2014-01-13T11:38:47-06:00 2013-04-30 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2012-05-01 200005676 ABHE & SVOBODA INC HEALTH AND WELFARE TRUST ABHE 9524476025 18100 DAIRY LANE JORDAN MN 55352 ROXANE SVOBODA 9524476025 2013-12-13 1 STACY MEYER P00970265 6123764500 2012 2015-11-30 17:44:51Z ROXANE SVOBODA 18100 DAIRY LANE JORDAN MN 55352 2054197 0 X N/A X 2003 MN FUNDS GROUP INSURANCE COVERAGE FOR EMPLOYEES OF ABHE & SVOBODA, INC., & THEIR DEPENDENTS. 2 2 0 2 0 0 0 0 1682677 2054197 0 0 0 0 1682677 2054197 0 0 1506252 1859312 0 0 0 0 0 218401 184493 1724653 2043805 -41976 10392 615795 626187 0 0 615795 626187 ABHE & SVOBODA, INC. HEALTH AND WELFARE TRUST PROVIDES FUNDING FOR GROUP INSURANCE COVERAGE FOR EMPLOYEES OF ABHE & SVOBODA, INC., AND THEIR DEPENDENTS 0 0 FUNDING FOR GROUP INSURANCE COVERAGE FOR EMPLOYEES OF ABHE & SVOBODA, INC., AND THEIR DEPENDENTS 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 X 2 2 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X ABHE & SVOBODA INC 9524476025 18100 DAIRY LANE JORDAN MN 55352 X X ROXANNE SVOBODA 1.00 X 0 0 0 GAIL SVOBODA 1.00 X 0 0 0 0 0 0 0 0 0 0 SHEFFIELD OLSON & MCQUEEN INC 2145 FORD PARKWAY SUITE 300 ST PAUL MN 55116 THIRD PARTY ADMINISTRATOR 174383 1 EMPLOYER CONTRIBUTIONS 900001 1777790 1777790 EMPLOYEE CONTRIBUTIONS 900001 276407 276407 2054197 2054197 2054197 0 0 1859312 176381 8112 2043805 606843 433838 8952 165289 27060 615795 626187 0 0 X 0 0 0 0 615795 626187 615795 626187 615795 626187 10392 0 X 0 1 X 1 0 0 X 2054197 0 2054197 0 2054197 2043805 0 2043805 0 2043805 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS QUALIFIES UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). THE TRUST HAS RECEIVED A FAVORABLE TAX DETERMINATION LETTER DATED DECEMBER 16, 2010 FROM THE INTERNAL REVENUE SERVICE. THE PLAN SPONSOR BELIEVES THAT THE TRUST, AS AMENDED, CURRENTLY QUALIFIES AND OPERATES AS A TAXABLE TRUST IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. 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 IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010. FORM 990, PART VI, SECTION A, LINE 2 GAIL SVOBODA AND ROXANE SVOBODA HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT IS FILED AND IT IS REVIEWED IN CONJUNCTION WITH THE REVIEW OF THE RELATED PLAN'S ANNUAL AUDIT. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FORM 990 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE TRUST IS IN THE PROCESS OF DRAFTING A CONFLICT OF INTEREST POLICY. FORM 990, PART VII, LINE 1A: COMPENSATION FROM A RELATED ORGANIZATION FOR THE TRUSTEES LISTED IS EXCLUDED AS ALLOWED UNDER THE VOLUNTEER EXCEPTION IN THE FORM 990 INSTRUCTIONS. ABHE & SVOBODA MN 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1