Civic Intelligence

Beverage Drivers Helpers & Inside Employees Union

EIN 41-6020214 • 501(c)9 • Bloomington, MN

View Organization Page

Profile

To provide health and welfare benefits to participants or their beneficiaries.

8120 Penn Avenue S No 500Bloomington, MN 55431

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

47th percentile

0.01x

Higher debt load relative to assets than 47% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

34th percentile

0.00x

Higher debt load relative to revenue than 34% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2017

Net Margin

21st percentile

-6.1%

Higher net margin than 21% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

75th percentile

$149,223

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2017

Asset Growth

12th percentile

-26%

Faster asset growth than 12% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

59th percentile

9.4%

Faster revenue growth than 59% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$0

Down $3,310,878 (-100%) from 2016

Liabilities

Down

$0

Down $59,815 (-100%) from 2016

Net Assets

Down

$0

Down $3,251,063 (-100%) from 2016

Operations
Liabilities / Revenue34th percentileNet Margin21st percentile

Revenue

Down

$6,939,241

Down $5,168,097 (-43%) from 2016

Expenses

Down

$7,345,740

Down $6,100,729 (-45%) from 2016

Net Income

Up

-$406,499

Up $932,632 (+70%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $3,896,074Liabilities 2011: $16,499Net Assets 2011: $3,879,5752011Assets 2012: $3,708,944Liabilities 2012: $4,240Net Assets 2012: $3,704,7042012Assets 2013: $4,879,291Liabilities 2013: $10,056Net Assets 2013: $4,869,2352013Assets 2014: $5,664,490Liabilities 2014: $63,910Net Assets 2014: $5,600,5802014Assets 2015: $4,643,512Liabilities 2015: $70,670Net Assets 2015: $4,572,8422015Assets 2016: $3,310,878Liabilities 2016: $59,815Net Assets 2016: $3,251,0632016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2017

Assets$0
Liabilities$0
Net Assets$0
Open 2017 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $10,450,382Expenses 2011: $9,530,191Net Income 2011: $920,1912011Expenses 2012: $10,711,1002012Expenses 2013: $9,925,0852013Revenue 2014: $11,964,110Expenses 2014: $11,249,159Net Income 2014: $714,9512014Revenue 2015: $13,639,387Expenses 2015: $14,733,673Net Income 2015: -$1,094,2862015Revenue 2016: $12,107,338Expenses 2016: $13,446,469Net Income 2016: -$1,339,1312016Revenue 2017: $6,939,241Expenses 2017: $7,345,740Net Income 2017: -$406,4992017

Highlighted filing

2017

Revenue$6,939,241
Expenses$7,345,740
Net Income-$406,499
Open 2017 Filing

Filings

Most recent year

2017 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$6,939,241
Expenses
$7,345,740
Net income
-$406,499
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$6.94$7.35$0.41
2016Summary only. Only limited summary data is available for this year.$3.31$0.06$3.25$12.1$13.4$1.34
2015Detailed filing. Detailed filing data is available for this year.$4.64$0.07$4.57$13.6$14.7$1.09
2014Detailed filing. Detailed filing data is available for this year.$5.66$0.06$5.60$12.0$11.2$0.71
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.88$0.01$4.87$9.93
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.71$0.00$3.70$10.7
2011Summary only. Only limited summary data is available for this year.$3.90$0.02$3.88$10.5$9.53$0.92
Latest Detailed Filing

The latest 2017 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Apr 4, 2016
Return Version
2014v6.0
Gross Receipts
$13,839,531
Mission and Program Overview

Mission

To provide health and welfare benefits to participants or their beneficiaries.

PROVIDE HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,600,580$4,572,842▼ $1,027,738
Investments in Publicly Traded Securities$2,827,093$2,799,535▼ $27,558
Savings and Temporary Cash Investments$1,522,546$832,578▼ $689,968
Cash and Non-Interest-Bearing Accounts$1,283,506$813,849▼ $469,657
Accounts Receivable$27,718$193,906▲ $166,188
Prepaid Expenses and Deferred Charges$3,627$3,644▲ $17
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$5,664,490$4,643,512▼ $1,020,978
Liabilities
Accounts Payable and Accrued Expenses$63,547$67,796▲ $4,249
Deferred Revenue$363$2,874▲ $2,511
Total Liabilities$63,910$70,670▲ $6,760
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,600,580$4,572,842▼ $1,027,738
Total Liabilities and Net Assets / Fund Balance$5,664,490$4,643,512▼ $1,020,978
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleOtherTotal
William ReynoldsTrustee$122,508$122,508
Brian BarlageTrustee$118,998$118,998
Steve MethnerTrustee$6,294$6,294

