2024-06-27T15:41:46-05:00 2023-09-30 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2022-10-01 416219001 ST PAUL ELECTRICAL WORKERS REGULAR VACATION AND HOLIDAY TRUST STPA 9528540795 1330 CONWAY STREET 130 ST PAUL MN 55106 JAMES SCHULT CHAIR 9528540795 2024-06-25 1 JAMES SCHULT 999009999 0 STACY MEYER P00970265 6123764500 2024-06-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMES SCHULT 1330 CONWAY STREET 130 ST PAUL MN 55106 20581512 0 X WWW.IBEW110.ORG X 1958 MN TO PROVIDE REGULAR VACATION AND HOLIDAY INCOME FOR ELIGIBLE MEMBERS. 6 1 0 10 0 0 0 0 14561535 15716683 597113 293625 0 0 15158648 16010308 0 0 14383766 13189570 0 0 0 0 0 148718 154910 14532484 13344480 626164 2665828 17023645 20056322 0 0 17023645 20056322 TO PROVIDE VACATION AND HOLIDAY BENEFITS TO ELIGIBLE PARTICIPANTS UNDER THE TERMS OF THE PLAN DOCUMENT. 0 0 TO PROVIDE VACATION AND HOLIDAY BENEFITS TO ELIGIBLE PARTICIPANTS UNDER THE TERMS OF THE PLAN DOCUMENT. AS OF 9/30/2023, THERE WERE APPROXIMATELY 1,497 ELIGIBLE PARTICIPANTS. 0 0 0 0 0 0 0 0 0 0 0 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 1494 0 1 0 0 0 0 0 0 0 0 0 X 6 1 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X WILSON-MCSHANE CORPORATION 9528515788 1330 CONWAY STREET SUITE 130 ST PAUL MN 55106 JAMES SCHULT CHAIR, UNION TRUSTEE 1.00 5.00 X X 0 0 0 JAMIE MCNAMARA UNION TRUSTEE 1.00 45.00 X 0 156218 60249 BRANDON P ANDERSON ALTERNATE UNION TRUSTEE 1.00 40.00 X 0 0 0 PETER BOURLAND MGMT TRUSTEE 1.00 40.00 X 0 0 0 JT PEDERSEN MGMT TRUSTEE 1.00 40.00 X 0 0 0 LUKE KUHL SECRETARY, MGMT TRUSTEE 1.00 45.00 X X 0 150097 43437 NATE STEIN ALTERNATE MGMT TRUSTEE 1.00 40.00 X 0 0 0 DOUGLAS SUCHANEK ALT UNION TRUSTEE 1.00 40.00 X 0 132885 52962 ANDREW COLVARD ALTERNATE MGMT TRUSTEE 1.00 40.00 X 0 89318 33916 LOGAN BEERE ALTERNATE UNION TRUSTEE 1.00 40.00 X 0 125877 52280 0 654395 242844 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 525100 15716683 15716683 15716683 371032 371032 4493797 4571204 -77407 -77407 -77407 16010308 15716683 0 293625 13189570 94081 417 15855 29453 4600 1605 2866 MISCELLANEOUS EXPENSE 6033 13344480 5941011 8495957 1521641 1841645 9560993 9718720 17023645 20056322 0 0 X 0 0 0 0 17023645 20056322 17023645 20056322 17023645 20056322 2665828 366849 0 X X 0 1 X 1 0 0 X 16347704 366849 366849 15980855 29453 29453 16010308 13315027 0 13315027 29453 29453 13344480 PART X, LINE 2: THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED FEBRUARY 25, 1980, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2023 AND 2022 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. 