Civic Intelligence

Minnesota Teamsters Health and Welfare Plan

EIN 41-6032799 • 501(c)9 • Bloomington, MN

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Profile

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

3001 Metro Dr STE 500Bloomington, MN 55425

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2017

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $50M-$100M nonprofits • Source year 2017

Net Margin

74th percentile

19%

Higher net margin than 74% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $50M-$100M nonprofits • Source year 2017

Asset Growth

5th percentile

-100%

Faster asset growth than 5% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

26th percentile

0.3%

Faster revenue growth than 26% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $20,055,643 (-100%) from 2016

Liabilities

Down

$0

Down $3,006,520 (-100%) from 2016

Net Assets

Down

$0

Down $17,049,123 (-100%) from 2016

Operations
Liabilities / Revenue21st percentileNet Margin74th percentile

Revenue

Up

$35,640,887

Up $123,882 (+0.3%) from 2016

Expenses

Down

$28,955,675

Down $3,003,515 (-9.4%) from 2016

Net Income

Up

$6,685,212

Up $3,127,397 (+88%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth5th percentile

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

$30M$20M$10M$0Assets 2010: $14,346,721Liabilities 2010: $57,195Net Assets 2010: $14,289,5262010Assets 2011: $16,271,823Liabilities 2011: $452,337Net Assets 2011: $15,819,4862011Assets 2012: $16,220,954Liabilities 2012: $109,621Net Assets 2012: $16,111,3332012Assets 2013: $17,578,534Liabilities 2013: $122,792Net Assets 2013: $17,455,7422013Assets 2014: $17,543,431Liabilities 2014: $256,541Net Assets 2014: $17,286,8902014Assets 2015: $16,618,152Liabilities 2015: $3,190,077Net Assets 2015: $13,428,0752015Assets 2016: $20,055,643Liabilities 2016: $3,006,520Net Assets 2016: $17,049,1232016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2017

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

Operations Trend

Revenue Growth26th percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $27,846,7242010Expenses 2011: $26,994,5982011Expenses 2012: $27,658,8882012Revenue 2013: $27,771,468Expenses 2013: $26,344,869Net Income 2013: $1,426,5992013Revenue 2014: $27,579,500Expenses 2014: $27,693,345Net Income 2014: -$113,8452014Revenue 2015: $34,830,163Expenses 2015: $36,198,546Net Income 2015: -$1,368,3832015Revenue 2016: $35,517,005Expenses 2016: $31,959,190Net Income 2016: $3,557,8152016Revenue 2017: $35,640,887Expenses 2017: $28,955,675Net Income 2017: $6,685,2122017

Highlighted filing

2017

Revenue$35,640,887
Expenses$28,955,675
Net Income$6,685,212
Open 2017 Filing

Filings

Most recent year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$35,640,887
Expenses
$28,955,675
Net income
$6,685,212
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$35.6$29.0$6.69
2016Detailed filing. Detailed filing data is available for this year.$20.1$3.01$17.0$35.5$32.0$3.56
2015Detailed filing. Detailed filing data is available for this year.$16.6$3.19$13.4$34.8$36.2$1.37
2014Detailed filing. Detailed filing data is available for this year.$17.5$0.26$17.3$27.6$27.7$0.11
2013Detailed filing. Detailed filing data is available for this year.$17.6$0.12$17.5$27.8$26.3$1.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.2$0.11$16.1$27.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.3$0.45$15.8$27.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.3$0.06$14.3$27.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$59,211,958
Mission and Program Overview

Mission

To provide health care, dental, death and disability and vision benefits for eligible participants and their dependents.

PROVIDE HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$17,049,123$0▼ $17,049,123
Investments in Publicly Traded Securities$10,759,308$0▼ $10,759,308
Savings and Temporary Cash Investments$6,829,663$0▼ $6,829,663
Accounts Receivable$3,071,230$0▼ $3,071,230
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Cash and Non-Interest-Bearing Accounts$-604,558$0▲ $604,558
Total Assets$20,055,643$0▼ $20,055,643
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$2,857,163$0▼ $2,857,163
Accounts Payable and Accrued Expenses$149,357$0▼ $149,357
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$3,006,520$0▼ $3,006,520
Net Assets / Fund Balance
Total Net Assets Fund Balance$17,049,123$0▼ $17,049,123
Total Liabilities and Net Assets / Fund Balance$20,055,643$0▼ $20,055,643
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Richard T EricksonChairman
Nancy PickelAlternate Trustee
Sabin PetersonAlternate Trustee
Bill SeehaferTrustee
Chris RileyTrustee
Mark LanctotTrustee
Tracy McdonaldTrustee
Troy GustafsonTrustee
William WedebrandTrustee
Thomas McleanSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
HealthpartnersClaims Netwrk AccessPO BOX 1309, Minneapolis, MN 55440$1,273,584
Wilson-mcshane CorporationContract Admin.3001 METRO DR STE 500, Bloomington, MN 55425$372,965
Segal CompanyConsultant3800 AMERICAN BLVD W STE 870, Bloomington, MN 55431$119,698
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$35,375,650
Investment Income
$265,237
Other Revenue
$0
Change in Net Assets
$6,685,212

