2015-09-18T09:43:38-05:00 2014-12-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2014-01-01 416023463 TWIN CITY IRONWORKERS HEALTH AND WELFARE FUND TWIN 9528540795 3001 METRO DRIVE NO 500 BLOOMINGTON MN 55425 STURE BERG CHAIRMAN 9528540795 2015-09-16 1 STACY MEYER P00970265 6123764500 2014 2016-02-25 16:41:14Z STURE BERG 3001 METRO DRIVE NO 500 BLOOMINGTON MN 55425 36065927 0 X N/A X 1960 MN TO PROVIDE HEALTH AND WELFARE BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS. 10 0 25 11 0 0 0 0 19565187 24233576 1306260 558859 125 273 20871572 24792708 0 0 19222957 19845817 0 0 0 0 0 651999 874801 19874956 20720618 996616 4072090 27971868 33212595 1438114 2100537 26533754 31112058 TO PROVIDE HEALTH, LIFE AND DEATH & DISMEMBERMENT BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS. 0 0 PROVIDE SELF-FUNDED AND INSURED BENEFITS FOR APPROXIMATELY 2,212 UNION MEMBERS AND THEIR DEPENDENTS. 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 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1092 0 25 1 0 0 0 0 0 0 X 10 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 X WILSON-MCSHANE CORPORATION 9528540795 3001 METRO DRIVE STE 500 BLOOMINGTON MN 55425 X X CHARLES ROBERTS SEE SCHEDULE O 1.00 3.00 X X 0 0 0 STURE BERG MANAGEMENT TRUSTEE, CHAIR 1.00 0.00 X X 0 0 0 TROY SEBION SEE SCHEDULE O 1.00 3.00 X 0 0 0 MARC JUREK SEE SCHEDULE O 1.00 3.00 X 0 0 0 JUDD STOKES SEE SCHEDULE O 1.00 3.00 X 0 0 0 DARRELL GODBOUT SEE SCHEDULE O 1.00 3.00 X 0 0 0 CURT HUETTL MANAGEMENT TRUSTEE 1.00 3.00 X 0 0 0 MARK ZIEGLER MANAGEMENT TRUSTEE 1.00 3.00 X 0 0 0 STAN BOSTYANCIC MANAGEMENT TRUSTEE 1.00 3.00 X 0 0 0 HEIDI GUNDERSON MANAGEMENT TRUSTEE 1.00 0.00 X 0 0 0 BARRY DAVIES SEE SCHEDULE O 1.00 0.00 X 0 0 0 0 0 0 0 0 0 0 WILSON MCSHANE CORPORATION 3001 METRO BLVD STE 500 BLOOMINGTON MN 55425 PLAN ADMINISTRATOR 463827 1 CONTRIBUTIONS 525100 24233576 24233576 24233576 452750 452750 11379328 11273219 106109 106109 106109 OTHER INCOME 900099 273 273 273 24792708 24233576 0 559132 19845817 437820 41620 54107 38897 267234 3233 6717 OTHER EXPENSES 21671 TRUSTEE EXPENSES 3502 20720618 4396548 5921303 1333507 1967519 3681 46383 4800 8636 19716833 22213181 2341508 2781753 174991 273820 27971868 33212595 323716 564195 1114398 1536342 1438114 2100537 X 0 0 0 0 26533754 31112058 26533754 31112058 27971868 33212595 4072090 506214 0 X 0 1 X 1 0 0 2781753 F 2781753 DUE TO OTHER FUNDS 1536342 1536342 X 25260025 506214 506214 24753811 38897 38897 24792708 20681721 0 20681721 38897 38897 20720618 PART X, LINE 2: 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. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011. SANDERS STEEL CONTRIBUTING EMPLOYER CONTRIBUTIONS X 46383 46383 0 0 0 46383 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES IN CONJUNCTION WITH THEIR ANNUAL AUDIT. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY REQUIRES TRUSTEES TO CONDUCT BUSINESS WITHIN GUIDELINES THAT PROHIBIT ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE POLICY REQUIRES PERSONS COVERED BY IT TO MONITOR AND REPORT TO THE CHAIRMAN, SECRETARY OR LEGAL COUNSEL ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE CHAIRMAN AND SECRETARY WILL THEN INVESTIGATE TO DETERMINE IF A CONFLICT OF INTEREST, IN FACT, EXISTS, WHETHER IT IS MATERIAL, AND WHETHER CORRECTIVE ACTION IS REQUIRED. IN MANY CASES, A TRUSTEE'S RECUSAL FROM DELIBERATING AND VOTING UPON THE MATTER UNDER CONFLICT SHALL BE SUFFICIENT TO RESOLVE THE CONFLICT APPROPRIATELY. A REPORT OF ALL STEPS TAKEN TO RESOLVE THE CONFLICT WILL BE PREPARED AND PRESENTED TO THE ENTIRE BOARD OF TRUSTEES AND SHALL BE MAINTAINED IN THE PLAN'S PERMANENT ADMINISTRATIVE FILES. COVERED PERSONS ARE ALSO OBLIGATED TO REPORT ANY CONFLICT OF INTEREST OF WHICH THEY ARE AWARE INVOLVING OTHER COVERED PERSONS. PERSONS COVERED BY THE POLICY ALSO ANNUALLY CERTIFY IN WRITING THAT THEY HAVE NOT BEEN INVOLVED IN ANY CONFLICT OF INTEREST WHICH HAS NOT BEEN REPORTED TO THE PLAN. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PARTICIPANTS UPON REQUEST. FORM 990 PART VII, SECTION A, LINE 1A: TRUSTEE ARE NOT COMPENSATED BY THE FUND. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. THE FOLLOWING RELATED ORGANIZATIONS REPORTED COMPENSATION FOR A TRUSTEE LISTED ON THE TWIN CITY IRON WORKPERS HEALTH AND WELFARE FUND 990: CHARLES ROBERTS, SECRETARY INT'L ASSOC OF BRIDGE, STRUCTURAL, ORNAMENTAL & REINFORCING IRON WORKERS #512 EIN: 41-0328882 TROY SEBION, UNION TRUSTEE INT'L ASSOC OF BRIDGE, STRUCTURAL, ORNAMENTAL & REINFORCING IRON WORKERS #512 EIN: 41-0328882 MARC JUREK, UNION TRUSTEE INT'L ASSOC OF BRIDGE, STRUCTURAL, ORNAMENTAL & REINFORCING IRON WORKERS #512 EIN: 41-0328882 JUDD STOKES, UNION TRUSTEE INT'L ASSOC OF BRIDGE, STRUCTURAL, ORNAMENTAL & REINFORCING IRON WORKERS #512 EIN: 41-0328882 DARRELL GODBOUT, UNION TRUSTEE INT'L ASSOC OF BRIDGE, STRUCTURAL, ORNAMENTAL & REINFORCING IRON WORKERS #512 EIN: 41-0328882 BARRY DAVIES, UNION TRUSTEE INT'L ASSOC OF BRIDGE, STRUCTURAL, ORNAMENTAL & REINFORCING IRON WORKERS #512 EIN: 41-0328882 TWIN CITY IRON WORKERS PENSION FUND 3001 METRO DRIVE STE 500 BLOOMINGTON MN 55425 416084127 TO PROVIDE RETIREMENT BENEFITS TO UNION MEMBERS. MN 401(A) N/A 0 TWIN CITY IRON WORKERS APPRENTICESHIP AND TRAINING FUND 3001 METRO DRIVE STE 500 BLOOMINGTON MN 55425 237115395 TO PROVIDE TRAINING BENEFITS TO UNION MEMBERS. MN 501(C)(5) N/A 0 TWIN CITY IRON WORKERS DEFINED CONTRIBUTION FUND 3001 METRO DRIVE STE 500 BLOOMINGTON MN 55425 416084127 TO PROVIDE RETIREMENT BENEFITS TO UNION MEMBERS. MN 401(A) N/A 0 TWIN CITY IRON WORKERS TWIN CITY IRON WORKERS - LOCAL 12 TWIN CITY IW - MARKET RECOVERY TWIN CITY IW-JAC CITY OF MINNEAPOLIS CENTRAL INDUSTRIAL CONSTRUCTION SPECIALISTS LLC PELLAND SWENSON & ASSOC JW ERECTORS