Civic Intelligence

Electrical Workers Health & Welfare Fund

EIN 41-6024782 • 501(c)9 • Duluth, MN

Profile

To provide health and welfare benefits

2002 London Road 300Duluth, MN 55812

www.ibew242and294benefits.com

Siviq Scores

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

Liabilities / Assets

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.01x

Higher debt load relative to revenue than 33% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

17th percentile

-7.8%

Higher net margin than 17% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

81st percentile

$254,407

Higher top officer pay than 81% of similar nonprofits.

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

501(c)9 • $25M-$50M nonprofits • Source year 2024

Asset Growth

17th percentile

-6.5%

Faster asset growth than 17% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-0.1%

Faster revenue growth than 25% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Down

$22,746,099

Down $1,574,052 (-6.5%) from 2023

Liabilities

Down

$118,420

Down $57,495 (-33%) from 2023

Net Assets

Down

$22,627,679

Down $1,516,557 (-6.3%) from 2023

Revenue

Down

$22,757,767

Down $32,273 (-0.1%) from 2023

Expenses

Down

$24,543,183

Down $1,083,145 (-4.2%) from 2023

Net Income

Up

-$1,785,416

Up $1,050,872 (+37%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $6,943,329Liabilities 2011: $17,826Net Assets 2011: $6,925,5032011Assets 2012: $9,260,982Liabilities 2012: $13,521Net Assets 2012: $9,247,4612012Assets 2013: $13,317,990Liabilities 2013: $105,563Net Assets 2013: $13,212,4272013Assets 2014: $15,463,296Liabilities 2014: $302,266Net Assets 2014: $15,161,0302014Assets 2015: $17,934,014Liabilities 2015: $181,459Net Assets 2015: $17,752,5552015Assets 2016: $19,146,645Liabilities 2016: $110,849Net Assets 2016: $19,035,7962016Assets 2017: $20,735,738Liabilities 2017: $67,198Net Assets 2017: $20,668,5402017Assets 2018: $20,271,502Liabilities 2018: $131,347Net Assets 2018: $20,140,1552018Assets 2019: $21,377,309Liabilities 2019: $125,642Net Assets 2019: $21,251,6672019Assets 2020: $21,128,053Liabilities 2020: $121,449Net Assets 2020: $21,006,6042020Assets 2021: $27,423,421Liabilities 2021: $568,292Net Assets 2021: $26,855,1292021Assets 2022: $26,375,529Liabilities 2022: $533,379Net Assets 2022: $25,842,1502022Assets 2023: $24,320,151Liabilities 2023: $175,915Net Assets 2023: $24,144,2362023Assets 2024: $22,746,099Liabilities 2024: $118,420Net Assets 2024: $22,627,6792024

Highlighted filing

2024

Assets$22,746,099
Liabilities$118,420
Net Assets$22,627,679

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2011: $8,259,8392011Expenses 2012: $9,379,6292012Revenue 2013: $11,016,097Expenses 2013: $9,966,221Net Income 2013: $1,049,8762013Revenue 2014: $15,756,744Expenses 2014: $13,984,146Net Income 2014: $1,772,5982014Revenue 2015: $17,724,108Expenses 2015: $14,853,820Net Income 2015: $2,870,2882015Revenue 2016: $15,791,381Expenses 2016: $14,906,800Net Income 2016: $884,5812016Revenue 2017: $16,513,766Expenses 2017: $15,937,966Net Income 2017: $575,8002017Revenue 2018: $16,133,603Expenses 2018: $15,871,270Net Income 2018: $262,3332018Revenue 2019: $17,168,174Expenses 2019: $17,369,538Net Income 2019: -$201,3642019Revenue 2020: $15,738,609Expenses 2020: $16,851,468Net Income 2020: -$1,112,8592020Revenue 2021: $24,491,701Expenses 2021: $18,465,280Net Income 2021: $6,026,4212021Revenue 2022: $25,299,489Expenses 2022: $23,567,283Net Income 2022: $1,732,2062022Revenue 2023: $22,790,040Expenses 2023: $25,626,328Net Income 2023: -$2,836,2882023Revenue 2024: $22,757,767Expenses 2024: $24,543,183Net Income 2024: -$1,785,4162024

Highlighted filing

2024

Revenue$22,757,767
Expenses$24,543,183
Net Income-$1,785,416

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.7$0.12$22.6$22.8$24.5$1.79
2023Detailed filing. Detailed filing data is available for this year.$24.3$0.18$24.1$22.8$25.6$2.84
2022Detailed filing. Detailed filing data is available for this year.$26.4$0.53$25.8$25.3$23.6$1.73
2021Detailed filing. Detailed filing data is available for this year.$27.4$0.57$26.9$24.5$18.5$6.03
2020Detailed filing. Detailed filing data is available for this year.$21.1$0.12$21.0$15.7$16.9$1.11
2019Detailed filing. Detailed filing data is available for this year.$21.4$0.13$21.3$17.2$17.4$0.20
2018Detailed filing. Detailed filing data is available for this year.$20.3$0.13$20.1$16.1$15.9$0.26
2017Detailed filing. Detailed filing data is available for this year.$20.7$0.07$20.7$16.5$15.9$0.58
2016Detailed filing. Detailed filing data is available for this year.$19.1$0.11$19.0$15.8$14.9$0.88
2015Detailed filing. Detailed filing data is available for this year.$17.9$0.18$17.8$17.7$14.9$2.87
2014Detailed filing. Detailed filing data is available for this year.$15.5$0.30$15.2$15.8$14.0$1.77
2013Detailed filing. Detailed filing data is available for this year.$13.3$0.11$13.2$11.0$9.97$1.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.26$0.01$9.25$9.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.94$0.02$6.93$8.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$30,072,914
Mission and Program Overview

