STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

IBEW 292 HEALTH CARE PLAN: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
IBEW 292 HEALTH CARE PLAN (EIN 41-1384754)
Tax period
2013-05-01 to 2014-04-30
Filed
2015-03-11
IRS object ID
201520709349300912
Schema version
2013v4.0
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)
Return2015-03-11T14:05:30-05:00ReturnTs
Tax Period End2014-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN320043599PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEGACY PROFESSIONALS LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16800 FRANCE AVENUE SO SUITE 550AddressLine1
CityEDINACity
StateMNState
ZIP Code55435ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411384754EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IBEW 292 HEALTH CARE PLANBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlIBEWBusinessNameControlTxt
Phone7634938830PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16900 WEDGWOOD ROAD NO 425AddressLine1
CityMAPLE GROVECity
StateMNState
ZIP Code55311ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID MANDERSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7634938830PhoneNum
Signature2015-03-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIC C BAERTSCHPreparerPersonNm
PTINP00964071PTIN
Phone9528413950PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAVID MANDERSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16900 WEDGWOOD ROAD NO 425AddressLine1
CityMAPLE GROVECity
StateMNState
ZIP Code55311ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$106,767,905GrossReceiptsAmt
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 Employee158TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$41,418,639PYProgramServiceRevenueAmt
CY Program Service Revenue$43,669,513CYProgramServiceRevenueAmt
PY Investment Income$2,937,479PYInvestmentIncomeAmt
CY Investment Income$1,540,748CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$23CYOtherRevenueAmt
PY Total Revenue$44,356,118PYTotalRevenueAmt
CY Total Revenue$45,210,284CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$40,661,400PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$41,377,134CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$747,162PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$763,278CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,137,460PYOtherExpensesAmt
CY Other Expenses$1,135,161CYOtherExpensesAmt
PY Total Expenses$42,546,022PYTotalExpensesAmt
CY Total Expenses$43,275,573CYTotalExpensesAmt
PY Revenues Less Expenses$1,810,096PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,934,711CYRevenuesLessExpensesAmt
Total Assets BOY$103,712,979TotalAssetsBOYAmt
Total Assets EOY$109,051,060TotalAssetsEOYAmt
Total Liabilities BOY$559,147TotalLiabilitiesBOYAmt
Total Liabilities EOY$225,306TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$103,153,832NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$108,825,754NetAssetsOrFundBalancesEOYAmt
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 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 Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document9IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee158EmployeeCnt
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 Members0ElectionOfBoardMembersInd
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-HARDIEBusinessNameLine1
FieldValueIRS element (for citing)
Phone7634938830PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16900 WEDGWOOD ROADAddressLine1
CityMAPLE GROVECity
StateMNState
ZIP Code55311ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JEFFREY HEIMERL
TRUSTEE2.0048.00Yes (X)$0$95,091$44,022
RODGER KRETMAN
TRUSTEE2.0048.00Yes (X)$0$98,186$45,135
ANDREW SNOPE
TRUSTEE2.0048.00Yes (X)$0$95,091$44,022
TIMOTHY HOLMBERG
TRUSTEE2.00Yes (X)$0$0$0
FRED JAHNKE
TRUSTEE2.00Yes (X)$0$0$0
JEFFREY OHMAN
TRUSTEE - PAST2.0040.00Yes (X)$0$60,000$25,264
DAVID MANDERSON
TRUSTEE2.0040.00Yes (X)$0$100,660$29,020
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$449,028TotReportableCompRltdOrgAmt
Total Other Compensation$187,463TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
BLUELINK TPACOMPREHENSIVE CARE SVCS
PO BOX 64668ST PAULMN55164CLAIMS NETWRK ACCESS$847,205
DELTA DENTAL
PO BOX 9304MINNEAPOLISMN55440CLAIMS NETWRK ACCESS$163,764
ANDERSON HELGEN DAVIS & NISSEN
333 SOUTH 7TH STREET STE 310MINNEAPOLISMN55402LEGAL COUNSEL$148,985
CORVEL
3001 BROADWAY ST NE 600MINNEAPOLISMN55413HEALTH CARE RISK MANAGEMENT$108,606
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBS900099$36,715,791$36,715,791
PARTICIPANT CONTRIBS900099$6,067,275$6,067,275
ADMIN REIMBURSEMENTS900099$581,423$581,423
STOP LOSS REIMBS900099$305,024$305,024
FieldValueIRS element (for citing)
