2026-09-04T11:31:27-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2025-01-01 416023463 TWIN CITY IRONWORKERS HEALTH AND WELFARE FUND TWIN 9528540795 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 BARRY DAVIES CHAIRMAN 9528540795 2026-09-02 1 STACY MEYER P00970265 6123764500 2026-09-02 2025 BARRY DAVIES 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 51967270 0 X WWW.TCIRONWORKERSBENEFITS.COM X 1960 MN TO PROVIDE HEALTH AND WELFARE BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS. 10 0 0 11 0 0 0 0 28311755 34582536 1537751 2256259 0 0 29849506 36838795 0 0 26892550 28758376 0 0 0 0 0 914997 952485 27807547 29710861 2041959 7127934 39514552 47917840 1107032 1121407 38407520 46796433 TO PROVIDE HEALTH, LIFE AND DEATH & DISMEMBERMENT BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS. 0 0 PROVIDE SELF-FUNDED AND INSURED BENEFITS FOR APPROXIMATELY 2,058 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 X 10 0 0 1 0 0 0 1 0 1 0 0 0 1 1 1 1 0 1 0 0 0 X MICHAEL STREATER WILSON-MCSHANE CORPORATION 9528540795 3001 METRO DRIVE STE 500 BLOOMINGTON MN 55425 BARRY DAVIES LABOR TRUSTEE, CHAIR 1.00 43.00 X X 0 148113 83978 KEITH MUSOLF LABOR TRUSTEE 1.00 43.00 X 0 128869 79997 HEIDI GUNDERSON MANAGEMENT TRUSTEE, SECRET 1.00 43.00 X X 0 0 0 TODD ROTHE MANAGEMENT TRUSTEE 1.00 42.00 X 0 0 0 BUTCH PERRIN MANAGEMENT TRUSTEE 1.00 42.00 X 0 0 0 JOHN DAHL MANAGEMENT TRUSTEE 1.00 42.00 X 0 0 0 FALLON RATZLOW MANAGEMENT TRUSTEE 1.00 42.00 X 0 0 0 MIKE MAHOWALD LABOR TRUSTEE 1.00 43.00 X 0 129369 79997 COBEY KLEIN LABOR TRUSTEE 1.00 43.00 X 0 128369 79997 JOSH KALINA LABOR TRUSTEE 1.00 42.00 X 0 127869 79997 LEVI SCHNEIDER MANAGEMENT TRUSTEE 1.00 42.00 X 0 0 0 0 662589 403966 6 0 1 0 WILSON MCSHANE CORPORATION 3001 METRO BLVD STE 500 BLOOMINGTON MN 55425 PLAN ADMINSTRATOR 676831 BLUE CROSS BLUE SHIELD OF MINNESOTA PO BOX 64560 ST PAUL MN 55164 MEDICAL CLAIMS NETWORK 398349 SEGAL COMPANY 7701 FRANCE AVENUE S MINNEAPOLIS MN 55435 CONSULTANT 114833 3 CONTRIBUTIONS 525100 34582536 34582536 34582536 1158948 1158948 16225786 15128475 1097311 1097311 1097311 36838795 34582536 0 2256259 28758376 663210 43282 38567 54220 114833 6799 2974 OTHER EXPENSES 28600 29710861 5650274 10105484 1908033 2509811 26720020 34609365 4789843 0 446382 693180 39514552 47917840 192903 127223 914129 994184 1107032 1121407 X 0 0 0 0 38407520 46796433 38407520 46796433 39514552 47917840 7127934 1260979 0 X X 0 1 X 1 0 0 DUE TO OTHER FUNDS 994184 994184 X 38045554 1260979 1260979 36784575 54220 54220 36838795 29656641 0 29656641 54220 54220 29710861 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. 0 0 0 BARRY DAVIES LABOR TRUSTEE, CHAIR 0 148113 0 0 0 0 0 54408 0 29570 0 232091 0 0 MIKE MAHOWALD LABOR TRUSTEE 0 129369 0 0 0 0 0 52275 0 27722 0 209366 0 0 KEITH MUSOLF LABOR TRUSTEE 0 128869 0 0 0 0 0 52275 0 27722 0 208866 0 0 COBEY KLEIN LABOR TRUSTEE 0 128369 0 0 0 0 0 52275 0 27722 0 208366 0 0 JOSH KALINA LABOR TRUSTEE 0 127869 0 0 0 0 0 52275 0 27722 0 207866 0 0 PART I, LINE 1B THE REPORTABLE COMPENSATION FOR TRUSTEES IS DETERMINED BY TWIN CITY IRON WORKERS #512 BYLAWS. FORM 990, PART VI, SECTION A, LINE 3 WILSON MCSHANE CORPORATION PERFORMS CONTRIBUTION COLLECTION, PAYROLL AUDIT AND BOOKKEEPING SERVICES FOR THE TWIN CITY IRONWORKERS APPRENTICESHIP AND TRAINING FUND. THERE ARE NO OFFICERS OR TRUSTEES COMPENSATED BY THE SERVICE ORGANIZATION FOR THE SERVICES PROVIDED TO THE PLAN. FORM 990, PART VI, SECTION A, LINE 7A FIVE OF THE TRUSTEES ARE DESIGNATED BY THE ASSOCIATED GENERAL CONTRACTORS OF MINNESOTA, INC. FIVE OF THE TRUSTEES ARE DESIGNATED BY THE LOCAL NO. 512, INTERNATIONAL ASSOCIATION OF BRIDGE, STRUCTURAL AND ORNAMENTAL IRONWORKERS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT HAVE BEEN GRANTED AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE THE DRAFT OF THE RETURN IS AVAILABLE, IT 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 XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED THEIR PROCESS FOR THE OVERSIGHT OR THE SELECTION OF THE INDEPENDENT ACCOUNTANT FROM THE PRIOR YEAR. 