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IBEW 292 HEALTH CARE PLAN: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
IBEW 292 HEALTH CARE PLAN (EIN 41-1384754)
Tax period
2014-05-01 to 2015-04-30
Filed
2016-02-22
IRS object ID
201630539349300018
Schema version
2014v6.0
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)
Return2016-02-22T12:23:07-06:00ReturnTs
Tax Period End2015-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN320043599PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEGACY PROFESSIONALS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16800 FRANCE AVENUE SO SUITE 550AddressLine1Txt
CityEDINACityNm
State AbbreviationMNStateAbbreviationCd
ZIP55435ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-05-01TaxPeriodBeginDt

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)
PersonFRED JAHNKEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7634938830PhoneNum
Signature2016-02-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIC C BAERTSCHPreparerPersonNm
PTINP00964071PTIN
Phone9528413950PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerFRED JAHNKEPrincipalOfficerNm

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$79,109,507GrossReceiptsAmt
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 BENEFITSActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee188TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$43,669,513PYProgramServiceRevenueAmt
CY Program Service Revenue$49,591,776CYProgramServiceRevenueAmt
PY Investment Income$1,540,748PYInvestmentIncomeAmt
CY Investment Income$2,831,702CYInvestmentIncomeAmt
PY Other Revenue$23PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$45,210,284PYTotalRevenueAmt
CY Total Revenue$52,423,478CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$41,377,134PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$47,067,053CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$763,278PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$829,553CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,135,161PYOtherExpensesAmt
CY Other Expenses$1,596,296CYOtherExpensesAmt
PY Total Expenses$43,275,573PYTotalExpensesAmt
CY Total Expenses$49,492,902CYTotalExpensesAmt
PY Revenues Less Expenses$1,934,711PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,930,576CYRevenuesLessExpensesAmt
Total Assets BOY$109,051,060TotalAssetsBOYAmt
Total Assets EOY$115,774,508TotalAssetsEOYAmt
Total Liabilities BOY$225,306TotalLiabilitiesBOYAmt
Total Liabilities EOY$411,370TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$108,825,754NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$115,363,138NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIESMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPAYMENT OF ACCIDENTAL, HOSPITAL, SURGICAL, VISION, LIFE, DENTAL, AND LOSS OF TIME BENEFITS FOR ELIGIBLE PARTICIPANTS AND DEPENDENTS AS PROVIDED BY THE SUMMARY PLAN DESCRIPTION.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 EquipmentYes (1)ReportLandBuildingEquipmentInd
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 RequiredYes (1)ScheduleJRequiredInd
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 Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document9IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee188EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
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 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

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JODY ROE-HARDIEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7634938830PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16900 WEDGWOOD ROAD NO SUITE 425AddressLine1Txt
CityMAPLE GROVECityNm
State AbbreviationMNStateAbbreviationCd
ZIP55311ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JEFFREY HEIMERL