Total Program Service Revenue$43,669,513TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,167,561TotalRevenueColumnAmt
Exclusion$2,167,561ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$60,930,808SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$61,557,621SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$626,813SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$626,813TotalRevenueColumnAmt
Exclusion-$626,813ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$23TotalRevenueColumnAmt
Exclusion$23ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$23OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$45,210,284TotalRevenueColumnAmt
Related Or Exempt Func Income$43,669,513RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,540,771ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$41,377,134TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$519,231TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$85,032TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$110,540TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$48,475TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$222,402TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$29,540TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$88,164TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$332,131TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$205,560TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$64,727TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$88,037TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$32,746TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,954TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$47,961TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescEQUIPMENT MAINTENANCEDesc
Total$13,939TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$43,275,573TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,591,640BOYAmt
EOY$4,285,882EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,166,714BOYAmt
EOY$2,839,234EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$333,520BOYAmt
EOY$345,994EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$252,251LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$231,897LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$9,338BOYAmt
EOY$20,354EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$98,611,667BOYAmt
EOY$81,360,041EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$20,199,455EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$103,712,979BOYAmt
EOY$109,051,060EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$100,606BOYAmt
EOY$91,341EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$458,541BOYAmt
EOY$133,965EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$559,147BOYAmt
EOY$225,306EOYAmt
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$103,153,832BOYAmt
EOY$108,825,754EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$103,153,832BOYAmt
EOY$108,825,754EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$103,712,979BOYAmt
EOY$109,051,060EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,934,711ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,737,211NetUnrlzdGainsLossesInvstAmt
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$135,057OtherCostOrOtherBasisAmt
Depreciation$115,303DepreciationAmt
Book Value$19,754BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$117,194OtherCostOrOtherBasisAmt
Depreciation$116,594DepreciationAmt
Book Value$600BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$20,354TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescGUARANTEED INVESTMENT CONTRACTSDesc
Book Value$20,199,455BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$20,199,455TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO BROKER$109,729
DUE TO LOCAL NO 292 SUB PLAN$24,236
FieldValueIRS element (for citing)
Total Liability$133,965TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$48,277,908TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$3,737,211NetUnrealizedGainsInvstAmt
Revenue Not Reported$3,737,211RevenueNotReportedAmt
Revenue Subtotal$44,540,697RevenueSubtotalAmt
Investment Expenses Not Incld$88,164InvestmentExpensesNotIncldAmt
Other Revenues Not Included$581,423OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$669,587RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$45,210,284TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$42,605,986TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$42,605,986ExpensesSubtotalAmt
Investment Expenses Not Incld2$88,164InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$581,423OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$669,587ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$43,275,573TotalExpensesPerForm990Amt

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 581423.