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) 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 ASSOCIATED GENERAL CONTRACTORS OF MINNESOTA INC 525 PARK STREET NO 110 SAINT PAUL MN 55103 410132580 TO REPRESENT MEMBERS INVOLVED IN CONSTRUCTION INDUSTRY MN 501(C) N/A 0 INT'L ASSOC OF BRIDGE STRUCTURAL ORNAMENTAL & REINFORCING IRONWORKERS #512 851 PIERCE BUTLER ROUTE SAINT PAUL MN 55104 410328882 TO PROMOTE THE WELFARE OF MEMBERS AND THEIR FAMILIES MN 501(C) N/A 0 CITY OF MINNEAPOLIS CENTRAL BESON & HOULE LLC JTA BUILDERS LLC M & J LLC NORMINN INDUSTRIAL LLC PCI ENERGY SERVICES LLC TERRENE DEVELOPMENT LLC TRITON STEEL LLC WEITZ INDUSTRIAL LLC WILLSON IRON LLC ABLE FENCE INC ACTION FENCE INC ADVANCE TRIWEST EQUIPMENT LTD AJ LYSNE CONTRACTING CORP AMERECT INC APEX STEEL MONTANA INC ASSMONT STEEL USA CORPORATION AZCO INC BABCOCK & WILCOX CONST BADGERLAND METAL BLDG BALD EAGLE ERECTORS INC BARNHART CRANE RIGGING BENNET STEEL INC BEST STEEL ERECTORS INC BLATTNER ENERGY BOLDT COMPANY C & M ERECTORS INC CD SMITH CONSTRUCTION INC CARY SPECIALIZED SERVICES INC CORVAL CONSTRUCTORS INC CRAWFORD DOOR SALES CO DANNY'S CONSTRUCTION CO DAY & ZIMMERMAN NPS DORAL CORPORATION E & J REBAR INC EGAN COMPANY EMPIREHOUSE INC EVEREST STEEL INC FENTON RIGGING & CONTRACTING FOWLER & HAMMER INC G&L CORPORATION GERACE CONSTRUCTION CO GNB GLOBAL INC GOPHER STAGE LIGHTING GREAT LAKES ERECTING LLC GREENWALD BUILDERS GUSTAFSON & GOUDGE INC HALL W L CO HAMMERLUND INC HARMON INC HARMON LTD HAWK & SONS STEEL ERECTION HI-BOOM ERECTING INC HIGH FIVE ERECTORS II INC HOME MENDERS INC HURSH METAL ERECTORS INDUSTRIAL CONSTRUCT SPECIALST INTERNATIONAL ENTRANCES INC J & H ERECTORS INC J AND B AMERICAN STEEL J H FINDORFF & SONS INC J&L OF AMERICA JR JENSEN CONSTRUCTION CO JAMAR COMPANY INC KELLER FENCE CO-NORTH INC KING INDUSTRIES KMH ERECTORS INC KOLB CONSTRUCTION INC KORTECH CONSULTING INC KRAEMER NORTH AMERICA LAKEHEAD CONSTRUCTORS INC LILJA CORPORATION LINCO COMPANIES MAMORTENSON CO MCDONALD CONSTRUCTION & REMODE MESABI METALLICS LLC METRO ERECTORS INC MEYER CR AND SONS COMPANY MICHELS CORPORATION MIDWEST STEEL INC MIRON CONSTRUCTION CO INC MODERN CRANE SERVICE INC NATIONAL MACHINERY & CONVEYOR NATIONAL STEEL ERECTORS NORTHERN CONCRETE OF DULUTH NORTHERN HORIZONS INC NORTHERN INDUSTRIAL ERECTORS NORTHERN INDUSTRIAL SERVICES NORTHERN STEEL ERECTORS OVERHEAD DOOR NORTHLAND PATRIOT ERECTORS INC PATZOLDT CONCRETE & MASONRY LL PAULY JAIL BUILDING CO PERMASTEELISA NO AMERICA CORP PIONEER POWER INC PRECISION STONE SETTING CO RADOTICH INC RED CEDAR STEEL ERECTOR REGER COMPANIES REYNOLDS RIGGING & CRANE RIOS ERECTORS RIVER CITY ERECTORS INC RODEN IRON INC ROSE CITY CANOPY S & R REINFORCING INC S P E INC SCHMIDT STEEL INC SCHUFF STEEL COMPANY SMITH & WELLS CONCRETE MASONRY SOUTH CENTRAL ERECTORS SOWLES CO STRONGHOLD INDUSTRIES INC SUPERIOR STEEL ERECTORS TANLEY REINFORCING INC TIM DANAHEY INSTALLATIONS LLC TNT REBAR LLC TOP IRON REINFORCING INC TRI-CITY CONCRETE CONTRACTORS TRI-CITY CONTRACTORS INC TRI-CITY IRON WORKS UNITED REBAR INC UNITED REFRACTORIES INC URBANSKI BUILDERS INC US ERECTORS INC VIC'S CRANE & HEAVY HAUL INC VIKOR WEST WIND REINFORCING WESTERN STATES STEEL ERECT CO WHITE CONSTRUCTION WOODY'S REBAR COMPANY WREN WORKS LLC XCEL ENERGY INC ZACHMAN PRECAST INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1