2024-03-14T10:34:27-05:00 2023-04-30 320043599 LEGACY PROFESSIONALS LLP 6800 FRANCE AVENUE SO SUITE 550 EDINA MN 55435 990 2022-05-01 411876011 ELECTRICAL WORKERS LOCAL 292 SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN ELEC 7634938830 6900 WEDGWOOD ROAD N 425 MAPLE GROVE MN 55311 DAN FERGUSON TRUSTEE 7634938830 2024-03-11 1 DAN FERGUSON 999009999 0 JACOB D EKLUND P01455813 9528413950 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAN FERGUSON 6900 WEDGWOOD ROAD N 425 MAPLE GROVE MN 55311 3733547 0 X WWW.IBEW292BENEFITS.ORG X 1997 MN PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS 8 1 420 0 0 0 0 0 1086638 1091437 332359 246132 0 8738 1418997 1346307 0 0 1232878 1046378 0 0 0 0 0 161509 201008 1394387 1247386 24610 98921 13942115 13839749 0 0 13942115 13839749 TO HELP PROVIDE FINANCIAL SECURITY TO ELIGIBLE PARTICIPANTS IN THE EVENT THEY BECOME UNEMPLOYED. 0 0 TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO ELIGIBLE PARTICIPANTS UNDER THE TERMS OF THE PLAN DOCUMENT. 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 0 1 420 1 0 0 0 0 0 0 0 0 0 0 X 8 1 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X CARLA GRUETZMACHER 7634938830 6900 WEDGWOOD ROAD N 425 MAPLE GROVE MN 55311 X DAVID MANDERSON MANAGEMENT TRUSTEE, CHAIRMAN 1.00 4.00 X X 0 0 0 JEFFREY HEIMERL LABOR TRUSTEE, SECRETARY 0.50 59.50 X X 0 169203 65188 JENNIFER MUDGE LABOR TRUSTEE 2.00 48.00 X 0 141782 58010 DAVID FRARY LABOR TRUSTEE - PAST 0.50 47.50 X 0 131842 55480 DAN FERGUSON LABOR TRUSTEE 2.00 46.00 X 0 131842 55480 LAURA KAROW MANAGEMENT TRUSTEE 1.00 4.00 X 0 0 0 JERRY HEIN MANAGEMENT TRUSTEE 0.50 2.00 X 0 0 0 RYAN MORRIS MANAGEMENT TRUSTEE 1.00 4.00 X 0 0 0 PAUL KOSMIDES MANAGEMENT TRUSTEE - PAST 2.00 8.00 X 0 0 0 JOHN KRIPOTOS LABOR TRUSTEE - ALTERNATE 2.00 46.00 X 0 131842 55480 CARLA GRUETZMACHER ADMINISTRATIVE MANAGER 1.00 39.00 X 0 160174 41344 ANN KELLEN FINANCE MANAGER 6.00 34.00 X 0 134313 38623 0 1000998 369605 0 0 1 0 IBEW 292 HEALTH CARE PLAN 6900 WEDGWOOD ROAD NORTH SUITE 425 MAPLE GROVE MN 55311 ADMINISTRATIVE REIMBURSEMENT 152349 1 EMPLOYER CONTRIBUTIONS 900099 1091437 1091437 1091437 302252 302252 2331120 2387240 -56120 -56120 -56120 MISCELLANEOUS INCOME 900099 8738 8738 8738 1346307 1091437 0 254870 1046378 3351 12700 10278 1771 5320 ADMINISTRATIVE REIMBURS 165488 COMPUTER CONSULTING 2100 1247386 311495 -6331 451062 78000 89312 11729544 9397885 1796728 3817392 26348 90429 13942115 13839749 0 0 X 0 0 0 0 13942115 13839749 13942115 13839749 13942115 13839749 98921 -201287 0 X 0 1 X 1 0 0 COMMON COLLECTIVE TRUST 2090614 F LIMITED LIABILITY COMPANY 1726778 F 3817392 X 1134742 -201287 -201287 1336029 10278 10278 1346307 1237108 0 1237108 10278 10278 1247386 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 PROGRESS. 