Mission

To provide health and welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$24,144,236$22,627,679▼ $1,516,557
Investments in Publicly Traded Securities$15,943,258$14,559,473▼ $1,383,785
Cash and Non-Interest-Bearing Accounts$2,500,669$4,389,742▲ $1,889,073
Savings and Temporary Cash Investments$3,924,487$2,169,314▼ $1,755,173
Accounts Receivable$1,951,737$1,627,570▼ $324,167
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$24,320,151$22,746,099▼ $1,574,052
Liabilities
Deferred Revenue$76,125$85,063▲ $8,938
Other Liabilities$99,790$33,357▼ $66,433
Total Liabilities$175,915$118,420▼ $57,495
Net Assets / Fund Balance
Total Net Assets Fund Balance$24,144,236$22,627,679▼ $1,516,557
Total Liabilities and Net Assets / Fund Balance$24,320,151$22,746,099▼ $1,574,052
Compensation and Service Providers

Employees

NameTitleOtherTotal
Samantha DuganTrustee - Past$104,739$104,739
Derrick AtkinsTrustee$23,540$23,540

Board Members and Trustees

NameTitle
Carey YoungTrustee
Dan HendricksonTrustee
Dave DomagalaTrustee
Dave HorvathTrustee
Don SmithTrustee
Jeff HartTrustee
Rick OsbakkenTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Wilson-mcshane CorporationThird Party Administrator2002 LONDON ROAD STE 300, Duluth, MN 55812$281,460
Bluecross Blueshield Of MinnesotaClaims Administration And Network Access3535 BLUE CROSS ROAD, Eagan, MN 55122$248,877
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$21,617,849
Investment Income
$1,109,139
Other Revenue
$30,779
Change in Net Assets
$-1,785,416

Audited Revenue Reconciliation

Revenue per Audited Statements
$22,757,767
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$268,859
Total Revenue per Audited Statements
$23,026,626
Total Revenue per Form 990
$22,757,767
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$419,276
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---$24,123,907
Fees for Services Management---$276,000
Fees for Services Legal---$42,220
Office Expenses---$41,744
Fees for Services Accounting---$25,611
Conferences and Meetings---$13,266
Fees for Services Other---$10,805
Other Expenses---$2,580
Insurance---$1,183
Total Functional Expenses$0$0$0$24,543,183

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$24,543,183
Total Expenses per Audited Statements$24,543,183
Total Expenses per Form 990$24,543,183
Expenses Not Reported on Financial Statements$0
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
Amounts Due to Other Plans Under Reciprocal Agreements$33,357
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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
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 board of trustees retains ultimate responsibility, the trustees have delegated the day to day administrative duties to wilson-mcshane corporation as the third party administrator of the plan.

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

The plan is governed by eight trustees, four of whom are appointed by the two related local unions and four of whom are appointed by the contractors association.

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 11B

Form 990 is provided to and reviewed by the entire board of trustees prior to filing.

Form 990, Part VI, Section C, Line 19

The plan makes its governing documents and financial statements available upon request at the office of the third party administrator in duluth, minnesota.

Filing and Contact Details

Filer

Filer Name
Electrical Workers Health & Welfare Fund
EIN
41-6024782
Phone
2187284231
Address
2002 LONDON ROAD 300, DULUTH, MN 55812

Signing Officer

Name
Dan Hendrickson
Title
Trustee
Phone
2187284231
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Hendrickson
Formed
1952
Legal Domicile
Mn
Voting Board Members
8
Independent Board Members
2
Employees
38
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
6800 FRANCE AVENUE SO SUITE 550, EDINA, MN 55435
Preparer
Larry Wood
Phone
9528413950
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

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 progess.