Board Members and Trustees

NameTitle
Brian LavelleTrustee
Jeffrey TaylorTrustee
John PrestonTrustee
Jesse TheisTrustee - Past

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Link TpaNetwork Access Provider3535 BLUE CROSS ROAD, St Paul, MN 55122$262,949
Sturm & AssociatesThird Party Administrator8120 PENN AVENUE S SUITE 500, Bloomington, MN 55431$250,192
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$13,582,309
Investment Income
$47,388
Other Revenue
$9,690
Change in Net Assets
$-1,094,286

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,637,239
Revenue Not Reported on Financial Statements
$2,148
Revenue Not Reported on Form 990
$-16,321
Total Revenue per Audited Statements
$13,620,918
Total Revenue per Form 990
$13,639,387
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$231,871
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---$14,501,802
Other Expenses---$103,795
Fees for Services Legal---$60,738
Fees for Services Management---$31,443
Fees for Services Accounting---$15,465
Office Expenses---$6,559
Insurance---$6,179
Fees for Services Other---$5,100
Fees for Service Investment Mgmnt Fees---$2,148
Conferences and Meetings---$444
Total Functional Expenses$0$0$0$14,733,673

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$14,733,673
Expenses per Audited Statements$14,731,525
Total Expenses per Audited Statements$14,731,525
Expenses Not Reported on Financial Statements$2,148
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
Audit committee
Yes
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
No
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 sturm and associates as the third party administrator of the fund.”

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

“Union trustees are appointed by the secretary-treasurer of teamsters local union no. 792. Employer trustees are appointed by other employer trustees.”

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

“There are no committees with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“Form 990 is sent electronically to the entire board of trustees. The trustees are allowed ten days in which to examine the form and communicate with the plan administrator in the event the trustees have any questions or comments. At the request of any trustee, or if there are questions or comments that cannot be adequately and fully addressed, the plan administrator will arrange a conference call for all trustees to discuss the form and whether or not revisions are needed before it is filed.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are available to participants and not to the public upon request at the third party administrator's office located in bloomington, mn.”

Filing and Contact Details

Filer

Filer Name
Beverage Drivers Helpers & Inside Employees Union
EIN
41-6020214
Phone
9528353035
Address
8120 PENN AVENUE S NO 500, BLOOMINGTON, MN 55431

Signing Officer

Name
Brian Lavelle
Title
Trustee
Phone
9528353035
Signed
2016-04-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Lavelle
Formed
1952
Legal Domicile
Mn
Voting Board Members
6
Independent Board Members
0
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:

“The 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 limitations expires.”

