Civic Intelligence

Minnesota Teamsters Construction Division Fringe Benefit Funds

990 • Fiscal year 2018 • EIN 23-7115412

Dec 01, 2017 to Nov 30, 2018 • Filed on Sep 13, 2019

Organization ProfileN/A
2520 Pilot Knob Road No 325Mendota Heights, MN 55120

(651) 256-1900

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

25th percentile

0.00x

Higher debt load relative to revenue than 25% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Net Margin

11th percentile

-14%

Higher net margin than 11% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Asset Growth

17th percentile

-10%

Faster asset growth than 17% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

29th percentile

-1.7%

Faster revenue growth than 29% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$20,359,065

Down $2,355,674 (-10%) from 2017

Net Assets

Down

$20,340,137

Down $2,354,042 (-10%) from 2017

Liabilities

Down

$18,928

Down $1,632 (-7.9%) from 2017

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin11th percentile

Revenue

Down

$15,224,448

Down $257,359 (-1.7%) from 2017

Expenses

Up

$17,283,760

Up $200,223 (+1.2%) from 2017

Net Income

Down

-$2,059,312

Down $457,582 (-29%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2010: $20,881,224Liabilities 2010: $100,129Net Assets 2010: $20,781,0952010Assets 2011: $19,841,329Liabilities 2011: $39,354Net Assets 2011: $19,801,9752011Assets 2012: $21,844,971Liabilities 2012: $90,038Net Assets 2012: $21,754,9332012Assets 2013: $24,063,327Liabilities 2013: $22,586Net Assets 2013: $24,040,7412013Assets 2014: $25,137,908Liabilities 2014: $161,427Net Assets 2014: $24,976,4812014Assets 2015: $24,185,079Liabilities 2015: $140,101Net Assets 2015: $24,044,9782015Assets 2016: $23,915,247Liabilities 2016: $85,681Net Assets 2016: $23,829,5662016Assets 2017: $22,714,739Liabilities 2017: $20,560Net Assets 2017: $22,694,1792017Assets 2018: $20,359,065Liabilities 2018: $18,928Net Assets 2018: $20,340,1372018Assets 2019: $20,622,776Liabilities 2019: $31,245Net Assets 2019: $20,591,5312019Assets 2020: $23,175,929Liabilities 2020: $27,335Net Assets 2020: $23,148,5942020Assets 2021: $30,866,404Liabilities 2021: $23,524Net Assets 2021: $30,842,8802021Assets 2022: $24,844,524Liabilities 2022: $18,334Net Assets 2022: $24,826,1902022Assets 2023: $29,203,517Liabilities 2023: $49,901Net Assets 2023: $29,153,6162023Assets 2024: $34,083,794Liabilities 2024: $30,905Net Assets 2024: $34,052,8892024

Highlighted filing

2018

Assets$20,359,065
Liabilities$18,928
Net Assets$20,340,137
Open 2018 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $11,272,0152010Expenses 2011: $12,079,0562011Expenses 2012: $11,325,2882012Expenses 2013: $11,388,9852013Revenue 2014: $13,732,559Expenses 2014: $13,151,085Net Income 2014: $581,4742014Revenue 2015: $14,345,137Expenses 2015: $14,831,466Net Income 2015: -$486,3292015Revenue 2016: $17,279,090Expenses 2016: $17,574,598Net Income 2016: -$295,5082016Revenue 2017: $15,481,807Expenses 2017: $17,083,537Net Income 2017: -$1,601,7302017Revenue 2018: $15,224,448Expenses 2018: $17,283,760Net Income 2018: -$2,059,3122018Revenue 2019: $18,013,578Expenses 2019: $18,408,234Net Income 2019: -$394,6562019Revenue 2020: $18,170,944Expenses 2020: $16,405,301Net Income 2020: $1,765,6432020Revenue 2021: $23,683,343Expenses 2021: $16,319,351Net Income 2021: $7,363,9922021Revenue 2022: $18,573,780Expenses 2022: $23,467,225Net Income 2022: -$4,893,4452022Revenue 2023: $19,298,920Expenses 2023: $15,386,186Net Income 2023: $3,912,7342023Revenue 2024: $20,826,837Expenses 2024: $17,131,053Net Income 2024: $3,695,7842024

Highlighted filing

2018

Revenue$15,224,448
Expenses$17,283,760
Net Income-$2,059,312
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Sep 13, 2019
Return Version
2017v2.3
Gross Receipts
$21,567,229
Mission and Program Overview

Mission

To provide health care, dental, disability, life, and accidental death and dismemberment benefits to members.