0 0 0 JEFFREY HEIMERL LABOR TRUSTEE, SECRETARY 0 169203 0 0 0 0 0 43065 0 22123 0 234391 0 0 CARLA GRUETZMACHER ADMINISTRATIVE MANAGER 0 160174 0 0 0 0 0 22936 0 18408 0 201518 0 0 JENNIFER MUDGE LABOR TRUSTEE 0 141782 0 0 0 0 0 35887 0 22123 0 199792 0 0 DAVID FRARY LABOR TRUSTEE - PAST 0 131842 0 0 0 0 0 33357 0 22123 0 187322 0 0 DAN FERGUSON LABOR TRUSTEE 0 131842 0 0 0 0 0 33357 0 22123 0 187322 0 0 JOHN KRIPOTOS LABOR TRUSTEE - ALTERNATE 0 131842 0 0 0 0 0 33357 0 22123 0 187322 0 0 ANN KELLEN FINANCE MANAGER 0 134313 0 0 0 0 0 20215 0 18408 0 172936 0 0 FORM 990, PART VI, SECTION A, LINE 7A THREE TRUSTEES ARE APPOINTED BY THE UNION, AND THREE TRUSTEES ARE APPOINTED BY THE CONTRACTORS ASSOCIATION. THE UNION AND THE CONTRACTORS ASSOCIATION MAY ALSO APPOINT UP TO ONE ALTERNATE TRUSTEE WHO WILL BE QUALIFIED TO ACT ONLY IN THE ABSENCE OF A TRUSTEE. 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, REVIEWED, AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES PRIOR TO SIGNATURE BY A TRUSTEE. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES REVIEW THE PLAN'S CONFLICT OF INTEREST POLICY ANNUALLY WITH THE PLAN'S ATTORNEY AND ARE REQUIRED TO SIGN AN ANNUAL CERTIFICATION OF COMPLIANCE WITH THE POLICY. IN ADDITION, TO ENSURE THE PLAN OPERATES IN A MANNER CONSISTENT WITH ITS PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS LAWFUL STATUS AND FIDUCIARY OBLIGATIONS, PERIODIC REVIEWS OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ARE CONDUCTED. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AT THE PLAN OFFICE. FORM 990, PART VII, SECTION A, LINE 1: THE PLAN'S HIGHEST COMPENSATED EMPLOYEES ARE SHARED EMPLOYEES WITH NUMEROUS RELATED ORGANIZATIONS, ONE OF WHICH IS RESPONSIBLE FOR PAYROLL. THE REPORTING ORGANIZATION REIMBURSES THE RELATED ORGANIZATION RESPONSIBLE FOR PAYROLL FOR ITS ALLOCATED PORTION OF SALARY AND SALARY RELATED EXPENSES. CITY OF MINNEAPOLIS CONTRIBUTING EMPLOYER 0 IBEW LOCAL 292 CONTRIBUTING EMPLOYER 0 MINNEAPOLIS ELECTRICAL JOINT APP & TRAINING FUND CONTRIBUTING EMPLOYER 0 MINNEAPOLIS PUBLIC HOUSING AUTHORITY CONTRIBUTING EMPLOYER 0 MPLS PUBLIC SCHOOLS-SSD #1 CONTRIBUTING EMPLOYER 0 UNIVERSITY OF MINNESOTA CONTRIBUTING EMPLOYER 0 ELECTRICAL WORKERS LOCAL NO 292 DEFINED CONTRIBUTION AND 401(K) PLAN 6900 WEDGWOOD RD N 425 MAPLE GROVE MN 55311 411760754 PROVIDES ANNUITY AND RETIREMENT BENEFITS TO MEMBERS AND BENEFICIARIES 0 ELECTRICAL WORKERS LOCAL NO 292 PENSION PLAN 6900 WEDGWOOD RD N 425 MAPLE GROVE MN 55311 416035616 PROVIDES PENSION BENEFITS TO MEMBERS AND BENEFICIARIES 0 IBEW 292 HEALTH CARE PLAN 6900 WEDGWOOD RD N 425 MAPLE GROVE MN 55311 411384754 PROVIDES HEALTH CARE TO MEMBERS AND BENEFICIARIES 0 ELECTRICAL WORKERS LOCAL NO 292 VACATION & HOLIDAY TRUST FUND 6900 WEDGWOOD RD N 425 MAPLE GROVE MN 55311 411701466 PROVIDES VACATION AND HOLIDAY BENEFITS TO MEMBERS AND BENEFICIARIES 0 BRAUN ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 COMPLETE INGROUND SERVICES LLC CONTRIBUTING EMPLOYER 0 0 DEHMER ELECTRIC SERVICE CONTRIBUTING EMPLOYER 0 0 DIVISION 16 ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 DOWNTOWN MECHANICAL LLC CONTRIBUTING EMPLOYER 0 0 ELEMENT ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 MEDINA ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 PRESIDENTIAL ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 REBEL ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 REGENCY ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 SOLAR ANGELS LLC CONTRIBUTING EMPLOYER 0 0 TAYLOR ELECTRIC COMP LLC CONTRIBUTING EMPLOYER 0 0 TRADEWINDS ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 