2022-07-12T12:06:40-05:00 2021-09-30 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2020-10-01 411334004 ST PAUL ELECTRICAL WORKERS RESERVE TRUST STPA 9528540795 1330 CONWAY STREET NO 130 ST PAUL MN 55106 JAMES SCHULT CHAIR 9528540795 2022-07-11 1 JAMES SCHULT 999009999 STACY MEYER P00970265 6123764500 2022-07-11 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JAMES SCHULT 1330 CONWAY STREET NO 130 ST PAUL MN 55106 126579502 0 X WWW.IBEW110.ORG X 1978 MN PROVIDE RETIREE MEDICAL FUNDING TO ELIGIBLE PARTICIPANTS. 6 1 0 10 0 0 0 0 5151607 4907210 4323788 17091383 2126 3770 9477521 22002363 0 0 3114176 4183499 0 0 0 0 0 682020 829975 3796196 5013474 5681325 16988889 163999224 202369489 27525402 34066925 136473822 168302564 TO PROVIDE MEDICAL COVERAGE FOR BARGAINING UNIT RETIREES, DISABLED PARTICIPANTS, AND SURVIVING SPOUSES OF DECEASED BARGAINING UNIT PARTICIPANTS AND RETIREES. 0 0 THE 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 2,083 PARTICIPANTS. 0 0 0 0 0 0 0 0 0 0 1 0 0 1 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 1 1 0 1 0 0 0 0 0 0 0 0 0 X 6 1 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X WILSON-MCSHANE CORPORATION 9528515788 1330 CONWAY STREET SUITE 130 ST PAUL MN 55106 JAMES SCHULT CHARIMAN, UNION TRUSTEE 1.00 5.00 X X 0 0 0 JAMIE M MCNAMARA UNION TRUSTEE 1.00 45.00 X 0 148053 57279 PETER BOURLAND MGMT TRUSTEE 1.00 40.00 X 0 0 0 BRANDON ANDERSON UNION TRUSTEE ALTERNATE 1.00 40.00 X 0 0 0 JT PEDERSON MGMT TRUSTEE 1.00 40.00 X 0 0 0 LUKE KUHL SECRETARY, MGMT TRUSTEE 1.00 45.00 X X 0 132685 43529 NATE STEIN ALT MGMT TRUSTEE 1.00 40.00 X 0 0 0 DOUGLAS SUCHANEK ALT UNION TRUSTEE 1.00 40.00 X 0 122285 49969 EDWARD NELSON UNION TRUSTEE 1.00 5.00 X 0 0 0 ANDREW COLVARD ALT MGMT TRUSTEE 1.00 40.00 X 0 53011 33489 0 456034 184266 0 0 1 0 WILSON-MCSHANE CORPORATION 1330 CONWAY STREET ST PAUL MN 55106 PLAN ADMINISTRATOR 156000 1 EMPLOYER CONTRIBUTIONS 525100 4907210 4907210 4907210 3123106 3123106 118545416 104577139 13968277 13968277 13968277 COMMISSION RECAPTURE 525100 2619 2619 OTHER INCOME 525100 1151 1151 3770 22002363 4910980 0 17091383 4183499 182968 14876 595279 13700 23152 5013474 3569565 4647567 545514 679120 132497009 163140465 27387136 33902337 163999224 202369489 138266 164588 27387136 33902337 27525402 34066925 X 0 0 0 0 136473822 168302564 136473822 168302564 163999224 202369489 16988889 14839853 0 X X 0 1 X 1 0 0 COLLATERAL HELD FOR SECURITIES ON LOAN 33902337 F 33902337 LIABILITY TO RETURN COLLATERAL HELD FOR SECURITIES ON LOAN 33902337 33902337 X 36246937 14839853 14839853 21407084 595279 595279 22002363 4418195 0 4418195 595279 595279 5013474 PART X, LINE 2: THE 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 2021 AND 2020 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. 0 0 0 JAMIE M MCNAMARA UNION TRUSTEE 0 148053 0 0 0 0 0 23232 0 34047 0 205332 0 0 LUKE KUHL SECRETARY, MGMT TRUSTEE 0 132685 0 0 0 0 0 0 0 43529 0 176214 0 0 DOUGLAS SUCHANEK ALT UNION TRUSTEE 0 122285 0 0 0 0 0 20682 0 29287 0 172254 0 0 FORM 990, PART VI, SECTION A, LINE 3 WILSON-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 7A THE 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 11B THE 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 12C THE 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 19 THE 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 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ST PAUL ELECTRICAL CONSTRUCTION PENSION PLAN 1330 CONWAY STREET ST PAUL MN 55106 416046858 PROVIDE RETIREMENT AND DISABILITY BENEFITS MN 401(A) N/A 0 ST PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 1330 CONWAY STREET ST PAUL MN 55106 416046858 PROVIDE PARTICIPANTS SAVINGS ON