TRUSTEE-PAST2.0048.00Yes (X)$0$51,669$21,849
RODGER KRETMAN
TRUSTEE-PAST2.0048.00Yes (X)$0$56,631$27,793
ANDREW SNOPE
TRUSTEE2.0048.00Yes (X)$0$51,709$25,062
TIMOTHY HOLMBERG
TRUSTEE2.00Yes (X)$0$0$0
FRED JAHNKE
TRUSTEE2.00Yes (X)$0$0$0
PETER LINDHAL
TRUSTEE2.0048.00Yes (X)$0$86,876$40,552
DAVID MANDERSON
TRUSTEE2.0040.00Yes (X)$0$121,197$29,733
DANIEL FERGUSON
TRUSTEE2.0048.00Yes (X)$0$98,552$47,083
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$466,634TotReportableCompRltdOrgAmt
Total Other Compensation$192,072TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BLUELINK TPACOMPREHENSIVE CARE SVCS
PO BOX 64668ST PAULMN55164CLAIMS NETWRK ACCESS$1,009,067
DELTA DENTAL
PO BOX 9304MINNEAPOLISMN55440CLAIMS NETWRK ACCESS$186,540
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBS900099$40,274,096$40,274,096
PARTICIPANT CONTRIBS900099$6,256,185$6,256,185
STOP LOSS REIMBS900099$2,409,941$2,409,941
ADMIN REIMBURSEMENTS900099$651,554$651,554
FieldValueIRS element (for citing)
Total Program Service Revenue$49,591,776TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,391,877TotalRevenueColumnAmt
Exclusion$2,391,877ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$27,125,854SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$26,686,029SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$439,825SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$439,825TotalRevenueColumnAmt
Exclusion$439,825ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$52,423,478TotalRevenueColumnAmt
Related Or Exempt Func Income$49,591,776RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,831,702ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$47,067,053TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$552,239TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$79,857TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$122,842TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$74,615TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$106,665TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$25,384TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$98,006TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$313,088TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$152,545TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$71,990TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$82,385TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$57,364TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$8,987TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$51,074TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
FEES MANDATED BY ACA$619,373
EQUIPMENT MAINTENANCE$9,435

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$49,492,902TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$100BOYAmt
EOY$100EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,285,882BOYAmt
EOY$3,934,090EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,839,234BOYAmt
EOY$3,985,612EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$345,994BOYAmt
EOY$235,559EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$141,633LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$130,266LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$20,354BOYAmt
EOY$11,367EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$81,360,041BOYAmt
EOY$81,456,364EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$20,199,455BOYAmt
EOY$26,151,416EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$109,051,060BOYAmt
EOY$115,774,508EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$91,341BOYAmt
EOY$251,067EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$133,965BOYAmt
EOY$160,303EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$225,306BOYAmt
EOY$411,370EOYAmt
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$108,825,754BOYAmt
