMARK ELECTRIC
CONTRIBUTING EMPLOYER0
B & B ELECTRIC CONST INC
CONTRIBUTING EMPLOYER0
BEN FRANKLIN ELECTRIC INC
CONTRIBUTING EMPLOYER0
BLACK BOX NETWORK-BLUE BELL
CONTRIBUTING EMPLOYER0
BLACK BOX NETWORK-LAWRENCE
CONTRIBUTING EMPLOYER0
BLOOMINGTON ELECTRIC CO
CONTRIBUTING EMPLOYER0
BRITE LITE ELECTRIC CO INC
CONTRIBUTING EMPLOYER0
BROADBAND AMERICA
CONTRIBUTING EMPLOYER0
BROTHERS FIRE PROTECTION CO
CONTRIBUTING EMPLOYER0
BYRON ELECTRICLLC
CONTRIBUTING EMPLOYER0
CAP ELECTRIC INC
CONTRIBUTING EMPLOYER0
CAPISTRANT ELECTRIC LLC
CONTRIBUTING EMPLOYER0
COLLINS ELECTRICAL CONST CO
CONTRIBUTING EMPLOYER0
EGAN COMPANIES INC
CONTRIBUTING EMPLOYER0
ELECTRIC BY DESIGNINC
CONTRIBUTING EMPLOYER0
ELECTRIC RESOURCE CONTRACTORS
CONTRIBUTING EMPLOYER0
ELECTRICAL BUILDERS INC
CONTRIBUTING EMPLOYER0
ELECTRICAL INSTALLATION & MAINTENANCE
CONTRIBUTING EMPLOYER0
ELECTRICAL MAINTENANCE & INSTALLATION
CONTRIBUTING EMPLOYER0
ELECTRONIC COMM SYSTEMS LLC
CONTRIBUTING EMPLOYER0
ELLIOTT CONTRACTING INC
CONTRIBUTING EMPLOYER0
EXCEL ENGINEERING INC
CONTRIBUTING EMPLOYER0
FIRENET SYSTEMSINC
CONTRIBUTING EMPLOYER0
FMH INC
CONTRIBUTING EMPLOYER0
FOREST LAKE CONTRACTING INC
CONTRIBUTING EMPLOYER0
FOUR BOYS COMMUNICATIONS
CONTRIBUTING EMPLOYER0
FRASER MORRIS ELECTRIC CO
CONTRIBUTING EMPLOYER0
FREEWAY ELECTRIC OF AFTON INC
CONTRIBUTING EMPLOYER0
G2 ELECTRIC
CONTRIBUTING EMPLOYER0
GEPHART ELECTRIC CO INC
CONTRIBUTING EMPLOYER0
GILBERT ELECTRICAL TECHNOLOGIES
CONTRIBUTING EMPLOYER0
HUNT ELECTRIC CORP
CONTRIBUTING EMPLOYER0
HUNTINGTON TECHNICAL SERV INC
CONTRIBUTING EMPLOYER0
INNOVATIVE POWER SYSTEMSINC
CONTRIBUTING EMPLOYER0
INTEGRATED FIRE & SECURITY
CONTRIBUTING EMPLOYER0
INTERFACE ELECTRIC INC
CONTRIBUTING EMPLOYER0
J & R SERVICES INC
CONTRIBUTING EMPLOYER0
J BECHER & ASSOC INC
CONTRIBUTING EMPLOYER0
J MOHR ELECTRIC
CONTRIBUTING EMPLOYER0
J&L ELECTRICAL SERVICES
CONTRIBUTING EMPLOYER0
JEFF'S ELECTRIC INC
CONTRIBUTING EMPLOYER0
K & M ELECTRIC INC
CONTRIBUTING EMPLOYER0
KEVIN AHLERS ELECTRICLLC
CONTRIBUTING EMPLOYER0
KILLMER ELECTRIC CO INC
CONTRIBUTING EMPLOYER0
KIRTLAND ELECTRIC
CONTRIBUTING EMPLOYER0
LABORKEY
CONTRIBUTING EMPLOYER0
LAKERIDGE ELECTRIC LLC
CONTRIBUTING EMPLOYER0
LAKES AREA ELECTRIC
CONTRIBUTING EMPLOYER0
LAUGHLIN ELECTRIC CO
CONTRIBUTING EMPLOYER0
LINDELL ELECTRIC INC
CONTRIBUTING EMPLOYER0
LINNER ELECTRIC CO INC
CONTRIBUTING EMPLOYER0
LOW VOLTAGE CONTRACTORS
CONTRIBUTING EMPLOYER0
M & T ELECTRIC INC
CONTRIBUTING EMPLOYER0
MARKO ELECTRICAL SERVICES INC
CONTRIBUTING EMPLOYER0
MASTER ELECTRIC CO INC
CONTRIBUTING EMPLOYER0
MASTER TECHNOLOGY GROUP ( MTG)
CONTRIBUTING EMPLOYER0
