2022-12-09T08:32:32-06:00 2022-04-30 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2021-05-01 411384754 IBEW 292 HEALTH CARE PLAN IBEW 7634938830 6900 WEDGWOOD ROAD N 425 MAPLE GROVE MN 55311 DAVID MANDERSON TRUSTEE 7634938830 2022-12-08 1 DAVID MANDERSON 999009999 STACY MEYER P00970265 6123764500 2022-11-08 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z DAVID MANDERSON 6900 WEDGWOOD ROAD N 425 MAPLE GROVE MN 55311 158900179 0 X WWW.IBEW292BENEFITS.ORG X 1980 MN TO PROVIDE HEALTH AND WELFARE BENEFITS. 8 0 16 8 0 0 0 0 66505620 69016689 5660953 5556299 1457 16922 72168030 74589910 0 0 56078172 60651070 714033 646917 0 0 0 741648 943115 57533853 62241102 14634177 12348808 175025978 175891632 1684846 632652 173341132 175258980 TO PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS UNDER THE TERMS OF THE PLAN DOCUMENT FOR APPROXIMATELY 4,500 MEMBERS. 0 0 0 0 0 0 0 0 0 1 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 0 0 1 16 1 0 0 0 0 0 0 0 0 X 8 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X CARLA GRUETZMACHER 7634938830 6900 WEDGWOOD RD N SUITE 425 MAPLE GROVE MN 55311 DAVID MANDERSON MANAGEMENT TRUSTEE 2.00 48.00 X X 0 259220 55627 JENNIFER MUDGE LABOR TRUSTEE - ALTERNATE 2.00 50.00 X 0 135528 62055 DAVID FRARY LABOR TRUSTEE 2.00 48.00 X X 0 126038 58652 DANIEL FERGUSON LABOR TRUSTEE, CHAIRMAN 2.00 48.00 X 0 126038 58652 JEFFREY HEIMERL LABOR TRUSTEE 2.00 60.00 X 0 161698 69482 LAURA KAROW MANAGEMENT TRUSTEE, SECRET 2.00 40.00 X 0 0 0 PAUL KOSMIDES MANAGEMENT TRUSTEE 2.00 40.00 X 0 0 0 JERRY HEIN MANAGEMENT TRUSTEE - ALTER 2.00 40.00 X 0 0 0 CARLA GRUETZMACHER ADMINISTRATIVE MANAGER 4.00 36.00 X 138134 0 35292 138134 808522 339760 1 0 1 0 UNITED HEALTHCARE PO BOX 1459 MINNEAPOLIS MN 55440 CLAIMS NETWORK ACCESS 1806794 ASMED HEALTH 1800 SE 3RD AVE FORT LAUDERDALE FL 33316 CLAIMS NETWORK ACCESS 336996 DELTA DENTAL 500 WASHINGTON AVE S STE 2060 MINNEAPOLIS MN 55415 CLAIMS NETWORK ACCESS 229677 KUTAK ROCK LLP 60 S 6TH ST STE 3400 MINNEAPOLIS MN 55402 LEGAL 209928 INNOVATIVE SOFTWARE SOLUTIONS 3000 SOUTH LENOLA ROAD MAPLE SHADE NJ 08052 COMPUTER CONSULTING 104438 5 EMPLOYER CONTRIBUTIONS 525100 62418537 62418537 PARTICIPANT CONTRIBUTI 525100 5382734 5382734 PRESCRIPTION REBATES 525100 1103511 1103511 SUBROGATION SETTLEMENT 525100 111907 111907 69016689 3266907 3266907 86599661 84310269 2289392 2289392 2289392 OTHER INCOME 525100 16922 16922 16922 74589910 69033611 0 5556299 60651070 138134 7058 317604 63497 108432 12192 260656 57624 172056 344110 25797 16340 11970 5034 7799 40840 EQUIPMENT MAINTENANCE 889 62241102 6792881 7044625 3029054 6551116 6291935 106399 123057 557046 285805 343515 271241 101924221 107071575 56278792 55089199 175025978 175891632 1510345 458151 174501 174501 1684846 632652 X 0 0 0 0 173341132 175258980 173341132 175258980 175025978 175891632 12348808 -10504513 0 X X 0 1 X 1 0 114308 109191 5117 442738 176614 266124 271241 GUARANTEED INVESTMENT CONTRACTS 38460751 F LIMITED PARTNERSHIPS 9979391 F LIMITED LIABILITY COMPANIES 6649057 F 55089199 DUE TO BROKER 174501 174501 X 62771476 -10504513 -10504513 73275989 172056 1215418 1387474 74663463 60853628 