2013-03-11T11:20:17-05:00 2012-04-30 320043599 LEGACY PROFESSIONALS LLP 6800 FRANCE AVENUE SO SUITE 550 EDINA MN 55435 990 2011-05-01 411384754 IBEW 292 HEALTH CARE PLAN IBEW 7634938830 6900 WEDGWOOD ROAD NO 425 MAPLE GROVE MN 55311 RODGER KRETMAN 7634938830 2013-03-07 1 ERIC C BAERTSCH P00964071 9528413950 2011 2016-02-25 16:41:14Z RODGER KRETMAN 6900 WEDGWOOD ROAD NO 425 MAPLE GROVE MN 55311 71193964 0 X WWW.IBEW292BENEFITS.ORG X 1980 MN TO PROVIDE HEALTH AND WELFARE BENEFITS 6 0 128 0 0 0 0 0 41697766 40687777 2894145 2754397 8883 109658 44600794 43551832 0 0 35122073 38049151 768712 774429 0 0 0 1061632 1050637 36952417 39874217 7648377 3677615 92805306 97996468 105131 132557 92700175 97863911 TO PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES 0 0 PAYMENT OF ACCIDENTAL, HOSPITAL, SURGICAL, VISION, LIFE, DENTAL, AND LOSS OF TIME BENEFITS FOR ELIGIBLE PARTICIPANTS AND DEPENDENTS AS PROVIDED BY THE SUMMARY PLAN DESCRIPTION. 0 0 0 0 0 0 0 0 0 1 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 0 1 840 0 1 128 1 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X JODY ROE-HARDIE 7634938830 6900 WEDGWOOD ROAD MAPLE GROVE MN 55311 JEFFREY OHMAN 2.00 X 0 141835 37466 RODGER KRETMAN 2.00 X 0 49047 16340 ANDREW SNOPE 2.00 X 0 6922 3296 FRED JAHNKE 2.00 X 0 0 0 THOMAS OLSON 2.00 X 0 55271 29348 TIMOTHY HOLMBERG 2.00 X 0 0 0 JEFFREY HEIMERL 2.00 X 0 90235 42256 0 343310 128706 0 0 1 0 BLUELINK TPA PO BOX 64668 ST PAUL MN 55164 CLAIMS NETWRK ACCESS 746110 DELTA DENTAL PO BOX 9304 MINNEAPOLIS MN 55440 CLAIMS NETWRK ACCESS 162516 2 EMPLOYER CONTRIBS 900099 34099429 34099429 PARTICIPANT CONTRIBS 900099 5948529 5948529 ADMIN REIMBURSEMENTS 900099 599505 599505 COBRA SUBSIDY REIMB 900099 40314 40314 40687777 2435758 2435758 27960771 27642132 318639 318639 318639 INVESTMENT FEE REFUND 900099 109326 109326 PICNIC 900099 332 332 109658 43551832 40088272 0 3463560 38049151 523456 85526 121753 43694 115853 21028 86984 346936 215028 67271 91238 79850 5153 14804 EQUIPMENT MAINTENANCE 6066 DUES/SUBSCRIPTIONS 426 39874217 100 100 6500752 4973818 3346933 2494183 324506 394281 253454 244381 14226 9073 82618789 90125013 92805306 97996468 105131 132557 105131 132557 X 0 0 0 0 92700175 97863911 92700175 97863911 92805306 97996468 X 3677615 1486121 X 0 1 1 X 0 136260 132587 3673 117194 111794 5400 9073 43551832 39874217 3677615 1486121 1486121 5163736 44351464 1486121 1486121 42865343 86984 599505 686489 43551832 39187728 0 39187728 86984 599505 686489 39874217 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 EXPIRE. PART XII, LINE 4B - OTHER ADJUSTMENTS: COMMON ADMINISTRATIVE EXPENSES FOR 292 BENEFIT PLANS 599505. PART XIII, LINE 4B - OTHER ADJUSTMENTS: COMMON ADMINISTRATIVE EXPENSES FOR 292 BENEFIT PLANS 599505. 0 0 0 JEFFREY OHMAN 0 141835 0 0 0 0 0 19160 0 18306 0 179301 0 0 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 WAS PROVIDED TO AND REVIEWED BY THE ENTIRE BOARD OF TRUSTEES BEFORE FORM 990 WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE 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 19 THE 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1486121. SCHEDULE R THE INFORMATION NECESSARY TO DETERMINE AND PROPERLY REPORT RELATED ORGANIZATIONS POTENTIALLY REPORTABLE ON SCHEDULE R OF THIS FORM IS NOT DETERMINABLE USING CURRENT FUND RECORDS. THE INFORMATION IS BEING OBTAINED. ONCE THE APPROPRIATE RECORDS ARE AVAILABLE AND REVIEWED, AN AMENDED RETURN MAY BE SUBMITTED TO COMPLY WITH ANY REQUIRED REPORTING. ELEC WKRS LOCAL 292 PENSION PLAN 6900 WEDGWOOD ROAD SUITE 425 MAPLE GROVE MN 55311 416035616 TO PROVIDE PENSION BENEFITS MN 401(A) N/A 0 ELEC WKRS LOCAL 292 DEFINED CONTRIBUTION & 401(K) PLAN 6900 WEDGWOOD ROAD SUITE 425 MAPLE GROVE MN 55311 411760754 TO PROVIDE ANNUITY AND 401(K) BENEFITS MN 401(A) N/A 0 ELEC WKRS LOCAL 292 SUPP UNEMPLOYMENT PLAN 6900 WEDGWOOD ROAD SUITE 425 MAPLE GROVE MN 55311 411876011 TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS MN 501(C) 9 N/A 0 ELEC WKRS LOCAL 292 VACATIONHOLIDAY PLAN 6900 WEDGWOOD ROAD SUITE 425 MAPLE GROVE MN 55311 411701466 TO PROVIDE VACATION AND HOLIDAY BENEFITS MN 501(C) 9 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 SCHEDULE R THE INFORMATION NECESSARY TO DETERMINE AND PROPERLY REPORT RELATED ORGANIZATIONS POTENTIALLY REPORTABLE ON SCHEDULE R OF THIS FORM IS NOT DETERMINABLE USING CURRENT FUND RECORDS. THE INFORMATION IS BEING OBTAINED. ONCE THE APPROPRIATE RECORDS ARE AVAILABLE AND REVIEWED, AN AMENDED RETURN MAY BE SUBMITTED TO COMPLY WITH ANY REQUIRED REPORTING.