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ST PAUL ELECTRICAL WORKERS RESERVE TRUST: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ST PAUL ELECTRICAL WORKERS RESERVE TRUST (EIN 41-1334004)
Tax period
2021-10-01 to 2022-09-30
Filed
2023-07-18
IRS object ID
202321999349300217
Schema version
2021v4.2
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)
Return2023-07-18T08:27:08-05:00ReturnTs
Tax Period End2022-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1220 SOUTH SIXTH STREET SUITE 300AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411334004EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ST PAUL ELECTRICAL WORKERS RESERVE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTPABusinessNameControlTxt
Phone9528540795PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11330 CONWAY STREET 130AddressLine1Txt
CityST PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55106ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES SCHULTPersonNm
Person TitleCHAIRPersonTitleTxt
Phone9528540795PhoneNum
Signature2023-07-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMESPersonFirstNm
Person LastSCHULTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTACY MEYERPreparerPersonNm
PTINP00970265PTIN
Phone6123764500PhoneNum
Preparation2023-07-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAMES SCHULTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11330 CONWAY STREET 130AddressLine1Txt
CityST PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55106ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$97,272,630GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.IBEW110.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1978FormationYr
Legal Domicile StateMNLegalDomicileStateCd
Activity Or MissionPROVIDE RETIREE MEDICAL FUNDING TO ELIGIBLE PARTICIPANTS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent1VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers9TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$4,907,210PYProgramServiceRevenueAmt
CY Program Service Revenue$5,313,450CYProgramServiceRevenueAmt
PY Investment Income$17,091,383PYInvestmentIncomeAmt
CY Investment Income$7,864,206CYInvestmentIncomeAmt
PY Other Revenue$3,770PYOtherRevenueAmt
CY Other Revenue$2,876CYOtherRevenueAmt
PY Total Revenue$22,002,363PYTotalRevenueAmt
CY Total Revenue$13,180,532CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$4,183,499PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$4,149,896CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$829,975PYOtherExpensesAmt
CY Other Expenses$735,819CYOtherExpensesAmt
PY Total Expenses$5,013,474PYTotalExpensesAmt
CY Total Expenses$4,885,715CYTotalExpensesAmt
PY Revenues Less Expenses$16,988,889PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$8,294,817CYRevenuesLessExpensesAmt
Total Assets BOY$202,369,489TotalAssetsBOYAmt
Total Assets EOY$166,227,433TotalAssetsEOYAmt
Total Liabilities BOY$34,066,925TotalLiabilitiesBOYAmt
Total Liabilities EOY$19,191,877TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$168,302,564NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$147,035,556NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE MEDICAL COVERAGE FOR BARGAINING UNIT RETIREES, DISABLED PARTICIPANTS, AND SURVIVING SPOUSES OF DECEASED BARGAINING UNIT PARTICIPANTS AND RETIREES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE PURPOSE OF THIS PLAN IS TO PROVIDE MEDICAL COVERAGE FOR BARGAINING UNIT RETIREES, DIASBLED PARTICIPANTS AND SURVIVING SPOUSES OF DECEASED BARGAINING UNIT PARTICIPANTS AND RETIREES. AS OF THE END OF THE PLAN YEAR, THERE WERE APPROXIMATELY 2,124 PARTICIPANTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
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 With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
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 Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member1IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
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 Line1WILSON-MCSHANE CORPORATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9528515788PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11330 CONWAY STREET SUITE 130AddressLine1Txt
CityST PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55106ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JAMES SCHULT
CHARIMAN, UNION TRUSTEE1.005.00Yes (X)Yes (X)$0$0$0
JAMIE M MCNAMARA
UNION TRUSTEE1.0045.00Yes (X)$0$155,531$59,043
PETER BOURLAND
MGMT TRUSTEE1.0040.00Yes (X)$0$0$0
BRANDON ANDERSON
UNION TRUSTEE ALTERNATE1.0040.00Yes (X)$0$0$0
JT PEDERSON
MGMT TRUSTEE1.0040.00Yes (X)$0$0$0
LUKE KUHL
SECRETARY, MGMT TRUSTEE1.0045.00Yes (X)Yes (X)$0$138,859$44,229
NATE STEIN
ALT MGMT TRUSTEE1.0040.00Yes (X)$0$0$0
DOUGLAS SUCHANEK
ALT UNION TRUSTEE1.0040.00Yes (X)$0$131,945$51,904
ANDREW COLVARD
ALT MGMT TRUSTEE1.0040.00Yes (X)$0$68,818$45,144
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$495,153TotReportableCompRltdOrgAmt
Total Other Compensation$200,320TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILSON-MCSHANE CORPORATIONBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line11330 CONWAY STREETAddressLine1Txt
CityST PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55106ZIPCd
FieldValueIRS element (for citing)
ServicesPLAN ADMINISTRATORServicesDesc
Compensation$162,000CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescEMPLOYER CONTRIBUTIONSDesc
Business525100BusinessCd
Total Revenue Column$5,313,450TotalRevenueColumnAmt
Related Or Exempt Func Income$5,313,450RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$5,313,450TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,320,097TotalRevenueColumnAmt
Exclusion$3,320,097ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$88,636,207SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$84,092,098SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,544,109SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,544,109TotalRevenueColumnAmt
Exclusion$4,544,109ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescCOMMISSION RECAPTUREDesc
Business525100BusinessCd
Total Revenue Column$2,876TotalRevenueColumnAmt
Related Or Exempt Func Income$2,876RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,876OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,180,532TotalRevenueColumnAmt
Related Or Exempt Func Income$5,316,326RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$7,864,206ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$4,149,896TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$183,076TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,606TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$16,616TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$498,153TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$14,200TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,803TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$20,331TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Total$34TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,885,715TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,647,567BOYAmt
EOY$7,336,789EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$679,120BOYAmt
EOY$896,518EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$163,140,465BOYAmt
EOY$138,882,104EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$33,902,337BOYAmt
EOY$19,112,022EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$202,369,489BOYAmt
EOY$166,227,433EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$164,588BOYAmt
EOY$79,855EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$33,902,337BOYAmt
EOY$19,112,022EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$34,066,925BOYAmt
EOY$19,191,877EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