H & H ENERGY SERVICES INC ABLE FENCE INC BABCOCK & WILCOX CONST CRAWFORD DOOR SALES CO HAMON CUSTODIS INC HARMON INC HAWK & SONS INC HELMKAMP CONSTRUCTION CO HIGH FIVE ERECTORS II INC LAKES AND PLAINS CONSTRUCTION LINCO COMPANIES MAMORTENSON CO MEYER CR AND SONS COMPANY PERMASTEELISA NO AMERICA CORP RADOTICH INC SOWLES CO TWIN CITY STEEL ERECTORS INC US ERECTORS INC VIC'S CRANE & HEAVY HAUL INC WDSI INC WESTERN ERECTING INC XCEL ENERGY INC ALLTECH ENGINEERING CORP AMERICAN BRIDGE COMPANY C & C WINGER INC CHAMPION ERECTORS INC CHRISTIANSEN INDUSTRIAL FAIRBORN EQUIPMENT CO JRJENSEN CONSTRUCTION COMP KMH ERECTORS INC MINNOWA CONSTRUCTION INC MIRON CONSTRUCTION CO INC MOORHEAD MACHINERY & BOILER CO NAES POWER CONTRACTORS REGER COMPANIES VTC CONSTRUCTION CORP ACTION FENCE INC GREYSTONE CONSTRUCTION BREDEMUS HARDWARE CO INC GLOBAL SPECIALTY CONTRACTORS GAGE BROS CAULKING INC EVEREST STEEL INC VANDYKE BROS INC KELLER FENCE CO-NORTH INC ROSE CITY CANOPY SCT CONSTRUCTION CO S & R REINFORCING INC CD SYSTEMS OF ST PAUL LLC MIDWEST COMMERCIAL FENCE LLC PULLMAN POWER LLC DERR AND ISBELL CONSTRUCTION LONG LAKE RENTALS RWC CONSTRUCTION LLC HANSON MASONRY & CONCRETE LLC WEBSTER'S NORTHLAND CONSTRUCTION HARRIS DAVIS REBAR TNT REBAR LLC CD SMITH CONSTRUCTION INC CALEY EMERSON INC DAKOTA ERECTORS INC DIX CORPORATION ENCLOS CORP FINISHLINE ERECTORS INC NBW INC OVERHEAD DOOR NORTHLAND WALBRIDGE EQUIP INSTALLATION WMK DAVIS LLC AMERICAN INDUSTRIAL DOOR INC REBAR INC BRAEGLEMANN ENTERPRISES MOEN STEEL ERECTION INC DON R FRUCHEY INC FA INDUSTRIAL SERVICES INC C & M ERECTORS INC DELROSE CONSTRUCTION CO INC SUPERIOR CONCRETE CUTTING ACME CONSTRUCTORS INC AJ LYSNE CONTRACTING CORP AMERECT INC ARMSTRONG CRANE & AZCO INC BALD EAGLE ERECTORS INC BARNHART CRANE RIGGING BEST STEEL ERECTORS INC BOLDT COMPANY CARY SPECIALIZED SERVICES INC CHAMPION STEEL CORVAL CONSTRUCTORS INC DANNY'S CONSTRUCTION CO DAY & ZIMMERMAN NPS DEARBORNE OVERHEAD CRANE DUNCAN CONCRETE INC E & J REBAR INC EDWARD KRAEMER & SONS INC EGAN COMPANY GOPHER STAGE LIGHTING GUSTAFSON & GOUDGE INC HALL W L CO HAMMERLUND CONSTRUCTION INC HI-BOOM ERECTING INC HIGH FIVE ERECTORS INC INDUSTRIAL CONTRACTORS INC INDUSTRIAL MAINT SERVICE INFINITY ACCESS J & H ERECTORS INC J & L STEEL ERECTORS JAMAR COMPANY INC KNUTSON CONSTRUCTION SERVICES KOLB CONSTRUCTION INC LAKEHEAD CONSTRUCTORS INC METRO ERECTORS INC MID CENTRAL STEEL ERECT MID DAKOTA CONSTRUCTION INC MIDWEST STEEL INC MODERN CRANE SERVICE INC NORTHERN INDUSTRIAL ERECTORS PATRIOT ERECTORS INC PAULY JAIL BUILDING CO RED CEDAR STEEL ERECTOR RIVER CITY ERECTORS INC RODEN IRON INC S P E INC SANDERS STEEL ERECTORS SOUTH CENTRAL ERECTORS SUPERIOR STEEL ERECTORS TANLEY REINFORCING INC TWIN CITY GLASS CONTRACTORS UNITED REFRACTORIES INC URBANSKI BUILDERS INC WOODY'S REBAR COMPANY CBI SERVICES INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0