Civic Intelligence

South Central Minnesota Electrical Workers Industry Welfare Plan

990 • Fiscal year 2013 • EIN 41-1305411

Jul 01, 2012 to Jun 30, 2013 • Filed on Feb 04, 2014

8120 Penn Avenue South No 500Bloomington, MN 55431
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

37th percentile

0.01x

Higher debt load relative to revenue than 37% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Net Margin

75th percentile

16%

Higher net margin than 75% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

46th percentile

2.7%

Faster revenue growth than 46% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Assets

Up

$35,132,070

Up $3,804,274 (+12%) from 2012

Net Assets

Up

$35,075,970

Up $3,787,359 (+12%) from 2012

Liabilities

Up

$56,100

Up $16,915 (+43%) from 2012

Revenue

Up

$8,062,318

Up $211,764 (+2.7%) from 2012

Expenses

Down

$6,810,572

Down $224,365 (-3.2%) from 2012

Net Income

Up

$1,251,746

Up $436,129 (+53%) from 2012

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2010: $25,268,740Liabilities 2010: $53,939Net Assets 2010: $25,214,8012010Assets 2011: $29,624,178Liabilities 2011: $38,107Net Assets 2011: $29,586,0712011Assets 2012: $31,327,796Liabilities 2012: $39,185Net Assets 2012: $31,288,6112012Assets 2013: $35,132,070Liabilities 2013: $56,100Net Assets 2013: $35,075,9702013Assets 2014: $40,955,495Liabilities 2014: $60,408Net Assets 2014: $40,895,0872014Assets 2015: $41,391,340Liabilities 2015: $98,525Net Assets 2015: $41,292,8152015Assets 2016: $39,985,482Liabilities 2016: $81,045Net Assets 2016: $39,904,4372016Assets 2017: $43,441,427Liabilities 2017: $43,950Net Assets 2017: $43,397,4772017Assets 2018: $45,091,753Liabilities 2018: $42,019Net Assets 2018: $45,049,7342018Assets 2019: $50,430,474Liabilities 2019: $99,743Net Assets 2019: $50,330,7312019Assets 2020: $54,239,086Liabilities 2020: $155,611Net Assets 2020: $54,083,4752020Assets 2021: $63,328,603Liabilities 2021: $181,428Net Assets 2021: $63,147,1752021Assets 2022: $55,498,601Liabilities 2022: $161,791Net Assets 2022: $55,336,8102022Assets 2023: $65,719,238Liabilities 2023: $1,088,018Net Assets 2023: $64,631,2202023Assets 2024: $75,158,458Liabilities 2024: $861,069Net Assets 2024: $74,297,3892024

Highlighted filing

2013

Assets$35,132,070
Liabilities$56,100
Net Assets$35,075,970

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $6,697,8582010Expenses 2011: $6,995,3172011Revenue 2012: $7,850,554Expenses 2012: $7,034,937Net Income 2012: $815,6172012Revenue 2013: $8,062,318Expenses 2013: $6,810,572Net Income 2013: $1,251,7462013Revenue 2014: $8,694,250Expenses 2014: $7,438,665Net Income 2014: $1,255,5852014Revenue 2015: $9,061,589Expenses 2015: $9,484,072Net Income 2015: -$422,4832015Revenue 2016: $9,936,750Expenses 2016: $11,747,917Net Income 2016: -$1,811,1672016Revenue 2017: $11,923,341Expenses 2017: $11,510,572Net Income 2017: $412,7692017Revenue 2018: $12,559,821Expenses 2018: $13,256,594Net Income 2018: -$696,7732018Revenue 2019: $14,938,770Expenses 2019: $12,105,623Net Income 2019: $2,833,1472019Revenue 2020: $15,446,693Expenses 2020: $14,130,879Net Income 2020: $1,315,8142020Revenue 2021: $16,507,851Expenses 2021: $17,926,941Net Income 2021: -$1,419,0902021Revenue 2022: $17,053,059Expenses 2022: $16,922,112Net Income 2022: $130,9472022Revenue 2023: $18,130,367Expenses 2023: $13,563,131Net Income 2023: $4,567,2362023Revenue 2024: $21,656,471Expenses 2024: $17,935,311Net Income 2024: $3,721,1602024

Highlighted filing

2013

Revenue$8,062,318
Expenses$6,810,572
Net Income$1,251,746
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Feb 4, 2014
Return Version
2012v2.1
Gross Receipts
$13,036,728
Mission and Program Overview