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$168,302,564BOYAmt
EOY$147,035,556EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$168,302,564BOYAmt
EOY$147,035,556EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$202,369,489BOYAmt
EOY$166,227,433EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$8,294,817ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$29,561,825NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
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

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescCOLLATERAL HELD FOR SECURITIES ON LOANDesc
Book Value$19,112,022BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$19,112,022TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLIABILITY TO RETURN COLLATERAL HELD FOR SECURITIES ON LOANDesc
Amt$19,112,022Amt
FieldValueIRS element (for citing)
Total Liability$19,112,022TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt-$16,879,446TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$29,561,825NetUnrealizedGainsInvstAmt
Revenue Not Reported-$29,561,825RevenueNotReportedAmt
Revenue Subtotal$12,682,379RevenueSubtotalAmt
Investment Expenses Not Incld$498,153InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$498,153RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$13,180,532TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,387,562TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$4,387,562ExpensesSubtotalAmt
Investment Expenses Not Incld2$498,153InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$498,153ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,885,715TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED FEBRUARY 25, 1980, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2022 AND 2021 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. 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 (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.ExplanationTxt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JAMIE M MCNAMARA
UNION TRUSTEE$0$154,736$0$0$0$795$0$24,476$0$34,567$0$214,574$0$0
DOUGLAS SUCHANEK
ALT UNION TRUSTEE$0$131,165$0$0$0$780$0$21,870$0$30,034$0$183,849$0$0
LUKE KUHL
SECRETARY, MGMT TRUSTEE$0$138,859$0$0$0$0$0$0$0$44,229$0$183,088$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3WILSON-MCSHANE CORPORATION IS RESPONSIBLE FOR THE FINANCIAL OPERATIONS OF THE FUND. WILSON-MCSHANE CORPORATION PREPARES THE GENERAL LEDGER, MAKES JOURNAL ENTRIES, MANAGES CLAIMS AND OPERATIONAL EXPENSES.
FORM 990, PART VI, SECTION A, LINE 7ATHE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, LOCAL UNION NO.110, AFL-CIO AND ST. PAUL CHAPTER OF THE NATIONAL ELECTRICAL CONTRACTORS' ASSOCIATION EACH APPOINT 50% OF THE BOARD MEMBERS.