0 60853628 172056 1141865 1313921 62167549 PART X, LINE 2: THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED MARCH 26, 1981, 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. IN ADDITION, THE PLAN AND THE 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 IT 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: PRESCRIPTION DRUG REBATES 1,103,511. SUBROGATION SETTLEMENTS 111,907. PART XII, LINE 4B - OTHER ADJUSTMENTS: PRESCRIPTION DRUG REBATES 1,103,511. SUBROGATION SETTLEMENTS 111,907. MISCELLANEOUS -73,553. X 0 0 0 DAVID MANDERSON MANAGEMENT TRUSTEE 0 207060 0 50000 0 2160 0 33677 0 21950 0 314847 0 0 JEFFREY HEIMERL LABOR TRUSTEE 0 161698 0 0 0 0 0 44560 0 24922 0 231180 0 0 JENNIFER MUDGE LABOR TRUSTEE - ALTERNATE 0 135528 0 0 0 0 0 37133 0 24922 0 197583 0 0 DAVID FRARY LABOR TRUSTEE 0 126038 0 0 0 0 0 34518 0 24134 0 184690 0 0 DANIEL FERGUSON LABOR TRUSTEE, CHAIRMAN 0 126038 0 0 0 0 0 34518 0 24134 0 184690 0 0 CARLA GRUETZMACHER ADMINISTRATIVE MANAGER 138134 0 0 0 0 0 35292 0 0 0 173426 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THREE TRUSTEES ARE APPOINTED BY THE UNION AND THREE TRUSTEES ARE APPOINTED BY THE CONTRACTORS ASSOCIATION. THE UNION AND THE CONTRACTORS ASSOCIATION MAY ALSO APPOINT UP TO ONE ALTERNATE TRUSTEE, WHO WILL BE QUALIFIED TO ACT ONLY IN THE ABSENCE OF A TRUSTEE. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. 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. THE FORM 990 IS PROVIDED TO AND REVIEWED BY THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. 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 PLAN MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AT THE PLAN OFFICE. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ELECTRICAL WORKERS LOCAL NO 292 PENSION PLAN 6900 WEDGWOOD RD N 425 MAPLE GROVE MN 55311 416035616 PROVIDES PENSION BENEFITS TO MEMBERS AND BENEFICIARIES MN 401(A) 0 ELECTRICAL WORKERS LOCAL NO 292 DEFINED CONTRIBUTION AND 401K 6900 WEDGWOOD RD N 425 MAPLE GROVE MN 55311 411760754 PROVIDES ANNUITY AND RETIREMENT BENEFITS TO MEMBERS AND BENEFICIARIES MN 401(A) 0 ELECTRICAL WORKERS LOCAL NO 292 SUPPLEMENTAL UNEMP BENEFIT PLAN 6900 WEDGWOOD RD N 425 MAPLE GROVE MN 55311 411876011 PROVIDES UNEMPLOYMENT BENEFITS TO MEMBERS MN 501(C)(9) 0 ELECTRICAL WORKERS LOCAL NO 292 VACATION AND HOLIDAY PLAN 6900 WEDGWOOD RD N 425 MAPLE GROVE MN 55311 411701466 PROVIDES VACATION BENEFITS TO MEMBERS MN 501(C)(9) 0 CITY OF MINNEAPOLIS MINNEAPOLIS CHAPTER NATIONAL ELECTRICAL CONTRACTORS IBEW LOCAL 292 UNIVERSITY OF MINNESOTA LOCAL 160 LOCAL 48 LOCAL 714 LOCAL 347 LOCAL 712 STATEWIDE LIMITED ENERGY JATC LOCAL 191 LOCAL 294 LOCAL 405 MINNEAPOLIS PUBLIC HOUSING LOCAL 110 LOCAL 364 LOCAL 197 LOCAL 343 LOCAL 76 LOCAL 11 LOCAL 43 LOCAL 46 LOCAL 176 LOCAL 58 LOCAL 915 LOCAL 354 LOCAL 158 LOCAL 479 LOCAL 494 LOCAL 68 LOCAL 426 LOCAL 1186 LOCAL 288 LOCAL 401 LOCAL 242 A & M ELECTRIC LLC ADVANCED SYSTEMS INT LLC APPLIED BUSINESS COMMUNICATIONS OF MN LLC BHI ENERGY SPECIALTY SERVICES LLC BLACKWOODS ELECTRIC BRAUN ELECTRIC LLC COMPLETE ELECTRIC LLC COMPLETE INGROUND SERVICES LLC DEHMER ELECTRIC SERVICES DIVISION 16 ELECTRIC