Civic Intelligence

Allete & Affiliated Companies

EIN 41-6426496 • 501(c)9 • Duluth, MN

Profile

Provide life insurance benefits for non-union retirees.

Refreshing map…

30 West Superior StreetDuluth, MN 55802-2191

n/A

Siviq Scores

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

Liabilities / Assets

45th percentile

0.01x

Higher debt load relative to assets than 45% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.11x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

11th percentile

-40%

Higher net margin than 11% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

57th percentile

$3,639

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

33rd percentile

-0.5%

Faster asset growth than 33% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

86%

Faster revenue growth than 94% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$5,164,876

Down $23,616 (-0.5%) from 2023

Liabilities

Down

$44,222

Down $925 (-2.0%) from 2023

Net Assets

Down

$5,120,654

Down $22,691 (-0.4%) from 2023

Operations
Liabilities / Revenue73rd percentileNet Margin11th percentile

Revenue

Up

$411,782

Up $190,773 (+86%) from 2023

Expenses

Down

$576,539

Down $131,079 (-19%) from 2023

Net Income

Up

-$164,757

Up $321,852 (+66%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

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

$10M$5.0M$0Assets 2010: $6,617,090Liabilities 2010: $0Net Assets 2010: $6,617,0902010Assets 2011: $6,127,359Liabilities 2011: $0Net Assets 2011: $6,127,3592011Assets 2012: $6,611,195Liabilities 2012: $29,750Net Assets 2012: $6,581,4452012Assets 2013: $7,935,596Liabilities 2013: $31,257Net Assets 2013: $7,904,3392013Assets 2014: $8,046,714Liabilities 2014: $37,427Net Assets 2014: $8,009,2872014Assets 2015: $7,110,623Liabilities 2015: $44,775Net Assets 2015: $7,065,8482015Assets 2016: $6,976,031Liabilities 2016: $54,308Net Assets 2016: $6,921,7232016Assets 2017: $7,340,122Liabilities 2017: $51,863Net Assets 2017: $7,288,2592017Assets 2018: $6,261,613Liabilities 2018: $52,351Net Assets 2018: $6,209,2622018Assets 2019: $6,696,856Liabilities 2019: $51,591Net Assets 2019: $6,645,2652019Assets 2020: $6,767,972Liabilities 2020: $48,952Net Assets 2020: $6,719,0202020Assets 2021: $6,778,814Liabilities 2021: $47,438Net Assets 2021: $6,731,3762021Assets 2022: $5,188,875Liabilities 2022: $46,305Net Assets 2022: $5,142,5702022Assets 2023: $5,188,492Liabilities 2023: $45,147Net Assets 2023: $5,143,3452023Assets 2024: $5,164,876Liabilities 2024: $44,222Net Assets 2024: $5,120,6542024

Highlighted filing

2024

Assets$5,164,876
Liabilities$44,222
Net Assets$5,120,654
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $386,0662010Revenue 2011: $168,257Expenses 2011: $334,063Net Income 2011: -$165,8062011Expenses 2012: $376,1162012Revenue 2013: $745,958Expenses 2013: $403,283Net Income 2013: $342,6752013Revenue 2014: $698,580Expenses 2014: $488,037Net Income 2014: $210,5432014Revenue 2015: $414,597Expenses 2015: $853,826Net Income 2015: -$439,2292015Revenue 2016: $444,444Expenses 2016: $722,314Net Income 2016: -$277,8702016Revenue 2017: $333,449Expenses 2017: $676,483Net Income 2017: -$343,0342017Revenue 2018: $493,720Expenses 2018: $722,796Net Income 2018: -$229,0762018Revenue 2019: $451,557Expenses 2019: $764,623Net Income 2019: -$313,0662019Revenue 2020: $570,468Expenses 2020: $691,282Net Income 2020: -$120,8142020Revenue 2021: $255,200Expenses 2021: $714,186Net Income 2021: -$458,9862021Revenue 2022: $171,728Expenses 2022: $662,684Net Income 2022: -$490,9562022Revenue 2023: $221,009Expenses 2023: $707,618Net Income 2023: -$486,6092023Revenue 2024: $411,782Expenses 2024: $576,539Net Income 2024: -$164,7572024