FORM 990, PART VI, SECTION B, LINE 11BTHE 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT PUBLIC ACCOUNTING FIRM BASED ON DATA PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE FILING IS AVAILABLE, THE 990 ISPROVIDED TO THE ENTIRE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE TRUSTEES REVIEW THE PLAN'S CONFLICT OF INTEREST POLICY ANNUALLY. THE TRUSTEES DETERMINE IF A CONFLICT OF INTEREST, IN FACTS, EXISTS. THEY ALSO DETERMINE IF IT IS MATERIAL AND IF CORRECTIVE ACTION IS REQUIRED. IN ADDITION, PEIODIC REVIEWS OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ARE CONDUCTED BY THE BOARD OF TRUSTEES TO ENSURE THAT THE PLAN OPERATES IN A MANNER CONSISTENT WITH ITS PUPROSE AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS LAWFUL STATUS AND FIDUCIARY OBLIGATIONS.
FORM 990, PART VI, SECTION C, LINE 19THE PLAN MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS, BUT NOT TO THE PUBLIC, UPON REQUEST AT THE BENEFIT PLAN OFFICE.
FORM 990, PART XII, LINE 2CTHE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (17 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxt
ST PAUL ELECTRICAL WORKERS REGULAR VACATION AND HOLIDAY TRUST
1330 CONWAY STREETST PAULMN55106416219001PROVIDE VACATION AND HOLIDAY BENEFITSMN501(C)(9)N/A0
ST PAUL ELECTRICAL CONSTRUCTION PENSION PLAN
1330 CONWAY STREETST PAULMN55106416046858PROVIDE RETIREMENT AND DISABILITY BENEFITSMN401(A)N/A0
ST PAUL ELECTRICAL CONSTRUCTION WORKERS SUPPLEMENTAL PENSION PLAN
1330 CONWAY STREETST PAULMN55106416046858PROVIDE SUPPLEMENTAL PENSION BENEFITSMN401(A)N/A0
ST PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN
1330 CONWAY STREETST PAULMN55106416046858PROVIDE PARTICIPANTS SAVINGS ON A PRE-TAX BASIS THROUGH PAYROLL DEDUCTIONSMN401(A)N/A0
LABOR MANAGEMENT JOINT COMM FOR THE SAINT PAUL ELECTRICAL CONST INDUSTRY
855 VILLAGE CENTER DR 352NORTH OAKSMN551273016411632763PROMOTE LABOR-MGMT COOPERATION AND PROMOTE THE INDUSTRY TO THE PUBLICMN501(C)(5)N/A0
ST PAUL ELECTRICAL WORKERS HEALTH PLAN
1330 CONWAY STREETST PAULMN55106411365924PROVIDE HEALTH AND WELFARE BENEFITSMN501(C)(9)N/A0
ST PAUL AREA ELECTRICAL JOINT APPRENTICESHIP AND TRAINING FUND
1330 CONWAY STREETST PAULMN55106411304531PROVIDE TRAININGMN501(C)(3)N/A0LINE 11
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 110
1330 CONWAY STREETST PAULMN551065856410235240SPONSORING ORGANIZATIONMN501(C)(5)N/A0
ST PAUL SCHOOLS ISD #625
VAN ERT ELECTRIC CO INC
VALLEY ELECTRICAL SERVICES
UNIVERSITY OF ST THOMAS
METROPOLITAN COUNCIL
VEC INC
VIKING ELECTRIC INC
METROPOLITAN MECHANICAL CONTRACTORS
CITY OF ST PAUL

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (24 entries)

C2 ELECTRIC INC
CAPISTRANT ELECTRIC LLC
CAPITOL CITY ELECTRIC INC
CHOICE ELECTRIC INC
CHP SYSTEMS LLC
CROCUS HILL ELECTRIC - GECO CO
CSM AUTOMATION
D & G ELECTRIC INC
DJ ELECTRIC SERVICES INC
K & M ELECTRIC INC
KEVIN AHLERS ELECTRIC LLC
LAKERIDGE ELECTRIC LLC
MIDWEST ELECTRICAL CONST
MILLER CLARK ELECTRIC LLC
MJ ELECTRIC LLC
PEC SOLUTIONS LLC
REBEL ELECTRIC LLC
RSR ELECTRIC
SARGE ELECTRIC LLC
SCHAMMEL ELECTRIC
SCHECK MECHANICAL CORP
ST PAUL ARENA CO LLC
THOR ELECTRIC LLC
WITZEL ELECTRIC

