Civic Intelligence

St Paul Electrical Workers Welfare Fund

990 • Fiscal year 2023 • EIN 41-1365924

Oct 01, 2022 to Sep 30, 2023 • Filed on Jun 25, 2024

Organization ProfileN/A

View Organization Page

1330 Conway Street 130St Paul, MN 55106

(952) 854-0795

Siviq Scores

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

Liabilities / Assets

57th percentile

0.04x

Higher debt load relative to assets than 57% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.11x

Higher debt load relative to revenue than 63% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Net Margin

69th percentile

11%

Higher net margin than 69% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

67th percentile

$216,467

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Asset Growth

47th percentile

7.3%

Faster asset growth than 47% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

20th percentile

-3.2%

Faster revenue growth than 20% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$134,749,360

Up $9,175,558 (+7.3%) from 2022

Net Assets

Up

$128,915,777

Up $10,004,606 (+8.4%) from 2022

Liabilities

Down

$5,833,583

Down $829,048 (-12%) from 2022

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin69th percentile

Revenue

Down

$53,447,775

Down $1,759,310 (-3.2%) from 2022

Expenses

Up

$47,796,256

Up $1,885,012 (+4.1%) from 2022

Net Income

Down

$5,651,519

Down $3,644,322 (-39%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$200M$150M$100M$50M$0Assets 2010: $35,678,624Liabilities 2010: $46,206Net Assets 2010: $35,632,4182010Assets 2011: $36,630,113Liabilities 2011: $60,017Net Assets 2011: $36,570,0962011Assets 2012: $37,720,690Liabilities 2012: $124,342Net Assets 2012: $37,596,3482012Assets 2013: $41,788,292Liabilities 2013: $42,175Net Assets 2013: $41,746,1172013Assets 2014: $55,797,837Liabilities 2014: $6,962,558Net Assets 2014: $48,835,2792014Assets 2015: $58,062,602Liabilities 2015: $3,810,845Net Assets 2015: $54,251,7572015Assets 2016: $63,345,940Liabilities 2016: $4,620,598Net Assets 2016: $58,725,3422016Assets 2017: $77,744,465Liabilities 2017: $7,475,754Net Assets 2017: $70,268,7112017Assets 2018: $98,765,854Liabilities 2018: $15,129,896Net Assets 2018: $83,635,9582018Assets 2019: $101,671,686Liabilities 2019: $6,446,491Net Assets 2019: $95,225,1952019Assets 2020: $129,442,385Liabilities 2020: $20,707,603Net Assets 2020: $108,734,7822020Assets 2021: $146,847,412Liabilities 2021: $22,142,519Net Assets 2021: $124,704,8932021Assets 2022: $125,573,802Liabilities 2022: $6,662,631Net Assets 2022: $118,911,1712022Assets 2023: $134,749,360Liabilities 2023: $5,833,583Net Assets 2023: $128,915,7772023Assets 2024: $150,797,152Liabilities 2024: $1,370,962Net Assets 2024: $149,426,1902024

Highlighted filing

2023

Assets$134,749,360
Liabilities$5,833,583
Net Assets$128,915,777
Open 2023 Filing

Operations Trend

Revenue Growth20th percentile

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

$60M$40M$20M$0Expenses 2010: $31,570,1242010Expenses 2011: $30,931,2982011Expenses 2012: $33,319,7942012Revenue 2013: $36,041,383Expenses 2013: $32,754,770Net Income 2013: $3,286,6132013Revenue 2014: $39,615,555Expenses 2014: $32,581,127Net Income 2014: $7,034,4282014Revenue 2015: $44,070,804Expenses 2015: $35,858,776Net Income 2015: $8,212,0282015Revenue 2016: $45,213,064Expenses 2016: $42,818,784Net Income 2016: $2,394,2802016Revenue 2017: $48,894,205Expenses 2017: $39,319,535Net Income 2017: $9,574,6702017Revenue 2018: $53,264,315Expenses 2018: $41,680,658Net Income 2018: $11,583,6572018Revenue 2019: $55,248,683Expenses 2019: $46,035,414Net Income 2019: $9,213,2692019Revenue 2020: $53,045,497Expenses 2020: $43,756,561Net Income 2020: $9,288,9362020Revenue 2021: $56,693,219Expenses 2021: $45,373,847Net Income 2021: $11,319,3722021Revenue 2022: $55,207,085Expenses 2022: $45,911,244Net Income 2022: $9,295,8412022Revenue 2023: $53,447,775Expenses 2023: $47,796,256Net Income 2023: $5,651,5192023Revenue 2024: $57,508,730Expenses 2024: $53,600,645Net Income 2024: $3,908,0852024

