2020-07-09T12:04:20-05:00 2019-09-30 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2018-10-01 411334004 ST PAUL ELECTRICAL WORKERS RESERVE TRUST STPA 9528540795 1330 CONWAY STREET NO 130 ST PAUL MN 55106 JAMES SCHULT CHAIR 9528540795 2020-07-06 1 STACY MEYER P00970265 6123764500 67.137.57.251 2020-07-06 07:44:22 CD P 0E88769D924135FAE6C91FF1C181B25E4DDFCADD 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2018 2021-09-10 13:11:23Z JAMES SCHULT 1330 CONWAY STREET NO 130 ST PAUL MN 55106 80636505 0 X WWW.IBEW110.ORG X 1978 MN PROVIDE RETIREE MEDICAL FUNDING TO ELIGIBLE PARTICIPANTS. 6 0 0 9 0 0 0 0 6208242 6105545 8027865 6675802 2904 2011 14239011 12783358 0 0 3144384 3128425 0 0 0 0 0 757607 713833 3901991 3842258 10337020 8941100 153595173 154068667 30796814 24202817 122798359 129865850 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 2,783 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 0 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X RON ETHIER 6517728767 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 0 0 0 0 0 0 0 ST PAUL ELECTRICAL INDUSTRY ADMIN SERVI 1330 CONWAY STREET ST PAUL MN 55106 PROVIDE ADMIN SERVICES 170307 1 EMPLOYER CONTRIBUTIONS 525100 6105545 6105545 6105545 2851565 2851565 71677384 67853147 3824237 3824237 3824237 COMMISSION RECAPTURE 525100 2011 2011 2011 12783358 6105545 0 6677813 3128425 141000 2482 13414 513506 13840 203 29358 BANK CHARGES 30 3842258 5233969 6594176 1190731 831591 116484403 123202222 30686070 23440678 153595173 154068667 110744 762139 30686070 23440678 30796814 24202817 X 0 0 0 0 122798359 129865850 122798359 129865850 153595173 154068667 8941100 -1873609 0 X 0 1 X 1 0 0 COLLATERAL HELD FOR SECURITIES ON LOAN 23440678 F 23440678 LIABILITY TO RETURN COLLATERAL HELD FOR SECURITIES ON LOAN 23440678 23440678 X 10396243 -1873609 -1873609 12269852 513506 513506 12783358 3328752 0 3328752 513506 513506 3842258 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 2019 AND 2018 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 PROVIDED 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 CONTRIBUTING EMPLOYER 0 METROPOLITAN COUNCIL CONTRIBUTING EMPLOYER 0 CITY OF ST PAUL CONTRIBUTING EMPLOYER 0 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 SCHOOLS ISD #625 CONTRIBUTING EMPLOYER 0 ST PAUL CHAPTER NATIONAL ELECTRICAL CONTRACTORS 5882 BLACKSHIRE PATH SUITE 100 INVER GROVE HEIGHTS MN 55076 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 5882 BLACKSHIRE PATH SUITE 100 INVER GROVE HEIGHTS MN 55076 411632763 PROMOTE LABOR-MGMT COOPERATION AND PROMOTE THE INDUSTRY TO THE PUBLIC MN 501(C)(5) N/A 0 ST PAUL ARENA CO LLC CONTRIBUTING EMPLOYER 0 0 A & M ELECTRIC CONTRIBUTING EMPLOYER 0 ABLE ENERGY COMPANY CONTRIBUTING EMPLOYER 0 ACE ELECTRIC CONTRIBUTING EMPLOYER 0 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