ST PAUL ELECTRICAL WORKERS RESERVE TRUST: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ST PAUL ELECTRICAL WORKERS RESERVE TRUST (EIN 41-1334004)
Tax period
2016-10-01 to 2017-09-30
Filed
2018-07-09
IRS object ID
201831909349301053
Schema version
2016v3.0
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

FieldValueIRS element (for citing)
Return2018-07-09T13:46:19-05:00ReturnTs
Tax Period End2017-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1220 SOUTH SIXTH STREET SUITE 300AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411334004EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ST PAUL ELECTRICAL WORKERS RESERVE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTPABusinessNameControlTxt
Phone6517764239PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11330 CONWAY STREET NO 130AddressLine1Txt
CityST PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55106ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES SCHULTPersonNm
Person TitleCHAIRPersonTitleTxt
Phone6517764239PhoneNum
Signature2018-06-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTACY MEYERPreparerPersonNm
PTINP00970265PTIN
Phone6123764500PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAMES SCHULTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11330 CONWAY STREET NO 130AddressLine1Txt
CityST PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55106ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$77,643,769GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.IBEW110.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1978FormationYr
Legal Domicile StateMNLegalDomicileStateCd
Activity Or MissionPROVIDE RETIREE MEDICAL FUNDING TO ELIGIBLE PARTICIPANTS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$6,179,839PYProgramServiceRevenueAmt
CY Program Service Revenue$6,167,510CYProgramServiceRevenueAmt
PY Investment Income$3,735,482PYInvestmentIncomeAmt
CY Investment Income$5,521,690CYInvestmentIncomeAmt
PY Other Revenue$2,085PYOtherRevenueAmt
CY Other Revenue$2,112CYOtherRevenueAmt
PY Total Revenue$9,917,406PYTotalRevenueAmt
CY Total Revenue$11,691,312CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$2,950,853PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$3,048,681CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$598,675PYOtherExpensesAmt
CY Other Expenses$705,051CYOtherExpensesAmt
PY Total Expenses$3,549,528PYTotalExpensesAmt
CY Total Expenses$3,753,732CYTotalExpensesAmt
PY Revenues Less Expenses$6,367,878PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$7,937,580CYRevenuesLessExpensesAmt
Total Assets BOY$119,912,419TotalAssetsBOYAmt
Total Assets EOY$132,927,221TotalAssetsEOYAmt
Total Liabilities BOY$22,625,051TotalLiabilitiesBOYAmt
Total Liabilities EOY$22,055,985TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$97,287,368NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$110,871,236NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE MEDICAL COVERAGE FOR BARGAINING UNIT RETIREES, DISABLED PARTICIPANTS, AND SURVIVING SPOUSES OF DECEASED BARGAINING UNIT PARTICIPANTS AND RETIREES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE 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.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RON ETHIERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6517764239PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11330 CONWAY STREET SUITE 130AddressLine1Txt
CityST PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55106ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
EDWARD NELSON
UNION TRUSTEE,SEE SCHEDULE O1.002.00Yes (X)$0$0$0
JAMES SCHULT
CHARIMAN, UNION TRUSTEE1.0040.00Yes (X)$0$0$0Yes (X)
JAMIE M MCNAMARA
UNION TRUSTEE,SEE SCHEDULE O1.0045.00Yes (X)$0$0$0
RICHARD WYNNE
ALT MGMT TRUSTEE,SEE SCHEDULE O1.002.00Yes (X)$0$0$0
RANDOLPH LUHRS
ALT MGMT TRUSTEE1.002.00Yes (X)$0$0$0
PETER BOURLAND
MGMT TRUSTEE1.0040.00Yes (X)$0$0$0
BRANDON ANDERSON
UNION TRUSTEE ALTERNATE1.0040.00Yes (X)$0$0$0
JT PEDERSON
MGMT TRUSTEE1.0040.00Yes (X)$0$0$0
LUKE KUHL
SECRETARY, MGMT TRUSTEE, SEE SCHEDULE O1.0045.00Yes (X)$0$0$0Yes (X)
NATE STEIN
ALT MGMT TRUSTEE1.0040.00Yes (X)$0$0$0
DOUGLAS SUCHANEK
ALT UNION TRUSTEE, SEE SCHEDULE O1.0040.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ST PAUL ELECTRICAL INDUSTRY ADMIN SERVIBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line11330 CONWAY STREETAddressLine1Txt
CityST PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55106ZIPCd
FieldValueIRS element (for citing)
ServicesPROVIDE ADMIN SERVICESServicesDesc
