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.”
990 • Fiscal year 2016 • EIN 41-6020214
Scores are not available for this record yet.
Assets
Flat$3,310,878
Flat from 2016
Net Assets
Flat$3,251,063
Flat from 2016
Liabilities
Flat$59,815
Flat from 2016
Revenue
Flat$12,107,338
Flat from 2016
Expenses
Flat$13,446,469
Flat from 2016
Net Income
Flat-$1,339,131
Flat from 2016
To provide health and welfare benefits to participants or their beneficiaries.
PROVIDE HEALTH BENEFITS
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $4,572,842 | $3,251,063 | ▼ $1,321,779 |
| Investments in Publicly Traded Securities | $2,799,535 | $2,404,594 | ▼ $394,941 |
| Cash and Non-Interest-Bearing Accounts | $813,849 | $725,875 | ▼ $87,974 |
| Accounts Receivable | $193,906 | $153,667 | ▼ $40,239 |
| Savings and Temporary Cash Investments | $832,578 | $23,006 | ▼ $809,572 |
| Prepaid Expenses and Deferred Charges | $3,644 | $3,736 | ▲ $92 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $4,643,512 | $3,310,878 | ▼ $1,332,634 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $67,796 | $55,887 | ▼ $11,909 |
| Deferred Revenue | $2,874 | $3,928 | ▲ $1,054 |
| Total Liabilities | $70,670 | $59,815 | ▼ $10,855 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $4,572,842 | $3,251,063 | ▼ $1,321,779 |
| Total Liabilities and Net Assets / Fund Balance | $4,643,512 | $3,310,878 | ▼ $1,332,634 |
| Name | Title | Other | Total |
|---|---|---|---|
| Lawrence Yoswa | Chairman | $136,874 | $136,874 |
| Brian Barlage | Trustee | $123,953 | $123,953 |
| William Reynolds | Trustee - Past | $123,250 | $123,250 |
| Steve Methner | Trustee | $5,452 | $5,452 |
| Name | Title |
|---|---|
| Brian Lavelle | Trustee |
| Jeffrey Taylor | Trustee |
| John Preston | Trustee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Sturm & Associates | Third Party Administrator | 8120 PENN AVENUE S SUITE 500, Bloomington, MN 55431 | $250,603 |
| Blue Link Tpa | Network Access Provider | 3535 BLUE CROSS ROAD, St Paul, MN 55122 | $201,292 |
| Line Item | Amount |
|---|---|
| Other Expenses | $202,308 |
| 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 | - | - | - | $13,244,161 |
| Other Expenses | - | - | - | $65,557 |
| Fees for Services Legal | - | - | - | $56,902 |
| Fees for Services Management | - | - | - | $31,443 |
| Fees for Services Accounting | - | - | - | $18,352 |
| Office Expenses | - | - | - | $9,147 |
| Fees for Services Other | - | - | - | $8,000 |
| Insurance | - | - | - | $6,286 |
| Conferences and Meetings | - | - | - | $4,452 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $2,169 |
| Total Functional Expenses | $0 | $0 | $0 | $13,446,469 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $13,446,469 |
| Expenses per Audited Statements | $13,444,300 |
| Total Expenses per Audited Statements | $13,444,300 |
| Expenses Not Reported on Financial Statements | $2,169 |
| 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 sturm and associates as the third party administrator of the fund.”
“Union trustees are appointed by the secretary-treasurer of teamsters local union no. 792. Employer trustees are appointed by other employer trustees.”
“There are no committees with the authority to act on behalf of the governing body.”
“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.”
“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.”
“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.”
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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|---|---|---|
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| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 153667 |
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| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 8120 PENN AVENUE S SUITE 500 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | BLOOMINGTON |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MN |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 55431 |
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| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 201292 |
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| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | MN |
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| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 3928 |
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| IRS990/Desc | 0 | THE 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. |
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| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | WILLIAM REYNOLDS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | BRIAN LAVELLE |
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| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 12105169 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
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| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 13444300 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | UNION TRUSTEES ARE APPOINTED BY THE SECRETARY-TREASURER OF TEAMSTERS LOCAL UNION NO. 792. EMPLOYER TRUSTEES ARE APPOINTED BY OTHER EMPLOYER TRUSTEES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION A, LINE 8B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 1 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 2 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 3 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 4 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 0 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 1 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 2 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 3 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 4 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 0 | ARAMARK REFRESHMENTS |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 1 | COCA COLA REFRESHMENTS |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 2 | RAHR CORPORATION |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 3 | THORPE DISTRIBUTION COMPANY |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 4 | SOUTHERN WINES AND SPIRITS |
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| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd | 1 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd | 1 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt | 0 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt | 1 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt | 0 | CAPITOL BEVERAGE SALES LLP |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt | 1 | DAHLHEIMER BEVERAGE LLC |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 1 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 2 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | TEAMSTERS LOCAL UNION NO 792 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 1 | MINNESOTA TEAMSTERS SERVICE BUREAU |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 2 | TEAMSTERS JOINT COUNCIL 32 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 1 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 2 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 1 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 4643512 |
| IRS990/TotalAssetsEOYAmt | 0 | 3310878 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 4643512 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 3310878 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 13446469 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 70670 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 59815 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 70670 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 59815 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 4572842 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 3251063 |
| IRS990/TotalOtherCompensationAmt | 0 | 106255 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 12060100 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 47238 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 12060100 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 12107338 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 4643512 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 3310878 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 283274 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 8120 PENN AVENUE S NO 500 |
| IRS990/USAddress/CityNm | 0 | BLOOMINGTON |
| IRS990/USAddress/StateAbbreviationCd | 0 | MN |
| IRS990/USAddress/ZIPCd | 0 | 55431 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 6 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LAWRENCE YOSWA |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9528353035 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-04-20 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | BEVERAGE DRIVERS HELPERS & INSIDE |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | EMPLOYEES UNION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | BEVE |
| ReturnHeader/Filer/EIN | 0 | 416020214 |
| ReturnHeader/Filer/PhoneNum | 0 | 9528353035 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 8120 PENN AVENUE S NO 500 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BLOOMINGTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MN |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 55431 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 320043599 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | LEGACY PROFESSIONALS LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 6800 FRANCE AVENUE SO SUITE 550 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | EDINA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 55435 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9528413950 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ERIC C BAERTSCH |
| ReturnHeader/ReturnTs | 0 | 2017-05-05T15:46:14-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-06-30 |
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Displayed year
2016 • Form 990Detailed filing. Detailed filing data is available for this year.