PART XII, LINE 4B - OTHER ADJUSTMENTS:COMMON ADMINISTRATIVE EXPENSES FOR 292 BENEFIT PLANS 581423.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11FORM 990 IS PROVIDED TO AND REVIEWED 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 (15 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
ELEC WKRS LOCAL 292 PENSION PLAN
6900 WEDGWOOD ROAD SUITE 425MAPLE GROVEMN55311416035616TO PROVIDE PENSION BENEFITSMN401(A)0
ELEC WKRS LOCAL 292 DEFINED CONTRIBUTION & 401(K) PLAN
6900 WEDGWOOD ROAD SUITE 425MAPLE GROVEMN55311411760754TO PROVIDE ANNUITY AND 401(K) BENEFITSMN401(A)0
ELEC WKRS LOCAL 292 SUPP UNEMPLOYMENT PLAN
6900 WEDGWOOD ROAD SUITE 425MAPLE GROVEMN55311411876011TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITSMN501(C)90
ELEC WKRS LOCAL 292 VACATIONHOLIDAY PLAN
6900 WEDGWOOD ROAD SUITE 425MAPLE GROVEMN55311411701466TO PROVIDE VACATION AND HOLIDAY BENEFITSMN501(C)90
IBEW LOCAL 292
CONTRIBUTING EMPLOYER0
MINNEAPOLIS ELEC IND APPRENTICESHIP
CONTRIBUTING EMPLOYER0
STATEWIDE LIMITED ENERGY APPRENTICESHIP
CONTRIBUTING EMPLOYER0
MPLS PUBLIC SCHOOLS-SPECIAL SCHOOL DIST #1
CONTRIBUTING EMPLOYER0
CITY OF MINNEAPOLIS
CONTRIBUTING EMPLOYER0
MUNICIPAL BUILDING COMMISSION
CONTRIBUTING EMPLOYER0
UNIVERSITY OF MN
CONTRIBUTING EMPLOYER0
MINNEAPOLIS PUBLIC HOUSING AUTHORITY
CONTRIBUTING EMPLOYER0
MINNEAPOLIS CHAPTER NECA
CONTRIBUTING EMPLOYER0
MINNEAPOLIS BUILDING AND CONST TRADES COUNCIL
CONTRIBUTING EMPLOYER0
HENNEPIN CO
CONTRIBUTING EMPLOYER0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (27 entries)

Primary ActivitiesPrimaryActivitiesTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
ALL-TECH SYSTEMS
CONTRIBUTING EMPLOYER00
APPLIED BUSINESS COMMUNICATIONS INC
CONTRIBUTING EMPLOYER00
BEDNARK ELECTRIC LLC
CONTRIBUTING EMPLOYER00
BLACKWOODS ELECTRIC LLC
CONTRIBUTING EMPLOYER00
BRAUN ELECTRIC LLC
CONTRIBUTING EMPLOYER00
COMPLETE ELECTRIC LLC
CONTRIBUTING EMPLOYER00
ECOVISION ELECTRIC LLC
CONTRIBUTING EMPLOYER00
ELECTRONIC COMMUNICATION SYSTEMS INC
CONTRIBUTING EMPLOYER00
ELITE LINE SERVICES LLC
CONTRIBUTING EMPLOYER00
FPD POWER DEVELOPMENT LLC
CONTRIBUTING EMPLOYER00
GB TECHNOLOGIES
CONTRIBUTING EMPLOYER00
J&L ELECTRICAL SERVICES LLC
CONTRIBUTING EMPLOYER00
KOIVISTO ELECTRIC
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
MUZAK LLC
CONTRIBUTING EMPLOYER00
PARSONS ELECTRIC LLC
CONTRIBUTING EMPLOYER00
