2024-10-09T12:38:32-05:00 2023-11-30 320043599 LEGACY PROFESSIONALS LLP 6800 FRANCE AVENUE SO SUITE 550 EDINA MN 55435 990 2022-12-01 237159947 ROOFERS LOCAL 96 HEALTH & WELFARE FUND ROOF 9528540795 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 MARK CONROY TRUSTEE 9528540795 2024-10-09 1 0 LARRY WOOD P00634996 9528413950 2022 2024-10-15 13:58:12Z MARK CONROY 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 21744975 0 X N/A X 1970 MN TO PROVIDE HEALTH AND WELFARE BENEFITS 6 0 40 0 0 0 0 0 19624724 20383362 365426 446978 0 0 19990150 20830340 0 0 16203531 16186450 0 0 0 0 0 854677 900078 17058208 17086528 2931942 3743812 18357412 22746940 80948 113644 18276464 22633296 TO PROVIDE HEALTH AND WELFARE BENEFITS. 0 0 TO PROVIDE HEALTH CARE, PRESCRIPTION DRUG, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, DENTAL, VISION AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS OR BENEFICIARIES. 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 6 0 1 40 1 0 0 0 0 0 0 0 0 0 0 X 6 0 0 1 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X WILSON-MCSHANE CORPORATION 9528540795 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 MARK CONROY TRUSTEE 1.00 56.00 X X 0 128795 59164 TRISTAN LUNDBLAD TRUSTEE - PAST 1.00 47.00 X 0 102719 48994 BEN ANDERSON TRUSTEE - PAST 1.00 42.00 X 0 80828 43550 NICKOLAS BRENNER TRUSTEE 1.00 41.00 X 0 66505 42054 TYLER KROGEN TRUSTEE 1.00 47.00 X 0 102969 48994 ROBERT POUTRE TRUSTEE 1.00 2.00 X 0 0 0 RYAN ROMER TRUSTEE 1.00 2.00 X X 0 0 0 ROBERT DALSIN TRUSTEE 1.00 2.00 X 0 0 0 EUGENE BERWALD ALTERNATE TRUSTEE 1.00 2.00 X 0 0 0 DONALD HOUSE ALTERNATE TRUSTEE 1.00 2.00 X 0 0 0 JEREMY ZIELLS ALTERNATE TRUSTEE 1.00 47.00 X 0 0 0 0 481816 242756 0 0 1 0 WILSON-MCSHANE CORPORATION 3001 METRO DRIVE STE 500 BLOOMINGTON MN 55425 ADMINISTRATION/COMPLIANCE AUDITOR 584143 BLUECROSS BLUESHIELD OF MN 3535 BLUE CROSS ROAD EAGAN MN 55122 NETWORK ACCESS FEE 294504 2 EMPLOYER CONTRIBUTIONS 900099 18999445 18999445 PRESCRIPTION DRUG REBATES 900099 678725 678725 PARTICIPANT CONTRIBUTIONS 900099 671798 671798 SUBROGATION SETTLEMENT 900099 33394 33394 20383362 428542 428542 933071 914635 18436 18436 18436 20830340 20383362 0 446978 16186450 608000 90970 44631 58960 72985 5228 4468 6968 FEES MANDATED BY ACA 7155 MEMBERSHIP DUES 713 17086528 4570166 6644688 164595 168668 2407668 2257631 11214983 13675953 18357412 22746940 37956 69112 42992 44532 80948 113644 X 0 0 0 0 18276464 22633296 18276464 22633296 18357412 22746940 3743812 613020 0 X 0 1 X 1 0 0 X 21384400 613020 613020 20771380 58960 58960 20830340 17027568 