PROVIDE HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$22,694,179$20,340,137▼ $2,354,042
Investments in Publicly Traded Securities$16,180,384$15,476,357▼ $704,027
Savings and Temporary Cash Investments$3,486,456$2,010,647▼ $1,475,809
Accounts Receivable$1,292,835$1,825,887▲ $533,052
Cash and Non-Interest-Bearing Accounts$1,376,511$1,030,452▼ $346,059
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$22,714,739$20,359,065▼ $2,355,674
Other Assets Total$378,553$15,722▼ $362,831
Liabilities
Accounts Payable and Accrued Expenses$10,051$10,480▲ $429
Deferred Revenue$10,509$8,448▼ $2,061
Total Liabilities$20,560$18,928▼ $1,632
Net Assets / Fund Balance
Total Net Assets Fund Balance$22,694,179$20,340,137▼ $2,354,042
Total Liabilities and Net Assets / Fund Balance$22,714,739$20,359,065▼ $2,355,674
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Dave SchrunkChairman
Andrew ErichsonAlternate Trustee
Chad WardAlternate Trustee
Nick JohnsonAlternate Trustee
Shane BlockAlternate Trustee
Tom NeltonAlternate Trustee
Rich FrederickAlternate Trustee - New
Joe BattagliaAlternate Trustee - Past
Chad NelsonTrustee
Jason ZinsTrustee
Jeff DiedeTrustee
Wayne PerlebergTrustee
Zachary RadzakTrustee
Molly BarnesTrustee - New
Abbey BryduckTrustee - Past
Steve SauerSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Zenith American Solutions INCAdministrative, Claims Processing, Audit2520 PILOT KNOB ROAD SUITE 325, Mendota Heights, MN 55120$400,666
Bluelink TpaPpo Access Fees1200 YANKEE DOODLE ROAD PO BOX 6, St Paul, MN 55164$285,891
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,858,134
Investment Income
$356,429
Other Revenue
$9,885
Change in Net Assets
$-2,059,312

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,211,333
Revenue Not Reported on Financial Statements
$13,115
Revenue Not Reported on Form 990
$-294,730
Total Revenue per Audited Statements
$14,916,603
Total Revenue per Form 990
$15,224,448
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$455,940
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$16,827,820
Fees for Services Management---$163,108
Fees for Services Other---$79,711
Fees for Services Legal---$73,457
Office Expenses---$70,506
Fees for Services Accounting---$39,465
Fees for Service Investment Mgmnt Fees---$13,115
Insurance---$6,784
Conferences and Meetings---$2,391
Other Expenses---$666
Total Functional Expenses$0$0$0$17,283,760

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$17,283,760
Expenses per Audited Statements$17,270,645
Total Expenses per Audited Statements$17,270,645
Expenses Not Reported on Financial Statements$13,115
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Although the trustees retain the ultimate responsibility, the trustees have delegated the day to day administrative duties to zenith american solutions inc. As the third party administrator of the plan.”

Form 990, Part VI, Section A, Line 7A

“The plan is administered by four employer association trustees and four union trustees. The four employer association trustees shall be designated by the employer association. The four union trustees shall be designated by the negotiating committee. Six alternate trustees are appointed, three from the employer association and three from the unions. Each trustee and alternate trustee may be removed only by the party which appointed them.”

Form 990, Part VI, Section A, Line 8B

“There is no committee with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is provided to and reviewed by the entire board of trustees before the form 990 is filed.”

Form 990, Part VI, Section C, Line 19

“The plan makes its governing documents, conflict of interest policy and financial statements available to participants at the plan office.”