Compensation$206,078CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescEMPLOYER CONTRIBUTIONSDesc
Business525100BusinessCd
Total Revenue Column$6,167,510TotalRevenueColumnAmt
Related Or Exempt Func Income$6,167,510RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$6,167,510TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,159,598TotalRevenueColumnAmt
Exclusion$2,159,598ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$69,314,549SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$65,952,457SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,362,092SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,362,092TotalRevenueColumnAmt
Exclusion$3,362,092ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescCOMMISSION RECAPTUREDesc
Business525100BusinessCd
Total Revenue Column$2,112TotalRevenueColumnAmt
Exclusion$2,112ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,112OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,691,312TotalRevenueColumnAmt
Related Or Exempt Func Income$6,167,510RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$5,523,802ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$3,048,681TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$241,814TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,476TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$9,630TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$410,186TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$15,400TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,938TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$22,565TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Total$42TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,753,732TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,784,070BOYAmt
EOY$6,470,369EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$836,633BOYAmt
EOY$854,903EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$25,491BOYAmt
EOY$1,886EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$90,947,353BOYAmt
EOY$103,710,564EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$22,318,872BOYAmt
EOY$21,889,499EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$119,912,419BOYAmt
EOY$132,927,221EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$307,529BOYAmt
EOY$167,836EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$22,317,522BOYAmt
EOY$21,888,149EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$22,625,051BOYAmt
EOY$22,055,985EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$97,287,368BOYAmt
EOY$110,871,236EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$97,287,368BOYAmt
EOY$110,871,236EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$119,912,419BOYAmt
EOY$132,927,221EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$7,937,580ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,646,288NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
COLLATERAL HELD FOR SECURITIES ON LOAN$21,888,149F
ST PAUL ADMINISTRATIVE SERVICE CORPORATION$1,350F
FieldValueIRS element (for citing)
Total Book Value Securities$21,889,499TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLIABILITY TO RETURN COLLATERAL HELD FOR SECURITIES ON LOANDesc
Amt$21,888,149Amt
FieldValueIRS element (for citing)
Total Liability$21,888,149TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$16,927,414TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$5,646,288NetUnrealizedGainsInvstAmt
Revenue Not Reported$5,646,288RevenueNotReportedAmt
Revenue Subtotal$11,281,126RevenueSubtotalAmt
Investment Expenses Not Incld$410,186InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$410,186RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$11,691,312TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,343,546TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$3,343,546ExpensesSubtotalAmt
Investment Expenses Not Incld2$410,186InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$410,186ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,753,732TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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 2017 AND 2016 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3ST. PAUL ELECTRICAL INDUSTRY ADMINISTRATIVE SERVICE CORPORATION ("ASC") IS RESPONSIBLE FOR THE FINANCIAL OPERATIONS OF THE FUND. ASC PREPARES THE GENERAL LEDGER, MAKES JOURNAL ENTRIES, MANAGES CLAIMS AND OPERATIONAL EXPENSES.
FORM 990, PART VI, SECTION A, LINE 7ATHE UNION AND CONTRACTOR'S ASSOCIATION EACH APPOINT 50% OF THE BOARD MEMBERS.