Mission

To provide health and welfare benefits

Filing and Contact Details

Filer

EIN
41-1305411
Raw XML AppendixShowing 400 of 632 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/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY020954
IRS990/AccountsPayableAccruedExpenses/EOY028176
IRS990/AccountsReceivable/BOY0594001
IRS990/AccountsReceivable/EOY0561438
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0PROVIDES HEALTH AND WELFARE BENEFITS
IRS990/AddressPrincipalOfficerUS/AddressLine108120 PENN AVENUE SOUTH NO 500
IRS990/AddressPrincipalOfficerUS/City0BLOOMINGTON
IRS990/AddressPrincipalOfficerUS/State0MN
IRS990/AddressPrincipalOfficerUS/ZIPCode055431
IRS990/AnnualDisclosureCoveredPersons00
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY06236038
IRS990/BenefitsPaidToMembersPriorYear06722989
IRS990/BenefitsToMembers/Total06236038
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY00
IRS990/CapStckTrstPrinCurrentFunds/EOY00
IRS990/CashNonInterestBearing/BOY0416638
IRS990/CashNonInterestBearing/EOY0554346
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ComplianceWithBackupWitholding01
IRS990/ConferencesMeetings/Total020489
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine108120 PENN AVENUE SOUTH SUITE 500
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine111200 YANKEE DOODLE RD
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City0BLOOMINGTON
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City1EAGAN
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State0MN
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State1MN
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode055431
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode155121
IRS990/ContractorCompensation/Compensation0263280
IRS990/ContractorCompensation/Compensation1107417
IRS990/ContractorCompensation/DescriptionOfServices0CLAIMS PROCESSING AND ADMINISTRATION
IRS990/ContractorCompensation/DescriptionOfServices1NETWORK ACCESS FEES
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine10STURM & ASSOCIATES INC
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine11BLUE CROSS BLUE SHIELD OF MN
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DeferredRevenue/EOY021297
IRS990/DelegationOfManagementDuties01
IRS990/DescribedIn501C300
IRS990/Description0THE PLAN PROVIDES LIFE, HOSPITALIZATION, SURGICAL, PRESCRIPTION DRUGS AND OTHER HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS AND BENEFICIARIES.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers00
IRS990/EmploymentTaxReturnsFiled01
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/Total029483
IRS990/FeesForServicesInvstMgmntFees/Total010100
IRS990/FeesForServicesLegal/Total071566
IRS990/FeesForServicesManagement/Total0152925
IRS990/FeesForServicesOther/Total0261562
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek71.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek81.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek91.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated040.50
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector9X
IRS990/Form990PartVIISectionA/NamePerson0RICHARD FRIESE
IRS990/Form990PartVIISectionA/NamePerson1JEFF OHMAN
IRS990/Form990PartVIISectionA/NamePerson2STEVEN OLSON
IRS990/Form990PartVIISectionA/NamePerson3BRAD NELSON
IRS990/Form990PartVIISectionA/NamePerson4WESTON WILSON
IRS990/Form990PartVIISectionA/NamePerson5DAVID MANDERSON
IRS990/Form990PartVIISectionA/NamePerson6DEREK MENSINK
IRS990/Form990PartVIISectionA/NamePerson7MICHAEL THOMPSON
IRS990/Form990PartVIISectionA/NamePerson8JEFF YOUNG
IRS990/Form990PartVIISectionA/NamePerson9ROB TRIPLETT
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation623701
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/OtherCompensation90
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs694232
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs90
IRS990/Form990PartVIISectionA/Title0TRUSTEE - PAST
IRS990/Form990PartVIISectionA/Title1TRUSTEE - PAST
IRS990/Form990PartVIISectionA/Title2TRUSTEE
IRS990/Form990PartVIISectionA/Title3TRUSTEE
IRS990/Form990PartVIISectionA/Title4TRUSTEE
IRS990/Form990PartVIISectionA/Title5TRUSTEE
IRS990/Form990PartVIISectionA/Title6TRUSTEE
IRS990/Form990PartVIISectionA/Title7TRUSTEE
IRS990/Form990PartVIISectionA/Title8TRUSTEE
IRS990/Form990PartVIISectionA/Title9TRUSTEE
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FSAuditedBasis/FinancialStatementSeparate0X
IRS990/FundraisingActivities00
IRS990/GainOrLoss/Securities0204090
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities05178500
IRS990/GrossReceipts013036728
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt01
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InformationTechnology/Total02180
IRS990/Insurance/Total016207
IRS990/InvestmentIncomeCurrentYear01031008
IRS990/InvestmentIncome/ExclusionAmount0826918
IRS990/InvestmentIncomePriorYear0746360
IRS990/InvestmentIncome/TotalRevenueColumn0826918
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsPubTradedSecurities/BOY030146031
IRS990/InvestmentsPubTradedSecurities/EOY033481773
IRS990/LessCostOthBasisSalesExpenses/Securities04974410
IRS990/LoanToOfficerOrDQP00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees00
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0TO PROVIDE HEALTH AND WELFARE BENEFITS
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0WESTON WILSON
IRS990/NbrIndependentVotingMembers02
IRS990/NbrVotingGoverningBodyMembers08
IRS990/NbrVotingMembersGoverningBody08
IRS990/NetAssetsOrFundBalancesBOY031288611
IRS990/NetAssetsOrFundBalancesEOY035075970
IRS990/NetGainOrLossInvestments/ExclusionAmount0204090
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0204090
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith1096091
IRS990/NumberIndependentVotingMembers02
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K02
IRS990/NumberOfEmployees020
IRS990/NumberW2GIncluded00