Highlighted filing

2024

Revenue$411,782
Expenses$576,539
Net Income-$164,757
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$5,164,876
Liabilities
$44,222
Net assets
$5,120,654
Revenue
$411,782
Expenses
$576,539
Net income
-$164,757
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.16$0.04$5.12$0.41$0.58$0.16
2023Summary only. Only limited summary data is available for this year.$5.19$0.05$5.14$0.22$0.71$0.49
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.19$0.05$5.14$0.17$0.66$0.49
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.78$0.05$6.73$0.26$0.71$0.46
2020Summary only. Only limited summary data is available for this year.$6.77$0.05$6.72$0.57$0.69$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.70$0.05$6.65$0.45$0.76$0.31
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.26$0.05$6.21$0.49$0.72$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.34$0.05$7.29$0.33$0.68$0.34
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.98$0.05$6.92$0.44$0.72$0.28
2015Detailed filing. Detailed filing data is available for this year.$7.11$0.04$7.07$0.41$0.85$0.44
2014Detailed filing. Detailed filing data is available for this year.$8.05$0.04$8.01$0.70$0.49$0.21
2013Detailed filing. Detailed filing data is available for this year.$7.94$0.03$7.90$0.75$0.40$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.61$0.03$6.58$0.38
2011Summary only. Only limited summary data is available for this year.$6.13$0.00$6.13$0.17$0.33$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.62$0.00$6.62$0.39
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 30, 2023
Return Version
2022v5.0
Gross Receipts
$2,371,998
Mission and Program Overview

Mission

Provide life insurance benefits for non-union retirees.

Provide life insurance benefits for non-union retirees

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,621,373$5,097,331▼ $1,524,042
Savings and Temporary Cash Investments$157,441$91,544▼ $65,897
Total Assets$6,778,814$5,188,875▼ $1,589,939
Liabilities
Accounts Payable and Accrued Expenses$47,438$46,305▼ $1,133
Total Liabilities$47,438$46,305▼ $1,133
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,731,376$5,142,570▼ $1,588,806
Total Net Assets Fund Balance$6,731,376$5,142,570▼ $1,588,806
Total Liabilities and Net Assets / Fund Balance$6,778,814$5,188,875▼ $1,589,939
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseTotal
-Institutional Trustee$3,312$3,312

Board Members and Trustees

NameTitle
Alan R HodnikChair
Al Rudeck JrDirector
Bethany OwenDirector
Bob AdamsDirector
Dan GundersonDirector
Frank FredricksonDirector
Josh SkeltonDirector
Maggie JohnsonDirector
Nicole JohnsonDirector
Rob SandstromDirector
Laura KrollmanSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$43,795
Investment Income
$127,933
Other Revenue
$0
Change in Net Assets
$-490,956
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$95,027
Salaries, Compensation, and Employee Benefits$3,312
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$564,345--$564,345
Fees for Services Other$95,027--$95,027
Current Officers, Directors, Trustees, and Key Employees$3,312--$3,312
Total Functional Expenses$662,684$0$0$662,684
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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

“The financial statement results are discussed at the board meetings. The financial statements are used to prepare the 990.”

Form 990, Part VI, Section B, Line 12C

“All of the members of the employee benefit plans committee are required by the organization to attend ethics training on an annual basis and to disclose any potential conflicts of interest to the employee benefit plans committee.”

Form 990, Part VI, Section C, Line 19

“The financial statements of the trust and it's conflict of interest policy are available by written request to the employee benefit plans committee.”

Filing and Contact Details

Filer

Filer Name
Allete & Affiliated Companies
EIN
41-6426496
Phone
2187237546
Address
30 WEST SUPERIOR STREET, DULUTH, MN 55802-2191

Signing Officer

Name
Troy Rasch
Title
Manager - Comp, Benefits, & Hr Sys
Phone
2187237546
Signed
2023-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Troy Rasch
Formed
1997
Legal Domicile
Mn
Voting Board Members
11
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Reilly Penner & Benton Llp
Address
1233 NORTH MAYFAIR RD SUITE 302, MILWAUKEE, WI 53226-3255
Preparer
Patrick Hoffert
Phone
4142717800
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Federal taxes: program service expenses 83,127. Management and general expenses 0. Fundraising expenses 0. Total expenses 83,127. State taxes: program service expenses 11,900. Management and general expenses 0. Fundraising expenses 0. Total expenses 11,900.”

Form 990, Section XII, Line 2C

“The process for oversight of the audit has not changed.”

