2025-11-15T13:20:01-06:00 2024-12-31 320043599 LEGACY PROFESSIONALS LLP 6800 FRANCE AVENUE SO SUITE 550 EDINA MN 55435 990 2024-01-01 416023462 MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND MINN 6512561900 2520 PILOT KNOB ROAD 325 MENDOTA HEIGHTS MN 55120 CHAD MORRIS TRUSTEE 6512561900 2025-11-15 1 0 JACOB D EKLUND P01455813 9528413950 2025-11-13 2024 2025-03-06 01:10:19Z CHAD MORRIS 2520 PILOT KNOB ROAD 325 MENDOTA HEIGHTS MN 55120 19216998 0 X N/A X 1960 MN TO PROVIDE HEALTH BENEFITS 8 4 57 0 0 0 0 0 14426380 14880293 631482 745870 0 0 15057862 15626163 0 0 14774756 15574924 0 0 0 0 0 652527 725565 15427283 16300489 -369421 -674326 23439653 23703984 93060 86373 23346593 23617611 TO PROVIDE HEALTH BENEFITS 0 0 TO PROVIDE HEALTH CARE, DENTAL, DEATH AND DISABILITY BENEFITS FOR ELIGIBLE MEMBERS AND THEIR DEPENDENTS OR BENEFICIARIES ON A SELF-INSURED BASIS. 0 0 0 0 0 0 0 0 0 0 0 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 0 0 57 1 0 0 0 0 0 0 0 0 0 0 X 8 4 0 1 0 0 0 1 0 1 0 0 0 1 1 1 1 0 0 0 0 0 X ZENITH AMERICAN SOLUTIONS 6512561900 2520 PILOT KNOB ROAD 325 MENDOTA HEIGHTS MN 55120 CHAD MORRIS SECRETARY 2.00 46.00 X 0 136670 80559 BRIAN GULLICKSON TRUSTEE - PAST 2.00 44.00 X 0 135972 77056 JARROD ASLESON TRUSTEE 2.00 2.00 X 0 9382 3728 BRIAN FARMER TRUSTEE - PAST 2.00 0.50 X 0 0 0 TIM STURDIVANT TRUSTEE 2.00 44.00 X 0 135972 77056 MOKE EAGLEFEATHERS TRUSTEE 2.00 0.50 X 0 1125 0 MATT GAUTHIER ALTERNATE TRUSTEE 2.00 44.00 X 0 135972 77056 TIM WORKE CHAIRMAN 2.00 X 0 0 0 STEVE BULACH TRUSTEE - PAST 2.00 X 0 0 0 ERIC KELENY TRUSTEE 2.00 X 0 0 0 SAM LIBKE ALTERNATE TRUSTEE 2.00 X 0 0 0 MARTHA HENRICKSON TRUSTEE 2.00 X 0 0 0 JACK CERNOHOUS TRUSTEE 2.00 X 0 0 0 0 555093 315455 0 0 1 0 HEALTHPARTNERS 8170 - 33RD AVENUE SO BLOOMINGTON MN 55425 CLAIMS ADMINISTRATION 599109 ZENITH AMERICAN SOLUTIONS 2520 PILOT KNOB ROAD SUITE 325 MENDOTA HTS MN 55120 THIRD PARTY ADMINISTRATOR 463975 REINHART BOERNER VAN DEUREN 800 NICOLLET MALL SUITE 2690 MINNEAPOLIS MN 55402 LEGAL FEES 128278 3 EMPLOYER CONTRIBUTIONS 900099 12182217 12182217 HRA EMPLOYER CONTRIBUTIONS 900099 1247445 1247445 PRESCRIPTION DRUG REBATES 900099 586056 586056 STOP-LOSS SETTLEMENTS 900099 474855 474855 PARTICIPANT CONTRIBUTIONS 900099 287973 287973 101747 101747 14880293 603466 603466 3733239 3590835 142404 142404 142404 15626163 14880293 0 745870 15574924 389773 128278 20000 51539 62657 25752 26764 10035 FEES MANDATED BY ACA 7343 DUES AND SUBSCRIPTIONS 3424 16300489 2363111 1485544 4660527 5414683 1090907 1142300 126745 18777 15198363 15642680 23439653 23703984 93060 86373 93060 86373 X 0 0 0 0 23346593 23617611 23346593 23617611 23439653 23703984 -674326 945344 0 X 0 1 X 1 0 0 X 16519968 945344 945344 15574624 51539 51539 15626163 16248950 0 16248950 51539 51539 16300489 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN UNCERTAIN TAX POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. 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 CHAD MORRIS SECRETARY 0 136670 0 0 0 0 0 56595 0 23964 0 217229 0 0 BRIAN GULLICKSON TRUSTEE - PAST 0 135972 0 0 0 0 0 54134 0 22922 0 213028 0 0 TIM STURDIVANT TRUSTEE 0 135972 0 0 0 0 0 54134 0 22922 0 213028 0 0 MATT GAUTHIER ALTERNATE TRUSTEE 0 135972 0 0 0 0 0 54134 0 22922 0 213028 0 0 FORM 990, PART VI, SECTION A, LINE 3 ALTHOUGH THE BOARD OF TRUSTEES RETAINS ULTIMATE RESPONSIBILITY, THE TRUSTEES HAVE DELEGATED THE DAY TO DAY ADMINISTRATIVE DUTIES TO ZENITH AMERICAN SOLUTIONS AS THE THIRD PARTY ADMINISTRATOR OF THE PLAN. FORM 990, PART VI, SECTION A, LINE 7A THE PLAN IS GOVERNED BY EIGHT TRUSTEES, FOUR OF WHOM ARE APPOINTED BY THE RELATED LOCAL UNION, TWO OF WHOM ARE APPOINTED BY MINNESOTA CONCRETE AND MASONRY CONTRACTORS ASSOCIATION AND TWO OF WHOM ARE APPOINTED BY ASSOCIATED GENERAL CONTRACTORS OF MINNESOTA. THE LOCAL UNION AND THE TWO ORGANIZATIONS MAY EACH DESIGNATE AN ALTERNATE TRUSTEE. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO AND REVIEWED BY THE ENTIRE BOARD OF TRUSTEES BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES EVALUATE ANY POSSIBLE CONFLICTS OF INTEREST ANNUALLY WITH THE PLAN'S ATTORNEY. IN ADDITION, TO ENSURE THE PLAN OPERATES IN A MANNER CONSISTENT WITH NONPROFIT 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 TO PARTICIPANTS UPON REQUEST AT THE OFFICE OF THE PLAN'S THIRD-PARTY ADMINISTRATOR IN MENDOTA HEIGHTS, MN. 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