2021-07-14T15:22:40-05:00 2020-09-30 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2019-10-01 411334004 ST PAUL ELECTRICAL WORKERS RESERVE TRUST STPA 9528540795 1330 CONWAY STREET NO 130 ST PAUL MN 55106 JAMES SCHULT CHAIR 9528540795 2021-05-17 1 STACY MEYER P00970265 6123764500 2021-05-17 2019 2022-09-23 18:48:47Z JAMES SCHULT 1330 CONWAY STREET NO 130 ST PAUL MN 55106 102272470 0 X WWW.IBEW110.ORG X 1978 MN PROVIDE RETIREE MEDICAL FUNDING TO ELIGIBLE PARTICIPANTS. 6 1 0 10 0 0 0 0 6105545 5151607 6675802 4323788 2011 2126 12783358 9477521 0 0 3128425 3114176 0 0 0 0 0 713833 682020 3842258 3796196 8941100 5681325 154068667 163999224 24202817 27525402 129865850 136473822 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 2,341 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 0 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 9528540795 1330 CONWAY STREET SUITE 130 ST PAUL MN 55106 X X JAMES SCHULT CHARIMAN, UNION TRUSTEE 1.00 5.00 X X 0 0 0 JAMIE M MCNAMARA UNION TRUSTEE,SEE SCHEDULE 1.00 45.00 X 0 0 0 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, S 1.00 45.00 X X 0 0 0 NATE STEIN ALT MGMT TRUSTEE 1.00 40.00 X 0 0 0 DOUGLAS SUCHANEK ALT UNION TRUSTEE, SEE SCH 1.00 40.00 X 0 0 0 EDWARD NELSON UNION TRUSTEE 1.00 5.00 X 0 0 0 0 0 0 0 0 0 0 WILSON-MCSHANE CORPORATION 1330 CONWAY STREET ST PAUL MN 55106 PLAN ADMINISTRATOR 152000 1 EMPLOYER CONTRIBUTIONS 525100 5151607 5151607 5151607 3264431 3264431 93854306 92794949 1059357 1059357 1059357 COMMISSION RECAPTURE 525100 2126 2126 2126 9477521 5151607 0 4325914 3114176 169484 80 14681 459087 17940 733 19985 BANK CHARGES 30 3796196 6594176 3569565 831591 545514 123202222 132497009 23440678 27387136 154068667 163999224 762139 138266 23440678 27387136 24202817 27525402 X 0 0 0 0 129865850 136473822 129865850 136473822 154068667 163999224 5681325 926647 0 X 0 1 X 1 0 0 COLLATERAL HELD FOR SECURITIES ON LOAN 27387136 F 27387136 LIABILITY TO RETURN COLLATERAL HELD FOR SECURITIES ON LOAN 27387136 27387136 X 9945081 926647 926647 9018434 459087 459087 9477521 3337109 0 3337109 459087 459087 3796196 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 2020 AND 2019 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. 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 VII, SECTION A TRUSTEES ARE NOT COMPENSATED BY THE FUND. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990S FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATIONS. THE FOLLOWING RELATED ORGANIZATIONS REPORTED COMPENSATION FOR A TRUSTEE LISTED ON THE ST. PAUL ELECTRICAL WORKERS RESERVE TRUST FUND 990: JAMIE MCNAMARA, UNION TRUSTEE IBEW LOCAL UNION NO. 110 EIN: 41-0235240 DOUGLAS SUCHANEK, ALTERNATE UNION TRUSTEE IBEW LOCAL UNION NO. 110 EIN: 41-0235240 LUKE KUHL, MANAGEMENT TRUSTEE, SECRETARY ST. PAUL