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 JAMIE MCNAMARA UNION TRUSTEE 0 156218 0 0 0 0 0 25298 0 34951 0 216467 0 0 LUKE KUHL SECRETARY, MGMT TRUSTEE 0 150097 0 0 0 0 0 0 0 43437 0 193534 0 0 DOUGLAS SUCHANEK ALT UNION TRUSTEE 0 132885 0 0 0 0 0 22593 0 30369 0 185847 0 0 LOGAN BEERE ALTERNATE UNION TRUSTEE 0 125877 0 0 0 0 0 22091 0 30189 0 178157 0 0 FORM 990, PART VI, SECTION A, LINE 3 WILSON-MCSHANE CORPORATION IS RESPONSIBLE FOR THE FINANCIAL OPERATIONS OF THE FUND. WILSON-MCSHANE CORPORATION PREPARES THE GENERAL LEDGER, MAKES JOURNAL ENTRIES, MANAGES CLAIMS AND OPERATIONAL EXPENSES. FORM 990, PART VI, SECTION A, LINE 7A THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, LOCAL UNION NO.110, AFL-CIO AND ST. PAUL CHAPTER OF THE NATIONAL ELECTRICAL CONTRACTORS' ASSOCIATION EACH APPOINT 50% OF THE BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT PUBLIC ACCOUNTING FIRM BASED DATA PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE FILING IS AVAILABLE, THE 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES REVIEW THE PLAN'S CONFLICT OF INTEREST POLICY ANNUALLY. THE TRUSTEES DETERMINE IF A CONFLICT OF INTEREST, IN FACTS, EXISTS, THEY ALSO DETERMINE IF IT IS MATERIAL AND IF CORRECTIVE ACTION IS REQUIRED. IN ADDITION, PERIODIC REVIEWS OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ARE CONDUCTED BY THE BOARD OF TRUSTEES TO ENSURE THAT THE PLAN OPERATES IN A MANNER CONSISTENT WITH ITS PURPOSE AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS LAWFUL STATUS AND FIDUCIARY OBLIGATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS, BUT NOT TO THE PUBLIC, UPON REQUEST AT THE BENEFIT PLAN OFFICE. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ST PAUL ELECTRICAL WORKERS RESERVE TRUST 1330 CONWAY STREET ST PAUL MN 55106 411334004 PROVIDE MEDICAL COVERAGE FOR RETIREES MN 501(C)(9) N/A 0 ST PAUL ELECTRICAL CONSTRUCTION PENSION PLAN 1330 CONWAY STREET ST PAUL MN 55106 416046858 PROVIDE RETIREMENT AND DISABILITY BENEFITS MN 401(A) N/A 0 ST PAUL ELECTRICAL WORKERS HEALTH PLAN 1330 CONWAY STREET ST PAUL MN 55106 411365924 PROVIDE HEALTH AND WELFARE BENEFITS MN 501(C)(9) N/A 0 ST PAUL ELECTRICAL CONSTRUCTION WORKERS SUPPLEMENTAL PENSION PLAN 1330 CONWAY STREET ST PAUL MN 55106 416046858 PROVIDE SUPPLEMENTAL PENSION BENEFITS MN 401(A) N/A 0 ST PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 1330 CONWAY STREET ST PAUL MN 55106 416046858 PROVIDE PARTICIPANTS SAVINGS ON A PRE-TAX BASIS THROUGH PAYROLL DEDUCTIONS MN 401(A) N/A 0 CITY OF ST PAUL INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 110 1330 CONWAY STREET ST PAUL MN 55106 410235240 SPONSORING ORGANIZATION MN 501(C)(5) N/A 0 ST PAUL AREA ELECTRICAL JOINT APPRENTICESHIP AND TRAINING FUND 1330 CONWAY STREET ST PAUL