RYAN ELECTRIC LLC
CONTRIBUTING EMPLOYER00
SIBELL ELECTRIC LLC
CONTRIBUTING EMPLOYER00
STANELY ACCESS TECH LLC
CONTRIBUTING EMPLOYER00
STAR TRIBUNE MEDIA COMPANY LLC
CONTRIBUTING EMPLOYER00
STARLITES ELECTRIC CO INC
CONTRIBUTING EMPLOYER00
TRADEWINDS ELECTRIC LLC
CONTRIBUTING EMPLOYER00
WITZEL ELECTRIC
CONTRIBUTING EMPLOYER00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (146 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
AID ELECTRIC CORP
CONTRIBUTING EMPLOYER0
ALLIANCE ELECTRIC INC
CONTRIBUTING EMPLOYER0
AL'S ELECTRIC
CONTRIBUTING EMPLOYER0
ANDERSON TECHNOLOGY
CONTRIBUTING EMPLOYER0
B&B ELECTRIC
CONTRIBUTING EMPLOYER0
BAKER ELECTRIC INC
CONTRIBUTING EMPLOYER0
BLOOMINGTON ELECTRIC CO
CONTRIBUTING EMPLOYER0
CLAUDE ANDERSON
CONTRIBUTING EMPLOYER0
CRANE NULCLEAR INC
CONTRIBUTING EMPLOYER0
DELANEY TELECOM
CONTRIBUTING EMPLOYER0
DICKSON ELECTRIC
CONTRIBUTING EMPLOYER0
DMX MUSIC
CONTRIBUTING EMPLOYER0
ECLIPSE ELECTRIC MFG
CONTRIBUTING EMPLOYER0
GEPHART ELECTRIC
CONTRIBUTING EMPLOYER0
GOPHER ELECTRIC CONTRACTORS INC
CONTRIBUTING EMPLOYER0
GUNNAR ELECTRIC INC
CONTRIBUTING EMPLOYER0
J BECHER & ASSOCIATES INC
CONTRIBUTING EMPLOYER0
JEFF'S ELECTRIC INC
CONTRIBUTING EMPLOYER0
JT ELECTRIC SERVICE IN
CONTRIBUTING EMPLOYER0
KILLMER ELECTRIC CO INC
CONTRIBUTING EMPLOYER0
KING INDUSTRIES INC
CONTRIBUTING EMPLOYER0
LAUGHLIN ELECTRIC CO
CONTRIBUTING EMPLOYER0
LK COMSTOCK NATIONAL TRANSIT
CONTRIBUTING EMPLOYER0
MAXWELLRONALLO ELECTRICAL CO
CONTRIBUTING EMPLOYER0
MENDOTA ELECTRIC INC
CONTRIBUTING EMPLOYER0
METRO ELECTRIC CO INC
CONTRIBUTING EMPLOYER0
MID-NORTHERN ELECTRIC INC
CONTRIBUTING EMPLOYER0
MINNEAPOLIS NECA
CONTRIBUTING EMPLOYER0
NORTH STAR ELECTRICAL CONTRACTORS INC
CONTRIBUTING EMPLOYER0
NORTHERN ELECTRICAL CONTRACOTRS
CONTRIBUTING EMPLOYER0
NORTHERN STATES POWER DBA XCEL ENERGY SERVICES
CONTRIBUTING EMPLOYER0
OLYMPIATECH ELECTRIC
CONTRIBUTING EMPLOYER0
PRAIRIE TECHNOLOGIES INC OF MN
CONTRIBUTING EMPLOYER0
PROGRESS VALLEY ELECTRIC INC
CONTRIBUTING EMPLOYER0
REBEL ELECTRIC INC
CONTRIBUTING EMPLOYER0
RIES ELECTRIC COMPANY
CONTRIBUTING EMPLOYER0
ROGERS AUTOMATED ENTRANCES INC
CONTRIBUTING EMPLOYER0
SIGNAL PERFECTION
CONTRIBUTING EMPLOYER0
SIGN MAINTENANCE LIGHTING & ELECTRICAL INC
CONTRIBUTING EMPLOYER0
US PREMISE NETWORKING SERVICES INC
CONTRIBUTING EMPLOYER0
ASSOCIATED ALARMS
CONTRIBUTING EMPLOYER0
DETAIL ELECTRIC