FORM 990, PART VI, SECTION B, LINE 11BTHE 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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 19THE 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 ATRUSTEES 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: EDWARD NELSON, UNION TRUSTEE ST. PAUL AREA ELECTRICAL JOINT APPRENTICESHIP AND TRAINING FUND EIN: 41-1304531 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 RICHARD WYNNE, ALTERNATE MANAGEMENT TRUSTEE ST. PAUL CHAPTER, NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EIN: 41-0730995 LUKE KUHL, MANAGEMENT TRUSTEE, SECRETARY ST. PAUL CHAPTER, NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EIN: 41-0730995

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxt
ST PAUL ELECTRICAL CONSTRUCTION PENSION PLAN
1330 CONWAY STREETST PAULMN55106416046858PROVIDE RETIREMENT AND DISABILITY BENEFITSMN401(A)N/A0
ST PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN
1330 CONWAY STREETST PAULMN55106416046858PROVIDE PARTICIPANTS SAVINGS ON A PRE-TAX BASIS THROUGH PAYROLL DEDUCTIONSMN401(A)N/A0
ST PAUL ELECTRICAL CONSTRUCTION WORKERS SUPPLEMENTAL PENSION PLAN
1330 CONWAY STREETST PAULMN55106416046858PROVIDE SUPPLEMENTAL PENSION BENEFITSMN401(A)N/A0
ST PAUL ELECTRICAL WORKERS HEALTH PLAN
1330 CONWAY STREETST PAULMN55106411365924PROVIDE HEALTH AND WELFARE BENEFITSMN501(C)(9)N/A0
ST PAUL ELECTRICAL WORKERS REGULAR VACATION AND HOLIDAY TRUST
1330 CONWAY STREETST PAULMN55106416219001PROVIDE VACATION AND HOLIDAY BENEFITSMN501(C)(9)N/A0
UNIVERSITY OF ST THOMAS
CONTRIBUTING EMPLOYER0
METROPOLITAN COUNCIL
CONTRIBUTING EMPLOYER0
CITY OF ST PAUL
CONTRIBUTING EMPLOYER0
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 110
1330 CONWAY STREETST PAULMN551065856410235240CONTRIBUTING EMPLOYER AND SPONSORING ORGANIZATIONMN501(C)(5)N/A0
ST PAUL SCHOOLS ISD #625
CONTRIBUTING EMPLOYER0
ST PAUL CHAPTER NATIONAL ELECTRICAL CONTRACTORS
5882 BLACKSHIRE PATH SUITE 100INVER GROVE HEIGHTSMN55076410730995SPONSORING ORGANIZATIONMN501(C)(6)N/A0
ST PAUL AREA ELECTRICAL JOINT APPRENTICESHIP AND TRAINING FUND
1330 CONWAY STREETST PAULMN55106411304531CONTRIBUTING EMPLOYER & PROVIDE TRAININGMN501(C)(3)N/A0LINE 10
LABOR MANAGEMENT JOINT COMM FOR THE SAINT PAUL ELECTRICAL CONST INDUSTRY
5882 BLACKSHIRE PATH SUITE 100INVER GROVE HEIGHTSMN55076411632763PROMOTE LABOR-MGMT COOPERATION AND PROMOTE THE INDUSTRY TO THE PUBLICMN501(C)(5)N/A0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
ST PAUL ARENA CO LLC
CONTRIBUTING EMPLOYER00
SHAMBAUGH & SONS PL
