Liabilities / Assets
31st percentile
Higher debt load relative to assets than 31% of similar nonprofits.
990 • Fiscal year 2020 • EIN 41-6023675
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
31st percentile
Higher debt load relative to assets than 31% of similar nonprofits.
Liabilities / Revenue
25th percentile
Higher debt load relative to revenue than 25% of similar nonprofits.
Net Margin
74th percentile
Higher net margin than 74% of similar nonprofits.
Top Officer Pay
67th percentile
Higher top officer pay than 67% of similar nonprofits.
Top officer pay equals 0.3% of source-year revenue.
Asset Growth
87th percentile
Faster asset growth than 87% of similar nonprofits.
Revenue Growth
70th percentile
Faster revenue growth than 70% of similar nonprofits.
Assets
Up$81,042,696
Up $14,633,511 (+22%) from 2019
Net Assets
Up$80,937,016
Up $14,612,075 (+22%) from 2019
Liabilities
Up$105,680
Up $21,436 (+25%) from 2019
Revenue
Up$71,117,979
Up $3,860,211 (+5.7%) from 2019
Expenses
Down$60,250,999
Down $3,790,610 (-5.9%) from 2019
Net Income
Up$10,866,980
Up $7,650,821 (+238%) from 2019
To provide health benefits
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $66,324,941 | $80,937,016 | ▲ $14,612,075 |
| Investments in Publicly Traded Securities | $52,112,394 | $67,214,749 | ▲ $15,102,355 |
| Accounts Receivable | $6,779,295 | $6,182,350 | ▼ $596,945 |
| Cash and Non-Interest-Bearing Accounts | $6,405,162 | $5,338,028 | ▼ $1,067,134 |
| Savings and Temporary Cash Investments | $1,049,567 | $2,260,829 | ▲ $1,211,262 |
| Prepaid Expenses and Deferred Charges | $62,767 | $46,740 | ▼ $16,027 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $66,409,185 | $81,042,696 | ▲ $14,633,511 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $84,244 | $105,680 | ▲ $21,436 |
| Total Liabilities | $84,244 | $105,680 | ▲ $21,436 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $66,324,941 | $80,937,016 | ▲ $14,612,075 |
| Total Liabilities and Net Assets / Fund Balance | $66,409,185 | $81,042,696 | ▲ $14,633,511 |
| Name | Title | Base | Total |
|---|---|---|---|
| Mark Rime | Trustee | $9,000 | $9,000 |
| Steve Hawley | Secretary | $9,000 | $9,000 |
| Name | Title |
|---|---|
| Martin Lawrence | Chairman |
| Lowell Bialick | Trustee |
| Scott Lecy | Trustee |
| Sean Spillane | Trustee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Bluecross And Bluesheild Of Mn | Medical Benefit Manager | PO BOX 64560, St Paul, MN 55164 | $1,060,799 |
| Wilson-mcshane Corporation | Plan Admin/claims Admin | 3001 METRO DRIVE SUITE 500, Bloomington, MN 55425 | $996,822 |
| Line Item | Amount |
|---|---|
| Other Expenses | $2,814,857 |
| Salaries, Compensation, and Employee Benefits | $18,000 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $57,418,142 |
| Fees for Services Other | - | - | - | $1,981,841 |
| Fees for Services Management | - | - | - | $360,000 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $249,312 |
| Fees for Services Legal | - | - | - | $112,470 |
| Insurance | - | - | - | $46,601 |
| Fees for Services Accounting | - | - | - | $24,020 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $18,000 |
| Conferences and Meetings | - | - | - | $11,264 |
| Office Expenses | - | - | - | $6,901 |
| Other Expenses | - | - | - | $4,000 |
| Total Functional Expenses | $0 | $0 | $0 | $60,250,999 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $60,250,999 |
| Expenses per Audited Statements | $60,001,687 |
| Total Expenses per Audited Statements | $60,001,687 |
| Expenses Not Reported on Financial Statements | $249,312 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Although the trustees retain ultimate responsibility, the trustees have delegated the day to day administrative duties to wilson-mcshane corporation as the third party administrator of the plan.”
“There are no committees with the authority to act on behalf of the governing body.”
“Form 990 is provided to the entire board of trustees for review prior to filing.”
“The trustees review the plan's conflict of interest policy annually. In addition, to ensure the plan operates in a manner consistent with its purpose and does not engage in activities that could jeopardize its tax exempt status and fiduciary obligations, periodic reviews of compliance with the conflict of interest policy are conducted by the board of trustees.”
“All governing documents, conflict of interest policy, and financial statements are made available to the plan's participants. These documents can be obtained by request at the office of the third party administrator.”