Highlighted filing

2023

Revenue$53,447,775
Expenses$47,796,256
Net Income$5,651,519
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jun 25, 2024
Return Version
2022v5.0
Gross Receipts
$92,473,046
Mission and Program Overview

Mission

To provide medical, dental, vision, and disability benefits for eligible participants and their dependents.

Provide healthcare for members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$118,911,171$128,915,777▲ $10,004,606
Investments in Publicly Traded Securities$90,785,394$103,024,748▲ $12,239,354
Savings and Temporary Cash Investments$21,170,018$19,743,477▼ $1,426,541
Investments Other Securities$6,653,775$5,701,873▼ $951,902
Accounts Receivable$5,764,615$5,079,262▼ $685,353
Cash and Non-Interest-Bearing Accounts$1,200,000$1,200,000→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$125,573,802$134,749,360▲ $9,175,558
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$6,653,775$5,701,873▼ $951,902
Accounts Payable and Accrued Expenses$8,856$131,710▲ $122,854
Total Liabilities$6,662,631$5,833,583▼ $829,048
Net Assets / Fund Balance
Total Net Assets Fund Balance$118,911,171$128,915,777▲ $10,004,606
Total Liabilities and Net Assets / Fund Balance$125,573,802$134,749,360▲ $9,175,558
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleOtherTotal
Andrew ColvardAlt Mgmt Trustee$123,234$123,234

Board Members and Trustees

NameTitle
James C SchultChairman, Union Trustee
Logan BeereAlt Mgmt Trustee
Nate SteinAlt Mgmt Trustee
Douglas SuchanekAlt Union Trustee
Brandon P AndersonAlternate Union Trustee
J T PedersenMgmt Trustee
Peter B BourlandMgmt Trustee
Luke KuhlSecretary, Mgmt Trustee
Jamie M McnamaraUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Wilson-mcshane CorporationPlan Administrator1330 CONWAY STREET, St Paul, MN 55106$920,280
Umr INCClaims Processor150 W WAUSAU AVE, Wasau, WI 55401$469,755
Blue Cross Blue Shield Of MinnesotaClaims ProcessorPO BOX 64560, St Paul, MN 55164$131,836
Cvs Caremark CorporationClaims Processor1 CVS DRIVE, Woonsocket, RI 02895$124,571
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$50,318,267
Investment Income
$3,050,713
Other Revenue
$78,795
Change in Net Assets
$5,651,519

Audited Revenue Reconciliation

Revenue per Audited Statements
$53,160,691
Revenue Not Reported on Financial Statements
$287,084
Revenue Not Reported on Form 990
$4,353,087
Other Revenue Adjustments
$67,210
Total Revenue per Audited Statements
$57,513,778
Total Revenue per Form 990
$53,447,775
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$983,193
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---$46,813,063
Fees for Services Management---$481,500
Fees for Service Investment Mgmnt Fees---$219,874
Fees for Services Legal---$83,004
Fees for Services Other---$82,725
Conferences and Meetings---$47,340
Fees for Services Accounting---$36,563
Office Expenses---$16,180
Insurance---$16,007
Total Functional Expenses$0$0$0$47,796,256

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$47,796,256
Expenses per Audited Statements$47,509,172
Total Expenses per Audited Statements$47,509,172
Expenses Not Reported on Financial Statements$287,084
Other Expense Adjustments$67,210
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Liability for Collateral Held for Securities on Loan$5,701,873
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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

“Wilson mcshane corporation is responsible for the financial operations of the fund. Wilson mcshane corporation prepares the general ledger, makes journal entries, manages claims and operational expenses.”

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

“The international brotherhood of electrical workers, local union no.110, afl-cio and st. Paul chapter of the national electrical contractors' association each appoint 50% of the board members.”

