2018-07-09T13:46:19-05:00 2017-09-30 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2016-10-01 411334004 ST PAUL ELECTRICAL WORKERS RESERVE TRUST STPA 6517764239 1330 CONWAY STREET NO 130 ST PAUL MN 55106 JAMES SCHULT CHAIR 6517764239 2018-06-26 1 STACY MEYER P00970265 6123764500 2016 2022-09-23 18:48:47Z JAMES SCHULT 1330 CONWAY STREET NO 130 ST PAUL MN 55106 77643769 0 X WWW.IBEW110.ORG X 1978 MN PROVIDE RETIREE MEDICAL FUNDING TO ELIGIBLE PARTICIPANTS. 6 0 0 11 0 0 0 0 6179839 6167510 3735482 5521690 2085 2112 9917406 11691312 0 0 2950853 3048681 0 0 0 0 0 598675 705051 3549528 3753732 6367878 7937580 119912419 132927221 22625051 22055985 97287368 110871236 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. 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 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 6517764239 1330 CONWAY STREET SUITE 130 ST PAUL MN 55106 X X EDWARD NELSON UNION TRUSTEE,SEE SCHEDULE O 1.00 2.00 X 0 0 0 JAMES SCHULT CHARIMAN, UNION TRUSTEE 1.00 40.00 X X 0 0 0 JAMIE M MCNAMARA UNION TRUSTEE,SEE SCHEDULE O 1.00 45.00 X 0 0 0 RICHARD WYNNE ALT MGMT TRUSTEE,SEE SCHEDULE O 1.00 2.00 X 0 0 0 RANDOLPH LUHRS ALT MGMT TRUSTEE 1.00 2.00 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, SEE SCHEDULE O 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 SCHEDULE O 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 206078 1 EMPLOYER CONTRIBUTIONS 525100 6167510 6167510 6167510 2159598 2159598 69314549 65952457 3362092 3362092 3362092 COMMISSION RECAPTURE 525100 2112 2112 2112 11691312 6167510 0 5523802 3048681 241814 1476 9630 410186 15400 3938 22565 BANK CHARGES 42 3753732 5784070 6470369 836633 854903 25491 1886 90947353 103710564 22318872 21889499 119912419 132927221 307529 167836 22317522 21888149 22625051 22055985 X 0 0 0 0 97287368 110871236 97287368 110871236 119912419 132927221 7937580 5646288 0 X 0 1 X 1 0 0 COLLATERAL HELD FOR SECURITIES ON LOAN 21888149 F ST PAUL ADMINISTRATIVE SERVICE CORPORATION 1350 F 21889499 LIABILITY TO RETURN COLLATERAL HELD FOR SECURITIES ON LOAN 21888149 21888149 X 16927414 5646288 5646288 11281126 410186 410186 11691312 3343546 0 3343546 410186 410186 3753732 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 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. FORM 990, PART VI, SECTION A, LINE 3 ST. 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 7A THE UNION AND CONTRACTOR'S 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: 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 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 10 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 SHAMBAUGH & SONS PL CONTRIBUTING EMPLOYER 0 0 ANDERSON C M ELECTRIC CO INC CONTRIBUTING EMPLOYER 0 B & B ELECTRIC CONST INC 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