TWIN CITY IRONWORKERS HEALTH & WELFARE FUND: Form 990, tax year 2021
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- Organization
- TWIN CITY IRONWORKERS HEALTH & WELFARE FUND (EIN 41-6023463)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-20
- IRS object ID
- 202232639349300308
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-20T08:08:02-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S 6TH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416023463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TWIN CITY IRONWORKERS | BusinessNameLine1Txt |
| Business Name Line2 | HEALTH AND WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TWIN | BusinessNameControlTxt |
| Phone | 9528540795 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 METRO DRIVE 500 | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55425 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STURE BERG | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 9528540795 | PhoneNum |
| Signature | 2022-09-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STURE | PersonFirstNm |
| Person Last | BERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STACY MEYER | PreparerPersonNm |
| PTIN | P00970265 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Preparation | 2022-09-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STURE BERG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 METRO DRIVE 500 | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55425 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $36,354,475 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.TCIRONWORKERSBENEFITS.COM | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,600,115 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,340,442 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,349,738 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,307,401 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $24,949,853 | PYTotalRevenueAmt |
| CY Total Revenue | $27,647,843 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $25,696,177 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $25,836,880 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $704,775 | PYOtherExpensesAmt |
| CY Other Expenses | $741,775 | CYOtherExpensesAmt |
| PY Total Expenses | $26,400,952 | PYTotalExpensesAmt |
| CY Total Expenses | $26,578,655 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,451,099 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,069,188 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $37,578,001 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,714,994 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,556,098 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $737,710 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $36,021,903 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $36,977,284 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH, LIFE AND DEATH & DISMEMBERMENT BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDE SELF-FUNDED AND INSURED BENEFITS FOR APPROXIMATELY 1,876 UNION MEMBERS AND THEIR DEPENDENTS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM BROWN WILSON-MCSHANE CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9528147026 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 METRO DRIVE STE 500 | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55425 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| BARRY DAVIES | |||||||
| LABOR TRUSTEE, SECRETARY | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $116,758 | $64,492 |
| MARK JUREK | |||||||
| LABOR TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $103,018 | $64,492 | |
| MICHAEL WALTERS | |||||||
| LABOR TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $102,986 | $64,492 | |
| NATE O'REILLY | |||||||
| LABOR TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $102,918 | $64,492 | |
| KEITH MUSOLF | |||||||
| LABOR TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $86,532 | $64,492 | |
| STURE BERG | |||||||
| MANAGEMENT TRUSTEE, CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARK ZIEGLER | |||||||