CONTRIBUTING EMPLOYER00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (107 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationIndAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPct
ANDERSON C M ELECTRIC CO INC
CONTRIBUTING EMPLOYER0
B & B ELECTRIC CONST INC
CONTRIBUTING EMPLOYER0
BLOOMINGTON ELECTRIC CO
CONTRIBUTING EMPLOYER0
BRITE LITE ELECTRIC CO INC
CONTRIBUTING EMPLOYER0
ELECTRIC BY DESIGN INC
CONTRIBUTING EMPLOYER0
GEPHART ELECTRIC CO INC
CONTRIBUTING EMPLOYER0
HUNT ELECTRIC CORP
CONTRIBUTING EMPLOYER0
J & R SERVICES INC
CONTRIBUTING EMPLOYER0
KILLMER ELECTRIC CO INC
CONTRIBUTING EMPLOYER0
KIRTLAND INC
CONTRIBUTING EMPLOYER0
LAUGHLIN ELECTRIC CO
CONTRIBUTING EMPLOYER0
MICHAUD COOLEY ERICKSON
CONTRIBUTING EMPLOYER0
NEI NORTHERN ELECTRICIANS INC
CONTRIBUTING EMPLOYER0
OLYMPIATECH ELECTRICAL CONTR INC
CONTRIBUTING EMPLOYER0
PRESTIGE ELECTRIC INC
CONTRIBUTING EMPLOYER0
RIES ELECTRIC CO
CONTRIBUTING EMPLOYER0
SCHAMMEL ELECTRIC INC
CONTRIBUTING EMPLOYER0
ST PAUL ELECTRICAL INDUSTRY ADMINISTRATIVE SERVICES CORPORATION
CONTRIBUTING EMPLOYER AND PROVIDES ADMIN SERVICES TO THE FUNDS01330 CONWAY STREETST PAULMN55106411505769MNN/AC$172,766$68,0460.11000
SUPREME ELECTRIC INC
CONTRIBUTING EMPLOYER0
AE2S CONSTRUCTION
CONTRIBUTING EMPLOYER0
AMS CONTRACTING LLC
CONTRIBUTING EMPLOYER0
CAPISTRANT ELECTRIC LLC
CONTRIBUTING EMPLOYER0
COUNTRYMAN ELECTRIC LLC
CONTRIBUTING EMPLOYER0
CRI ELECTRIC INC
CONTRIBUTING EMPLOYER0
KEVIN AHLERS ELECTRIC LLC
CONTRIBUTING EMPLOYER0
MJ ELECTRIC LLC
CONTRIBUTING EMPLOYER0
NEO ELECTRICAL SOLUTIONS
CONTRIBUTING EMPLOYER0
PARSONS ELECTRIC LLC
CONTRIBUTING EMPLOYER0
RARICK ELECTRIC LLC
CONTRIBUTING EMPLOYER0
RSR ELECTRIC
CONTRIBUTING EMPLOYER0
SUESS ELECTRIC
CONTRIBUTING EMPLOYER0
THOR ELECTRIC
CONTRIBUTING EMPLOYER0
BYRON ELECTRIC LLC
CONTRIBUTING EMPLOYER0
MIDWEST ELECTRICAL CONST
CONTRIBUTING EMPLOYER0
WDW ELECTRIC LLC
CONTRIBUTING EMPLOYER0
LAKERIDGE ELECTRIC LLC
CONTRIBUTING EMPLOYER0
WITZEL ELECTRIC
CONTRIBUTING EMPLOYER0
A & M ELECTRIC
CONTRIBUTING EMPLOYER0
ACE ELECTRICAL CONTRACTORS INC
CONTRIBUTING EMPLOYER0
ADVANTAGE POINT GROUP INC
CONTRIBUTING EMPLOYER0
AID ELECTRIC CORP
CONTRIBUTING EMPLOYER0
A & J ELECTRIC CORP
CONTRIBUTING EMPLOYER0
AMP ELECTRIC INC
CONTRIBUTING EMPLOYER0
ARCADE ELECTRICS&K MC INC
CONTRIBUTING EMPLOYER0
ARNIE BILLMARK ELECTRIC INC
CONTRIBUTING EMPLOYER0
BEN FRANKLIN ELECTRIC INC
CONTRIBUTING EMPLOYER0
CAP ELECTRIC INC
CONTRIBUTING EMPLOYER0
CITYWIDE ELECTRIC INC
CONTRIBUTING EMPLOYER0
COLLINS ELECTRICAL CONST CO
CONTRIBUTING EMPLOYER0
CONNECT ELECTRIC INC
CONTRIBUTING EMPLOYER0
GECO CORPCROCUS HILL ELECTRIC CO
CONTRIBUTING EMPLOYER0
CUSTOM CONDUIT INC
CONTRIBUTING EMPLOYER0
D & G ELECTRIC INC
