2024-04-12T11:52:20-05:00 2023-06-30 320043599 LEGACY PROFESSIONALS LLP 6800 FRANCE AVENUE SO SUITE 550 EDINA MN 55435 990 2022-07-01 416011699 MINNEAPOLIS AUTO DEALERS BENEFIT FUND MINN 9528540795 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 PAUL MCCULLEN TRUSTEE 9528540795 2024-04-12 1 PAUL MCCULLEN 999009999 0 JACOB D EKLUND P01455813 9528413950 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PAUL MCCULLEN 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 14924290 0 X N/A X 1988 MN TO PROVIDE HEALTH BENEFITS 6 0 0 0 0 0 0 0 13322648 13745086 129053 168507 0 0 13451701 13913593 0 0 12920111 15022273 0 0 0 0 0 192982 209591 13113093 15231864 338608 -1318271 8818846 7396841 6154 10480 8812692 7386361 TO PROVIDE HEALTH BENEFITS 0 0 THE PLAN PROVIDES MEDICAL, PRESCRIPTION DRUG, DENTAL, DISABILITY, LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. IN ADDITION, THE PLAN PROVIDES CERTAIN HEALTH CARE BENEFITS TO ELIGIBLE RETIRED PARTICIPANTS WHO MAKE CONTRIBUTIONS TO THE PLAN. 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 4 0 1 0 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 0 1 0 1 0 0 0 X MARTIN LASLEY CO WILSON-MCSHANE CORPORATION 9528540795 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 PAUL MCCULLEN TRUSTEE 0.50 45.00 X 0 104695 29752 DANIELLE WYLIE TRUSTEE 0.50 40.00 X 0 74563 34563 KURT BENSON TRUSTEE 0.50 45.00 X 0 93234 29716 JOYCE NERDAHL TRUSTEE - ALTERNATE 0.50 40.00 X 0 82884 34237 PAT SUTTER TRUSTEE 0.50 X 0 0 0 MARK MORCOMB TRUSTEE 0.50 X 0 0 0 SCOTT LAMBERT TRUSTEE - ALTERNATE 0.50 X 0 0 0 MICHAEL ROEDER TRUSTEE 0.50 X 0 0 0 THOMAS TWEET TRUSTEE - ALTERNATE - PAST 0.50 X 0 0 1883 0 355376 130151 0 0 0 0 WILSON-MCSHANE CORPORATION 3001 METRO DRIVE SUITE 500 BLOOMINGTON MN 55425 THIRD PARTY ADMINISTRATOR 424801 UMR INC 400 EAST BUSINESS WAY SUITE 100 CINCINNATI OH 45241 NETWORK MANAGEMENT FEES 268813 2 EMPLOYER CONTRIBUTIONS 900099 8179819 8179819 PARTICIPANT CONTRIBUTIONS 900099 3522234 3522234 STOP-LOSS REIMBURSEMENTS 900099 1082397 1082397 PRESCRIPTION DRUG REBATES 900099 925227 925227 SUBROGATION SETTLEMENTS 900099 35409 35409 13745086 179189 179189 1000015 1010697 -10682 -10682 -10682 13913593 13745086 0 168507 15022273 122561 37018 16680 9100 3163 15839 FEES MANDATED BY ACA 3870 MEMBERSHIP DUES 1360 15231864 812581 737239 913722 506229 11967 12365 7080576 6141008 8818846 7396841 6154 10480 6154 10480 X 0 0 0 0 8812692 7386361 8812692 7386361 8818846 7396841 -1318271 -108060 0 X 0 1 X 1 0 0 X 13805533 -108060 -108060 13913593 0 13913593 15231864 0 15231864 0 15231864 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. 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 THREE TRUSTEES ARE APPOINTED BY THE UNION, AND THREE TRUSTEES ARE APPOINTED BY THE AUTO DEALERS ASSOCIATION. THE UNION AND THE AUTO DEALERS ASSOCIATION MAY EACH APPOINT ONE ALTERNATE TRUSTEE. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES (GOVERNING BODY). FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO AND REVIEWED BY THE ENTIRE BOARD OF TRUSTEES BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES CONSTANTLY MONITOR THE ACTIONS OF EVERY TRUSTEE TO VERIFY THAT THEY ARE AVOIDING ANY CONFLICT OF INTEREST OR APPEARANCE OF ANY CONFLICT OF INTEREST. THE TRUSTEES WILL SEEK LEGAL ADVICE REGARDING ANY CONFLICTS OF INTEREST THEY ENCOUNTER IN FULFILLING THEIR DUTIES TO THE PLAN. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE THIRD PARTY ADMINISTRATOR'S OFFICE IN BLOOMINGTON, MN. GARAGE MAINTENANCE MACHINE WAREHOUSEMEN REPAIRMEN LOCAL UNION NO 974 CONTRIBUTING EMPLOYER 0 WALSER AUTOMOTIVE GROUP CONTRIBUTING EMPLOYER 0 0 BLOOMINGTON CJD LLC CONTRIBUTING EMPLOYER 0 0 FREEWAY FORD LLC CONTRIBUTING EMPLOYER 0 0 BMW OF MINNETONKA CONTRIBUTING EMPLOYER 0 0 SUPERIOR BROOKDALE FORD LLC CONTRIBUTING EMPLOYER 0 0 APPLE FORD OF SHAKOPEE CONTRIBUTING EMPLOYER 0 BORTON VOLVO CONTRIBUTING EMPLOYER 0 COON RAPIDS CHRYSLER JEEP CONTRIBUTING EMPLOYER 0 DODGE OF BURNSVILLE CONTRIBUTING EMPLOYER 0 KEY CADILLAC INC CONTRIBUTING EMPLOYER 0 LENZEN CHEVROLET-BUICK INC CONTRIBUTING EMPLOYER 0 METROPOLITAN FORD CONTRIBUTING EMPLOYER 0 MORRIES MINNETONKA FORD CONTRIBUTING EMPLOYER 0 NEW BRIGHTON FORD INC CONTRIBUTING EMPLOYER 0 SEARS IMPORTED AUTOS INC CONTRIBUTING EMPLOYER 0 SHAKOPEE CHEVROLET CONTRIBUTING EMPLOYER 0 LUPIENT AUTO GROUP CONTRIBUTING EMPLOYER 0 LUTHER AUTO GROUP CONTRIBUTING EMPLOYER 0 LINCOLN OF BLOOMINGTON CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1