| MANAGEMENT TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| HEIDI GUNDERSON | |||||||
| MANAGEMENT TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| TODD ROTHE | |||||||
| MANAGEMENT TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| BUTCH PERRIN | |||||||
| MANAGEMENT TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN DAHL | |||||||
| ALTERNATE TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $512,212 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $322,460 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WILSON MCSHANE CORPORATION | |||||
| 3001 METRO BLVD STE 500 | BLOOMINGTON | MN | 55425 | PLAN ADMINSTRATOR | $541,482 |
| BLUE CROSS BLUE SHIELD OF MINNESOTA | |||||
| PO BOX 64560 | ST PAUL | MN | 55164 | MEDICAL CLAIMS NETWORK | $419,176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTIONS | Desc |
| Business | 525100 | BusinessCd |
| Total Revenue Column | $25,340,442 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,340,442 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,340,442 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $680,289 | TotalRevenueColumnAmt |
| Exclusion | $680,289 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,333,744 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,706,632 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,627,112 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,627,112 | TotalRevenueColumnAmt |
| Exclusion | $1,627,112 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,647,843 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,340,442 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,307,401 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,836,880 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $524,504 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,812 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,229 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,046 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,834 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,597 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,838 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Total | $5,915 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,578,655 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,709,100 | BOYAmt |
| EOY | $1,043,861 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,856,973 | BOYAmt |
| EOY | $2,165,520 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,456 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,912,314 | BOYAmt |
| EOY | $28,906,319 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,518,264 | BOYAmt |
| EOY | $3,649,401 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $578,894 | BOYAmt |
| EOY | $1,949,893 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,578,001 | BOYAmt |
| EOY | $37,714,994 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $324,955 | BOYAmt |
| EOY | $244,542 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,231,143 | BOYAmt |
| EOY | $493,168 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,556,098 | BOYAmt |
| EOY | $737,710 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,021,903 | BOYAmt |
| EOY | $36,977,284 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,021,903 | BOYAmt |
| EOY | $36,977,284 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,578,001 | BOYAmt |
| EOY | $37,714,994 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,069,188 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$113,807 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $3,649,401 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,649,401 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ACCRUED INVESTMENT INCOME | $53,585 |
| RETIREE DRUG SUBSIDIES | $7,945 |
| INVESMENTS SOLD BUT NOT SETTLED | $1,050,000 |
| SUBSIDIES, STOP LOSS REFUNDS, AND REBATES AND OTHERS | $838,363 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,949,893 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO OTHER FUNDS | Desc |