CONTRIBUTING EMPLOYER0
DJ ELECTRIC SERVICES INC
CONTRIBUTING EMPLOYER0
EGAN COMPANIES INC
CONTRIBUTING EMPLOYER0
ELECTRICAL BUILDERS INC
CONTRIBUTING EMPLOYER0
ELLIOTT CONTRACTING CORPORATION
CONTRIBUTING EMPLOYER0
ERICKSON PLUMBING HEATING COOLING INC
CONTRIBUTING EMPLOYER0
FOREST LAKE CONTRACTING
CONTRIBUTING EMPLOYER0
FRASER MORRIS ELECTRIC
CONTRIBUTING EMPLOYER0
GILBERT MECHANICAL
CONTRIBUTING EMPLOYER0
GRANITE LEDGE ELEC CONTRACTOR LLC
CONTRIBUTING EMPLOYER0
GUNNAR ELECTRIC INC
CONTRIBUTING EMPLOYER0
HARRIS CONTRACTING COMPANY
CONTRIBUTING EMPLOYER0
HELM ELECTRIC INC
CONTRIBUTING EMPLOYER0
HINDING HEATING AIR & ELECTRIC INC
CONTRIBUTING EMPLOYER0
HI-TECH ELECTRICAL CONTRACTORS LLC
CONTRIBUTING EMPLOYER0
HORWITZ INC
CONTRIBUTING EMPLOYER0
HUNTINGTON TECHNICAL SERV INC
CONTRIBUTING EMPLOYER0
INNOVATIVE POWER SYSTEMS INC
CONTRIBUTING EMPLOYER0
INTERFACE ELECTRIC INC
CONTRIBUTING EMPLOYER0
J BECHER & ASSOC INC
CONTRIBUTING EMPLOYER0
J&L OF AMERICA INC
CONTRIBUTING EMPLOYER0
K&M ELECTRIC COMPANY INC
CONTRIBUTING EMPLOYER0
LAKES AREA ELECTRIC INC
CONTRIBUTING EMPLOYER0
LETOURNEAU ELECTRIC INC
CONTRIBUTING EMPLOYER0
LINDELL ELECTRIC INC
CONTRIBUTING EMPLOYER0
M & T ELECTRIC INC
CONTRIBUTING EMPLOYER0
MANOR ELECTRIC INC
CONTRIBUTING EMPLOYER0
MARKO ELECTRICAL SERVICES INC
CONTRIBUTING EMPLOYER0
MASTER ELECTRIC CO INC
CONTRIBUTING EMPLOYER0
MAYER ELECTRIC CORP
CONTRIBUTING EMPLOYER0
MEDINA ELECTRIC INC
CONTRIBUTING EMPLOYER0
MERIT ELECTRIC CO
CONTRIBUTING EMPLOYER0
MIDWEST ELECTRIC CO
CONTRIBUTING EMPLOYER0
MUSKA ELECTRIC CO
CONTRIBUTING EMPLOYER0
NORTHERN AIR CORP
CONTRIBUTING EMPLOYER0
PEOPLES ELECTRIC CO INC
CONTRIBUTING EMPLOYER0
PHASOR ELECTRIC CO
CONTRIBUTING EMPLOYER0
POWERS ELECTRIC INC
CONTRIBUTING EMPLOYER0
PRAIRIE ELECTRIC CO INC
CONTRIBUTING EMPLOYER0
PREFERRED ELECTRIC INC
CONTRIBUTING EMPLOYER0
PREMIER ELECTRICAL CORP
CONTRIBUTING EMPLOYER0
RELIATECH INC
CONTRIBUTING EMPLOYER0
SCHECK TECHNICAL SERVICES
CONTRIBUTING EMPLOYER0
SLINGER ELECTRIC INC
CONTRIBUTING EMPLOYER0
STERLING ELECTRIC CORP
CONTRIBUTING EMPLOYER0
THREE G ELECTRIC INC
CONTRIBUTING EMPLOYER0
TOTAL CONST & EQUIP INC
CONTRIBUTING EMPLOYER0
UHL COMPANY INC
CONTRIBUTING EMPLOYER0
WALLACE ELECTRICAL CONST INC
CONTRIBUTING EMPLOYER0
WALLRAFF ELECTRIC CO
CONTRIBUTING EMPLOYER0
WAUSAU ELECTRIC INC
CONTRIBUTING EMPLOYER0
ST PAUL FEDERAL CREDIT UNION
CONTRIBUTING EMPLOYER0
CHOICE ELECTRIC
CONTRIBUTING EMPLOYER0
MORTENSON COMPANY
CONTRIBUTING EMPLOYER0
PULSE ELECTRIC INC
CONTRIBUTING EMPLOYER0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

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