Civic Intelligence

Mdu Resources Group Inc Retiree Benefit Trust

990 • Fiscal year 2021 • EIN 45-0436215

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileN/A

View Organization Page

PO Box 5650Bismarck, ND 58506-5650

(701) 530-1000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

32nd percentile

0.01x

Higher debt load relative to revenue than 32% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Net Margin

5th percentile

-73%

Higher net margin than 5% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Asset Growth

21st percentile

-1.3%

Faster asset growth than 21% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-83%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$99,921,333

Down $1,315,523 (-1.3%) from 2020

Net Assets

Down

$99,906,719

Down $1,330,137 (-1.3%) from 2020

Liabilities

Up

$14,614

Up $14,614 from 2020

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin5th percentile

Revenue

Down

$1,819,433

Down $8,928,197 (-83%) from 2020

Expenses

Down

$3,149,570

Down $406,805 (-11%) from 2020

Net Income

Down

-$1,330,137

Down $8,521,392 (-118%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2011: $66,101,045Liabilities 2011: $110,272Net Assets 2011: $65,990,7732011Assets 2012: $72,480,863Liabilities 2012: $158,441Net Assets 2012: $72,322,4222012Assets 2013: $82,675,831Liabilities 2013: $49,833Net Assets 2013: $82,625,9982013Assets 2014: $85,939,827Liabilities 2014: $66,330Net Assets 2014: $85,873,4972014Assets 2015: $81,293,937Liabilities 2015: $45,910Net Assets 2015: $81,248,0272015Assets 2016: $81,836,313Liabilities 2016: $55,787Net Assets 2016: $81,780,5262016Assets 2017: $87,872,539Liabilities 2017: $39,627Net Assets 2017: $87,832,9122017Assets 2018: $81,914,207Liabilities 2018: $34,085Net Assets 2018: $81,880,1222018Assets 2019: $94,137,323Liabilities 2019: $91,722Net Assets 2019: $94,045,6012019Assets 2020: $101,236,856Liabilities 2020: $0Net Assets 2020: $101,236,8562020Assets 2021: $99,921,333Liabilities 2021: $14,614Net Assets 2021: $99,906,7192021Assets 2022: $76,272,511Liabilities 2022: $24,971Net Assets 2022: $76,247,5402022Assets 2023: $79,250,214Liabilities 2023: $15,616Net Assets 2023: $79,234,5982023Assets 2024: $78,783,351Liabilities 2024: $18,879Net Assets 2024: $78,764,4722024

Highlighted filing

2021

Assets$99,921,333
Liabilities$14,614
Net Assets$99,906,719
Open 2021 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$0-$20M-$40MRevenue 2011: $3,580,634Expenses 2011: $5,737,776Net Income 2011: -$2,157,1422011Revenue 2012: $12,829,136Expenses 2012: $6,556,255Net Income 2012: $6,272,8812012Revenue 2013: $16,138,741Expenses 2013: $5,835,165Net Income 2013: $10,303,5762013Revenue 2014: $9,159,401Expenses 2014: $5,911,902Net Income 2014: $3,247,4992014Revenue 2015: $1,473,218Expenses 2015: $6,098,688Net Income 2015: -$4,625,4702015Revenue 2016: $5,619,768Expenses 2016: $5,087,269Net Income 2016: $532,4992016Revenue 2017: $10,836,876Expenses 2017: $4,784,490Net Income 2017: $6,052,3862017Revenue 2018: -$1,578,128Expenses 2018: $4,374,662Net Income 2018: -$5,952,7902018Revenue 2019: $16,448,988Expenses 2019: $4,283,509Net Income 2019: $12,165,4792019Revenue 2020: $10,747,630Expenses 2020: $3,556,375Net Income 2020: $7,191,2552020Revenue 2021: $1,819,433Expenses 2021: $3,149,570Net Income 2021: -$1,330,1372021Revenue 2022: -$20,499,747Expenses 2022: $3,159,432Net Income 2022: -$23,659,1792022Revenue 2023: $6,157,428Expenses 2023: $3,170,370Net Income 2023: $2,987,0582023Revenue 2024: $2,673,283Expenses 2024: $3,143,409Net Income 2024: -$470,1262024

Highlighted filing

2021

Revenue$1,819,433
Expenses$3,149,570
Net Income-$1,330,137
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$1,819,433
Mission and Program Overview

Mission

Provide payment for various health and welfare claims and premiums for retired employees of certain subsidiaries and divisions of MDU Resources Group, Inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$101,236,856$99,906,719▼ $1,330,137
Investments Other Securities$96,102,861$93,446,844▼ $2,656,017
Savings and Temporary Cash Investments$3,448,303$4,230,636▲ $782,333
Investments in Publicly Traded Securities$1,677,589$2,243,817▲ $566,228
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
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 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
Total Assets$101,236,856$99,921,333▼ $1,315,523
Other Assets Total$8,103$36▼ $8,067
Liabilities
Other Liabilities$0$14,614▲ $14,614
Accounts Payable and Accrued Expenses$0$0→ $0
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$0$14,614▲ $14,614
Net Assets / Fund Balance
Total Net Assets Fund Balance$101,236,856$99,906,719▼ $1,330,137
Total Liabilities and Net Assets / Fund Balance$101,236,856$99,921,333▼ $1,315,523