| Amt | $493,168 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $493,168 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $27,496,990 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$113,807 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$113,807 | RevenueNotReportedAmt |
| Revenue Subtotal | $27,610,797 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $37,046 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $37,046 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $27,647,843 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $26,541,609 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $26,541,609 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $37,046 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $37,046 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $26,578,655 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BARRY DAVIES | ||||||||||||||
| LABOR TRUSTEE, SECRETARY | $0 | $116,758 | $0 | $0 | $0 | $0 | $0 | $42,912 | $0 | $21,580 | $0 | $181,250 | $0 | $0 |
| MARK JUREK | ||||||||||||||
| LABOR TRUSTEE | $0 | $103,018 | $0 | $0 | $0 | $0 | $0 | $42,912 | $0 | $21,580 | $0 | $167,510 | $0 | $0 |
| MICHAEL WALTERS | ||||||||||||||
| LABOR TRUSTEE | $0 | $102,986 | $0 | $0 | $0 | $0 | $0 | $42,912 | $0 | $21,580 | $0 | $167,478 | $0 | $0 |
| NATE O'REILLY | ||||||||||||||
| LABOR TRUSTEE | $0 | $102,918 | $0 | $0 | $0 | $0 | $0 | $42,912 | $0 | $21,580 | $0 | $167,410 | $0 | $0 |
| KEITH MUSOLF | ||||||||||||||
| LABOR TRUSTEE | $0 | $86,532 | $0 | $0 | $0 | $0 | $0 | $42,912 | $0 | $21,580 | $0 | $151,024 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | WILSON MCSHANE CORPORATION PERFORMS CONTRIBUTION COLLECTION, PAYROLL AUDIT AND BOOKKEEPING SERVICES FOR THE TWIN CITY IRONWORKERS APPRENTICESHIP AND TRAINING FUND. THERE ARE NO OFFICERS OR TRUSTEES COMPENSATED BY THE SERVICE ORGANIZATION FOR THE SERVICES PROVIDED TO THE PLAN. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE TRUST AGREEMENT WAS AMENDED EFFECTIVE FEBRUARY 4, 2021 TO REMOVE LANGUAGE LIMITING WHO THE EMPLOYER ASSOCIATION CAN APPOINT AS TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7A | SIX OF THE TRUSTEES ARE DESIGNATED BY THE ASSOCIATED GENERAL CONTRACTORS OF MINNESOTA, INC. FIVE OF THE TRUSTEES ARE DESIGNATED BY THE LOCAL NO. 512, INTERNATIONAL ASSOCIATION OF BRIDGE, STRUCTURAL AND ORNAMENTAL IRONWORKERS. |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES THAT HAVE BEEN GRANTED AUTHORITY TO ACT ON BEHALF OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE THE DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY THE BOARD OF TRUSTEES IN CONJUNCTION WITH THEIR ANNUAL AUDIT. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY REQUIRES TRUSTEES TO CONDUCT BUSINESS WITHIN GUIDELINES THAT PROHIBIT ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE POLICY REQUIRES PERSONS COVERED BY IT TO MONITOR AND REPORT TO THE CHAIRMAN, SECRETARY OR LEGAL COUNSEL ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE CHAIRMAN AND SECRETARY WILL THEN INVESTIGATE TO DETERMINE IF A CONFLICT OF INTEREST, IN FACT, EXISTS, WHETHER IT IS MATERIAL, AND WHETHER CORRECTIVE ACTION IS REQUIRED. IN MANY CASES, A TRUSTEE'S RECUSAL FROM DELIBERATING AND VOTING UPON THE MATTER UNDER CONFLICT SHALL BE SUFFICIENT TO RESOLVE THE CONFLICT APPROPRIATELY. A REPORT OF ALL STEPS TAKEN TO RESOLVE THE CONFLICT WILL BE PREPARED AND PRESENTED TO THE ENTIRE BOARD OF TRUSTEES AND SHALL BE MAINTAINED IN THE PLAN'S PERMANENT ADMINISTRATIVE FILES. COVERED PERSONS ARE ALSO OBLIGATED TO REPORT ANY CONFLICT OF INTEREST OF WHICH THEY ARE AWARE INVOLVING OTHER COVERED PERSONS. PERSONS COVERED BY THE POLICY ALSO ANNUALLY CERTIFY IN WRITING THAT THEY HAVE NOT BEEN INVOLVED IN ANY CONFLICT OF INTEREST WHICH HAS NOT BEEN REPORTED TO THE PLAN. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PARTICIPANTS UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS NOT CHANGED THEIR PROCESS FOR THE OVERSIGHT OR THE SELECTION OF THE INDEPENDENT ACCOUNTANT FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| TWIN CITY IRON WORKERS PENSION FUND | |||||||||