CONTRIBUTING EMPLOYER0
FRED'S SERVICE
CONTRIBUTING EMPLOYER0
A&M
CONTRIBUTING EMPLOYER0
ACE ELECTRICAL
CONTRIBUTING EMPLOYER0
ADVANCED WIREWORKS
CONTRIBUTING EMPLOYER0
AFS SYSTEMS INC
CONTRIBUTING EMPLOYER0
ALLAREA COMMUNICATIONS
CONTRIBUTING EMPLOYER0
ARNIE BILLMARK ELECTRIC
CONTRIBUTING EMPLOYER0
AUGUSTA ELECTRIC INC
CONTRIBUTING EMPLOYER0
BEARANT
CONTRIBUTING EMPLOYER0
BEN FRANKLIN ELECTRIC
CONTRIBUTING EMPLOYER0
BOB KILIAN ELECTRIC CO
CONTRIBUTING EMPLOYER0
BOB MARTY ELECTRIC INC
CONTRIBUTING EMPLOYER0
BROTHERS FIRE PROTECTION
CONTRIBUTING EMPLOYER0
CHOICE ELECTRIC INC
CONTRIBUTING EMPLOYER0
COLLINS ELECTRICAL
CONTRIBUTING EMPLOYER0
COMPASS ELECTRIC IN
CONTRIBUTING EMPLOYER0
CROSSTOWN ELECTRIC
CONTRIBUTING EMPLOYER0
CUSTOM CONDUIT
CONTRIBUTING EMPLOYER0
D&G ELECTRIC INC
CONTRIBUTING EMPLOYER0
DAY AND ZIMMERMAN
CONTRIBUTING EMPLOYER0
ECS ELECTRIC
CONTRIBUTING EMPLOYER0
EGAN COMPANY
CONTRIBUTING EMPLOYER0
ELECTRIC MOTOR SERVICE
CONTRIBUTING EMPLOYER0
ELECTRIC RESOURCE CONTRACTORS INC
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 & MAINT
CONTRIBUTING EMPLOYER0
ELLIOTT CONTRACTING CORP
CONTRIBUTING EMPLOYER0
ENERGY COORDINATES INC
CONTRIBUTING EMPLOYER0
ERICKSON ELECTRIC CO INC
CONTRIBUTING EMPLOYER0
ERICKSON PLUMBING HEATING & COOLING INC
CONTRIBUTING EMPLOYER0
FIBER & DATA RESOURSES INC
CONTRIBUTING EMPLOYER0
FOX ELECTRIC OF TWIN CITIES INC
CONTRIBUTING EMPLOYER0
FRASER-MORRIS ELECTRIC CO
CONTRIBUTING EMPLOYER0
FRONTIER ELECTRIC CO
CONTRIBUTING EMPLOYER0
GECO CORP DBA CROCUS HILL ELECTRIC CO
CONTRIBUTING EMPLOYER0
GILBERT MECHANICAL CONTRACTORS INC
CONTRIBUTING EMPLOYER0
GR ELECTRIC INC
CONTRIBUTING EMPLOYER0
GRANITE LEDGE ELECTRICAL CONTRACTORS INC
CONTRIBUTING EMPLOYER0
H & H ENERGY ELECTRIC INC
CONTRIBUTING EMPLOYER0
HARRIS CONTRACTING COMPANY
CONTRIBUTING EMPLOYER0
HEIGHTS ELECTRIC INC
CONTRIBUTING EMPLOYER0
HELM ELECTRIC INC- LAKEVILLE
CONTRIBUTING EMPLOYER0
HUNT ELECTRIC CORPORATION
CONTRIBUTING EMPLOYER0
KOIVISTO ELECTRIC
CONTRIBUTING EMPLOYER0
LAKES AREA ELECTRIC INC
CONTRIBUTING EMPLOYER0
LETOURNEAU ELECTRIC
CONTRIBUTING EMPLOYER0
LIFE SAFETY SYSTEMS
CONTRIBUTING EMPLOYER0
LIFETOUCH NATIONAL SCHOOL STUDIOS
CONTRIBUTING EMPLOYER0
LOGIC ELECTRIC INC
CONTRIBUTING EMPLOYER0
LOW VOLTAGE CONTRACTORS INC
CONTRIBUTING EMPLOYER0
MANOR ELECTRIC INC
CONTRIBUTING EMPLOYER0
MASTER ELECTRIC COMPANY INC