EOY$115,363,138EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$108,825,754BOYAmt
EOY$115,363,138EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$109,051,060BOYAmt
EOY$115,774,508EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,930,576ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,606,808NetUnrlzdGainsLossesInvstAmt
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$108,845OtherCostOrOtherBasisAmt
Depreciation$97,478DepreciationAmt
Book Value$11,367BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$32,788OtherCostOrOtherBasisAmt
Depreciation$32,788DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$11,367TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescGUARANTEED INVESTMENT CONTRACTSDesc
Book Value$26,151,416BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$26,151,416TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO BROKER$109,419
DUE TO LOCAL NO 292 SUB PLAN$50,884
FieldValueIRS element (for citing)
Total Liability$160,303TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$55,280,726TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$3,606,808NetUnrealizedGainsInvstAmt
Revenue Not Reported$3,606,808RevenueNotReportedAmt
Revenue Subtotal$51,673,918RevenueSubtotalAmt
Investment Expenses Not Incld$98,006InvestmentExpensesNotIncldAmt
Other Revenues Not Included$651,554OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$749,560RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$52,423,478TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$48,743,342TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$48,743,342ExpensesSubtotalAmt
Investment Expenses Not Incld2$98,006InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$651,554OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$749,560ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$49,492,902TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE PLAN FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN, WITH THE INTERNAL REVENUE SERVICE. THE PLAN'S RETURNS ARE SUBJECT TO EXAMINATION UNTIL THE APPLICABLE STATUTE OF LIMITATIONS EXPIRES.
PART XI, LINE 4B - OTHER ADJUSTMENTS:COMMON ADMINISTRATIVE EXPENSES FOR 292 BENEFIT PLANS 651554.
PART XII, LINE 4B - OTHER ADJUSTMENTS:COMMON ADMINISTRATIVE EXPENSES FOR 292 BENEFIT PLANS 651554.

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDAVID MANDERSONPersonNm
TitleTRUSTEETitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$121,197CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$14,040DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$15,693NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$150,930TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 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 ASSOCIATION AND THE UNION 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 B, LINE 11FORM 990 IS PROVIDED TO, REVIEWED AND APPROVED 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 ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST. THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationIndAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxt
CITY OF MINNEAPOLIS
CONTRIBUTING EMPLOYER0
ELEC WKRS LOCAL 292 DEFINED CONTRIBUTION & 401(K) PLAN
TO PROVIDE ANNUITY AND 401(K) BENEFITS06900 WEDGWOOD ROAD SUITE 425MAPLE GROVEMN55311411760754MN401(A)
ELEC WKRS LOCAL 292 PENSION PLAN
TO PROVIDE PENSION BENEFITS06900 WEDGWOOD ROAD SUITE 425MAPLE GROVEMN55311416035616MN401(A)
ELEC WKRS LOCAL 292 SUPP UNEMPLOYMENT PLAN
TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS06900 WEDGWOOD ROAD SUITE 425MAPLE GROVEMN55311411876011MN501(C)9
ELEC WKRS LOCAL 292 VACATIONHOLIDAY PLAN
TO PROVIDE VACATION AND HOLIDAY BENEFITS06900 WEDGWOOD ROAD SUITE 425MAPLE GROVEMN55311411701466MN501(C)9
HENNEPIN COUNTY
CONTRIBUTING EMPLOYER0
HENNEPIN COUNTY PUBLIC WORKS
