2024-06-27T15:34:16-05:00 2023-09-30 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2022-10-01 411365924 ST PAUL ELECTRICAL WORKERS WELFARE FUND STPA 9528540795 1330 CONWAY STREET 130 ST PAUL MN 55106 JAMES SCHULT CHAIRMAN 9528540795 2024-06-25 1 JAMES SCHULT 999009999 0 STACY MEYER P00970625 6123764500 2024-06-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMES SCHULT 1330 CONWAY STREET 130 ST PAUL MN 55106 92473046 0 X N/A X 1973 MN PROVIDE HEALTHCARE FOR MEMBERS 6 1 0 10 0 0 0 0 52710121 50318267 2471430 3050713 25534 78795 55207085 53447775 0 0 44809968 46813063 156360 0 0 0 0 944916 983193 45911244 47796256 9295841 5651519 125573802 134749360 6662631 5833583 118911171 128915777 TO PROVIDE MEDICAL, DENTAL, VISION, AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 TO PROVIDE AND MAINTAIN GROUP LIFE, GROUP ACCIDENT, AND HEALTH INSURANCE, INCLUDING GROUP HOSPITALIZATION, MEDICAL AND SURGICAL BENEFITS OR ANY OTHER BENEFITS AS DETERMINED BY THE TRUSTEES FOR THE BENEFIT OF 3,139 PARTICIPANTS AND THEIR BENEFICIARIES. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 1 0 0 1 8 0 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 C SCHULT CHAIRMAN, UNION TRUSTEE 1.00 5.00 X X 0 0 0 JAMIE M MCNAMARA UNION TRUSTEE 1.00 45.00 X 0 156218 60249 PETER B BOURLAND MGMT TRUSTEE 1.00 40.00 X 0 0 0 BRANDON P ANDERSON ALTERNATE UNION TRUSTEE 1.00 40.00 X 0 0 0 J T 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 ALT MGMT TRUSTEE 1.00 40.00 X 0 0 0 DOUGLAS SUCHANEK ALT UNION TRUSTEE 1.00 40.00 X 0 132885 55962 ANDREW COLVARD ALT MGMT TRUSTEE 1.00 40.00 X 0 89318 33916 LOGAN BEERE ALT MGMT TRUSTEE 1.00 40.00 X 0 125877 52280 0 654395 245844 0 0 1 0 WILSON-MCSHANE CORPORATION 1330 CONWAY STREET ST PAUL MN 55106 PLAN ADMINISTRATOR 920280 UMR INC 150 W WAUSAU AVE WASAU WI 55401 CLAIMS PROCESSOR 469755 BLUE CROSS BLUE SHIELD OF MINNESOTA PO BOX 64560 ST PAUL MN 55164 CLAIMS PROCESSOR 131836 CVS CAREMARK CORPORATION 1 CVS DRIVE WOONSOCKET RI 02895 CLAIMS PROCESSOR 124571 4 EMPLOYER CONTRIBUTIONS 525100 45435390 45435390 PARTICIPANT CONTRIBUTIONS 525100 3302256 3302256 SUB H&W CONTRIBUTIONS 525100 1580621 1580621 50318267 2911136 2911136 39164848 39025271 139577 139577 139577 TAX OVERPAYMENT REFUND 525100 67210 67210 OTHER INCOME 525100 11585 11585 78795 53447775 50397062 0 3050713 46813063 481500 83004 36563 219874 82725 16180 47340 16007 47796256 1200000 1200000 21170018 19743477 5764615 5079262 90785394 103024748 6653775 5701873 0 0 125573802 134749360 8856 131710 6653775 5701873 6662631 5833583 X 0 0 0 0 118911171 128915777 118911171 128915777 125573802 134749360 5651519 4353087 0 X X 0 1 X 1 0 0 LIABILITY FOR COLLATERAL HELD FOR SECURITIES ON LOAN 5701873 5701873 X 57513778 4353087 4353087 53160691 219874 67210 287084 53447775 47509172 0 47509172 219874 67210 287084 47796256 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 6, 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: TAX OVERPAYMENT REFUND 67,210. PART XII, LINE 4B - OTHER ADJUSTMENTS: TAX OVERPAYMENT REFUND 67,210. 0 0 0 JAMIE M 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 25593 0 30369 0 188847 0 0 LOGAN BEERE ALT MGMT 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 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON THE INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE FORM IS AVAILABLE, IT IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES FOR REVIEW AND APPROAL PRIOR TO FILING WITH THE IRS. ANY CHANGES OR QUESTIONS ARE ADDRESSED BEFORE FILING WITH THE IRS. 