IRS990/OfficeExpenses/Total010022
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c0X
IRS990/OtherAssetsTotal/BOY00
IRS990/OtherAssetsTotal/EOY051975
IRS990/OtherExpensePriorYear0311948
IRS990/OtherExpensesCurrentYear0574534
IRS990/OtherLiabilities/BOY018231
IRS990/OtherLiabilities/EOY06627
IRS990/OtherRevenueCurrentYear01816
IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/Description0CHECKS WRITTEN OFF
IRS990/OtherRevenueMisc/ExclusionAmount01816
IRS990/OtherRevenueMisc/TotalRevenueColumn01816
IRS990/OtherRevenuePriorYear010185
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PrepaidExpensesDeferredCharges/BOY08445
IRS990/PrepaidExpensesDeferredCharges/EOY07762
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0900099
IRS990/ProgramServiceRevenue/BusinessCode1900099
IRS990/ProgramServiceRevenue/BusinessCode2900099
IRS990/ProgramServiceRevenue/BusinessCode3900099
IRS990/ProgramServiceRevenueCY07029494
IRS990/ProgramServiceRevenue/Description0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenue/Description1PARTICIPANT CONTRIBUTI
IRS990/ProgramServiceRevenue/Description2RECIPROCITY CONTRIBUTI
IRS990/ProgramServiceRevenue/Description3MEDICARE RX DRUG SUBSI
IRS990/ProgramServiceRevenuePriorYear07094009
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome05406230
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome11035186
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome2508290
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome379788
IRS990/ProgramServiceRevenue/TotalRevenueColumn05406230
IRS990/ProgramServiceRevenue/TotalRevenueColumn11035186
IRS990/ProgramServiceRevenue/TotalRevenueColumn2508290
IRS990/ProgramServiceRevenue/TotalRevenueColumn379788
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses01251746
IRS990/ReconciliationUnrealizedInvest02535613
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities01
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY031288611
IRS990/RetainedEarningsEndowmentEtc/EOY035075970
IRS990/RevenuesLessExpensesCY01251746
IRS990/RevenuesLessExpensesPriorYear0815617
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990/SavingsAndTempCashInvestments/BOY0162681
IRS990/SavingsAndTempCashInvestments/EOY0474776
IRS990/ScheduleBRequired00
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt010100
IRS990ScheduleD/ExpensesSubtotal06800472
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE 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 STATUTE OF LIMITATION EXPIRES.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART X, LINE 2:
IRS990ScheduleD/InvestmentExpensesNotIncluded010100
IRS990ScheduleD/InvestmentExpensesNotIncluded2010100
IRS990ScheduleD/NetUnrealizedGainsInvestments02535613
IRS990ScheduleD/OtherLiabilities/Amount06627
IRS990ScheduleD/OtherLiabilities/Description0DUE TO BROKER
IRS990ScheduleD/RevenueNotRptdF99002535613
IRS990ScheduleD/RevenueNotRptdOnFinStmt010100
IRS990ScheduleD/RevenueSubtotal08052218
IRS990ScheduleD/TotalExpensesPerForm99006810572
IRS990ScheduleD/TotalOfAmounts06627
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenuePerForm99008062318
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt06800472
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt010587831
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0ALTHOUGH THE TRUSTEES RETAIN THE ULTIMATE RESPONSIBILITY, THE TRUSTEES HAVE DELEGATED THE DAY TO DAY ADMINISTRATIVE DUTIES TO STURM & ASSOCIATES AS THE THIRD PARTY ADMINISTRATOR OF THE FUND.
IRS990ScheduleO/GeneralExplanation/Explanation1THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/GeneralExplanation/Explanation2FORM 990 IS PROVIDED TO AND REVIEWED AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES BEFORE FILING.
IRS990ScheduleO/GeneralExplanation/Explanation3THE TRUSTEES CONSTANTLY MONITOR THE ACTIONS OF EVERY TRUSTEE TO VERIFY THAT THEY ARE AVOIDING ANY CONFLICT OF INTEREST OR APPEARANCE OF ANY CONFLICT OF INTEREST. THE TRUSTEES WILL SEEK LEGAL ADVICE REGARDING ANY CONFLICTS OF INTEREST THEY ENCOUNTER IN FULFILLING THEIR DUTIES TO THE PLAN.
IRS990ScheduleO/GeneralExplanation/Explanation4THE GOVERNING DOCUMENTS, CONFLICT ON INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO PARTICIPANTS, UPON REQUEST, AT THE THIRD PARTY ADMINISTRATOR'S OFFICE LOCATED IN BLOOMINGTON, MN. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 19
IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine108120 PENN AVENUE SO STE 500
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine118120 PENN AVENUE SO STE 500
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0BLOOMINGTON
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1BLOOMINGTON
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0MN
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State1MN
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode055431
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode155431
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg10
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg20
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg30
IRS990ScheduleR/Form990ScheduleRPartII/EIN0411395194
IRS990ScheduleR/Form990ScheduleRPartII/EIN1411390063
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(9)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection1401(A)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0MN
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState1MN
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10SO CENTRAL MN ELECT WORKERS' VAC AND HOLIDAY PLAN
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine11SO CENTRAL MN ELEC WKRS' RETIREMENT & 401(K) PLAN
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine12SO CENTRAL MN ELECT IND JT APPR AND TRAINING FUND
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine13IBEW LOCAL 343
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0PROVIDE VACATION AND HOLIDAY BENEFITS