0 17027568 58960 58960 17086528 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 MARK CONROY TRUSTEE 0 128795 0 0 0 0 0 26561 0 32603 0 187959 0 0 TYLER KROGEN TRUSTEE 0 102969 0 0 0 0 0 21998 0 26996 0 151963 0 0 TRISTAN LUNDBLAD TRUSTEE - PAST 0 102719 0 0 0 0 0 21998 0 26996 0 151713 0 0 FORM 990, PART VI, SECTION A, LINE 3 ALTHOUGH THE TRUSTEES RETAIN ULTIMATE RESPONSIBILITY, THE TRUSTEES HAVE DELEGATED THE DAY TO DAY ADMINISTRATIVE DUTIES TO WILSON-MCSHANE CORPORATION AS THE THIRD PARTY ADMINISTRATOR OF THE PLAN. FORM 990, PART VI, SECTION A, LINE 7A THE PLAN IS GOVERNED BY SIX TRUSTEES, THREE OF WHOM ARE APPOINTED BY UNITED UNION OF ROOFERS, WATERPROOFERS AND ALLIED WORKERS LOCAL 96 AND THREE OF WHOM ARE APPOINTED BY TWIN CITIES ROOFING CONTRACTORS ASSOCIATION, INC. THE TRUST AGREEMENT ALLOWS FOR UP TO TWO ALTERNATE TRUSTEES FROM THE LOCAL UNION AND THE CONTRACTORS ASSOCIATION. 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 AND REVIEWED BY THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IN ORDER TO AVOID ACTUAL OR APPARENT CONFLICTS OF INTEREST, THE PLAN HAS A CONFLICT OF INTEREST POLICY. THE POLICY COVERS THE MEMBERS OF THE BOARD OF TRUSTEES. THE TRUSTEES ARE RESPONSIBLE FOR MONITORING AND COMMUNICATING ANY POTENTIAL CONFLICTS OF INTEREST TO THE CHAIRMAN AND SECRETARY OF THE BOARD OF TRUSTEES. THE CHAIRMAN AND SECRETARY, IN CONSULTATION WITH PLAN COUNSEL AND THE REPORTING TRUSTEE, WILL WORK TO RESOLVE ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST IN ACCORDANCE WITH PROVISIONS OF THE CONFLICT OF INTEREST POLICY AND FEDERAL LAW. IF A CONFLICT OF INTEREST EXISTS, THE TRUSTEE'S RECUSAL FROM DELIBERATING AND VOTING UPON THE MATTER UNDER WHICH THE CONFLICT ARISES SHALL BE SUFFICIENT TO RESOLVE THAT CONFLICT APPROPRIATELY. IF A CONFLICT OF INTEREST ARISES, A REPORT OF ALL STEPS TAKEN TO RESOLVE THE CONFLICT WILL BE PREPARED AND PRESENTED TO THE ENTIRE BOARD OF TRUSTEES, AND SHALL THEN BE MAINTAINED IN THE PLAN'S PERMANENT FILES. THE TRUSTEES ARE REQUIRED TO SIGN AN ANNUAL CERTIFICATION OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO PARTICIPANTS. THESE DOCUMENTS CAN BE OBTAINED BY REQUEST AT THE OFFICE OF THE THIRD PARTY ADMINISTRATOR. ROOFERS LOCAL NO 96 ANNUITY FUND 3001 METRO DRIVE STE 500 BLOOMINGTON MN 55425 237452584 PROVIDE RETIREMENT BENEFITS MN 501(A) N/A N/A 0 ROOFERS LOCAL NO 96 APPRENTICE TRAINING FUND 3001 METRO DRIVE STE 500 BLOOMINGTON MN 55425 416163491 TRAINING OF ROOFERS APPRENTICES AND JOURNEYMEN AND CONTRIBUTING EMPLOYER MN 501(C)3 LINE 2 N/A 0 ROOFERS LOCAL UNION #96 