CONTRIBUTING EMPLOYER0
IBEW LOCAL 292
CONTRIBUTING EMPLOYER0
MINNEAPOLIS BUILDING AND CONSTRUCTION TRADES COUNCIL
CONTRIBUTING EMPLOYER0
MINNEAPOLIS ELEC IND APPRENTICESHIP
CONTRIBUTING EMPLOYER0
MINNEAPOLIS PUBLIC HOUSING AUTHORITY
CONTRIBUTING EMPLOYER0
MPLS PUBLIC SCHOOLS-SPECIAL SCHOOL DIST #1
CONTRIBUTING EMPLOYER0
MUNICIPAL BUILDING COMMISSION
CONTRIBUTING EMPLOYER0
UNIVERSITY OF MINNESOTA
CONTRIBUTING EMPLOYER0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (16 entries)

Primary ActivitiesPrimaryActivitiesTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
APPLIED BUSINESS COMMUNICATIONS INC
CONTRIBUTING EMPLOYER00
BLACKWOODS ELECTRIC LLC
CONTRIBUTING EMPLOYER00
BRAUN ELECTRIC LLC
CONTRIBUTING EMPLOYER00
COMPLETE ELECTRIC LLC
CONTRIBUTING EMPLOYER00
ECOVISION ELECTRIC LLC
CONTRIBUTING EMPLOYER00
J&L ELECTRICAL SERVICES LLC
CONTRIBUTING EMPLOYER00
L&M ELECTRICAL LLC
CONTRIBUTING EMPLOYER00
LIVE WIRE ELECTRIC LLC
CONTRIBUTING EMPLOYER00
MIDWEST ELECTRICAL CONSTRUCTION LLC
CONTRIBUTING EMPLOYER00
MILLENNIUM ELECTRICAL SERVICES LLC
CONTRIBUTING EMPLOYER00
MP TECHNOLOGIES LLC
CONTRIBUTING EMPLOYER00
PARSONS ELECTRIC CO
CONTRIBUTING EMPLOYER00
REBEL ELECTRIC LLC
CONTRIBUTING EMPLOYER00
SNOPE CONSULTING LLC
CONTRIBUTING EMPLOYER00
TRADEWINDS ELECTRIC LLC
CONTRIBUTING EMPLOYER00
WITZEL ELECTRIC
CONTRIBUTING EMPLOYER00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (127 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
A&M ELECTRIC LLC
CONTRIBUTING EMPLOYER0
ACE ELECTRICAL
CONTRIBUTING EMPLOYER0
AE2S CONSTRUCTION LLC
CONTRIBUTING EMPLOYER0
AID ELECTRIC CORP
CONTRIBUTING EMPLOYER0
AL'S ELECTRIC
CONTRIBUTING EMPLOYER0
ARNIE BILLMARK ELECTRIC
CONTRIBUTING EMPLOYER0
AUGUSTA ELECTRIC INC
CONTRIBUTING EMPLOYER0
B&B ELECTRIC
CONTRIBUTING EMPLOYER0
BAKER ELECTRIC INC
CONTRIBUTING EMPLOYER0
BBA CONSTRUCTION ENGINEERING
CONTRIBUTING EMPLOYER0
BEARANT ELECTRIC
CONTRIBUTING EMPLOYER0
BEN FRANKLIN ELECTRIC
CONTRIBUTING EMPLOYER0
BLOOMINGTON ELECTRIC CO
CONTRIBUTING EMPLOYER0
BOB KILIAN ELECTRIC CO
CONTRIBUTING EMPLOYER0
BOB MARTY ELECTRIC INC
CONTRIBUTING EMPLOYER0
CHOICE ELECTRIC INC
CONTRIBUTING EMPLOYER0
CITYWIDE ELECTRIC INC
CONTRIBUTING EMPLOYER0
CLAUDE ANDERSON
CONTRIBUTING EMPLOYER0
COLLINS ELECTRICAL
CONTRIBUTING EMPLOYER0
COMPASS ELECTRIC INC
CONTRIBUTING EMPLOYER0
COVENANT ELECTRIC INC
CONTRIBUTING EMPLOYER0
CROSSTOWN ELECTRIC
CONTRIBUTING EMPLOYER0
CUSTOM CONDUIT
CONTRIBUTING EMPLOYER0
DAY AND ZIMMERMAN
CONTRIBUTING EMPLOYER0
DETAIL ELECTRIC
CONTRIBUTING EMPLOYER0
DICKSON ELECTRIC
CONTRIBUTING EMPLOYER0
E2 ELECTRICAL SERVICES
CONTRIBUTING EMPLOYER0
ECS ELECTRIC
CONTRIBUTING EMPLOYER0
EGAN-MCKAY ELECTRICAL CONTRACTORS INC
CONTRIBUTING EMPLOYER0
ELECTRIC MOTOR SERVICE
CONTRIBUTING EMPLOYER0
ELECTRIC SIGN AND LIGHTING INC
CONTRIBUTING EMPLOYER0
ELECTRIC SIGN REPAIR INC
CONTRIBUTING EMPLOYER0
ELECTRICAL BUILDERS INC
CONTRIBUTING EMPLOYER0
ELECTRICAL INNOVATIONS INC
CONTRIBUTING EMPLOYER0
ELECTRICAL INSTALLATION & MAINTENANCE
CONTRIBUTING EMPLOYER0
ELLIOTT CONTRACTING CORP
CONTRIBUTING EMPLOYER0
ERICKSON ELECTRIC CO INC
CONTRIBUTING EMPLOYER0
ERICKSON PLUMBING HEATING & COOLING INC
CONTRIBUTING EMPLOYER0
FRASER-MORRIS ELECTRIC CO
CONTRIBUTING EMPLOYER0
FRONTIER ELECTRIC CO
CONTRIBUTING EMPLOYER0
GR ELECTRIC
CONTRIBUTING EMPLOYER0
GARY HAMMER ELECTRIC
CONTRIBUTING EMPLOYER0
GECO CORP DBA CROCUS HILL ELECTRIC CO
CONTRIBUTING EMPLOYER0
GEPHART ELECTRIC
CONTRIBUTING EMPLOYER0
GERRETY SYSTEMS INC
CONTRIBUTING EMPLOYER0
GILBERT MECHANICAL CONTRACTORS INC
CONTRIBUTING EMPLOYER0
GRANITE LEDGE ELECTRICAL CONTRACTORS INC
CONTRIBUTING EMPLOYER0
GREG BEDNARK ELECTRIC
CONTRIBUTING EMPLOYER0
GUNNAR ELECTRIC CO INC
CONTRIBUTING EMPLOYER0
H & H ENERGY ELECTRIC INC
CONTRIBUTING EMPLOYER0
HARRIS COMPANIES
CONTRIBUTING EMPLOYER0
HELM ELECTRIC INC - LAKEVILLE