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities1PROVIDE RETIREMENT BENEFITS
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities2CONTRIBUTING EMPLOYER
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities3CONTRIBUTING EMPLOYER
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg10
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg20
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg30
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg40
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg50
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg60
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg70
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg80
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg90
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg100
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg110
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg120
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg130
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg140
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg150
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg160
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg170
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg180
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg190
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg200
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg210
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg220
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg230
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg240
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg250
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg260
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg270
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg280
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg290
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg300
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg310
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg320
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg330
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg340
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg350
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg360
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg370
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg380
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg390
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg400
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg410
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg420
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg430
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg440
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg450
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg460
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg470
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg480
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg490
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg500
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg510
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg520
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg530
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg540
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg550
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg560
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg570
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg580
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg590
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg600
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg610
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg620
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg630
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg640
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg650
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg660
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg670
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg680
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine10ABSOLUTE ELECTRIC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine11ACCORD ELECTRIC INC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine12ADAIR ELECTRIC-COMMERCIAL
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine13AL PICKETT ELECTRIC INC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine14ALBERT LEA ELECTRIC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$75.2$0.86$74.3$21.7$17.9$3.72
2023Detailed filing. Detailed filing data is available for this year.$65.7$1.09$64.6$18.1$13.6$4.57
2022Detailed filing. Detailed filing data is available for this year.$55.5$0.16$55.3$17.1$16.9$0.13
2021Detailed filing. Detailed filing data is available for this year.$63.3$0.18$63.1$16.5$17.9$1.42
2020Detailed filing. Detailed filing data is available for this year.$54.2$0.16$54.1$15.4$14.1$1.32
2019Detailed filing. Detailed filing data is available for this year.$50.4$0.10$50.3$14.9$12.1$2.83
2018Detailed filing. Detailed filing data is available for this year.$45.1$0.04$45.0$12.6$13.3$0.70
2017Detailed filing. Detailed filing data is available for this year.$43.4$0.04$43.4$11.9$11.5$0.41
2016Detailed filing. Detailed filing data is available for this year.$40.0$0.08$39.9$9.94$11.7$1.81
2015Detailed filing. Detailed filing data is available for this year.$41.4$0.10$41.3$9.06$9.48$0.42
2014Detailed filing. Detailed filing data is available for this year.$41.0$0.06$40.9$8.69$7.44$1.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.1$0.06$35.1$8.06$6.81$1.25
2012Summary only. Only limited summary data is available for this year.$31.3$0.04$31.3$7.85$7.03$0.82
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.6$0.04$29.6$7.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.3$0.05$25.2$6.70