MINNESOTA & N DAKOTA BRICKLAYERS & ALLIED CRAFTWORKERS HEALTH FUND: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
MINNESOTA & N DAKOTA BRICKLAYERS & ALLIED CRAFTWORKERS HEALTH FUND (EIN 41-6023461)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-10-09
IRS object ID
201442829349300609
Schema version
2013v3.0
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)
Return2014-10-09T08:46:36-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1220 SOUTH SIXTH STREET SUITE 300AddressLine1
CityMINNEAPOLISCity
StateMNState
ZIP Code55402ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN416023461EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MINNESOTA & NORTH DAKOTA BRICKLAYERS &BusinessNameLine1
Business Name Line2ALLIED CRAFTWORKERS HEALTH FUNDBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlMINNBusinessNameControlTxt
Phone6512561801PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12520 PILOT KNOB ROAD NO 325AddressLine1
CityMENDOTA HEIGHTSCity
StateMNState
ZIP Code55120ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL COOKPersonNm
Person TitleCPAPersonTitleTxt
Phone6512561801PhoneNum
Signature2014-10-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUG BERTOSSIPreparerPersonNm
PTINP00637990PTIN
Phone6123764500PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMICHAEL COOKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12520 PILOT KNOB ROAD NO 325AddressLine1
CityMENDOTA HEIGHTSCity
StateMNState
ZIP Code55120ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$44,466,585GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1961FormationYr
Legal Domicile StateMNLegalDomicileStateCd
Activity Or MissionPROVIDE HEALTH & WELFARE BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee14TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$15,838,781PYProgramServiceRevenueAmt
CY Program Service Revenue$16,056,682CYProgramServiceRevenueAmt
PY Investment Income$2,577,659PYInvestmentIncomeAmt
CY Investment Income$3,581,339CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$18,416,440PYTotalRevenueAmt
CY Total Revenue$19,638,021CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$19,298,152PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$19,581,377CYBenefitsPaidToMembersAmt
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$1,384,515PYOtherExpensesAmt
CY Other Expenses$1,597,444CYOtherExpensesAmt
PY Total Expenses$20,682,667PYTotalExpensesAmt
CY Total Expenses$21,178,821CYTotalExpensesAmt
PY Revenues Less Expenses-$2,266,227PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,540,800CYRevenuesLessExpensesAmt
Total Assets BOY$56,717,958TotalAssetsBOYAmt
Total Assets EOY$60,269,029TotalAssetsEOYAmt
Total Liabilities BOY$379,872TotalLiabilitiesBOYAmt
Total Liabilities EOY$336,760TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$56,338,086NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$59,932,269NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE HEALTH AND WELFARE BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPAYMENT OF HOSPITAL, MEDICAL, DENTAL, DISABILITY, DEATH, AND VISION BENEFITS FOR 1,197 UNION MEMBERS AND THEIR DEPENDENTS.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 Sec0ReportInvestmentsOtherSecInd
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 OutstandingYes (1)LoanOutstandingInd
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 Document279IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee14EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
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 Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
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 Policy0WhistleblowerPolicyInd
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 Line1ZENITH AMERICAN SOLUTIONSBusinessNameLine1
FieldValueIRS element (for citing)
Phone6512561900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12520 PILOT KNOB ROAD 325AddressLine1
CityMENDOTA HEIGHTSCity
StateMNState
ZIP Code55120ZIPCode
FieldValueIRS element (for citing)
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 DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MICHAEL COOK
CHAIRMAN1.002.00Yes (X)Yes (X)$0$0$0
ROGER BUIRGE
TRUSTEE1.000.00Yes (X)$0$0$0
MIKE HAWTHORNE
TRUSTEE1.002.00Yes (X)$0$0$0
MARK CARON
ALTERNATE1.000.00Yes (X)$0$0$0
PAUL WIESE
SECRETARY1.000.00Yes (X)Yes (X)$0$0$0
RON RASLEY
TRUSTEE1.001.00Yes (X)$0$0$0
MONICA KELLEY
TRUSTEE1.001.00Yes (X)$0$0$0
MICHAEL LAPENSKY
ALTERNATE1.001.00Yes (X)$0$0$0
FRANK GRAZZINI II
TRUSTEE1.001.00Yes (X)$0$0$0
MICHAEL GANZ
TRUSTEE1.002.00Yes (X)$0$0$0
TERRY WONG
TRUSTEE1.001.00Yes (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 (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
ZENITH AMERICAN SOLUTIONS
2520 PILOT KNOB ROAD 325MENDOTA HEIGHTSMN55120PLAN ADMINISTRATOR$916,970
MEDICA DBA SELECT CARE
ROUTE CP260 401 CARLSON PKWY PO BOMINNEAPOLISMN554409310PPO$219,845
FELHABER LARSON FENLON & VOGT
444 CEDAR STREET SUITE 2100ST PAULMN551012136LEGAL$192,200
LABOR HEALTH WORKS
9136 CAMBRIDGE ALCOVE PO BOX 25040WOODBURYMN55125HRA ADMINISTRATOR$123,977
SEGAL
3800 AMERICAN BOULEVARD WEST SUITEBLOOMINGTONMN554314459ACTUARY$114,392
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescCONTRIBUTIONSDesc
Business525100BusinessCd
Total Revenue Column$16,056,682TotalRevenueColumnAmt
Related Or Exempt Func Income$16,056,682RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$16,056,682TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,517,644TotalRevenueColumnAmt
Exclusion$1,517,644ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$26,892,259SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$24,828,564SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,063,695SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,063,695TotalRevenueColumnAmt
Exclusion$2,063,695ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,638,021TotalRevenueColumnAmt
Related Or Exempt Func Income$16,056,682RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,581,339ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$19,581,377TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$953,099TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$192,200TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$26,500TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$142,216TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$139,282TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$126,004TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,827TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$15,316TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$21,178,821TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,037,871BOYAmt
EOY$1,838,816EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$7,812,335BOYAmt
EOY$12,588,244EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,039,691BOYAmt
EOY$1,206,654EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$36,309BOYAmt
EOY$13,346EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$45,321,654BOYAmt
EOY$44,302,951EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$470,098BOYAmt
EOY$319,018EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$56,717,958BOYAmt
EOY$60,269,029EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$155,963BOYAmt
EOY$185,453EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$223,909BOYAmt
EOY$151,307EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$379,872BOYAmt
EOY$336,760EOYAmt
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$56,338,086BOYAmt
EOY$59,932,269EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$56,338,086BOYAmt
EOY$59,932,269EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$56,717,958BOYAmt
EOY$60,269,029EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,540,800ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,134,983NetUnrlzdGainsLossesInvstAmt
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 Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescADVANCE CONTRIBUTIONS FROM EMPLOYEES FOR FUTURE COVERAGEDesc
Amt$151,307Amt
FieldValueIRS element (for citing)
Total Liability$151,307TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$24,630,788TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$5,134,983NetUnrealizedGainsInvstAmt
Revenue Not Reported$5,134,983RevenueNotReportedAmt
Revenue Subtotal$19,495,805RevenueSubtotalAmt
Investment Expenses Not Incld$142,216InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$142,216RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$19,638,021TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$21,036,605TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$21,036,605ExpensesSubtotalAmt
Investment Expenses Not Incld2$142,216InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$142,216ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$21,178,821TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A TAX EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE AND THE BOARD OF TRUSTEES BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE AS DESIGNED. 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 ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010.ExplanationTxt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (6 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
ALL AGAPE
CONTRIBUTING EMPLOYERLATE CONTRIBUTIONSYes (X)$5,830$5,830000
BLACKHAWK TILE & STONE
CONTRIBUTING EMPLOYERLATE CONTRIBUTIONSYes (X)$949$949000
DAVIS MASONRY
CONTRIBUTING EMPLOYERLATE CONTRIBUTIONSYes (X)$3,922$3,922000
COMMERCIAL MASONRY
CONTRIBUTING EMPLOYERLATE CONTRIBUTIONSYes (X)$108$108000
GABEL MASONRY
CONTRIBUTING EMPLOYERLATE CONTRIBUTIONSYes (X)$2,321$2,321000
KNUTSON CONSTRUCTION
CONTRIBUTING EMPLOYERLATE CONTRIBUTIONSYes (X)$216$216000
FieldValueIRS element (for citing)
Total Balance Due$13,346TotalBalanceDueAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11FORM 990 WAS REVIEWED BY THE BOARD OF TRUSTEES IN CONJUNCTION WITH THE REVIEW OF THE ANNUAL AUDIT.
FORM 990, PART VI, SECTION B, LINE 12CTHE POLICY IS DISCUSSED ANNUALLY BY THE BOARD OF TRUSTEES TO ENSURE THE TRUSTEES UNDERSTAND THE CONFLICT OF INTEREST POLICY AND UNDERSTANDS THE FUND IS A TAX-EXEMPT ORGANIZATION THAT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX EXEMPT PURPOSES. PER THE POLICY, ANY PERSON DISCOVERING A CONFLICT SHOULD DISCLOSE IT IMMEDIATELY TO THE CHARIMAN OF THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES DETERMINES IF A CONFLICT EXISTS AND MAY PLACE APPROPRIATE RESTRICTIONS ON THE INDIVIDUAL OR TRANSACTIONS AFFECTED AT THEIR DISCRETION. ANY CONFLICTS ARE DOCUMENTED IN MEETING MINUTES. NO SUCH CONFLICTS AROSE DURING THE YEAR.
FORM 990, PART VI, SECTION C, LINE 19THE FUND'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST; HOWEVER THE CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationIndExempt Code SectionExemptCodeSectionTxt
MN & ND BRICKLAYERS AND ALLIED CRAFTSWORKERS PENSION FUND
2520 PILOT KNOB RDMENDOTA HEIGHTSMN55120516029930PROVIDER RETIREMENT BENEFITS TO UNION MEMBERSMNN/A0
MN & ND BRICKLAYERS AND ALLIED CRAFTSWORKERS VACATION FUND
2520 PILOT KNOB RDMENDOTA HEIGHTSMN55120237068471PROVIDE VACATION BENEFITS TO UNION MEMBERS.MNN/A0501(C)(9)
MN & ND BRICKLAYERS AND ALLIED CRAFTSWORKERS APPRENTICE FUND
328 UNITED LABOR CTR 312 CENTRAL AVMINNEAPOLISMN55414416319702PROVIDE TRAINING AND RETRAINING TO CURRENT AND PROSPECTIVE UNION MEMBERSMNN/A0501(C)(4)
MINNESOTA CERAMIC TILE AND ALLIED TRADES RETIREMENT FUND
2520 PILOT KNOB RDMENDOTA HEIGHTSMN55120416059404PROVIDE RETIREMENT BENEFITS TO UNION MEMBERS.MNN/A0
BRICKLAYERS LOCAL #1
SUITE 328MINNEAPOLISMN55414LABOR UNIONMN0501(C)(5)
CITY OF ST PAUL
15 WEST KELLOG BLVDST PAULMN55102GOVERNMENTMN0501(A)(1)
CITY OF MINNEAPOLIS
305 S 5TH ST ROOM 210 1/2MINNEAPOLISMN55415PUBLIC SECTOR LOCAL GOVERNMENTMN0
ST PAUL PUBLIC SCHOOLS
360 COLBORNE STST PAULMN55102MN POLITICAL SUB DIVISIONMN0
UNIVERSITY OF MINNESOTA
ATTN KIYA 1300 S 2ND STMINNEAPOLISMN55454MN EDUCATIONAL INSTITUTIONMN0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)

CMS LLC
CMS LLC
RAM CONTRUCTION SERVICES
RAM CONTRUCTION SERVICES

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (179 entries)

A D B CONSTRUCTION CO INC
A J SPANJERS CO
ANDERSON MAS & CONCRETE INC
ACME TUCKPOINTING & RESTOR
ADVANCE TERRAZZO & TILE CO
ADVANCE TERRAZZO & TILE CO
ADVANCED MASONRY RESTORATION
ALVIN BENIKE INC
AMERICAN MAS RESTORATION CORP
AXEL H OHMAN INC
B & D ASSOCIATES INC
B & M MASONRY INC
B & M MASONRY INC
BEDROCK-FLINT INC
BEDROCK-FLINT INC
BLACKHAWK TILE & STONE INC
BOB'S SPARKLE WASH
BRICKLAYERS LOCAL #1
C R MEYER & SONS COMPANY
CAMCO CONSTRUCTION INC
CARCIOFINI COMPANY INC
CD TILE & STONE INC
ARDAGH GLASS INC
BEDROCK-FLINT INC
CAMCO CONSTRUCTION INC
COMMERCIAL MASONRY INC
COMMERCIAL SPECIALTY CONTRACT
CON'S MASONRY INC
CARLSON-LAVINE INC
CONSTRUCTION SPECIALISTS INC
CONTRACT CAULKING
CONTRACT TILE & CARPET INC
CROSSTOWN MASONRY INC
D J KRANZ CO INC
D R FRANTZ CONCRETE CONST
DAROLD BERGER MASONRY INC
CON'S MASONRY INC
DAYCO CONCRETE
DEBCON II DBA O'CONNOR CONST
DEL'S CONSTRUCTION CO INC
DZIEDZIC CAULKING INC
EICHOLTZ MASONRY INC
EXTERIOR BUILDING SERVICES INC
FABCON INC
FLEMMING TILE INC
FRANDRUP MASONRY INC
GABEL MASONRY CONSTRUCTION INC
GEORGE SIEGFRIED CONST CO
GLASS DESIGN INC
GORDON CONST OF MAHNOMEN INC
GRANITE-TOPS INSTALLATION INC
GRAZZINI BROTHERS CO
GRESSER COMPANIES INC
HANSON STRUCT PRCST MIDWST INC
HARBOR CITY MASONRY INC
HARBOR CITY MASONRY INC
HARBOR CITY MASONRY INC
HARLAN FALCK & SON INC
HARRISON TILE CO INC
HAUGEN MASONRY CONTRACTORS INC
HAUGEN MASONRY CONTRACTORS INC
DEL'S CONSTRUCTION CO INC
EICHOLTZ MASONRY INC
HEYMANN CONSTRUCTION CO
HOLLENBACK & NELSON INC
HOVLAND INC
HUESMAN SCHREIBER MASONRY
INCOR INSTALLATION INC
INDUSTRIAL MAINTENANCE SERVICE
INSTALLATION CONCEPTS INC
INTERNAT'L MASONRY INSTITUTE
J E DUNN CONSTRUCTION COMPANY
JAMES STEELE CONSTRUCTION CO
JOHNNY MASONRY INC
JOHNSON & NELSON
JOHNSON & NELSON
JOHNSON CARPET
KASELLA CONCRETE INC
KIFFMEYER INC
KIFFMEYER INC
KNUTSON CONSTRUCTION SERVICES
KNUTSON CONSTRUCTION SERVICES
LAKE COUNTRY MASONRY INC
LAKEHEAD CONSTRUCTORS INC
LANGER CONSTR CO
LEE'S CERAMICS INC
LONDON BRICK
LOUHI & KIVELA MASONRY INC
M A MORTENSON CO
MACPHERSON-TOWNE CO
MAERTENS-BRENNY CONSTRUCTION
MARKET & JOHNSON INC
MARKET & JOHNSON INC
MCGOUGH CONSTRUCTION CO INC
METROPOLITAN TILE & MARBLE
MIDWESTERN MASONRY INC
MORTENSON MASONRY INC
MORTENSON MASONRY INC
NATUS INSTALLATIONS
NEECK CONSTRUCTION INC
NIKKEL TILE INC
NORTHLAND CONCRETE & MASONRY
NORTHWESTERN MARBLE & GRANITE
OPUS CORPORATION
PARAMOUNT CONCRETE & MAS INC
REFRACTORY SERVICE INC
RESCH'S TILE INC
RESTORATION SYSTEMS INC
RICE LAKE CONSTRUCTION GROUP
RICE LAKE CONSTRUCTION GROUP
RIGHTWAY CAULKING
ROYL MASONRY
SEAL-TREAT INC
SERICE CONSTRUCTION INC
SHEEHY CONSTRUCTION CO
SMITH-SHARPE FIRE BRICK SUPPLY
STEENBERG - WATRUD CONST INC
STRETAR MASONRY & CONCRETE INC
STRETAR MASONRY & CONCRETE INC
STRETAR MASONRY & CONCRETE INC
STRIPE RIGHT INC
SUMMIT CONCRETE & MAS CONST
SUNRISE SPECIALTY CONTR
TAILORED FOAM INC
TCR ENTERPRISES DBA J&K MASON
TCR ENTERPRISES DBA J&K MASON
TED KENNE CONSTRUCTION
THE CAULKERS COMPANY INC
THE CAULKERS COMPANY INC
THE JAMAR COMPANY
TWIN CITY TILE & MARBLE CO
TWIN CITY TILE & MARBLE CO
UNITED MASONRY INC
UNITED REFACTORIES INC
WELLS CONCRETE PRODUCTS CO
WESTERN WATERPROOFING
WESTERN WATERPROOFING
WTG TERRAZZO & TILE INC
YAW CONSTRUCTION GROUP INC
YOUNG MASONRY INC
ZACHMAN PRECAST INC
ENGELSMA CONTRUCTION INC
GEORGE P REINTJES CO INC
GRAZZINI BROTHERS CO
GRAZZINI BROTHERS CO
HARBOR CITY MASONRY INC
HARBOR CITY MASONRY INC
HARBOR CITY MASONRY INC
HUESMAN SCHREIBER MASONRY
INDUSTRIAL MAINTENANCE SERVICE
INTERGRITY TILE & STONE SERVICE
INTERNAT'L MASONRY INSTITUTE
JOHNSON TERRAZO CO INC
LANDWEHR CRANE SERVICES LLC
LOUHI & KIVELA MASONRY INC
MARK 1 RESTORATION COMPANY
MIRON CONTRUCTION CO INC
MIRON CONTRUCTION CO INC
MOLIN CONCRETE PRODUCTS
NIKKEL TILE INC
NIKKEL TILE INC
PROJECT RESTORATIONS INC
RESTORATION SYSTEMS INC
RICE LAKE CONSTRUCTION GROUP
RICE LAKE CONSTRUCTION GROUP
RICE LAKE CONSTRUCTION GROUP
SCHLEIS FLOOR COVERING INC
SPS INFRASTRUCTURE INC
STONE CONTRUCTION INC
STRETAR MASONRY & CONCRETE INC
SUMMIT CONCRETE & MAS CONST
TAUNTON ELECTRICAL CORPORATION
TCR ENTERPRISES DBA J&K MASON
TCR ENTERPRISES DBA J&K MASON
TWIN CITY TILE & MARBLE CO
TWIN CITY TILE & MARBLE CO
UNITED REFACTORIES INC
VOIGHT MASONRY INC
WTG TERRAZZO & TILE INC
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 Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE RHANSON MASONRY & CONCRETE LLC HANSON MASONRY & CONCRETE LLC HANSON MASONRY & CONCRETE LLC
SCHEDULE RATOMIC ARCHITECTUAL SHEET METAL BAC INTERNATIONAL FUND BOARD MEETING ATTENDANCE BRICKLAYER FRINGE BENEFIT FUND BRICKLAYERS OF INDIANA HEALTH EAGLE CAULKING CHAMPION STEELE & CONCRETE LLC IOWA LABORERS DISTRICT COUNCIL KOEBIG TILE LLC MASONRY INDUSTRY TRUST ADMIN MASONARY INSTITUTE MAVERICK CUTTING & BREAKING MINNESOTA CEMENT MASONS MOSAICA LLC NORTHWESTERN MARBLE & GRANITE SOUTHWEST ILLINOIS BRICKLAYERS SPECIAL SCHOOL DISTRICT #1 TOTAL CONTRUCTION & EQUIPMENT UNION CONST WORKERS HEALTH PL WISCONSIN MASONS FRINGE FUNDS

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