Audited Revenue Reconciliation

Revenue per Audited Statements
$35,640,887
Revenue Not Reported on Form 990
$103,380
Total Revenue per Audited Statements
$35,744,267
Total Revenue per Form 990
$35,640,887
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$717,043
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---$28,238,632
Fees for Services Management---$240,000
Fees for Services Legal---$171,927
Fees for Services Other---$132,948
Fees for Service Investment Mgmnt Fees---$63,602
Insurance---$43,574
Fees for Services Accounting---$35,800
Conferences and Meetings---$8,518
Office Expenses---$6,549
Other Expenses---$2,500
Total Functional Expenses$0$0$0$28,955,675

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$31,812,838
Total Expenses per Audited Statements$31,812,838
Total Expenses per Form 990$28,955,675
Expenses Not Reported on Financial Statements$-2,857,163
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, SECTION B, LINE 11B:

“Form 990 was reviewed by the administrative office prior to filing. Any unusual items are brought to the board of trustees attention.”

FORM 990, PART VI, SECTION C, LINE 19:

“The plan makes its governing documents and financial statements available to participants upon request at the plan's office. These documents are not made available to the public.”

FORM 990, PART VII, SECTION A:

“Trustee compensation and benefits from related tax-exempt organizations is properly reported and available on those organizations' tax filings.”

Filing and Contact Details

Filer

Filer Name
Minnesota Teamsters Health and Welfare Plan
EIN
41-6032799
In Care Of
% CULLEN GARRITY
Phone
9528540795
Address
3001 Metro Dr STE 500, Bloomington, MN 55425

Signing Officer

Name
Thomas Mclean
Title
Secretary
Phone
9528540795
Signed
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Erickson
Formed
1952
Legal Domicile
Mn
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
TWO EMBARCADERO CTR STE 2280, SAN FRANCISCO, CA 94111-3916
Preparer
Kelly T Guillaume
Phone
4159563600
Supplemental Narrative

Additional Explanations

Part XI, Line 9

“On december 31, 2017 the plan merged with the beverage drivers, helpers and inside employees union local 792 health and welfare fund and the teamsters local 346 health trust. On january 1, 2018 the net assets available for benefits of the minnesota teamsters health and welfare trust were transferred to the surviving trust, the local 346 trust.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Part XII, Line 4B

“Change in Benefit Obligations”

Raw XML AppendixShowing 400 of 489 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.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Change in Benefit Obligations
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 4b
IRS990ScheduleD/TotalExpensesPerForm990Amt028955675
IRS990ScheduleD/TotalLiabilityAmt00
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0NET ASSETS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02017-12-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0410855601
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt023837715
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(9)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0MARKET
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0TEAMSTERS LOCAL 346 HEALTH FUND
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt02002 LONDON ROAD ROOM 300
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0DOLUTH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0MN
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IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0TOM ERICKSON, BILL WEDERBRAND, MARK LANCTOT, & BILL SEEHAFER.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2A:
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WAS REVIEWED BY THE ADMINISTRATIVE OFFICE PRIOR TO FILING. ANY UNUSUAL ITEMS ARE BROUGHT TO THE BOARD OF TRUSTEES ATTENTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST AT THE PLAN'S OFFICE. THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEE COMPENSATION AND BENEFITS FROM RELATED TAX-EXEMPT ORGANIZATIONS IS PROPERLY REPORTED AND AVAILABLE ON THOSE ORGANIZATIONS' TAX FILINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ON DECEMBER 31, 2017 THE PLAN MERGED WITH THE BEVERAGE DRIVERS, HELPERS AND INSIDE EMPLOYEES UNION LOCAL 792 HEALTH AND WELFARE FUND AND THE TEAMSTERS LOCAL 346 HEALTH TRUST. ON JANUARY 1, 2018 THE NET ASSETS AVAILABLE FOR BENEFITS OF THE MINNESOTA TEAMSTERS HEALTH AND WELFARE TRUST WERE TRANSFERRED TO THE SURVIVING TRUST, THE LOCAL 346 TRUST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VII, SECTION A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XI, LINE 9
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE PART VII
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE PART VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SEE PART VII
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IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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