Liabilities / Assets
22nd percentile
Higher debt load relative to assets than 22% of similar nonprofits.
990 • Fiscal year 2022 • EIN 23-7115412
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
22nd percentile
Higher debt load relative to assets than 22% of similar nonprofits.
Liabilities / Revenue
20th percentile
Higher debt load relative to revenue than 20% of similar nonprofits.
Net Margin
8th percentile
Higher net margin than 8% of similar nonprofits.
Top Officer Pay
44th percentile
Higher top officer pay than 44% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
14th percentile
Faster asset growth than 14% of similar nonprofits.
Revenue Growth
13th percentile
Faster revenue growth than 13% of similar nonprofits.
Assets
Down$24,844,524
Down $6,021,880 (-20%) from 2021
Net Assets
Down$24,826,190
Down $6,016,690 (-20%) from 2021
Liabilities
Down$18,334
Down $5,190 (-22%) from 2021
Revenue
Down$18,573,780
Down $5,109,563 (-22%) from 2021
Expenses
Up$23,467,225
Up $7,147,874 (+44%) from 2021
Net Income
Down-$4,893,445
Down $12,257,437 (-166%) from 2021
To provide health care, dental, disability, life, and accidental death and dismemberment benefits to members.
PROVIDE HEALTH BENEFITS
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $30,842,880 | $24,826,190 | ▼ $6,016,690 |
| Investments in Publicly Traded Securities | $21,163,878 | $17,753,612 | ▼ $3,410,266 |
| Cash and Non-Interest-Bearing Accounts | $4,045,185 | $3,541,638 | ▼ $503,547 |
| Savings and Temporary Cash Investments | $3,123,209 | $1,723,534 | ▼ $1,399,675 |
| Accounts Receivable | $1,728,878 | $1,281,641 | ▼ $447,237 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $30,866,404 | $24,844,524 | ▼ $6,021,880 |
| Other Assets Total | $805,254 | $544,099 | ▼ $261,155 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $12,337 | $9,778 | ▼ $2,559 |
| Deferred Revenue | $11,187 | $8,556 | ▼ $2,631 |
| Total Liabilities | $23,524 | $18,334 | ▼ $5,190 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $30,842,880 | $24,826,190 | ▼ $6,016,690 |
| Total Liabilities and Net Assets / Fund Balance | $30,866,404 | $24,844,524 | ▼ $6,021,880 |
| Name | Title |
|---|---|
| Zachary Radzak | Chairman |
| Andrew Erichson | Alternate Trustee |
| Jeff Oveson | Alternate Trustee |
| Nick Johnson | Alternate Trustee |
| Rich Frederick | Alternate Trustee |
| Shane Block | Alternate Trustee |
| Virgil Christoffersen | Alternate Trustee |
| Chad Nelson | Trustee |
| Chad Ward | Trustee |
| Jason Zins | Trustee |
| Jeff Diede | Trustee |
| Jeff Zahn | Trustee |
| Scott Kroona | Trustee |
| Steven Sauer | Secretary |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Zenith American Solutions INC | Administration, Claims Processing, Audit | 2520 PILOT KNOB ROAD SUITE 325, Mendota Heights, MN 55120 | $454,985 |
| Bluelink Tpa | Ppo Access Fees | 1200 YANKEE DOODLE ROAD PO BOX 6, St Paul, MN 55164 | $331,107 |
| Line Item | Amount |
|---|---|
| Other Expenses | $425,158 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $23,042,067 |
| Fees for Services Management | - | - | - | $132,599 |
| Fees for Services Other | - | - | - | $106,386 |
| Fees for Services Legal | - | - | - | $65,210 |
| Office Expenses | - | - | - | $43,158 |
| Fees for Services Accounting | - | - | - | $38,510 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $15,335 |
| Conferences and Meetings | - | - | - | $8,195 |
| Insurance | - | - | - | $6,223 |
| Other Expenses | - | - | - | $368 |
| Total Functional Expenses | $0 | $0 | $0 | $23,467,225 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $23,467,225 |
| Expenses per Audited Statements | $23,451,890 |
| Total Expenses per Audited Statements | $23,451,890 |
| Expenses Not Reported on Financial Statements | $15,335 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“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.”