Filing and Contact Details

Filer

Filer Name
Minnesota Teamsters Construction
EIN
23-7115412
Phone
6512561900
Address
2520 PILOT KNOB ROAD NO 325, MENDOTA HEIGHTS, MN 55120

Signing Officer

Name
David Schrunk
Title
Trustee
Phone
6512561900
Signed
2019-09-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Schrunk
Formed
1970
Legal Domicile
Mn
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
6800 FRANCE AVENUE SO SUITE 550, EDINA, MN 55435
Preparer
Eric C Baertsch
Phone
9528413950
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require the plan to evaluate tax positions taken and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by tax authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 729 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt010051
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt010480
IRS990/AccountsReceivableGrp/BOYAmt01292835
IRS990/AccountsReceivableGrp/EOYAmt01825887
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HEALTH BENEFITS
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt016827820
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ZENITH AMERICAN SOLUTIONS INC
IRS990/BooksInCareOfDetail/PhoneNum06512561900
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02520 PILOT KNOB ROAD SUITE 325
IRS990/BooksInCareOfDetail/USAddress/CityNm0MENDOTA HEIGHTS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055120
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt01376511
IRS990/CashNonInterestBearingGrp/EOYAmt01030452
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt02391
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0400666
IRS990/ContractorCompensationGrp/CompensationAmt1285891
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt11200 YANKEE DOODLE ROAD PO BOX 6
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0MENDOTA HEIGHTS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1ST PAUL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd055120
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd155164
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0ZENITH AMERICAN SOLUTIONS INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1BLUELINK TPA
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATIVE, CLAIMS PROCESSING, AUDIT
IRS990/ContractorCompensationGrp/ServicesDesc1PPO ACCESS FEES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt016827820
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0356429
IRS990/CYOtherExpensesAmt0455940
IRS990/CYOtherRevenueAmt09885
IRS990/CYProgramServiceRevenueAmt014858134
IRS990/CYRevenuesLessExpensesAmt0-2059312
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt017283760
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt015224448
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt010509
IRS990/DeferredRevenueGrp/EOYAmt08448
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0PAYMENT OF HEALTH CARE, DENTAL, DISABILITY, LIFE, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS FOR ELIGIBLE PARTICIPANTS AND DEPENDENTS AS PROVIDED BY THE SUMMARY PLAN DESCRIPTION.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt039465
IRS990/FeesForServicesLegalGrp/TotalAmt073457
IRS990/FeesForServicesManagementGrp/TotalAmt0163108
IRS990/FeesForServicesOtherGrp/TotalAmt079711
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt013115
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
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IRS990/Form990PartVIISectionAGrp/PersonNm1ANDREW ERICHSON
IRS990/Form990PartVIISectionAGrp/PersonNm2STEVE SAUER
IRS990/Form990PartVIISectionAGrp/PersonNm3JASON ZINS
IRS990/Form990PartVIISectionAGrp/PersonNm4NICK JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm5ABBEY BRYDUCK
IRS990/Form990PartVIISectionAGrp/PersonNm6MOLLY BARNES
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVE SCHRUNK
IRS990/Form990PartVIISectionAGrp/PersonNm8WAYNE PERLEBERG
IRS990/Form990PartVIISectionAGrp/PersonNm9JEFF DIEDE
IRS990/Form990PartVIISectionAGrp/PersonNm10ZACHARY RADZAK
IRS990/Form990PartVIISectionAGrp/PersonNm11TOM NELTON
IRS990/Form990PartVIISectionAGrp/PersonNm12JOE BATTAGLIA
IRS990/Form990PartVIISectionAGrp/PersonNm13CHAD WARD
IRS990/Form990PartVIISectionAGrp/PersonNm14SHANE BLOCK
IRS990/Form990PartVIISectionAGrp/PersonNm15RICH FREDERICK
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE - NEW
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12ALTERNATE TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt13ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15ALTERNATE TRUSTEE - NEW
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-42781
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06300000
IRS990/GrossReceiptsAmt021567229
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt06784
IRS990/InvestmentIncomeGrp/ExclusionAmt0399210
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0399210
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt016180384
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015476357
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06342781
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH CARE, DENTAL, DISABILITY, LIFE, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt022694179
IRS990/NetAssetsOrFundBalancesEOYAmt020340137
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-42781
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-42781
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-294730
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt070506
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0378553
IRS990/OtherAssetsTotalGrp/EOYAmt015722
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FEES MANDATED BY ACA
IRS990/OtherExpensesGrp/Desc1GOVERNMENT COMPLIANCE
IRS990/OtherExpensesGrp/TotalAmt06737
IRS990/OtherExpensesGrp/TotalAmt1666
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt09885
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt09885
IRS990/OtherRevenueTotalAmt09885
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DAVID SCHRUNK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
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IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PRESCRIPTION REBATES
IRS990/ProgramServiceRevenueGrp/Desc2PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc3SUBROGATION SETTLEMENTS
IRS990/ProgramServiceRevenueGrp/Desc4STOP LOSS RECOVERIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013897630
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1510333
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2380915
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt350628
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt415815
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013897630
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1510333
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2380915
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt350628
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt415815
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt016655696
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0559008
IRS990/PYOtherExpensesAmt0427841
IRS990/PYOtherRevenueAmt023069
IRS990/PYProgramServiceRevenueAmt014899730
IRS990/PYRevenuesLessExpensesAmt0-1601730
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt017083537
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt015481807
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-2059312
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt022694179
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt020340137
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03486456
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02010647
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt013115
IRS990ScheduleD/ExpensesSubtotalAmt017270645
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt013115
IRS990ScheduleD/InvestmentExpensesNotIncldAmt013115
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-294730
IRS990ScheduleD/RevenueNotReportedAmt0-294730
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt013115
IRS990ScheduleD/RevenueSubtotalAmt015211333
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt017283760
IRS990ScheduleD/TotalRevenuePerForm990Amt015224448
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt014916603
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt017270645
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALTHOUGH THE TRUSTEES RETAIN THE ULTIMATE RESPONSIBILITY, THE TRUSTEES HAVE DELEGATED THE DAY TO DAY ADMINISTRATIVE DUTIES TO ZENITH AMERICAN SOLUTIONS INC. AS THE THIRD PARTY ADMINISTRATOR OF THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PLAN IS ADMINISTERED BY FOUR EMPLOYER ASSOCIATION TRUSTEES AND FOUR UNION TRUSTEES. THE FOUR EMPLOYER ASSOCIATION TRUSTEES SHALL BE DESIGNATED BY THE EMPLOYER ASSOCIATION. THE FOUR UNION TRUSTEES SHALL BE DESIGNATED BY THE NEGOTIATING COMMITTEE. SIX ALTERNATE TRUSTEES ARE APPOINTED, THREE FROM THE EMPLOYER ASSOCIATION AND THREE FROM THE UNIONS. EACH TRUSTEE AND ALTERNATE TRUSTEE MAY BE REMOVED ONLY BY THE PARTY WHICH APPOINTED THEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS PROVIDED TO AND REVIEWED BY THE ENTIRE BOARD OF TRUSTEES BEFORE THE FORM 990 IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PLAN MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS AT THE PLAN OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd90
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd100
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd110
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd120
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd130
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd140
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd150
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd160
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd170
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd180
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd190
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd210
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd220
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd230
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd240
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd250
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd260
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd270
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd280
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd290
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd300
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd310
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd320
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd330
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd340
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd350
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd360
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd370
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd380
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd390
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd400
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd410
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd420
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd430
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd440
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd450
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd460
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd470
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd480

