2022-09-20T08:08:02-05:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2021-01-01 416023463 TWIN CITY IRONWORKERS HEALTH AND WELFARE FUND TWIN 9528540795 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 STURE BERG CHAIRMAN 9528540795 2022-09-19 1 STURE BERG 999009999 STACY MEYER P00970265 6123764500 2022-09-19 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z STURE BERG 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 36354475 0 X WWW.TCIRONWORKERSBENEFITS.COM X 1960 MN TO PROVIDE HEALTH AND WELFARE BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS. 10 0 0 11 0 0 0 0 23600115 25340442 1349738 2307401 0 0 24949853 27647843 0 0 25696177 25836880 0 0 0 0 0 704775 741775 26400952 26578655 -1451099 1069188 37578001 37714994 1556098 737710 36021903 36977284 TO PROVIDE HEALTH, LIFE AND DEATH & DISMEMBERMENT BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS. 0 0 PROVIDE SELF-FUNDED AND INSURED BENEFITS FOR APPROXIMATELY 1,876 UNION MEMBERS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 1 0 1 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 4 0 1 0 0 0 0 0 0 0 0 0 X 10 0 0 1 1 0 0 1 0 1 0 0 0 1 1 1 1 0 1 0 0 0 X WILLIAM BROWN WILSON-MCSHANE CORPORATION 9528147026 3001 METRO DRIVE STE 500 BLOOMINGTON MN 55425 BARRY DAVIES LABOR TRUSTEE, SECRETARY 1.00 40.00 X X 0 116758 64492 MARK JUREK LABOR TRUSTEE 1.00 40.00 X 0 103018 64492 MICHAEL WALTERS LABOR TRUSTEE 1.00 40.00 X 0 102986 64492 NATE O'REILLY LABOR TRUSTEE 1.00 40.00 X 0 102918 64492 KEITH MUSOLF LABOR TRUSTEE 1.00 40.00 X 0 86532 64492 STURE BERG MANAGEMENT TRUSTEE, CHAIR 1.00 0.00 X X 0 0 0 MARK ZIEGLER MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 HEIDI GUNDERSON MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 TODD ROTHE MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 BUTCH PERRIN MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 JOHN DAHL ALTERNATE TRUSTEE 1.00 40.00 X 0 0 0 0 512212 322460 0 0 1 0 WILSON MCSHANE CORPORATION 3001 METRO BLVD STE 500 BLOOMINGTON MN 55425 PLAN ADMINSTRATOR 541482 BLUE CROSS BLUE SHIELD OF MINNESOTA PO BOX 64560 ST PAUL MN 55164 MEDICAL CLAIMS NETWORK 419176 2 CONTRIBUTIONS 525100 25340442 25340442 25340442 680289 680289 10333744 8706632 1627112 1627112 1627112 27647843 25340442 0 2307401 25836880 524504 48812 47229 37046 67834 4597 5838 OTHER EXPENSES 5915 26578655 3709100 1043861 1856973 2165520 2456 26912314 28906319 4518264 3649401 578894 1949893 37578001 37714994 324955 244542 1231143 493168 1556098 737710 X 0 0 0 0 36021903 36977284 36021903 36977284 37578001 37714994 1069188 -113807 0 X X 0 1 X 1 0 0 3649401 F 3649401 ACCRUED INVESTMENT INCOME 53585 RETIREE DRUG SUBSIDIES 7945 INVESMENTS SOLD BUT NOT SETTLED 1050000 SUBSIDIES, STOP LOSS REFUNDS, AND REBATES AND OTHERS 838363 1949893 DUE TO OTHER FUNDS 493168 493168 X 27496990 -113807 -113807 27610797 37046 37046 27647843 26541609 0 26541609 37046 37046 26578655 PART X, LINE 2: 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 BARRY DAVIES LABOR TRUSTEE, SECRETARY 0 116758 0 0 0 0 0 42912 0 21580 0 181250 0 0 MARK JUREK LABOR TRUSTEE 0 103018 0 0 0 0 0 42912 0 21580 0 167510 0 0 MICHAEL WALTERS LABOR TRUSTEE 0 102986 0 0 0 0 0 42912 0 21580 0 167478 0 0 NATE O'REILLY LABOR TRUSTEE 0 102918 0 0 0 0 0 42912 0 21580 0 167410 0 0 KEITH MUSOLF LABOR TRUSTEE 0 86532 0 0 0 0 0 42912 0 21580 0 151024 0 0 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. 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 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1