A PRE-TAX BASIS THROUGH PAYROLL DEDUCTIONS MN 401(A) N/A 0 ST PAUL ELECTRICAL CONSTRUCTION WORKERS SUPPLEMENTAL PENSION PLAN 1330 CONWAY STREET ST PAUL MN 55106 416046858 PROVIDE SUPPLEMENTAL PENSION BENEFITS MN 401(A) N/A 0 ST PAUL ELECTRICAL WORKERS HEALTH PLAN 1330 CONWAY STREET ST PAUL MN 55106 411365924 PROVIDE HEALTH AND WELFARE BENEFITS MN 501(C)(9) N/A 0 ST PAUL ELECTRICAL WORKERS REGULAR VACATION AND HOLIDAY TRUST 1330 CONWAY STREET ST PAUL MN 55106 416219001 PROVIDE VACATION AND HOLIDAY BENEFITS MN 501(C)(9) N/A 0 UNIVERSITY OF ST THOMAS ST PAUL SERVICE CORP CITY OF ST PAUL INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 110 1330 CONWAY STREET ST PAUL MN 551065856 410235240 SPONSORING ORGANIZATION MN 501(C)(5) N/A 0 ST PAUL CHAPTER NATIONAL ELECTRICAL CONTRACTORS 855 VILLAGE CENTER DR 352 NORTH OAKS MN 551273016 410730995 SPONSORING ORGANIZATION MN 501(C)(6) N/A 0 ST PAUL AREA ELECTRICAL JOINT APPRENTICESHIP AND TRAINING FUND 1330 CONWAY STREET ST PAUL MN 55106 411304531 PROVIDE TRAINING MN 501(C)(3) LINE 11 N/A 0 LABOR MANAGEMENT JOINT COMM FOR THE SAINT PAUL ELECTRICAL CONST INDUSTRY 855 VILLAGE CENTER DR 352 NORTH OAKS MN 551273016 411632763 PROMOTE LABOR-MGMT COOPERATION AND PROMOTE THE INDUSTRY TO THE PUBLIC MN 501(C)(5) N/A 0 ST PAUL SCHOOLS ISD #627 ST PAUL FEDERAL CREDIT UNION IBEW LOCAL UNION 112 C2 ELECTRIC INC CAPISTRANT ELECTRIC LLC CASTREJON INCORPORATED CHP SYSTEMS LLC CRI ELECTRIC INC CROCUS HILL ELECTRIC - GECO CO D & G ELECTRIC INC CROCUS HILL ELECTRIC - GECO CO SCHAMMEL ELECTRIC REBEL ELECTRIC LLC D & G ELECTRIC INC CHOICE ELECTRIC INC LAKERIDGE ELECTRIC LLC MIDWEST ELECTRICAL CONST DJ ELECTRIC SERVICES INC CAPISTRANT ELECTRIC LLC RSR ELECTRIC THOR ELECTRIC LLC KEVIN AHLERS ELECTRIC LLC WITZEL ELECTRIC MILLER CLARK ELECTRIC LLC SCHECK MECHANICAL CORP SARGE ELECTRIC LLC CHP SYSTEMS LLC 6 LU A & J ELECTRIC CORP A & M ELECTRIC AH ELECTRIC ACE ELECTRICAL CONTRACTORS INC ADVANCED ELECTRIC OF MINNESOTA ADVANTAGE POINT GROUP INC ADVANTAGE POINT SYSTEMS AID ELECTRIC CORP AMP'D ELECTRIC LLC ARCADE ELECTRIC S & K MC INC ATLAS INFRASTRUCTURE INC AUDIO & SECURITY ENGINEERS B & B ELECTRIC CONST INC BANKS ELECTRIC CORPORATION BEERY HEATING COOLING INC BEN FRANKLIN ELECTRIC INC BLOOMINGTON ELECTRIC CO BOB MARTY ELECTRIC INC CITYWIDE ELECTRIC INC CONNECT ELECTRIC INC COUNTRYMAN ELECTRIC EGAN COMPANY INC-(LEA) ELECTRIC SUPPLY COMPANY ELECTRO WATCHMAN INC FIRENET SYSTEMS INC FOREST LAKE CONTRACTING INC FRASER MORRIS ELECTRIC CO GB TECHNOLOGIES GEPHART ELECTRIC GILBERT MECHANICAL CONTRACTORS GRANITE LEDGE ELEC CONTR INC GUNNAR ELECTRIC GUNNAR ELECTRIC HELM ELECTRIC INC HI-TECH ELECTRICAL CONTR LLC HORWITZ INC HUMERATECH INTEGRATED HUNT ELECTRIC CORP HUNTINGTON TECHNICAL SERV INC INNOVATIVE POWER SYSTEMS INC INTEGRATED FIRE & SECURITY INTERFACE ELECTRIC INC J BECHER & ASSOC INC KILLMER ELECTRIC CO INC KIRTLAND ELECTRIC LABORKEY LAKES AREA ELECTRIC INC LETOURNEAU ELECTRIC INC LIFE SAFTEY SYSTEMS INC LIMESTONE FIRE AND SECURITY L MANOR ELECTRIC INC MASTER ELECTRIC CO INC MASTER TECHNOLOGY GROUP ( MTG) MERCURY ELECTRIC MERIT ELECTRIC CO METRO LAKES ELECTRIC LLC MIDWEST ELECTRIC CO MP TECHNOLOGIES LLC MUSKA ELECTRIC CO NEI ELECTRIC INC NEO ELECTRICAL SOLUTIONS LLC NETWORK DESIGN INC NORTHERN ELECTRICAL CONTR INC OLYMPIATECH ELECTRICAL CONT IN PARALLEL TECHNOLOGIES PHASOR ELECTRIC CO PRAIRIE ELECTRIC CO INC PREFERRED ELECTRIC INC PREMIER ELECTRICAL CORP PRO-TEC DESIGN INC RESERVE TRUST (ER) SR MECHANICAL INCORPORATED STATE GROUP INDUSTRIAL SUPREME ELECTRIC INC TOTAL CONST & EQUIP INC TRU ELECTRIC INC UHL COMPANY INC WALLACE ELECTRICAL CONST INC WILDWOOD ELECTRIC SERVICE LLC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1