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,359,065
Liabilities
$18,928
Net assets
$20,340,137
Revenue
$15,224,448
Expenses
$17,283,760
Net income
-$2,059,312
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.1$0.03$34.1$20.8$17.1$3.70
2023Detailed filing. Detailed filing data is available for this year.$29.2$0.05$29.2$19.3$15.4$3.91
2022Detailed filing. Detailed filing data is available for this year.$24.8$0.02$24.8$18.6$23.5$4.89
2021Detailed filing. Detailed filing data is available for this year.$30.9$0.02$30.8$23.7$16.3$7.36
2020Detailed filing. Detailed filing data is available for this year.$23.2$0.03$23.1$18.2$16.4$1.77
2019Detailed filing. Detailed filing data is available for this year.$20.6$0.03$20.6$18.0$18.4$0.39
2018Detailed filing. Detailed filing data is available for this year.$20.4$0.02$20.3$15.2$17.3$2.06
2017Detailed filing. Detailed filing data is available for this year.$22.7$0.02$22.7$15.5$17.1$1.60
2016Detailed filing. Detailed filing data is available for this year.$23.9$0.09$23.8$17.3$17.6$0.30
2015Detailed filing. Detailed filing data is available for this year.$24.2$0.14$24.0$14.3$14.8$0.49
2014Detailed filing. Detailed filing data is available for this year.$25.1$0.16$25.0$13.7$13.2$0.58
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.1$0.02$24.0$11.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.8$0.09$21.8$11.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.8$0.04$19.8$12.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.9$0.10$20.8$11.3