Raw XML AppendixShowing 400 of 700 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/AccountsReceivableGrp/BOYAmt01951737
IRS990/AccountsReceivableGrp/EOYAmt01627570
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt024123907
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WILSON-MCSHANE CORPORATION
IRS990/BooksInCareOfDetail/PhoneNum02187284231
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02002 LONDON ROAD 300
IRS990/BooksInCareOfDetail/USAddress/CityNm0DULUTH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055812
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt02500669
IRS990/CashNonInterestBearingGrp/EOYAmt04389742
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt013266
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0281460
IRS990/ContractorCompensationGrp/CompensationAmt1248877
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt02002 LONDON ROAD STE 300
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt13535 BLUE CROSS ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0DULUTH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1EAGAN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd055812
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd155122
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0WILSON-MCSHANE CORPORATION
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1BLUECROSS BLUESHIELD OF MINNESOTA
IRS990/ContractorCompensationGrp/ServicesDesc0THIRD PARTY ADMINISTRATOR
IRS990/ContractorCompensationGrp/ServicesDesc1CLAIMS ADMINISTRATION AND NETWORK ACCESS
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt024123907
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01109139
IRS990/CYOtherExpensesAmt0419276
IRS990/CYOtherRevenueAmt030779
IRS990/CYProgramServiceRevenueAmt021617849
IRS990/CYRevenuesLessExpensesAmt0-1785416
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt024543183
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt022757767
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt076125
IRS990/DeferredRevenueGrp/EOYAmt085063
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0TO PROVIDE MEDICAL, PRESCRIPTION DRUG, DENTAL, DISABILITY, VISION AND VACATION BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS OR BENEFICIARIES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt038
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt025611
IRS990/FeesForServicesLegalGrp/TotalAmt042220
IRS990/FeesForServicesManagementGrp/TotalAmt0276000
IRS990/FeesForServicesOtherGrp/TotalAmt010805
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt179691
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt288226
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0RICK OSBAKKEN
IRS990/Form990PartVIISectionAGrp/PersonNm1DAN HENDRICKSON
IRS990/Form990PartVIISectionAGrp/PersonNm2DON SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVE DOMAGALA
IRS990/Form990PartVIISectionAGrp/PersonNm4CAREY YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm5JEFF HART
IRS990/Form990PartVIISectionAGrp/PersonNm6SAMANTHA DUGAN
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVE HORVATH
IRS990/Form990PartVIISectionAGrp/PersonNm8DERRICK ATKINS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1150106
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2166181
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6104739
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt823540
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0331638
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07646785
IRS990/GrossReceiptsAmt030072914
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt01183
IRS990/InvestmentIncomeGrp/ExclusionAmt0777501
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0777501
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015943258
IRS990/InvestmentsPubTradedSecGrp/EOYAmt014559473
IRS990/IRPDocumentCnt0151
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07315147
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt024144236
IRS990/NetAssetsOrFundBalancesEOYAmt022627679
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0331638
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0331638
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0268859
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt041744
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FEES MANDATED BY ACA
IRS990/OtherExpensesGrp/Desc1ERTS FEES
IRS990/OtherExpensesGrp/TotalAmt05867
IRS990/OtherExpensesGrp/TotalAmt12580
IRS990/OtherLiabilitiesGrp/BOYAmt099790
IRS990/OtherLiabilitiesGrp/EOYAmt033357
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REVENUE SHARING CREDITS
IRS990/OtherRevenueMiscGrp/ExclusionAmt030779
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt030779
IRS990/OtherRevenueTotalAmt030779
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DAN HENDRICKSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT/RETIREE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2STOP-LOSS REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/Desc3PRESCRIPTION DRUG REBATES
IRS990/ProgramServiceRevenueGrp/Desc4HRA EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt017518510
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12165571
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21220177
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3574015
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4139576
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt017518510
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12165571
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21220177
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3574015
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4139576
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt025265936
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0775032
IRS990/PYOtherExpensesAmt0360392
IRS990/PYOtherRevenueAmt031413
IRS990/PYProgramServiceRevenueAmt021983595
IRS990/PYRevenuesLessExpensesAmt0-2836288
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt025626328
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt022790040
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-1785416
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt024144236
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt022627679
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03924487
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02169314
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt024543183
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0268859
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt033357
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AMOUNTS DUE TO OTHER PLANS UNDER RECIPROCAL AGREEMENTS
IRS990ScheduleD/RevenueNotReportedAmt0268859
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt022757767
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING 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 PROGESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt024543183
IRS990ScheduleD/TotalLiabilityAmt033357
IRS990ScheduleD/TotalRevenuePerForm990Amt022757767
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt023026626
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt024543183
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0166181
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1150106
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt048359
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt143681
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt039867
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt136010
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DON SMITH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DAN HENDRICKSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0254407
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1229797
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALTHOUGH THE BOARD OF TRUSTEES RETAINS 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/ExplanationTxt1THE PLAN IS GOVERNED BY EIGHT TRUSTEES, FOUR OF WHOM ARE APPOINTED BY THE TWO RELATED LOCAL UNIONS AND FOUR OF WHOM ARE APPOINTED BY THE CONTRACTORS ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS PROVIDED TO AND REVIEWED BY THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AT THE OFFICE OF THE THIRD PARTY ADMINISTRATOR IN DULUTH, MINNESOTA.
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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd90
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd100
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd110
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd120
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd130
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd140
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd150
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd160
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd170
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd180
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd190
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd210
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd220
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd230
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd240
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd250
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd260
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd270
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd280
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd290
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd300
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd310
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd320
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd330
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd340
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd350
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd360
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd370
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd380
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd390
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd400
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd410
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd420
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd430
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd440
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd450
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd460
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd470
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd480
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd490
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd500
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd510
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd520
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd530
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd540
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd550
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd560
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd570
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd580

Document Assets

No mirrored PDF or thumbnail assets are attached yet.