Raw XML Appendix372 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt047438
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt046305
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE LIFE INSURANCE BENEFITS FOR NON-UNION RETIREES
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0564345
IRS990/BenefitsToMembersGrp/TotalAmt0564345
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TROY RASCH
IRS990/BooksInCareOfDetail/PhoneNum02187237557
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt030 WEST SUPERIOR STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0DULUTH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0558022191
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt03312
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt03312
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0564345
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0127933
IRS990/CYOtherExpensesAmt095027
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt043795
IRS990/CYRevenuesLessExpensesAmt0-490956
IRS990/CYSalariesCompEmpBnftPaidAmt03312
IRS990/CYTotalExpensesAmt0662684
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0171728
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE LIFE INSURANCE BENEFITS FOR NON-UNION RETIREES
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0662684
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt095027
IRS990/FeesForServicesOtherGrp/TotalAmt095027
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0NORTH SHORE BANK OF COMMERCE
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/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0ALAN R HODNIK
IRS990/Form990PartVIISectionAGrp/PersonNm1BETHANY OWEN
IRS990/Form990PartVIISectionAGrp/PersonNm2BOB ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm3NICOLE JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm4AL RUDECK JR
IRS990/Form990PartVIISectionAGrp/PersonNm5JOSH SKELTON
IRS990/Form990PartVIISectionAGrp/PersonNm6MAGGIE JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm7LAURA KROLLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8ROB SANDSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm9FRANK FREDRICKSON
IRS990/Form990PartVIISectionAGrp/PersonNm10DAN GUNDERSON
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
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11INSTITUTIONAL TRUSTEE
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IRS990/FSAuditedInd00
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IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt02371998
IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentInJointVentureInd00
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt05142570
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IRS990/NetUnrlzdGainsLossesInvstAmt0-1097850
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05142570
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0TROY RASCH
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/Desc0RETIREE CONTRIBUTIONS
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt043795
IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherRevenueAmt00
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0255200
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-490956
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
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IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt061310
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0157441
IRS990/SavingsAndTempCashInvstGrp/EOYAmt091544
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FINANCIAL STATEMENT RESULTS ARE DISCUSSED AT THE BOARD MEETINGS. THE FINANCIAL STATEMENTS ARE USED TO PREPARE THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL OF THE MEMBERS OF THE EMPLOYEE BENEFIT PLANS COMMITTEE ARE REQUIRED BY THE ORGANIZATION TO ATTEND ETHICS TRAINING ON AN ANNUAL BASIS AND TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST TO THE EMPLOYEE BENEFIT PLANS COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINANCIAL STATEMENTS OF THE TRUST AND IT'S CONFLICT OF INTEREST POLICY ARE AVAILABLE BY WRITTEN REQUEST TO THE EMPLOYEE BENEFIT PLANS COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FEDERAL TAXES: PROGRAM SERVICE EXPENSES 83,127. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 83,127. STATE TAXES: PROGRAM SERVICE EXPENSES 11,900. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,900.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS FOR OVERSIGHT OF THE AUDIT HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, SECTION XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0410418150
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0ELECTRIC UTILITIES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ALLETE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt030 WEST SUPERIOR STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0DULUTH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd0558022191
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ALLETE AND AFFILIATED COMPANIES UNION LIFE INSURANCE TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0416426497
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE LIFE INSURANCE BENEFITS FOR UNION RETIREES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt030 WEST SUPERIOR STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DULUTH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0558022191
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06778814
IRS990/TotalAssetsEOYAmt05188875
IRS990/TotalAssetsGrp/BOYAmt06778814
IRS990/TotalAssetsGrp/EOYAmt05188875
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0662684
IRS990/TotalFunctionalExpensesGrp/TotalAmt0662684
IRS990/TotalGrossUBIAmt0110418
IRS990/TotalLiabilitiesBOYAmt047438
IRS990/TotalLiabilitiesEOYAmt046305
IRS990/TotalLiabilitiesGrp/BOYAmt047438
IRS990/TotalLiabilitiesGrp/EOYAmt046305
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06731376
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05142570
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0662684
IRS990/TotalProgramServiceRevenueAmt043795
IRS990/TotalReportableCompFromOrgAmt03312
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt061310
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0171728
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0110418
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06778814
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05188875
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt030 WEST SUPERIOR STREET
IRS990/USAddress/CityNm0DULUTH
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd0558022191
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TROY RASCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER - COMP, BENEFITS, & HR SYS
ReturnHeader/BusinessOfficerGrp/PhoneNum02187237546
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALLETE & AFFILIATED COMPANIES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0NON-UNION LIFE INSURANCE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALLE
ReturnHeader/Filer/EIN0416426496
ReturnHeader/Filer/PhoneNum02187237546
ReturnHeader/Filer/USAddress/AddressLine1Txt030 WEST SUPERIOR STREET
ReturnHeader/Filer/USAddress/CityNm0DULUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd0558022191
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390747409
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REILLY PENNER & BENTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01233 NORTH MAYFAIR RD SUITE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532263255
ReturnHeader/PreparerPersonGrp/PhoneNum04142717800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK HOFFERT
ReturnHeader/ReturnTs02023-11-03T07:47:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TROY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RASCH
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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