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

“The 990 is prepared by the organization's public accounting firm based on the information provided by management. Once a draft of the form is available, it is provided to the entire board of trustees for review and approal prior to filing with the irs. Any changes or questions are addressed before filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“The trustees review the plan's conflict of interest policy annually. The trustees determine if a conflict of interst, in facts, exists. They also determine if it is material and if corrective action is required. In addition, periodic reviews of compliance with the conflict of interest policy are conducted by the board of trustees to ensure the plan operates in a manner consistent with its purpose and does not engage in activities that could jeopardize its lawful status and fiduciary obligations.”

Form 990, Part VI, Section C, Line 19

“The plan makes its governing documents, conflict of interest policy, and financial statements available to participants, but not to the public, upon request at the benefit plan office.”

Filing and Contact Details

Filer

Filer Name
St Paul Electrical Workers Welfare Fund
EIN
41-1365924
Phone
9528540795
Address
1330 CONWAY STREET 130, ST PAUL, MN 55106

Signing Officer

Name
James Schult
Title
Chairman
Phone
9528540795
Signed
2024-06-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Schult
Formed
1973
Legal Domicile
Mn
Voting Board Members
6
Independent Board Members
1
Employees
0
Volunteers
10

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 SOUTH SIXTH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
Stacy Meyer
Phone
6123764500
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The veba trust funding certain benefits of the plan received an exemption letter from the internal revenue service (irs) dated february 6, 1980, stating that the trust is tax-exempt under the provisions of section 501(c)(9) of the internal revenue code (irc). However, as a result of the plan's funding policy, from time to time the trust may be subject to income taxes. No federal or state income taxes have been recorded in 2023 and 2022 for unrelated business taxable income. In addition, the plan and trust are required to operate in conformity with the irc to maintain the tax-exempt status of the trust. The plan administrator believes that the plan is being operated in compliance with the applicable requirements of the irc and, therefore, believes that the related trust is tax-exempt. 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.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Tax overpayment refund 67,210.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Tax overpayment refund 67,210.”