ACE ELECTRICAL CONTRIBUTING EMPLOYER 0 ADAMS ELECTRIC CONTRIBUTING EMPLOYER 0 AID ELECTRIC CORPORATION CONTRIBUTING EMPLOYER 0 AL'S ELECTRIC - METRO CONTRIBUTING EMPLOYER 0 AUGUSTA ELECTRIC INC CONTRIBUTING EMPLOYER 0 B & B ELECTRIC INC CONTRIBUTING EMPLOYER 0 BANKS ELECTRIC CORP CONTRIBUTING EMPLOYER 0 BETHEL ELECTRIC INC CONTRIBUTING EMPLOYER 0 BHI ENERGY SPECIALTY CONTRIBUTING EMPLOYER 0 BLOOMINGTON ELECTRIC CO CONTRIBUTING EMPLOYER 0 BLUE SKY ELECTRIC COMPANY CONTRIBUTING EMPLOYER 0 BOB KILIAN ELECTRIC CO CONTRIBUTING EMPLOYER 0 BOB MARTY ELECTRIC INC CONTRIBUTING EMPLOYER 0 CHOICE ELECTRIC INC CONTRIBUTING EMPLOYER 0 COLLINS ELECTRICAL CONTRIBUTING EMPLOYER 0 COMPASS ELECTRIC INC CONTRIBUTING EMPLOYER 0 EGAN COMPANY CONTRIBUTING EMPLOYER 0 ELECTRIC MOTOR SERV INC CONTRIBUTING EMPLOYER 0 ELECTRICAL CONSTRUCTION CONTRIBUTING EMPLOYER 0 ERICKSON ELECTRIC CO INC CONTRIBUTING EMPLOYER 0 ERICKSON PLUMBING CONTRIBUTING EMPLOYER 0 FRASER-MORRIS ELECTRIC CO CONTRIBUTING EMPLOYER 0 GEPHART ELECTRIC CONTRIBUTING EMPLOYER 0 GILBERT MECHANICAL CONTRIBUTING EMPLOYER 0 GRANITE LEDGE ELECTRICAL CONTRIBUTING EMPLOYER 0 GUNNAR ELECTRIC CO INC CONTRIBUTING EMPLOYER 0 HARRIS COMPANIES CONTRIBUTING EMPLOYER 0 HORWITZ INC CONTRIBUTING EMPLOYER 0 HUNT ELECTRIC CORP CONTRIBUTING EMPLOYER 0 J T ELECTRIC SERVICE INC CONTRIBUTING EMPLOYER 0 J BECHER & ASSOC INC CONTRIBUTING EMPLOYER 0 KILLMER ELECTRIC CO INC CONTRIBUTING EMPLOYER 0 KIRTLAND ELECTRIC CONTRIBUTING EMPLOYER 0 LAKES AREA ELECTRIC CONTRIBUTING EMPLOYER 0 LANDMARK ELECTRIC INC CONTRIBUTING EMPLOYER 0 LIVE WIRE ELECTRIC CONTRIBUTING EMPLOYER 0 LK COMSTOCK NATIONAL CONTRIBUTING EMPLOYER 0 MANOR ELECTRIC INC CONTRIBUTING EMPLOYER 0 MARTIN MARIETTA CONTRIBUTING EMPLOYER 0 MASTER ELECTRIC CO CONTRIBUTING EMPLOYER 0 MCCLAIN ELECTRIC CONTRIBUTING EMPLOYER 0 METROPOLITAN MECHANICAL CONTRIBUTING EMPLOYER 0 MIDWEST ELECTRICAL CONST CONTRIBUTING EMPLOYER 0 MODERN ELECTRICAL CONTRIBUTING EMPLOYER 0 MORSE ELECTRIC INC CONTRIBUTING EMPLOYER 0 MSP ELECTRIC CONTRIBUTING EMPLOYER 0 MUSKA ELECTRIC CO CONTRIBUTING EMPLOYER 0 NATIONAL CONDUCTOR CONTRIBUTING EMPLOYER 0 NEI ELECTRIC INC CONTRIBUTING EMPLOYER 0 NEO ELECTRICAL CONTRIBUTING EMPLOYER 0 NORTH STAR ELECTRICAL CONTRIBUTING EMPLOYER 0 NORTHERN AIR CORPORATION CONTRIBUTING EMPLOYER 0 NORTHLAND MECHANICAL CONTRIBUTING EMPLOYER 0 OLYMPIATECH ELECTRICAL CONTRIBUTING EMPLOYER 0 PAUL'S ELECTRIC CONTRIBUTING EMPLOYER 0 PEC SOLUTIONS DBA PARSONS ELEC CONTRIBUTING EMPLOYER 0 PHASOR ELECTRIC COMPANY CONTRIBUTING EMPLOYER 0 PRAIRIE ELECTRIC CONTRIBUTING EMPLOYER 0 PRAIRIE TECH INC OF MN CONTRIBUTING EMPLOYER 0 PREFERRED ELECTRIC CONTRIBUTING EMPLOYER 0 PREMIER ELECTRICAL CORP CONTRIBUTING EMPLOYER 0 PULSE ELECTRIC INC CONTRIBUTING EMPLOYER 0 RIVERROAD ELECTRIC INC CONTRIBUTING EMPLOYER 0 SNYDER ELECTRIC COMPANY CONTRIBUTING EMPLOYER 0 SUMMIT SPECIALIZED INSTALLATIO CONTRIBUTING EMPLOYER 0 UHL COMPANY INC CONTRIBUTING EMPLOYER 0 UTILITRA CONTRIBUTING EMPLOYER 0 VAN ERT ELECTRIC CONTRIBUTING EMPLOYER 0 WITZEL ELECTRIC CONTRIBUTING EMPLOYER 0 ZIEGLER INC CONTRIBUTING EMPLOYER 0 BUTLER CORNING INC CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1