“Accounting principles generally accepted in the united states of america require the plan to evaluate tax positions taken and recognize a tax liability if the plan has taken uncertain tax positions that more likely than not would not be sustained upon examination by tax authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 84244 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 105680 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 6779295 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 6182350 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TO PROVIDE HEALTH BENEFITS |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 57418142 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | WILSON-MCSHANE CORPORATION |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9528540795 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3001 METRO DRIVE NO 500 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | BLOOMINGTON |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MN |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 55425 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 6405162 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 5338028 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 2 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 18000 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 11264 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 1060799 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 996822 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | PO BOX 64560 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 3001 METRO DRIVE SUITE 500 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | ST PAUL |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | BLOOMINGTON |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | MN |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | MN |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 55164 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 55425 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | BLUECROSS AND BLUESHEILD OF MN |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | WILSON-MCSHANE CORPORATION |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | MEDICAL BENEFIT MANAGER |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | PLAN ADMIN/CLAIMS ADMIN |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 57418142 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 1130036 |
| IRS990/CYOtherExpensesAmt | 0 | 2814857 |
| IRS990/CYOtherRevenueAmt | 0 | 1021 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 69986922 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 10866980 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 18000 |
| IRS990/CYTotalExpensesAmt | 0 | 60250999 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 71117979 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 1 |
| IRS990/Desc | 0 | THE PLAN PROVIDES HEALTH, VISION, DENTAL, DISABILITY, PRESCRIPTION DRUG AND GROUP LIFE INSURANCE BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS OR BENEFICIARIES. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 24020 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 112470 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 360000 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 1981841 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 249312 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 60.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 56.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 56312 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 56732 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | MARTIN LAWRENCE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | SCOTT LECY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | MARK RIME |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | STEVE HAWLEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | LOWELL BIALICK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | SEAN SPILLANE |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 9000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 9000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 149340 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 147753 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1953 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -146533 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 6 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 56785594 |
| IRS990/GrossReceiptsAmt | 0 | 128050106 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 46601 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 1276569 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 1276569 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 52112394 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 67214749 |
| IRS990/IRPDocumentCnt | 0 | 10 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | MN |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 56932127 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | TO PROVIDE HEALTH BENEFITS |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 66324941 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 80937016 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | -146533 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -146533 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 3745095 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 6901 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | FEES MANDATED BY ACA |
| IRS990/OtherExpensesGrp/Desc | 1 | EDUCATION OUTREACH |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 18448 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 4000 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | LITIGATION SETTLEMENT |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 1021 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 1021 |
| IRS990/OtherRevenueTotalAmt | 0 | 1021 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 62767 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 46740 |
| IRS990/PrincipalOfficerNm | 0 | MARTIN LAWRENCE |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 4 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | PRESCRIPTION DRUG REBATES |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | RETIREE CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | STOP-LOSS REIMBURSEMENTS |
| IRS990/ProgramServiceRevenueGrp/Desc | 4 | COBRA CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 65186020 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 2185750 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 1531264 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 879904 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 4 | 144665 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 65186020 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 2185750 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 1531264 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 879904 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 4 | 144665 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 61508418 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 2435500 |
| IRS990/PYOtherExpensesAmt | 0 | 2520191 |
| IRS990/PYOtherRevenueAmt | 0 | 705 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 64821563 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 3216159 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 13000 |
| IRS990/PYTotalExpensesAmt | 0 | 64041609 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 67257768 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 10866980 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 66324941 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 80937016 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 1049567 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 2260829 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 249312 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 60001687 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 249312 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 249312 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 3745095 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 3745095 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 249312 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 70868667 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN UNCERTAIN TAX POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 60250999 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 71117979 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 74613762 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 60001687 |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 1 | 0 |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 1 | 24381 |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt | 1 | 0 |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 1 | TRUSTEE |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 1 | 0 |
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| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | ALTHOUGH THE TRUSTEES RETAIN ULTIMATE RESPONSIBILITY, THE TRUSTEES HAVE DELEGATED THE DAY TO DAY ADMINISTRATIVE DUTIES TO WILSON-MCSHANE CORPORATION AS THE THIRD PARTY ADMINISTRATOR OF THE PLAN. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE TRUSTEES REVIEW THE PLAN'S CONFLICT OF INTEREST POLICY ANNUALLY. IN ADDITION, TO ENSURE THE PLAN OPERATES IN A MANNER CONSISTENT WITH ITS PURPOSE AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX EXEMPT STATUS AND FIDUCIARY OBLIGATIONS, PERIODIC REVIEWS OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ARE CONDUCTED BY THE BOARD OF TRUSTEES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PLAN'S PARTICIPANTS. THESE DOCUMENTS CAN BE OBTAINED BY REQUEST AT THE OFFICE OF THE THIRD PARTY ADMINISTRATOR. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 8B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION C, LINE 19 |
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| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 3 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 4 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 5 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 6 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 7 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 8 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 9 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 10 | CONTRIBUTING EMPLOYER |
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| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 2 | BACHMANS |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 3 | HEINRICH ENVELOPE CORPORATION |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 4 | INNO-FLEX CORPORATION |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 5 | KRONICK INDUSTRIES INC |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 6 | NATIONAL PURITY LLC |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 7 | OLSEN FISH COMPANY |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 8 | TARGET CENTER ARENA MANAGEMENT LLC |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 9 | UNITED PARCEL SERVICE |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 10 | STAR TRIBUNE - FLEET |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | MISCELLANEOUS DRIVERS HELPERS AND WAREHOUSEMEN UNION LOCAL NO 638 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 1 | ST CLOUD METROPOLITAN TRANSIT COMMISSION |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 2 | TEAMSTERS JOINT COUNCIL #32 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 3 | TEAMSTERS LOCAL 320 |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 1 | CONTRIBUTING EMPLOYER |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 3 | CONTRIBUTING EMPLOYER |
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| IRS990/TotalAssetsEOYAmt | 0 | 81042696 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 66409185 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 81042696 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 1 |
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| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 105680 |
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Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.