| 3001 METRO DRIVE STE 500 | BLOOMINGTON | MN | 55425 | 416084127 | TO PROVIDE RETIREMENT BENEFITS TO UNION MEMBERS. | MN | 401(A) | N/A | 0 |
| TWIN CITY IRON WORKERS APPRENTICESHIP AND TRAINING FUND | |||||||||
| 3001 METRO DRIVE STE 500 | BLOOMINGTON | MN | 55425 | 237115395 | TO PROVIDE TRAINING BENEFITS TO UNION MEMBERS. | MN | 501(C) | N/A | 0 |
| TWIN CITY IRON WORKERS DEFINED CONTRIBUTION FUND | |||||||||
| 3001 METRO DRIVE STE 500 | BLOOMINGTON | MN | 55425 | 416084127 | TO PROVIDE RETIREMENT BENEFITS TO UNION MEMBERS. | MN | 401(A) | N/A | 0 |
| ASSOCIATED GENERAL CONTRACTORS OF MINNESOTA INC | |||||||||
| 525 PARK STREET NO 110 | SAINT PAUL | MN | 55103 | 410132580 | TO REPRESENT MEMBERS INVOLVED IN CONSTRUCTION INDUSTRY | MN | 501(C) | N/A | 0 |
| INT'L ASSOC OF BRIDGE STRUCTURAL ORNAMENTAL & REINFORCING IRONWORKERS #512 | |||||||||
| 851 PIERCE BUTLER ROUTE | SAINT PAUL | MN | 55104 | 410328882 | TO PROMOTE THE WELFARE OF MEMBERS AND THEIR FAMILIES | MN | 501(C) | N/A | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (114 entries)
| AJ LYSNE CONTRACTING CORP |
| AMERECT INC |
| ARMSTRONG CRANE & |
| BALD EAGLE ERECTORS INC |
| BARNHART CRANE RIGGING |
| BEST STEEL ERECTORS INC |
| BOLDT COMPANY |
| CD SMITH CONSTRUCTION INC |
| CARY SPECIALIZED SERVICES INC |
| CORVAL CONSTRUCTORS INC |
| DANNY'S CONSTRUCTION CO |
| DAY & ZIMMERMAN NPS |
| E & J REBAR INC |
| EGAN COMPANY |
| EMPIREHOUSE INC |
| GOPHER STAGE LIGHTING |
| GUSTAFSON & GOUDGE INC |
| HALL WL CO |
| HI-BOOM ERECTING INC |
| INFINITY ACCESS |
| J &H ERECTORS INC |
| JAMAR COMPANY INC |
| KOLB CONSTRUCTION INC |
| LAKEHEAD CONSTRUCTORS INC |
| METRO ERECTORS INC |
| MID DAKOTA CONSTRUCTIONINC |
| MIDWEST STEEL INC |
| MODERN CRANE SERVICE INC |
| MORIN CONSTRUCTION INC |
| NORTHERN INDUSTRIAL ERECTORS |
| PATRIOT ERECTORS INC |
| PAULY JAIL BUILDING CO |
| RED CEDAR STEEL ERECTOR |
| RIVER CITY ERECTORS INC |
| RODEN IRON INC |
| SOUTH CENTRAL ERECTORS |
| STRONGHOLD INDUSTRIES INC |
| TANLEY REINFORCING INC |
| TCT RIGGING INC |
| TWIN CITY GLASS CONTRACTORS |
| UNITED REFRACTORIES INC |
| URBANSKI BUILDERS INC |
| WEBSTER'S NORTHLAND CONSTRUCTI |
| WENGER TRAFFIC CORPORATION |
| WESTERN STATES STEEL ERECT CO |
| WOODY'S REBAR COMPANY |
| CITY OF MINNEAPOLIS CENTRAL |
| CRAWFORD DOOR SALES CO |
| KRAEMER NORTH AMERICA |
| OVERHEAD DOOR NORTHLAND |
| SCHUFF STEEL COMPANY |
| STRONG TOWER BUILDING ENVELOPE |
| SUPERIOR STEEL ERECTORS |
| WHITE CONSTRUCTION |
| ARCHITECTURAL WALL SYSTEMS LLC |
| BESON & HOULE LLC |
| CONCRETE UNLIMITED LLC |
| M & M RENOVATION LLC |
| MAGNUM STEEL LLC |
| MIDWEST COMMERCIAL FENCE LLC |
| NORMINN INDUSTRIAL LLC |
| PATZOLDT CONCRETE & MASONRY LL |
| PILING SYSTEMS LLC |
| TERRENE DEVELOPMENT LLC |
| TNT REBAR LLC |
| TRISTAN FABRICATORS LLC |
| TRITON STEEL LLC |
| WEITZ INDUSTRIAL LLC |
| WILLSON IRON LLC |
| WREN WORKS LLC |
| ABLE FENCE INC |
| ALLTECH ENGINEERING CORP |
| BHI ENERGY SPECIALTY SERVICES |
| EVEREST STEEL INC |
| FOWLER & HAMMER INC |
| HAMMERLUND INC |
| HAMON CUSTODIS INC |
| HAWK & SONS INC |
| HIGH FIVE ERECTORS II INC |
| J AND B AMERICAN STEEL |
| JR JENSEN CONSTRUCTION CO |
| KELLER FENCE CO-NORTHINC |
| LINCO COMPANIES |
| MAMORTENSON CO |
| MCGOUGH CONSTRUCTION |
| MEYER CR AND SONS COMPANY |
| MIRON CONSTRUCTION COINC |
| NORTHERN INDUSTRIAL SERVICES |
| NORTHERN HORIZONS INC |
| PERMASTEELISA NO AMERICA CORP |
| PIONEER POWER INC |
| RADOTICH INC |
| RIPPEL CONSTRUCTION INC |
| S & R REINFORCING INC |
| SOWLES CO |
| TOP IRON REINFORCING INC |
| TWIN CITY STEEL ERECTORS INC |
| XCEL ENERGY INC |
| AZCO INC |
| C & C WINGER INC |
| GAGE BROS CAULKING INC |
| HARRIS DAVIS REBAR |
| INDUSTRIAL CONSTRUCT SPECIALST |
| J&L OF AMERICA |
| KMH ERECTORS INC |
| MONARCH WELDING & ENGINEERING |
| NATIONAL STEEL ERECTORS |
| NOOTER CONSTRUCTION |
| NORTHERN STEEL ERECTORS |
| NORTHWEST STEEL ERECTION |
| NPSG GLOBAL |
| PELLAND SWENSON & ASSOC |
| SHANK CONSTRUCTORS INC |
| VIC'S CRANE & HEAVY HAUL INC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
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