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 INTERST, 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 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. RETIREMENT MEDICAL FUNDING PLAN FOR ST PAUL 1330 CONWAY STREET SUITE 130 ST PAUL MN 55106 411334004 PROVIDE MEDICAL COVERAGE FOR RETIREES MN 501(C)(9) N/A 0 ST PAUL CONSTRUCTION PENSION PLAN 1330 CONWAY STREET SUITE 130 ST PAUL MN 55106 416046858 PROVIDE RETIREMENT AND DISABILITY BENEFITS MN 401(A) N/A 0 ST PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 1330 CONWAY STREET SUITE 130 ST PAUL MN 55106 416046858 FACILITATE PARTICIPANTS' SAVINGS ON A PRE-TAX BASIS THRU PAYROLL DEDUCTIONS MN 401(A) N/A 0 ST PAUL ELECTRICAL WORKERS SUPPLEMENTAL PENSION PLAN 1330 CONWAY STREET SUITE 130 ST PAUL MN 55106 416046858 PROVIDE SUPPLEMENTAL PENSION BENEFITS MN 401(A) N/A 0 ST PAUL ELECTRICAL WORKERS REGULAR VACATION AND HOLIDAY TRUST 1330 CONWAY STREET SUITE 130 ST PAUL MN 55106 416219001 PROVIDE VACATION AND HOLIDAY BENEFITS MN 501(C)(9) N/A 0 METROPOLITAN COUNCIL ST PAUL CHAPTER NAT'L ELEC CONTRACTORS ASSOC 855 VILLAGE CENTER DR 352 NORTH OAKS MN 551273016 410730995 SPONSORING ORGANIZATION MN 501(C)(6) N/A 0 CITY OF ST PAUL IBEW LOCAL UNION 110 1330 CONWAY STREET ST PAUL MN 551065856 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 METROPOLITAN MECHANICAL 0343 LU VIKING ELECTRIC INC VALLEY ELECTRICAL SERVICES 0347 LU ST PAUL SCHOOLS ISD #625 ST PAUL FEDERAL CREDIT UNION 0357 LU C2 ELECTRIC INC CAPISTRANT ELECTRIC LLC CASTREJON INCORPORATED CGR COMMUNICATIONS INC CHOICE ELECTRIC INC CROCUS HILL ELECTRIC - GECO CO CUMMINS ELECTRIC INC D & G ELECTRIC INC DELANEY TELECOMMUNICATIONS INC DJ ELECTRIC SERVICES INC K & M ELECTRIC INC KEVIN AHLERS ELECTRIC LLC LAKERIDGE ELECTRIC LLC MIDWEST ELECTRICAL CONST MILLER CLARK ELECTRIC LLC PEC SOLUTIONS LLC PEOPLES ELECTRIC CO INC REBEL ELECTRIC LLC RSR ELECTRIC SARGE ELECTRIC LLC SCHAMMEL ELECTRIC SCHECK MECHANICAL CORP ST PAUL ARENA CO LLC THOR ELECTRIC LLC WITZEL ELECTRIC WIZARD INSTALLATIONS LLC 0102 LU 0112 LU 0113 LU 0191 LU 0242 LU 0280 LU 0292 LU 0294 LU 0302 LU 0322LU 0332 LU 0364 LU 0570 LU 0613 LU 0640 LU 0714 LU 1426 LU 1547 LU A & J ELECTRIC CORP A & M ELECTRIC AB COMM ACCORD ELECTRIC INC ACE ELECTRICAL CONTRACTORS INC ACORN ELECTRIC INC ADVANCED SYSTEMS INTEGRATION ADVANTAGE POINT GROUP INC AFC TECHNOLOGIES LLC AFS SYSTEMS INC AID ELECTRIC CORP AMP'D ELECTRIC LLC ANDERSON TECHNOLOGIES INC ARCADE ELECTRIC S & K MC INC ARVIG - ALL STATE COMMUNICATIO ASSURANCE TECHNOLOGIES INC B & B ELECTRIC CONST INC BANKS ELECTRIC CORPORATION BEACON COMMUNICATIONS LLC BLOOMINGTON ELECTRIC CO BLUESKY ELECTRIC CO BOB MARTY ELECTRIC INC BROTHERS FIRE & SECURITY BYRON ELECTRIC LLC CAP ELECTRIC INC COLLINS ELECTRICAL COLLINS ELECTRICAL CONST CO CONNECT ELECTRIC INC COUNTRYMAN ELECTRIC EGAN COMPANY EGAN COMPANY INC-(LEA) ELECTRIC BY DESIGN INC ELECTRO WATCHMAN INC ELEMENT ELECTRIC LLC ERICKSON ELECTRIC CO INC ERICKSON PLUMBING FMH INC FOREST LAKE CONTRACTING INC FRASER MORRIS ELECTRIC CO GB TECHNOLOGIES GEPHART ELECTRIC GEPHART ELECTRIC CO INC GILBERT MECHANICAL CONTRACTORS GRANITE LEDGE ELEC CONTR INC GREEN CREEK LLC GUNNAR ELECTRIC HARRIS ST PAUL INC HELM ELECTRIC INC HI-TECH ELECTRICAL CONTR LLC HORWITZ INC HUNT ELECTRIC CORP INTEGRATED FIRE & SECURITY INTERFACE ELECTRIC INC J BECHER & ASSOC INC KILLMER ELECTRIC CO INC KIRTLAND ELECTRIC LABORKEY LAKES AREA ELECTRIC INC LANDMARK ELECTRIC INC LANGER ELECTRIC LLC LAUGHLIN ELECTRIC & CONSTRUCTI LETOURNEAU ELECTRIC INC LIFE SAFTEY SYSTEMS INC LIMESTONE FIRE AND SECURITY L LINDSTROM ELECTRIC LLC LOW VOLTAGE CONT LVC COMPANIES INC M & T ELECTRIC INC MANOR ELECTRIC INC MASTER ELECTRIC CO INC MCK SERVICES INC MEDINA ELECTRIC INC MERCURY ELECTRIC MERIT ELECTRIC CO MICHAUD COOLEY ERICKSON MODERN ELECTRICAL SOLUTIONS I MP TECHNOLOGIES LLC 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 PRO-TEC DESIGN INC PULSE ELECTRIC INC RESA SERVICE LLC RESERVE TRUST (ER) SECURITY CONTROL SYSTEMS INC SR MECHANICAL INCORPORATED SUPREME ELECTRIC INC THE ELECTRIC GUYS INC TOTAL CONST & EQUIP INC TRU ELECTRIC INC TWIN LAKES ELECTRIC LLC UHL COMPANY INC UNITECH ELECTRONIC CONTRG WALLACE ELECTRICAL CONST INC WALLRAFF ELECTRIC COMPANY WAUSAU ELECTRIC INC WDW ELECTRIC LLC 0002 LU 0011 LU 0014 LU 0022 LU 0048 LU 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1