2011-12-06T11:25:27-06:00 2011-04-30 LEGACY PROFESSIONALS LLP 4530 WEST 77TH STREET STE 300 EDINA MN 55435 990 2010-05-01 411384754 IBEW 292 HEALTH CARE PLAN IBEW 7634938830 6900 WEDGWOOD ROAD NO 425 MAPLE GROVE MN 55311 RODGER KRETMAN 7634938830 2011-11-22 1 LEGACY PROFESSIONALS LLP 9528413950 2010 2016-02-24 21:20:13Z RODGER KRETMAN 6900 WEDGWOOD ROAD NO 425 MAPLE GROVE MN 55311 73600984 0 X WWW.IBEW292BENEFITS.ORG X 1997 MN TO PROVIDE HEALTH AND WELFARE BENEFITS 6 6 128 0 0 0 0 0 41823326 41697766 2643692 2894145 17836 8883 44484854 44600794 0 0 35931682 35122073 772374 768712 0 0 0 1261217 1061632 37965273 36952417 6519581 7648377 81184115 92805306 101395 105131 81082720 92700175 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 1 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 0 1 841 0 1 128 1 0 0 0 0 0 0 0 0 0 0 X 6 6 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 X JEFFREY OHMAN 2.00 X 0 0 0 RODGER KRETMAN 2.00 X 0 0 0 BRUCE YOUNG 2.00 X 0 0 0 ANDREW SNOPE 2.00 X 0 0 0 FRED JAHNKE 2.00 X 0 0 0 THOMAS OLSON 2.00 X 0 0 0 TIMOTHY HOLMBERG 2.00 X 0 0 0 0 0 0 0 0 0 0 BLUELINK TPA PO BOX 64668 ST PAUL MN 55164 CLAIMS NETWRK ACCESS 587628 DELTA DENTAL PO BOX 9304 MINNEAPOLIS MN 55440 CLAIMS NETWRK ACCESS 158563 2 EMPLOYER CONTRIBS 900099 33122457 33122457 PARTICIPANT CONTRIBS 900099 6525076 6525076 COBRA SUBSIDY REIMB 900099 1242420 1242420 ADMIN REIMBURSEMENTS 900099 612136 612136 EARLY RET REIN PROG 900099 195677 195677 41697766 2299547 2299547 29594788 29000190 594598 594598 594598 TAX REFUNDS 900099 8207 8207 CREDIT CARD FEES 900099 484 484 LITIGATION SETTLEMENT 900099 192 192 8883 44600794 41085630 0 3515164 35122073 513567 82190 128311 44644 114912 19344 94493 304329 264253 60567 48821 78259 8540 25369 EQUIPMENT MAINTENANCE 42352 DUES/SUBSCRIPTIONS 393 36952417 100 100 970923 6500752 3413528 3346933 362693 324506 253454 239228 18693 14226 76418178 82618789 81184115 92805306 101395 105131 101395 105131 X 0 0 0 0 81082720 92700175 81082720 92700175 81184115 92805306 X 7648377 3969078 X 0 1 1 X 0 136260 129834 6426 117194 109394 7800 14226 44600794 36952417 7648377 3969078 3969078 11617455 47863243 3969078 3969078 43894165 94493 612136 706629 44600794 36245788 0 36245788 94493 612136 706629 36952417 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE PLAN FILES FROM 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 612136. PART XIII, LINE 4B - OTHER ADJUSTMENTS: COMMON ADMINISTRATIVE EXPENSES FOR 292 BENEFIT PLANS 612136. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 WAS PROVIDED TO AND REVIEWED BY THE 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: 3969078. ELEC WKRS LOCAL 292 PENSION PLAN 6900 WEDGWOOD ROAD SUITE 425 MAPLE GROVE MN 55311 416035616 TO PROVIDE PENSION BENEFITS MN 501(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 501(A) N/A 0 ELEC WKRS LOCAL 292 SUPPLEMENTAL 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 ELECTRICAL WORKERS LOCAL NO 292 DEFINED CONTRIBUTION AND 401(K) PLAN P 219853 ELECTRICAL WORKERS LOCAL NO 292 PENSION PLAN P 237080 ELECTRICAL WORKERS LOCAL NO 292 SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN P 155203