CONTRIBUTING EMPLOYER0
MAYER ELECTRIC CORP
CONTRIBUTING EMPLOYER0
MEDINA ELECTRIC INC
CONTRIBUTING EMPLOYER0
MERIT ELECTRIC
CONTRIBUTING EMPLOYER0
MTEC ELECTRIC INC
CONTRIBUTING EMPLOYER0
MUSKA ELECTRIC CO
CONTRIBUTING EMPLOYER0
NEWSCOPE TECHNOLOGIES
CONTRIBUTING EMPLOYER0
NORTHERN AIR CORPORATION
CONTRIBUTING EMPLOYER0
NORTHLAND MECHANICAL CONTRACTORS INC
CONTRIBUTING EMPLOYER0
PEOPLES ELECTRIC
CONTRIBUTING EMPLOYER0
PERFORMANCE CABLING INC
CONTRIBUTING EMPLOYER0
PHASOR ELECTRIC COMPANY
CONTRIBUTING EMPLOYER0
PRAIRIE ELECTRIC CO INC
CONTRIBUTING EMPLOYER0
PREFERRED ELECTRIC INC
CONTRIBUTING EMPLOYER0
PREMIER ELECTRICAL CORP
CONTRIBUTING EMPLOYER0
PRO-TECH DESIGN INC
CONTRIBUTING EMPLOYER0
R&L PHONE OUTLET INC
CONTRIBUTING EMPLOYER0
RESCOM ELECTRIC INC
CONTRIBUTING EMPLOYER0
RIVER CITY ELECTRIC INC
CONTRIBUTING EMPLOYER0
RIVERROAD ELECTRIC INC
CONTRIBUTING EMPLOYER0
RYAN ELECTRIC INC
CONTRIBUTING EMPLOYER0
S&K MC INC
CONTRIBUTING EMPLOYER0
SAGE ELECTRIC
CONTRIBUTING EMPLOYER0
SECO ELECTRIC
CONTRIBUTING EMPLOYER0
SECURITY CONTROL SYSTEMS INC
CONTRIBUTING EMPLOYER0
SHERMAN ELECTRIC INC
CONTRIBUTING EMPLOYER0
SNYDER ELECTRIC CO
CONTRIBUTING EMPLOYER0
SR MECHANICAL
CONTRIBUTING EMPLOYER0
STATES ELECTRIC MANUFACTURING CORP
CONTRIBUTING EMPLOYER0
STERLING ELECTRIC CORPORATION
CONTRIBUTING EMPLOYER0
STERNE ELECTRIC CO
CONTRIBUTING EMPLOYER0
TAYLOR TELEPHONE SYSTEMS INC
CONTRIBUTING EMPLOYER0
TELESYSTEMS INC
CONTRIBUTING EMPLOYER0
TILLER CORPORATION
CONTRIBUTING EMPLOYER0
TOTAL CONSTRUCTION & EQUIPMENT INC
CONTRIBUTING EMPLOYER0
UHL COMPANY INC
CONTRIBUTING EMPLOYER0
WALLACE ELECTRICAL CONSTRUCTION INC
CONTRIBUTING EMPLOYER0
WALLRAFF ELECTRIC COMPANY
CONTRIBUTING EMPLOYER0
WESTONKA ELECTRIC INC
CONTRIBUTING EMPLOYER0
WIRE TO WIRE INC
CONTRIBUTING EMPLOYER0
ZIEGLER INC
CONTRIBUTING EMPLOYER0
ANDOVER ELECTRIC
CONTRIBUTING EMPLOYER0
GARY HAMMER ELECTRIC
CONTRIBUTING EMPLOYER0
HOT WIRE ELECTRIC
CONTRIBUTING EMPLOYER0
MIESEN SECURITY
CONTRIBUTING EMPLOYER0
NORTH BRANCH ELECTRIC
CONTRIBUTING EMPLOYER0
CITYWIDE ELECTRIC
CONTRIBUTING EMPLOYER0
M & T ELECTRIC
CONTRIBUTING EMPLOYER0
MAXIMUM TECHNOLOGIES
CONTRIBUTING EMPLOYER0
NORSTAN COMMUNICATIONS
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$219,000COST
ELEC WKRS LOCAL 292 DEFINED CONTRIBUTION & 401(K) PLAN
Q$226,500COST
ELEC WKRS LOCAL 292 SUPP UNEMPLOYMENT PLAN
Q$162,000COST