2011-05-12T15:24:45-05:00 2010-09-30 LEGACY PROFESSIONALS LLP 4530 WEST 77TH STREET STE 300 EDINA MN 55435 990 2009-10-01 411334004 ST PAUL ELECTRICAL WORKERS RESERVE TRUST STPA 6517764239 1330 CONWAY STREET ST PAUL MN 55106 JAMES SCHULT 6517764239 2011-05-02 1 LEGACY PROFESSIONALS LLP 9528413950 2009 2016-02-24 21:20:13Z JAMES SCHULT 26619036 0 X WWW.IBEW110.ORG X 1978 MN PROVIDE MEDICAL COVERAGE FOR RETIREES, DISABLED PARTICIPANTS AND SURVIVING SPOUSES. 6 6 0 0 0 0 0 4759094 4227337 -1732072 2240424 7501 6842 3034523 6474603 0 2327349 2572161 0 0 0 342624 394423 2669973 2966584 364550 3508019 45939891 52094078 48206 50846 45891685 52043232 PROVIDE MEDICAL COVERAGE FOR RETIREES, DISABLED PARTICIPANTS AND SURVIVING SPOUSES. 0 0 THE PURPOSE OF THIS PLAN IS TO PROVIDE MEDICAL COVERAGE FOR BARGAINING UNIT RETIREES, DISABLED PARTICIPANTS AND SURVIVING SPOUSES OF DECEASED BARGAINING UNIT PARTICIPANTS AND RETIREES. 0 0 0 0 0 0 0 0 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 2 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 6 6 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 X RON ETHIER 6517764239 1330 CONWAY STREET ST PAUL MN 55106 X RICHARD WYNNE 1.90 X 0 0 0 RANDOLPH LUHRS 2.00 X 0 0 0 JAMIE MCNAMARA 1.30 X 0 0 0 MICHAEL REDLUND 2.20 X 0 0 0 MICHAEL DUFOUR 1.80 X 0 0 0 JAMES SCHULT 2.00 X 0 0 0 JEFF ANDERSON 1.70 X 0 0 0 RONALD ETHIER 1.30 X 0 0 0 PETER BOURLAND 1.30 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 SVCES 145895 1 EMPLOYER CONTRIB 900099 4227337 4227337 4227337 1270332 1270332 21114525 20144433 970092 970092 970092 COMMISSION RECAPTURE 900099 3815 3815 SECURITIES LITIGATION 900099 3027 3027 6842 6474603 4227337 0 2247266 2572161 642 8025 197141 177415 58 11142 2966584 2565714 2330653 529698 564256 1567 1234 42841562 49196585 1350 1350 45939891 52094078 48206 50846 48206 50846 X 0 0 0 0 45891685 52043232 45891685 52043232 45939891 52094078 X 0 1 1 X 0 0 6474603 2966584 3508019 2643528 2643528 6151547 8920990 2643528 2643528 6277462 197141 197141 6474603 2769443 0 2769443 197141 197141 2966584 PART X LINE 2: THE PLAN FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN. THE PLAN'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTES OF LIMITATION EXPIRE. Form 990, Part VI, Section A, line 3 THE TRUSTEES HAVE THE OVERALL RESPONSIBILITY TO CONTROL AND MANAGE THE OPERATION, AND ADMINISTRATION OF THE PLAN AND TO MANAGE ITS ASSETS, AND THEY CONSTITUTE THE OFFICIAL "ADMINISTRATOR" OF THE PLAN UNDER THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974. THE TRUSTEES WISH TO DELEGATE THE DAY-TO-DAY OPERATION OF THE PLAN TO ST. PAUL ELECTRICAL INDUSTRY ADMINISTRATIVE SERVICE CORP.("ADMINISTRATIVE MANAGER"), A RELATED PARTY. SO THAT THE VARIOUS MINISTERIAL OBLIGATIONS REQUIRED IN THE PLAN'S ADMINISTRATION WILL BE CARRIED OUT BY THE ADMINISTRATIVE MANAGER IN ACCORDANCE WITH SUCH POLICIES AND PROCEDURES AS ARE FROM TIME TO TIME APPROVED BY THE TRUSTEES. Form 990, Part VI, Section B, line 11 FORM 990 IS PROVIDED TO, REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES PRIOR TO FILING. Form 990, Part VI, Section B, line 12c THE TRUSTEES REVIEW THE PLAN'S CONFLICT OF INTEREST POLICY ANNUALLY. IN ADDITION, TO ENSURE THE PLAN OPERATES IN A MANNER CONSISTENT WITH ITS PURPOSE AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS STATUS AND FIDUCIARY OBLIGATIONS, PERIODIC REVIEWS OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ARE CONDUCTED BY THE BOARD OF TRUSTEES. Form 990, Part VI, Section C, line 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO PARTICIPANTS BUT NOT TO THE PUBLIC. THESE DOCUMENTS CAN BE OBTAINED BY REQUEST AT THE PLAN OFFICE. ST PAUL ELECTRICAL CONSTRUCTION PENSION PLAN 1330 CONWAY STREET ST PAUL MN 55106 416046858 PROVIDE RETIREMENT AND DISABILITY BENEFITS MN 401(A) N/A N/A ST PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 1330 CONWAY STREET ST PAUL MN 55106 416046858 FACILITATE PARTICIPANTS' SAVINGS ON A PRE-TAX BASIS THRU PAYROLL DEDUCTIONS MN 401(A) N/A N/A ST PAUL ELECTRICAL WORKERS SUPPLEMENTAL PENSION PLAN 1330 CONWAY STREET ST PAUL MN 55106 416046858 PROVIDE PENSION BENEFITS MN 401(A) N/A N/A 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 N/A ST PAUL ELECTRICAL WORKERS REG VACATION & HOLIDAY TRUST 1330 CONWAY STREET ST PAUL MN 55106 416219001 PROVIDE VACATION AND HOLIDAY BENEFITS MN 501(C)9 N/A N/A ST PAUL ELECTRICAL INDUSTRY ADMINISTRATIVE SERVICE CORP 1330 CONWAY STREET ST PAUL MN 55106 411505769 PROVIDE ADMIN SVCES TO THE ST. PAUL ELEC INDUSTRY FRINGE PLANS MN C 0.11000 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 ST PAUL ELECTRICAL INDUSTRY ADMINISTRATIVE SERVICE CORP L 145895