LLC DOWNTOWN MECHANICAL LLC EXCEL SYSTEM LLC ELEMENT ELECTRIC LLC ELITE LINE SERVICES MILLER CLARK ELECTRIC LLC MP TECHNOLOGIES LLC MUZAK LLC NEO ELECTRICAL LLC POWERSOURCE TECHNOLOGIES LLC RAYMOND ELECTRIC LLC REBEL ELECTRIC LLC REGENCY ELECTRIC LLC SE ENERGY LLC SIGNAL PERFECTION LLC STANLEY ACCESS TECH LLC STAR TRIBUNE TAYLOR ELECTRIC COMPANY LLC TRADEWINDS ELECTRIC LLC UNITECH ELECTRONIC CONTRACTING LLC WDW ELECTRIC LLC WJRJ ELECTRIC LLC WITZEL ELECTRIC ACE ELECTRICAL CONTRACTORS INC ADVANCED WIREWORKS INC AID ELECTRIC CORPORATION ALL STATE COMM INC AL'S ELECTRIC - METRO INC AMERICAN MIDWEST POWER INC ANDERSON TECHNOLOGY INC ANDREW NYKANEN - INSPECTIONS ARCHITECT MECHANICAL ASSOCIATED ALARMS ASSURANCE TECHNOLOGIES AUGUSTA ELECTRIC BANKS ELECTRIC CORP BEN FRANKLIN ELECTRIC BETHEL ELECTRIC BLOOMINGTON ELECTRIC BLUE SKY ELECTRIC CO BOB KILIAN ELECTRIC BOB MARTY ELECTRIC INC BROTHERS FIRE AND SECURITY INC CASTREJON INC CHOICE ELECTRIC INC COLLINS ELECTRICAL COMPASS ELECTRIC INC CREST ELECTRIC CROSSTOWN ELECTRIC DELANEY TELECOM INC DELL COMM INC E2 ELECTRICAL SERVICES EGAN COMPANY ELECTRIC MOTOR SERV INC ELECTRIC SIGN AND ELECTRICAL CONTSTRUC INC ELECTRICAL PROCESS INC ELECTRO-MECHANICAL INDUS ELECTRONIC DESIGN&INT ERICKSON ELECTRIC CO INC ERICKSON PLUMBING FIBER & DATA RESOURSE INC FRASER-MORRIS ELECTRIC CO GB TECHNOLOGIES GEPHART ELECTRIC GERALD JONES INSPECTIONS GILBERT MECHANICAL GRANITE LEDGE ELECTRICAL GREG BEDNARK ELECTRIC GUNNAR ELECTRIC CO INC HARRIS COMPANIES HELM ELECTRIC-LAKEVILLE HENRY COMMUNICATIONS HOLDEN ELECTRIC CO INC HORWITZ INC HUNT ELECTRIC CORP HUNT ELECTRIC CORP J T ELECTRIC SERVICE INC J BECHER & ASSOC INC K & M ELECTRIC INC KB ELECTRIC KILLMER ELECTRIC CO INC KIRTLAND ELECTRIC LAKES AREA ELECTRIC LANDMARK ELECTRIC INC LETOURNEAU ELECTRIC INC LIFE SAFETY SYSTEMS INC LIVE WIRE ELECTRIC LVC COMPANIES INC LVC COMPANIES INC M & T ELECTRIC MANOR ELECTRIC INC MASTER ELECTRIC CO MAXIMUM TECHNOLOGIES INC MCCLAIN ELECTRIC MEDINA ELECTRIC INC METROPOLITAN AIRPORTS COMMISSION INC METROPOLITAN MECHANICAL MIDWEST ELECTICAL CO MINNEAPOLIS BUILDING MINNEAPOLIS ELECTRICAL MODERN ELECTRICAL MUSKA ELECTRIC CO MUSKA ELECTRIC CO NAC MECHANICAL & ELECTRIC NEI ELECTRIC INC NORTH STAR ELECTRICAL NORTHERN AIR CORPORATION NORTHERN ELECTRIC CO NORTHERN STATES POWER CO NORTHLAND MECHANICAL OLYMPIATECH ELECTRICAL PARSONS ELECTRIC CO PAUL'S ELECTRIC PEC SOLUTIONS DBA AR PERFORMANCE CABLING PHASOR ELECTRIC COMPANY PRAIRIE ELECTRIC PRAIRIE TECH INC OF MN PREFERRED ELECTRIC PREMIER ELECTRICAL CORP PROGRESS VALLEY ELECTRIC PRO-TEC DESIGN INC PULSE ELECTRIC INC QUALITY ELECTRIC RECORD AUTOMATIC DOORS INC RESCOM ELECTRIC INC RIVER CITY ELECTRIC RIVERROAD ELECTRIC INC S & K MC INC SECO ELECTRIC SECURITY CONTROL SYS SHERMAN ELECTRIC INC SNYDER ELECTRIC COMPANY SPECIAL SCHOOL DIST #1 SR MECHANICAL STATES ELECTRIC MANUFACTURING CO STERNE ELECTRIC COMPANY STRUCTURED NETWORK SOLUTIONS INC TELESYSTEMS INC TILLER CORP TOTAL CONSTRUCTION & EQUI TOTAL SYSTEMS INTEGRATION TWENTY 4 SEVEN FIRE UHL COMPANY INC VETS A AND C ELECTRIC WALLACE ELECTRIC CONST ZIEGLER INC 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1