MN 55106 411304531 PROVIDE TRAINING MN 501(C)(3) LINE 9 N/A 0 LABOR MANAGEMENT JOINT COMM FOR THE SAINT PAUL ELECTRICAL CONT INDUSTRY 855 VILLAGE CENTER DR 352 NORTH OAKS MN 551273016 PROMOTE LABOR-MGMT COOPERATION AND PROMOTE THE INDUSTRY TO THE PUBLIC MN 501(C)(5) N/A 0 ST PAUL CHAPTER NATIONAL ELECTRICAL CONTRACTORS 855 VILLAGE CENTER DR 352 NORTH OAKS MN 551273016 410730995 SPONSORING ORGANIZATION MN 501(C)(6) N/A 0 METROPOLITAN COUNCIL METROPOLITAN MECHANICAL CONTRACTORS ST PAUL SCHOOLS ISD #625 VALLEY ELECTRICAL SERVICES VIKING ELECTRIC INC C2 ELECTRIC INC CAPISTRANT ELECTRIC LLC CHOICE ELECTRIC INC CROCUS HILL ELECTRIC - GECO CO CUMMINS ELECTRIC INC D & G ELECTRIC INC DJ ELECTRIC SERVICES INC K & M ELECTRIC INC LAKERIDGE ELECTRIC LLC MIDWEST ELECTRICAL CONST PEC SOLUTIONS LLC RARICK ELECTRIC LLC REBEL ELECTRIC LLC RSR ELECTRIC HIGHLAND ELECTR SARGE ELECTRIC LLC SCHAMMEL ELECTRIC SCHECK MECHANICAL CORP ST PAUL ARENA CO LLC WITZEL ELECTRIC A & J ELECTRIC CORP A & M ELECTRIC ACCORD ELECTRIC INC ACE ELECTRICAL CONTRACTORS INC ACORN ELECTRIC INC ADVANTAGE POINT GROUP INC AID ELECTRIC CORP AMP'D ELECTRIC LLC ARCADE ELECTRIC S B & B ELECTRIC CONST INC BANKS ELECTRIC CORPORATION BLOOMINGTON ELECTRIC CO BLUESKY ELECTRIC CO BOB MARTY ELECTRIC INC BYRON ELECTRIC LLC CAP ELECTRIC INC COLLINS ELECTRICAL CONST CO CONNECT ELECTRIC INC EGAN COMPANY ELECTRIC BY DESIGN INC ELEMENT ELECTRIC LLC ERICKSON ELECTRIC CO INC ERICKSON PLUMBING FOREST LAKE CONTRACTING INC FRASER MORRIS ELECTRIC CO GEPHART ELECTRIC CO INC GILBERT MECHANICAL CONTRACTORS GRANITE LEDGE ELEC CONTR INC GUNNAR ELECTRIC HARRIS ST PAUL INC HELM ELECTRIC INC HI-TECH ELECTRICAL CONTR LLC HORWITZ INC HUNT ELECTRIC CORP INTERFACE ELECTRIC INC J BECHER KILLMER ELECTRIC CO INC KIRTLAND ELECTRIC LAKES AREA ELECTRIC INC LANDMARK ELECTRIC INC LANGER ELECTRIC LLC LETOURNEAU ELECTRIC INC LINDSTROM ELECTRIC LLC M & T ELECTRIC INC MANOR ELECTRIC INC MASTER ELECTRIC CO INC MEDINA ELECTRIC INC MERCURY ELECTRIC MERIT ELECTRIC CO MICHAUD COOLEY ERICKSON MODERN ELECTRICAL SOLUTIONS I MSP ELECTRIC LLC MUSKA ELECTRIC CO NAC-NORTHERN AIR CORP NEI ELECTRIC INC NEO ELECTRICAL SOLUTIONS LLC NORTHLAND MECHANICAL CONTRACTO OLYMPIATECH ELECTRICAL CONT IN O'NEILL ELECTRIC INC PAUL'S ELECTRIC INC PHASOR ELECTRIC CO PRAIRIE ELECTRIC CO INC PREFERRED ELECTRIC INC PREMIER ELECTRICAL CORP PULSE ELECTRIC INC RESA SERVICE LLC SR MECHANICAL INCORPORATED SUPREME ELECTRIC INC THE ELECTRIC GUYS INC TOTAL CONST TRU ELECTRIC INC TWIN LAKES ELECTRIC LLC UHL COMPANY INC WALLACE ELECTRICAL CONST INC WALLRAFF ELECTRIC COMPANY WAUSAU ELECTRIC INC WDW ELECTRIC LLC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1