CONTRIBUTING EMPLOYER 0 INDEPENDENT SCHOOL DISTRICT #625 CONTRIBUTING EMPLOYER 0 MINNEAPOLIS PUBLIC SCHOOLS #1 CONTRIBUTING EMPLOYER 0 DIVERSE CONSTRUCTION SERVICE CONTRIBUTING EMPLOYER 0 0 SOPRIS GROUP LLC CONTRIBUTING EMPLOYER 0 0 SPEC 7 GROUP LLC CONTRIBUTING EMPLOYER 0 0 ENCLOSE CONSTRUCTION SOLUTIONS LLC CONTRIBUTING EMPLOYER 0 0 TECHNICAL WATERPROOFING SOL LLC CONTRIBUTING EMPLOYER 0 0 STEVENS INSULATION LLC CONTRIBUTING EMPLOYER 0 0 A W KUETTEL & SONS INC CONTRIBUTING EMPLOYER 0 ADVANCED DESIGN CONTRACTING CONTRIBUTING EMPLOYER 0 ALDO INC CONTRIBUTING EMPLOYER 0 ATK ENTERPRISES INC CONTRIBUTING EMPLOYER 0 ATLAST ROOFING COMPANY CONTRIBUTING EMPLOYER 0 B&B ROOFING & SM INC CONTRIBUTING EMPLOYER 0 BERWALD ROOFING CONTRIBUTING EMPLOYER 0 BL DALSIN ROOFING CONTRIBUTING EMPLOYER 0 C&S MANAGEMENT CO INC CONTRIBUTING EMPLOYER 0 CENTRAL ROOFING COMPANY CONTRIBUTING EMPLOYER 0 COMMERCIAL ROOFING & SHEET MET CONTRIBUTING EMPLOYER 0 COMMERCIAL ROOFING CO CONTRIBUTING EMPLOYER 0 CONCRETE COATING INC CONTRIBUTING EMPLOYER 0 ETTEL & FRANZ CO CONTRIBUTING EMPLOYER 0 EXTERIOR BUILDING SVCS INC CONTRIBUTING EMPLOYER 0 FLYNN DALCO CONTRIBUTING EMPLOYER 0 GRANITE CITY ROOFING INC CONTRIBUTING EMPLOYER 0 HENKEMEYER COATINGS INC CONTRIBUTING EMPLOYER 0 INDUSTRIAL ROOFING CONTRIBUTING EMPLOYER 0 JAMAR COMPANY INC CONTRIBUTING EMPLOYER 0 JOHN A DALSIN & SON INC CONTRIBUTING EMPLOYER 0 KIKER BROTHERS INC CONTRIBUTING EMPLOYER 0 KREMER & DAVIS INC CONTRIBUTING EMPLOYER 0 LAKE AREA ROOFING CONTRIBUTING EMPLOYER 0 MC DOWALL INC CONTRIBUTING EMPLOYER 0 MEYER & JACKSON ROOFING CONTRIBUTING EMPLOYER 0 MICHELS ROOFING CONTRIBUTING EMPLOYER 0 MINT ROOFING CONTRIBUTING EMPLOYER 0 MM SCHRANZ ROOFING INC CONTRIBUTING EMPLOYER 0 NELSON ROOFING CONTRIBUTING EMPLOYER 0 NORTH TECH CONSTRUCTION INC CONTRIBUTING EMPLOYER 0 PALMER WEST CONSTRUCT CONTRIBUTING EMPLOYER 0 PETERSON BROS ROOFING & CONST CONTRIBUTING EMPLOYER 0 R&W RESEARCH AND EDUCATION CONTRIBUTING EMPLOYER 0 RAINVILLE CARLSON INC CONTRIBUTING EMPLOYER 0 RAM CONSTRUCTION SERVICES CONTRIBUTING EMPLOYER 0 RANGE CORNICE & ROOFING CONTRIBUTING EMPLOYER 0 ROOF TECH INC CONTRIBUTING EMPLOYER 0 ROOFING IND FUND OF MN INC CONTRIBUTING EMPLOYER 0 ROSENQUIST CONSTRUCTION CONTRIBUTING EMPLOYER 0 ROTH BROTHER INC CONTRIBUTING EMPLOYER 0 RTS ROOFING INC CONTRIBUTING EMPLOYER 0 SGO ROOFING & CONSTRUCTION CONTRIBUTING EMPLOYER 0 SWANSON & YOUNGDALE INC CONTRIBUTING EMPLOYER 0 THELEN HEATING CONTRIBUTING EMPLOYER 0 TOP-ALL ROOFING CONTRIBUTING EMPLOYER 0 WINONA HEATING CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1