MAYER ELECTRIC CORP
CONTRIBUTING EMPLOYER0
MCK SERVICES INC
CONTRIBUTING EMPLOYER0
MEDINA ELECTRIC INC
CONTRIBUTING EMPLOYER0
MENDOTA ELECTRIC INC
CONTRIBUTING EMPLOYER0
MERIT ELECTRIC CO
CONTRIBUTING EMPLOYER0
MICHAUD COOLEY ERICKSON
CONTRIBUTING EMPLOYER0
MID NORTHERN ELECTRIC INC
CONTRIBUTING EMPLOYER0
MID-NORTHERN SERVICESINC
CONTRIBUTING EMPLOYER0
MIDWEST ELECTRIC
CONTRIBUTING EMPLOYER0
MIDWEST ELECTRICAL CONST
CONTRIBUTING EMPLOYER0
MN STATEWIDE LIMITED ENERGY JATC
CONTRIBUTING EMPLOYER0
MONTE KROEZE ELECTRIC
CONTRIBUTING EMPLOYER0
MP TECHNOLOGIES LLC
CONTRIBUTING EMPLOYER0
MUSKA ELECTRIC CO
CONTRIBUTING EMPLOYER0
NORTHERN AIR CORP MECHANICAL & ELECTRICAL SERVICES
CONTRIBUTING EMPLOYER0
NORTHERN ELECTRICAL CONTRACTORS
CONTRIBUTING EMPLOYER0
NORTHLAND MECHANICAL CONTRACTORSINC
CONTRIBUTING EMPLOYER0
OLYMPIA TECH ELECTRICAL CONTRACTOR
CONTRIBUTING EMPLOYER0
OLYMPIC COMMUNICATIONS (LEA)
CONTRIBUTING EMPLOYER0
PARSONS ELECTRIC LLC
CONTRIBUTING EMPLOYER0
PEOPLES ELECTRIC CO INC
CONTRIBUTING EMPLOYER0
PHASOR ELECTRIC CO
CONTRIBUTING EMPLOYER0
PNP ELECTRICLLC
CONTRIBUTING EMPLOYER0
POWERS ELECTRIC INC
CONTRIBUTING EMPLOYER0
PRAIRIE ELECTRIC CO INC
CONTRIBUTING EMPLOYER0
PREFERRED ELECTRIC INC
CONTRIBUTING EMPLOYER0
PREMIER ELECTRICAL CORP
CONTRIBUTING EMPLOYER0
PRESTIGE ELECTRIC INC
CONTRIBUTING EMPLOYER0
PRO-TEC DESIGN INC
CONTRIBUTING EMPLOYER0
R & S ELECTRIC INC
CONTRIBUTING EMPLOYER0
RARICK ELECTRIC LLC
CONTRIBUTING EMPLOYER0
REBEL ELECTRIC INC
CONTRIBUTING EMPLOYER0
RELIATECH INC
CONTRIBUTING EMPLOYER0
RIES ELECTRIC CO
CONTRIBUTING EMPLOYER0
RISEN ELECTRICLTD
CONTRIBUTING EMPLOYER0
RSR ELECTRIC
CONTRIBUTING EMPLOYER0
RYAN ELECTRIC INC
CONTRIBUTING EMPLOYER0
S & K MC INC
CONTRIBUTING EMPLOYER0
SCHAMMEL ELECTRIC
CONTRIBUTING EMPLOYER0
SCHECK TECHNICAL SERVICES
CONTRIBUTING EMPLOYER0
SECURITY CONTROL SYSTEMS INC
CONTRIBUTING EMPLOYER0
SLINGER ELECTRIC INC
CONTRIBUTING EMPLOYER0
STANDARD ELECTRIC CO INC
CONTRIBUTING EMPLOYER0
SUPREME ELECTRIC INC
CONTRIBUTING EMPLOYER0
SW ELECTRIC LLC
CONTRIBUTING EMPLOYER0
THOR ELECTRIC LLC
CONTRIBUTING EMPLOYER0
THREE G ELECTRIC INC
CONTRIBUTING EMPLOYER0
TILLER CORP
CONTRIBUTING EMPLOYER0
TOTAL CONST & EQUIP INC
CONTRIBUTING EMPLOYER0
UHL COMPANY INC
CONTRIBUTING EMPLOYER0
WALLACE ELECTRICAL CONST INC
CONTRIBUTING EMPLOYERYes (1)MNST PAUL ELECT WORKERS WELFARE FUNDC
WALLRAFF ELECTRIC CO
CONTRIBUTING EMPLOYER0
WITZEL ELECTRIC
CONTRIBUTING EMPLOYER0
APPLIED BUSINESS COMMUICATIONS OF MN LLC
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 OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd