2014-10-09T08:46:36-05:00 2013-12-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2013-01-01 416023461 MINNESOTA & NORTH DAKOTA BRICKLAYERS & ALLIED CRAFTWORKERS HEALTH FUND MINN 6512561801 2520 PILOT KNOB ROAD NO 325 MENDOTA HEIGHTS MN 55120 MICHAEL COOK CPA 6512561801 2014-10-02 1 DOUG BERTOSSI P00637990 6123764500 2013 2015-11-30 17:44:51Z MICHAEL COOK 2520 PILOT KNOB ROAD NO 325 MENDOTA HEIGHTS MN 55120 44466585 0 X N/A X 1961 MN PROVIDE HEALTH & WELFARE BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS. 8 8 14 11 0 0 0 0 15838781 16056682 2577659 3581339 0 0 18416440 19638021 0 0 19298152 19581377 0 0 0 0 0 1384515 1597444 20682667 21178821 -2266227 -1540800 56717958 60269029 379872 336760 56338086 59932269 PROVIDE HEALTH AND WELFARE BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS. 0 0 PAYMENT OF HOSPITAL, MEDICAL, DENTAL, DISABILITY, DEATH, AND VISION BENEFITS FOR 1,197 UNION MEMBERS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 0 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 1 279 0 14 1 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 X ZENITH AMERICAN SOLUTIONS 6512561900 2520 PILOT KNOB ROAD 325 MENDOTA HEIGHTS MN 55120 X MICHAEL COOK CHAIRMAN 1.00 2.00 X X 0 0 0 ROGER BUIRGE TRUSTEE 1.00 0.00 X 0 0 0 MIKE HAWTHORNE TRUSTEE 1.00 2.00 X 0 0 0 MARK CARON ALTERNATE 1.00 0.00 X 0 0 0 PAUL WIESE SECRETARY 1.00 0.00 X X 0 0 0 RON RASLEY TRUSTEE 1.00 1.00 X 0 0 0 MONICA KELLEY TRUSTEE 1.00 1.00 X 0 0 0 MICHAEL LAPENSKY ALTERNATE 1.00 1.00 X 0 0 0 FRANK GRAZZINI II TRUSTEE 1.00 1.00 X 0 0 0 MICHAEL GANZ TRUSTEE 1.00 2.00 X 0 0 0 TERRY WONG TRUSTEE 1.00 1.00 X 0 0 0 0 0 0 0 0 0 0 ZENITH AMERICAN SOLUTIONS 2520 PILOT KNOB ROAD 325 MENDOTA HEIGHTS MN 55120 PLAN ADMINISTRATOR 916970 MEDICA DBA SELECT CARE ROUTE CP260 401 CARLSON PKWY PO BO MINNEAPOLIS MN 554409310 PPO 219845 FELHABER LARSON FENLON & VOGT 444 CEDAR STREET SUITE 2100 ST PAUL MN 551012136 LEGAL 192200 LABOR HEALTH WORKS 9136 CAMBRIDGE ALCOVE PO BOX 25040 WOODBURY MN 55125 HRA ADMINISTRATOR 123977 SEGAL 3800 AMERICAN BOULEVARD WEST SUITE BLOOMINGTON MN 554314459 ACTUARY 114392 5 CONTRIBUTIONS 525100 16056682 16056682 16056682 1517644 1517644 26892259 24828564 2063695 2063695 2063695 19638021 16056682 0 3581339 19581377 953099 192200 26500 142216 139282 126004 2827 15316 21178821 2037871 1838816 7812335 12588244 1039691 1206654 36309 13346 45321654 44302951 470098 319018 56717958 60269029 155963 185453 223909 151307 379872 336760 X 0 0 0 0 56338086 59932269 56338086 59932269 56717958 60269029 -1540800 5134983 0 X 0 1 X 1 0 0 ADVANCE CONTRIBUTIONS FROM EMPLOYEES FOR FUTURE COVERAGE 151307 151307 X 24630788 5134983 5134983 19495805 142216 142216 19638021 21036605 0 21036605 142216 142216 21178821 PART X, LINE 2: THE 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. ALL AGAPE CONTRIBUTING EMPLOYER LATE CONTRIBUTIONS X 5830 5830 0 0 0 BLACKHAWK TILE & STONE CONTRIBUTING EMPLOYER LATE CONTRIBUTIONS X 949 949 0 0 0 DAVIS MASONRY CONTRIBUTING EMPLOYER LATE CONTRIBUTIONS X 3922 3922 0 0 0 COMMERCIAL MASONRY CONTRIBUTING EMPLOYER LATE CONTRIBUTIONS X 108 108 0 0 0 GABEL MASONRY CONTRIBUTING EMPLOYER LATE CONTRIBUTIONS X 2321 2321 0 0 0 KNUTSON CONSTRUCTION CONTRIBUTING EMPLOYER LATE CONTRIBUTIONS X 216 216 0 0 0 13346 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 WAS REVIEWED BY THE BOARD OF TRUSTEES IN CONJUNCTION WITH THE REVIEW OF THE ANNUAL AUDIT. FORM 990, PART VI, SECTION B, LINE 12C THE 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 19 THE FUND'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST; HOWEVER THE CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE. MN & ND BRICKLAYERS AND ALLIED CRAFTSWORKERS PENSION FUND 2520 PILOT KNOB RD MENDOTA HEIGHTS MN 55120 516029930 PROVIDER RETIREMENT BENEFITS TO UNION MEMBERS MN N/A 0 MN & ND BRICKLAYERS AND ALLIED CRAFTSWORKERS VACATION FUND 2520 PILOT KNOB RD MENDOTA HEIGHTS MN 55120 237068471 PROVIDE VACATION BENEFITS TO UNION MEMBERS. MN 501(C)(9) N/A 0 MN & ND BRICKLAYERS AND ALLIED CRAFTSWORKERS APPRENTICE FUND 328 UNITED LABOR CTR 312 CENTRAL AV MINNEAPOLIS MN 55414 416319702 PROVIDE TRAINING AND RETRAINING TO CURRENT AND PROSPECTIVE UNION MEMBERS MN 501(C)(4) N/A 0 MINNESOTA CERAMIC TILE AND ALLIED TRADES RETIREMENT FUND 2520 PILOT KNOB RD MENDOTA HEIGHTS MN 55120 416059404 PROVIDE RETIREMENT BENEFITS TO UNION MEMBERS. MN N/A 0 BRICKLAYERS LOCAL #1 SUITE 328 MINNEAPOLIS MN 55414 LABOR UNION MN 501(C)(5) 0 CITY OF ST PAUL 15 WEST KELLOG BLVD ST PAUL MN 55102 GOVERNMENT MN 501(A)(1) 0 CITY OF MINNEAPOLIS 305 S 5TH ST ROOM 210 1/2 MINNEAPOLIS MN 55415 PUBLIC SECTOR LOCAL GOVERNMENT MN 0 ST PAUL PUBLIC SCHOOLS 360 COLBORNE ST ST PAUL MN 55102 MN POLITICAL SUB DIVISION MN 0 UNIVERSITY OF MINNESOTA ATTN KIYA 1300 S 2ND ST MINNEAPOLIS MN 55454 MN EDUCATIONAL INSTITUTION MN 0 CMS LLC CMS LLC RAM CONTRUCTION SERVICES RAM CONTRUCTION SERVICES 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 - 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