“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. Eight alternate trustees are appointed, four from the employer association and four from the unions. Each trustee and alternate trustee may be removed only by the party which appointed them.”
“There is no committee with authority to act on behalf of the governing body.”
“Form 990 is provided to and reviewed by the entire board of trustees before the form 990 is filed.”
“The plan makes its governing documents, conflict of interest policy and financial statements available to participants at the office of the third party administrator in mendota heights, minnesota.”
“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 uncertain tax positions 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.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 12337 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 9778 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 1728878 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 1281641 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | PROVIDE HEALTH BENEFITS |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 0 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 23042067 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | ZENITH AMERICAN SOLUTIONS INC |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6512561900 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2520 PILOT KNOB ROAD 325 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | MENDOTA HEIGHTS |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MN |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 55120 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 4045185 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 3541638 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 2 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 8195 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 454985 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 331107 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 2520 PILOT KNOB ROAD SUITE 325 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 1200 YANKEE DOODLE ROAD PO BOX 6 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | MENDOTA HEIGHTS |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | ST PAUL |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | MN |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | MN |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 55120 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 55164 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | ZENITH AMERICAN SOLUTIONS INC |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | BLUELINK TPA |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | ADMINISTRATION, CLAIMS PROCESSING, AUDIT |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | PPO ACCESS FEES |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 23042067 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | -178739 |
| IRS990/CYOtherExpensesAmt | 0 | 425158 |
| IRS990/CYOtherRevenueAmt | 0 | 3611 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 18748908 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -4893445 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 23467225 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 18573780 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 11187 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 8556 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 1 |
| IRS990/Desc | 0 | PAYMENT 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/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 20 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 38510 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 65210 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 132599 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 106386 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 15335 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | CHAD NELSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | ANDREW ERICHSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | STEVEN SAUER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | JASON ZINS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | NICK JOHNSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | ZACHARY RADZAK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | CHAD WARD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | SHANE BLOCK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | RICH FREDERICK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | JEFF DIEDE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | SCOTT KROONA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | JEFF OVESON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | VIRGIL CHRISTOFFERSEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | JEFF ZAHN |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | ALTERNATE TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | ALTERNATE TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | ALTERNATE TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | ALTERNATE TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | ALTERNATE TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | ALTERNATE TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1970 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -625118 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 8 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 10079054 |
| IRS990/GrossReceiptsAmt | 0 | 29277952 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 8 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 6223 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 446379 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 446379 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 21163878 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 17753612 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | MN |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 10704172 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | TO PROVIDE HEALTH CARE, DENTAL, DISABILITY, LIFE, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO MEMBERS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 30842880 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 24826190 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | -625118 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -625118 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -1123245 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 43158 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 805254 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 544099 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | AFFORDABLE CARE ACT FEE |
| IRS990/OtherExpensesGrp/Desc | 1 | GOVERNMENT COMPLIANCE |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 9174 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 368 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 1 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | CREDIT CARD FEE CONTRIBUTIONS |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | LIQUIDATED DAMAGES |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 2548 |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 1 | 1063 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 2548 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 1063 |
| IRS990/OtherRevenueTotalAmt | 0 | 3611 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
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| IRS990/ProgramServiceRevenueGrp/Desc | 2 | PRESCRIPTION DRUG REBATES |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | SELF-PAY - EMPLOYEES |
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| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | 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 UNCERTAIN TAX POSITIONS 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. |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. EIGHT ALTERNATE TRUSTEES ARE APPOINTED, FOUR FROM THE EMPLOYER ASSOCIATION AND FOUR FROM THE UNIONS. EACH TRUSTEE AND ALTERNATE TRUSTEE MAY BE REMOVED ONLY BY THE PARTY WHICH APPOINTED THEM. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | FORM 990 IS PROVIDED TO AND REVIEWED BY THE ENTIRE BOARD OF TRUSTEES BEFORE THE FORM 990 IS FILED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE PLAN MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS AT THE OFFICE OF THE THIRD PARTY ADMINISTRATOR IN MENDOTA HEIGHTS, MINNESOTA. |
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| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION A, LINE 8B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION C, LINE 19 |
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Displayed year
2022 • Form 990Detailed filing. Detailed filing data is available for this year.