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

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IRS990/Form990PartVIISectionAGrp/TitleTxt4MGMT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY, MGMT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6ALT MGMT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7ALT UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8ALT MGMT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9ALT MGMT TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0139577
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt039164848
IRS990/GrossReceiptsAmt092473046
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt016007
IRS990/InvestmentIncomeGrp/ExclusionAmt02911136
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02911136
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt06653775
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05701873
IRS990/InvestmentsPubTradedSecGrp/BOYAmt090785394
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0103024748
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt039025271
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE MEDICAL, DENTAL, VISION, AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0118911171
IRS990/NetAssetsOrFundBalancesEOYAmt0128915777
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0139577
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0139577
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt04353087
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt016180
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt06653775
IRS990/OtherLiabilitiesGrp/EOYAmt05701873
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/BusinessCd1525100
IRS990/OtherRevenueMiscGrp/Desc0TAX OVERPAYMENT REFUND
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt067210
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt111585
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt067210
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt111585
IRS990/OtherRevenueTotalAmt078795
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JAMES SCHULT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2SUB H&W CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt045435390
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13302256
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21580621
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt045435390
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13302256
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21580621
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt044809968
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02471430
IRS990/PYOtherExpensesAmt0944916
IRS990/PYOtherRevenueAmt025534
IRS990/PYProgramServiceRevenueAmt052710121
IRS990/PYRevenuesLessExpensesAmt09295841
IRS990/PYSalariesCompEmpBnftPaidAmt0156360
IRS990/PYTotalExpensesAmt045911244
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt055207085
IRS990/ReconcilationRevenueExpnssAmt05651519
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0118911171
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0128915777
IRS990/SavingsAndTempCashInvstGrp/BOYAmt021170018
IRS990/SavingsAndTempCashInvstGrp/EOYAmt019743477
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0287084
IRS990ScheduleD/ExpensesSubtotalAmt047509172
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0219874
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0219874
IRS990ScheduleD/NetUnrealizedGainsInvstAmt04353087
IRS990ScheduleD/OtherExpensesNotIncludedAmt067210
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05701873
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIABILITY FOR COLLATERAL HELD FOR SECURITIES ON LOAN
IRS990ScheduleD/OtherRevenuesNotIncludedAmt067210
IRS990ScheduleD/RevenueNotReportedAmt04353087
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0287084
IRS990ScheduleD/RevenueSubtotalAmt053160691
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED FEBRUARY 6, 1980, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2023 AND 2022 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1TAX OVERPAYMENT REFUND 67,210.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2TAX OVERPAYMENT REFUND 67,210.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt047796256
IRS990ScheduleD/TotalLiabilityAmt05701873
IRS990ScheduleD/TotalRevenuePerForm990Amt053447775
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt057513778
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt047509172
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0156218
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1150097
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2132885
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3125877
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt025298
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt225593
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt322091
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt034951
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt143437
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt230369
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt330189
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JAMIE M MCNAMARA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1LUKE KUHL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2DOUGLAS SUCHANEK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3LOGAN BEERE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0UNION TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1SECRETARY, MGMT TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2ALT UNION TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3ALT MGMT TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0216467
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1193534
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2188847
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3178157
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WILSON MCSHANE CORPORATION IS RESPONSIBLE FOR THE FINANCIAL OPERATIONS OF THE FUND. WILSON MCSHANE CORPORATION PREPARES THE GENERAL LEDGER, MAKES JOURNAL ENTRIES, MANAGES CLAIMS AND OPERATIONAL EXPENSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, LOCAL UNION NO.110, AFL-CIO AND ST. PAUL CHAPTER OF THE NATIONAL ELECTRICAL CONTRACTORS' ASSOCIATION EACH APPOINT 50% OF THE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON THE INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE FORM IS AVAILABLE, IT IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES FOR REVIEW AND APPROAL PRIOR TO FILING WITH THE IRS. ANY CHANGES OR QUESTIONS ARE ADDRESSED BEFORE FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEES REVIEW THE PLAN'S CONFLICT OF INTEREST POLICY ANNUALLY. THE TRUSTEES DETERMINE IF A CONFLICT OF INTERST, IN FACTS, EXISTS. THEY ALSO DETERMINE IF IT IS MATERIAL AND IF CORRECTIVE ACTION IS REQUIRED. IN ADDITION, PERIODIC REVIEWS OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ARE CONDUCTED BY THE BOARD OF TRUSTEES TO ENSURE THE PLAN OPERATES IN A MANNER CONSISTENT WITH ITS PURPOSE AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS LAWFUL STATUS AND FIDUCIARY OBLIGATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PLAN MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS, BUT NOT TO THE PUBLIC, UPON REQUEST AT THE BENEFIT PLAN OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
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 B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$134,749,360
Liabilities
$5,833,583
Net assets
$128,915,777
Revenue
$53,447,775
Expenses
$47,796,256
Net income
$5,651,519
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$151$1.37$149$57.5$53.6$3.91
2023Detailed filing. Detailed filing data is available for this year.$135$5.83$129$53.4$47.8$5.65
2022Detailed filing. Detailed filing data is available for this year.$126$6.66$119$55.2$45.9$9.30
2021Detailed filing. Detailed filing data is available for this year.$147$22.1$125$56.7$45.4$11.3
2020Detailed filing. Detailed filing data is available for this year.$129$20.7$109$53.0$43.8$9.29
2019Detailed filing. Detailed filing data is available for this year.$102$6.45$95.2$55.2$46.0$9.21
2018Detailed filing. Detailed filing data is available for this year.$98.8$15.1$83.6$53.3$41.7$11.6
2017Detailed filing. Detailed filing data is available for this year.$77.7$7.48$70.3$48.9$39.3$9.57
2016Detailed filing. Detailed filing data is available for this year.$63.3$4.62$58.7$45.2$42.8$2.39
2015Detailed filing. Detailed filing data is available for this year.$58.1$3.81$54.3$44.1$35.9$8.21
2014Detailed filing. Detailed filing data is available for this year.$55.8$6.96$48.8$39.6$32.6$7.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.8$0.04$41.7$36.0$32.8$3.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.7$0.12$37.6$33.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.6$0.06$36.6$30.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.7$0.05$35.6$31.6