Raw XML AppendixShowing 400 of 408 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/BOYAmt063547
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt067796
IRS990/AccountsReceivableGrp/BOYAmt027718
IRS990/AccountsReceivableGrp/EOYAmt0193906
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HEALTH BENEFITS
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt014501802
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0STURM & ASSOCIATES
IRS990/BooksInCareOfDetail/PhoneNum09528353035
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08120 PENN AVENUE S SUITE 500
IRS990/BooksInCareOfDetail/USAddress/CityNm0BLOOMINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055431
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt01283506
IRS990/CashNonInterestBearingGrp/EOYAmt0813849
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt0444
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0262949
IRS990/ContractorCompensationGrp/CompensationAmt1250192
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt03535 BLUE CROSS ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt18120 PENN AVENUE S SUITE 500
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ST PAUL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1BLOOMINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd055122
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd155431
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0BLUE LINK TPA
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1STURM & ASSOCIATES
IRS990/ContractorCompensationGrp/ServicesDesc0NETWORK ACCESS PROVIDER
IRS990/ContractorCompensationGrp/ServicesDesc1THIRD PARTY ADMINISTRATOR
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt014501802
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt047388
IRS990/CYOtherExpensesAmt0231871
IRS990/CYOtherRevenueAmt09690
IRS990/CYProgramServiceRevenueAmt013582309
IRS990/CYRevenuesLessExpensesAmt0-1094286
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt014733673
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt013639387
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0363
IRS990/DeferredRevenueGrp/EOYAmt02874
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0THE PURPOSE OF THE FUND IS TO PROVIDE HEALTH AND WELFARE BENEFITS AS NOW ARE OR HEREAFTER MAY BE, AUTHORIZED OR PERMITTED BY LAW FOR PARTICIPANTS AND THEIR BENEFICIARIES AND IN ACCORDANCE WITH THE PROVISIONS SET FORTH IN ANY PLAN OF BENEFITS PROVIDED BY THE TRUSTEES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt015465
IRS990/FeesForServicesLegalGrp/TotalAmt060738
IRS990/FeesForServicesManagementGrp/TotalAmt031443
IRS990/FeesForServicesOtherGrp/TotalAmt05100
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt02148
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt045.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt145.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt134768
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3197
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0BRIAN BARLAGE
IRS990/Form990PartVIISectionAGrp/PersonNm1WILLIAM REYNOLDS
IRS990/Form990PartVIISectionAGrp/PersonNm2JESSE THEIS
IRS990/Form990PartVIISectionAGrp/PersonNm3STEVE METHNER
IRS990/Form990PartVIISectionAGrp/PersonNm4BRIAN LAVELLE
IRS990/Form990PartVIISectionAGrp/PersonNm5JEFFREY TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN PRESTON
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
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IRS990/FSAuditedInd01
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IRS990/GainOrLossGrp/SecuritiesAmt0-144
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0200000
IRS990/GrossReceiptsAmt013839531
IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/ExclusionAmt047532
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt047532
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02827093
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IRS990/IRPDocumentCnt0238
IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt04572842
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-144
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-16321
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt06559
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
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IRS990/OtherExpensesGrp/Desc0FEES MANDATED BY PPACA
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IRS990/OtherRevenueMiscGrp/Desc0CHECKS WRITTEN OFF
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IRS990/OtherRevenueTotalAmt09690
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03627
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03644
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IRS990/PriorPeriodAdjustmentsAmt082869
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
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IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1STOP LOSS REIMBURSEMEN
IRS990/ProgramServiceRevenueGrp/Desc2PARTICIPANT CONTRIBUTI
IRS990/ProgramServiceRevenueGrp/Desc3PRESCRIPTION REBATES
IRS990/ProgramServiceRevenueGrp/Desc4SUBROGATION SETTLEMENT
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2702021
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3211508
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt456087
IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt0675446
IRS990/PYOtherRevenueAmt013005
IRS990/PYProgramServiceRevenueAmt011911055
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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 LIMITATIONS EXPIRES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALTHOUGH THE TRUSTEES RETAIN THE ULTIMATE RESPONSIBILITY, THE TRUSTEES HAVE DELEGATED THE DAY TO DAY ADMINISTRATIVE DUTIES TO STURM AND ASSOCIATES AS THE THIRD PARTY ADMINISTRATOR OF THE FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNION TRUSTEES ARE APPOINTED BY THE SECRETARY-TREASURER OF TEAMSTERS LOCAL UNION NO. 792. EMPLOYER TRUSTEES ARE APPOINTED BY OTHER EMPLOYER TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS SENT ELECTRONICALLY TO THE ENTIRE BOARD OF TRUSTEES. THE TRUSTEES ARE ALLOWED TEN DAYS IN WHICH TO EXAMINE THE FORM AND COMMUNICATE WITH THE PLAN ADMINISTRATOR IN THE EVENT THE TRUSTEES HAVE ANY QUESTIONS OR COMMENTS. AT THE REQUEST OF ANY TRUSTEE, OR IF THERE ARE QUESTIONS OR COMMENTS THAT CANNOT BE ADEQUATELY AND FULLY ADDRESSED, THE PLAN ADMINISTRATOR WILL ARRANGE A CONFERENCE CALL FOR ALL TRUSTEES TO DISCUSS THE FORM AND WHETHER OR NOT REVISIONS ARE NEEDED BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO PARTICIPANTS AND NOT TO THE PUBLIC UPON REQUEST AT THE THIRD PARTY ADMINISTRATOR'S OFFICE LOCATED IN BLOOMINGTON, MN.
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 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt4CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt5CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ARAMARK REFRESHMENTS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1COCA COLA REFRESHMENTS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2RAHR CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3THORPE DISTRIBUTION COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4SOUTHERN WINES AND SPIRITS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5JJ TAYLOR DISTRIBUTING COMPANY OF MN INC
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt1CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0CAPITOL BEVERAGE SALES LLP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1DAHLHEIMER BEVERAGE LLC
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TEAMSTERS LOCAL UNION NO 792
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MINNESOTA TEAMSTERS SERVICE BUREAU
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2TEAMSTERS JOINT COUNCIL 32
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2CONTRIBUTING EMPLOYER
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08120 PENN AVENUE S NO 500
IRS990/USAddress/CityNm0BLOOMINGTON
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055431
IRS990/VotingMembersGoverningBodyCnt06
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN LAVELLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09528353035
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEVERAGE DRIVERS HELPERS & INSIDE EMPLOYEES UNION
ReturnHeader/Filer/BusinessNameControlTxt0BEVE
ReturnHeader/Filer/EIN0416020214
ReturnHeader/Filer/PhoneNum09528353035
ReturnHeader/Filer/USAddress/AddressLine1Txt08120 PENN AVENUE S NO 500
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ReturnHeader/Filer/USAddress/ZIPCd055431
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320043599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEGACY PROFESSIONALS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06800 FRANCE AVENUE SO SUITE 550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDINA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN

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