CONTRIBUTING EMPLOYER0
HOT WIRE ELECTRIC
CONTRIBUTING EMPLOYER0
HUNT ELECTRIC CORPORATION
CONTRIBUTING EMPLOYER0
INNOVATIVE POWER SYSTEMS
CONTRIBUTING EMPLOYER0
INVESTMENTS LLC
CONTRIBUTING EMPLOYER0
J T ELECTRIC SERVICE INC
CONTRIBUTING EMPLOYER0
J BECHER & ASSOCIATES INC
CONTRIBUTING EMPLOYER0
JEFF'S ELECTRIC INC
CONTRIBUTING EMPLOYER0
KAMP ELECTRIC INC
CONTRIBUTING EMPLOYER0
KILLMER ELECTRIC CO INC
CONTRIBUTING EMPLOYER0
KIRTLAND ELECTRIC
CONTRIBUTING EMPLOYER0
KOIVISTO ELECTRIC
CONTRIBUTING EMPLOYER0
LAKES AREA ELECTRIC INC
CONTRIBUTING EMPLOYER0
LARKIN ENTERPRISE INC
CONTRIBUTING EMPLOYER0
LAUGHLIN ELECTRIC CO
CONTRIBUTING EMPLOYER0
LETOURNEAU ELECTRIC
CONTRIBUTING EMPLOYER0
LIFETOUCH NATIONAL SCHOOL STUDIOS
CONTRIBUTING EMPLOYER0
LK COMSTOCK NATIONAL TRANSIT
CONTRIBUTING EMPLOYER0
LOGIC ELECTRIC INC
CONTRIBUTING EMPLOYER0
M & T ELECTRIC
CONTRIBUTING EMPLOYER0
MANOR ELECTRIC INC
CONTRIBUTING EMPLOYER0
MASTER ELECTRIC CO
CONTRIBUTING EMPLOYER0
MAXWELLRONALLO ELECTRICAL CO
CONTRIBUTING EMPLOYER0
MAYER ELECTRIC CORP
CONTRIBUTING EMPLOYER0
MEDINA ELECTRIC INC
CONTRIBUTING EMPLOYER0
MENDOTA ELECTRIC INC
CONTRIBUTING EMPLOYER0
MERIT ELECTRIC
CONTRIBUTING EMPLOYER0
METRO ELECTRIC
CONTRIBUTING EMPLOYER0
MODERN ELECTRICAL SOLUTIONS INC
CONTRIBUTING EMPLOYER0
MTEC ELECTRIC INC
CONTRIBUTING EMPLOYER0
MUSKA ELECTRIC CO
CONTRIBUTING EMPLOYER0
NEI ELECTRIC
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NEWSCOPE TECHNOLOGIES
CONTRIBUTING EMPLOYER0
NORTH STAR ELECTRICAL CONTRACTORS INC
CONTRIBUTING EMPLOYER0
NORTHERN AIR CORPORATION
CONTRIBUTING EMPLOYER0
NORTHERN ELECTRIC CO INC
CONTRIBUTING EMPLOYER0
NORTHERN STATES POWER DBA XCEL ENERGY SERVICES
CONTRIBUTING EMPLOYER0
NORTHLAND MECHANICAL CONTRACTORS INC
CONTRIBUTING EMPLOYER0
OLYMPIATECH ELECTRIC
CONTRIBUTING EMPLOYER0
PEOPLES ELECTRIC
CONTRIBUTING EMPLOYER0
PHASOR ELECTRIC COMPANY
CONTRIBUTING EMPLOYER0
PRAIRIE ELECTRIC CO INC
CONTRIBUTING EMPLOYER0
PRAIRIE TECH INC OF MN DBA HUMERA TECH
CONTRIBUTING EMPLOYER0
PREFERRED ELECTRIC INC
CONTRIBUTING EMPLOYER0
PREMIER ELECTRICAL CORP
CONTRIBUTING EMPLOYER0
PROGRESS VALLEY ELECTRIC INC
CONTRIBUTING EMPLOYER0
RAWLANDS ELECTRIC
CONTRIBUTING EMPLOYER0
REBEL ELECTRIC INC
CONTRIBUTING EMPLOYER0
RESCOM ELECTRIC INC
CONTRIBUTING EMPLOYER0
RIES ELECTRIC COMPANY
CONTRIBUTING EMPLOYER0
RIVER CITY ELECTRIC INC
CONTRIBUTING EMPLOYER0
RIVERROAD ELECTRIC INC
CONTRIBUTING EMPLOYER0
ROBERT GIBB & SONS INC
CONTRIBUTING EMPLOYER0
RYAN ELECTRIC INC
CONTRIBUTING EMPLOYER0
S&K MC INC
CONTRIBUTING EMPLOYER0
SAGE ELECTRIC
CONTRIBUTING EMPLOYER0
SECO ELECTRIC
CONTRIBUTING EMPLOYER0
SHERMAN ELECTRIC INC
CONTRIBUTING EMPLOYER0
SNYDER ELECTRIC CO
CONTRIBUTING EMPLOYER0
SR MECHANICAL
CONTRIBUTING EMPLOYER0
STERLING ELECTRIC CORPORATION
CONTRIBUTING EMPLOYER0
STERNE ELECTRIC CO
CONTRIBUTING EMPLOYER0
TAYLOR ELECTRIC CO LLC
CONTRIBUTING EMPLOYER0
THE STATE GROUP INDUSTRIAL LIMITED
CONTRIBUTING EMPLOYER0
TILLER CORPORATION
CONTRIBUTING EMPLOYER0
TOPLINE ELECTRICAL CO
CONTRIBUTING EMPLOYER0
TOTAL CONSTRUCTION & EQUIPMENT INC
CONTRIBUTING EMPLOYER0
UHL COMPANY INC
CONTRIBUTING EMPLOYER0
UNITECH ELECTRONIC CONTRACTING LLC
CONTRIBUTING EMPLOYER0
VAN ERT ELECTRIC
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WALLACE ELECTRICAL CONSTRUCTION INC
CONTRIBUTING EMPLOYER0
WALLRAFF ELECTRIC COMPANY
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ZIEGLER INC
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FRAUENSHUH POWER DEVELOPMENT
CONTRIBUTING EMPLOYER0
MP TECHNOLOGIES
CONTRIBUTING EMPLOYER0
WELLMAN DYNAMICS
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

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
ELEC WKRS LOCAL 292 PENSION PLAN
Q$208,000COST
ELEC WKRS LOCAL 292 DEFINED CONTRIBUTION & 401(K) PLAN
Q$234,000COST
ELEC WKRS LOCAL 292 SUPP UNEMPLOYMENT PLAN
Q$172,000COST