CHAPTER, NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EIN: 41-0730995 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 METROPOLITAN COUNCIL CITY OF ST PAUL INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 110 1330 CONWAY STREET ST PAUL MN 551065856 410235240 CONTRIBUTING EMPLOYER AND 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 CONTRIBUTING EMPLOYER & 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 METROPOLITAN MECHANICAL ANDERSON C M ELECTRIC CO BYRON ELECTRIC LLC CAPISTRANT ELECTRIC LLC CRI ELECTRIC INC CROCUS HILL ELECTRIC CO CUSTOM CONDUIT INC D & G ELECTRIC INC DJ ELECTRIC SERVICES INC JJS ELECTRIC LLC JT ELECTRIC SERVICE INC K & M ELECTRIC INC KEVIN AHLERS ELECTRIC LLC LAKERIDGE ELECTRIC LLC MIDWEST ELECTRICAL CONST MJ ELECTRIC LLC PARSONS ELECTRIC LLC RARICK ELECTRIC LLC RSR ELECTRIC RUSS NELSON ELECTRICMURPHY IN S&K MC INC ST PAUL ARENA CO LLC SUESS ELECTRIC LLC THOR ELECTRIC LLC WITZEL ELECTRIC A & J ELECTRIC CORP A & M ELECTRIC AB COMM ACE ELECTRICAL CONTRACTORS INC ADVANCED SYSTEMS INTEGRATION ADVANCED WIREWORKS INC ADVANTAGE POINT GROUP INC ADVANTAGE POINT SYSTEMS AE2S CONSTRUCTION LLC AFC TECHNOLOGIES LLC AFS SYSTEMS INC AID ELECTRIC CORP AK TECHNOLOGIES ANDERSON TECHNOLOGIES INC ARNIE BILLMARK ELECTRIC B & B ELECTRIC CONST INC BLACK BOX NETWORK-LAWRENCE BLOOMINGTON ELECTRIC CO BRITE LITE ELECTRIC CO INC CAP ELECTRIC INC CITYWIDE ELECTRIC INC COLLINS ELECTRICAL CONST CO CONNECT ELECTRIC INC COUNTRYMAN ELECTRIC EGAN COMPANY ELECTRIC BY DESIGN INC ELECTRIC SUPPLY CO ELECTRICAL BUILDERS INC ESTERO ELECTRIC CO FOREST LAKE CONTRACTING INC FPD POWER DEVELOPMENT FRASER MORRIS ELECTRIC CO GEPHART ELECTRIC CO INC HI-TECH ELECTRICAL CONTR LLC HOLDEN ELECTRIC CO HORWITZ INC HUNT ELECTRIC CORP HUNTINGTON TECHNICAL SERV INC INNOVATIVE POWER SYSTEMS INC INTERFACE ELECTRIC INC J BECHER & ASSOC INC KILLMER ELECTRIC CO INC KIRTLAND ELECTRIC LAKES AREA ELECTRIC INC LAKEVIEW ELECTRICAL SERVICES LETOURNEAU ELECTRIC INC LINDELL ELECTRIC INC M & T ELECTRIC INC MANOR ELECTRIC INC MARKO ELECTRICAL SERVICES INC MASTER ELECTRIC CO INC MAYER ELECTRIC CORP MEDINA ELECTRIC INC MERIT ELECTRIC CO MICHAUD COOLEY ERICKSON MID NORTHERN ELECTRIC INC MIDWEST ELECTRIC CO MONTE KROEZE ELECTRIC LLC MUSKA ELECTRIC CO NAC-NORTHERN AIR CORP NATIONAL CONDUCTOR CONST LLC NEO ELECTRICAL SOLUTIONS LLC NORTHERN ELECTRICAL CONTR INC OLYMPIATECH ELECTRICAL CONT IN PHASOR ELECTRIC CO POWERS ELECTRIC INC PRAIRIE ELECTRIC CO INC PREFERRED ELECTRIC INC PREMIER ELECTRICAL CORP PULSE ELECTRIC INC RELIATECH INC RENEW ENERGY ELECTRICAL LLC RIES ELECTRIC CO SCHECK TECHNICAL SERVICES SLINGER ELECTRIC INC STATE GROUP INDUSTRIAL SUPREME ELECTRIC INC TOTAL CONST & EQUIP INC UHL COMPANY INC WALLACE ELECTRICAL CONST INC WALLRAFF ELECTRIC CO 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1