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$93,446,844--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Anne JonesDirector
Garret SengerDirector
Jason VollmerDirector
Julie GervingDirector
Nancy ChristensonDirector
Stephanie BarthDirector
Tom NosbuschDirector
Wells Fargo MAC N9310-060Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross and Blue Shield of MinneAdministrativePO BOX 64560, St Paul, MN 55164-0560$130,423
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$437,052
Investment Income
$63,834
Other Revenue
$1,318,547
Change in Net Assets
$-1,330,137
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$270,419
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$2,879,151--$2,879,151
Fees for Services Accounting$253,799--$253,799
Fees for Service Investment Mgmnt Fees$16,620--$16,620
Total Functional Expenses$3,149,570$0$0$3,149,570
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
Subject to proxy tax
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Retiree Claims Payable$14,614
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI: Line 11B

“Form 990 is reviewed by the Vice President and Chief Financial Officer of MDU Resources Group, Inc.”

Part VI: Line 19

“Governing documents and financial statements are made available to the public upon request. The organization does not have a written conflict of interest policy.”

Filing and Contact Details

Filer

Filer Name
Mdu Resources Group Inc Retiree Benefit
EIN
45-0436215
In Care Of
% JASON L VOLLMER
Phone
7015301000
Address
PO BOX 5650, BISMARCK, ND 58506-5650

Signing Officer

Name
Jason L Vollmer
Title
VP and CFO
Phone
7015301000
Signed
2022-11-15

Organization Details

Principal Officer
Jason L Vollmer
Formed
1993
Legal Domicile
Nd
Voting Board Members
7
Independent Board Members
7
Employees
0
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt13408336
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IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Jason L Vollmer
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525920
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER AND RETIREE CONTRIBUTIONS TO TRUST
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0437052
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IRS990/PYBenefitsPaidToMembersAmt03226319
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IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt064893
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0330056
IRS990/PYOtherRevenueAmt010138403
IRS990/PYProgramServiceRevenueAmt0544334
IRS990/PYRevenuesLessExpensesAmt07191255
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03556375
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010747630
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-1330137
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IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01819433
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0101236856
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt099906719
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03448303
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04230636
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt014614
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RETIREE CLAIMS PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt093446844
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INSURANCE INVESTMENT CONTRACT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueSecuritiesAmt093446844
IRS990ScheduleD/TotalLiabilityAmt014614
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is reviewed by the Vice President and Chief Financial Officer of MDU Resources Group, Inc.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Governing documents and financial statements are made available to the public upon request. The organization does not have a written conflict of interest policy.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI: Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI: Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0301133956
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C Corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct00.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Energy
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0MDU Resources Group Inc and susidiaries
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0PO Box 5650
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Bismarck
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0ND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd058506
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MDU Resources Employee Benefit Trust
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0450359941
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0ND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0H&W Benefits
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO Box 5650
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Bismarck
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0ND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd058506
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0437052
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Cash Transfers
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MDU Resources Group Inc and subsidiaries
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0s
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0101236856
IRS990/TotalAssetsEOYAmt099921333
IRS990/TotalAssetsGrp/BOYAmt0101236856
IRS990/TotalAssetsGrp/EOYAmt099921333
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03149570
IRS990/TotalFunctionalExpensesGrp/TotalAmt03149570
IRS990/TotalGrossUBIAmt063443
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt014614
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt014614
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt099906719
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalProgramServiceRevenueAmt0437052
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01755990
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01819433
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt063443
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0101236856

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$99,921,333
Liabilities
$14,614
Net assets
$99,906,719
Revenue
$1,819,433
Expenses
$3,149,570
Net income
-$1,330,137
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$78.8$0.02$78.8$2.67$3.14$0.47
2023Detailed filing. Detailed filing data is available for this year.$79.3$0.02$79.2$6.16$3.17$2.99
2022Detailed filing. Detailed filing data is available for this year.$76.3$0.02$76.2$20.5$3.16$23.7
2021Detailed filing. Detailed filing data is available for this year.$99.9$0.01$99.9$1.82$3.15$1.33
2020Detailed filing. Detailed filing data is available for this year.$101$0.00$101$10.7$3.56$7.19
2019Summary only. Only limited summary data is available for this year.$94.1$0.09$94.0$16.4$4.28$12.2
2018Summary only. Only limited summary data is available for this year.$81.9$0.03$81.9$1.58$4.37$5.95
2017Summary only. Only limited summary data is available for this year.$87.9$0.04$87.8$10.8$4.78$6.05
2016Summary only. Only limited summary data is available for this year.$81.8$0.06$81.8$5.62$5.09$0.53
2015Summary only. Only limited summary data is available for this year.$81.3$0.05$81.2$1.47$6.10$4.63
2014Summary only. Only limited summary data is available for this year.$85.9$0.07$85.9$9.16$5.91$3.25
2013Summary only. Only limited summary data is available for this year.$82.7$0.05$82.6$16.1$5.84$10.3
2012Summary only. Only limited summary data is available for this year.$72.5$0.16$72.3$12.8$6.56$6.27
2011Summary only. Only limited summary data is available for this year.$66.1$0.11$66.0$3.58$5.74$2.16