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (95 entries)

A & J ELECTRIC CORP
A & M ELECTRIC
AH ELECTRIC
ACE ELECTRICAL CONTRACTORS INC
ACORN ELECTRIC INC
ADVANTAGE POINT GROUP INC
AID ELECTRIC CORP
AMP ELECTRIC INC
AMP'D ELECTRIC LLC
ARCADE ELECTRIC S & K MC INC
B & B ELECTRIC CONST INC
BANKS ELECTRIC CORPORATION
BEN FRANKLIN ELECTRIC INC
BLK ELECTRIC INC
BLOOMINGTON ELECTRIC CO
BLUESKY ELECTRIC CO
BOB MARTY ELECTRIC INC
BOLDT ELECTRIC INC
BRITE LITE ELECTRIC CO INC
CAP ELECTRIC INC
CITYWIDE ELECTRIC INC
COLLINS ELECTRICAL CONST CO
CONNECT ELECTRIC INC
EGAN COMPANY
ELECTRIC BY DESIGN INC
ELEMENT ELECTRIC LLC
ELLIOTT CONTRACTING INC
ERICKSON ELECTRIC CO INC
ERICKSON PLUMBING
ESTERO ELECTRIC CO
FOREST LAKE CONTRACTING INC
FRASER MORRIS ELECTRIC CO
GEPHART ELECTRIC
GEPHART ELECTRIC CO INC
GILBERT MECHANICAL CONTRACTORS
GRANITE LEDGE ELEC CONTR INC
GREEN CREEK LLC
GUNNAR ELECTRIC
HARRIS ST PAUL INC
HELM ELECTRIC INC
HINDING HEAT AIR & ELEC
HI-TECH ELECTRICAL CONTR LLC
HORWITZ INC
HUMERATECH INTEGRATED
HUNT ELECTRIC CORP
HUNTINGTON TECHNICAL SERV INC
INTERFACE ELECTRIC INC
INTERMOUNTAIN ELECTRIC INC
J BECHER & ASSOC INC
KILLMER ELECTRIC CO INC
KIRTLAND ELECTRIC
LAKES AREA ELECTRIC INC
LANDMARK ELECTRIC INC
LANGER ELECTRIC LLC
LAUGHLIN ELECTRIC & CONSTRUCTI
LETOURNEAU ELECTRIC INC
LINDSTROM ELECTRIC LLC
M & T ELECTRIC INC
MANOR ELECTRIC INC
MASTER ELECTRIC CO INC
MEDINA ELECTRIC INC
MERCURY ELECTRIC
MERIT ELECTRIC CO
MICHAUD COOLEY ERICKSON
MICHELS POWER INC
MODERN ELECTRICAL SOLUTIONS I
MSP ELECTRIC LLC
MUSKA ELECTRIC CO
NAC-NORTHERN AIR CORP
NEI ELECTRIC INC
NEO ELECTRICAL SOLUTIONS LLC
NORTHERN ELECTRICAL CONTR INC
NORTHLAND MECHANICAL CONTRACTO
OLYMPIATECH ELECTRICAL CONT IN
O'NEILL ELECTRIC INC
OWATONNA ELECTRIC INC
PHASOR ELECTRIC CO
PREFERRED ELECTRIC INC
PREMIER ELECTRICAL CORP
PULSE ELECTRIC INC
SCHECK TECHNICAL SERVICES
SCHULKERS ELECTRIC
SLINGER ELECTRIC INC
SR MECHANICAL INCORPORATED
STATE GROUP INDUSTRIAL
SUPREME ELECTRIC INC
THE ELECTRIC GUYS INC
TOTAL CONST & EQUIP INC
TRU ELECTRIC INC
TWIN LAKES ELECTRIC LLC
UHL COMPANY INC
WALLACE ELECTRICAL CONST INC
WALLRAFF ELECTRIC COMPANY
WAUSAU ELECTRIC INC
WDW ELECTRIC LLC
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 Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

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