2024-11-11T17:10:04-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2023-01-01 237068471 MINNESOTA & NORTH DAKOTA BRICKLAYERS & ALLIED CRAFTWORKERS VACATION FUND MINN 6512561801 2520 PILOT KNOB ROAD 325 MENDOTA HEIGHTS MN 55120 DOUGLAS SCHROEDER CHAIR 6512561801 2024-11-11 1 0 DOUG BERTOSSI P00637990 6123764500 2024-10-29 2023 2024-10-15 13:58:12Z DOUGLAS SCHROEDER 2520 PILOT KNOB ROAD 325 MENDOTA HEIGHTS MN 55120 8598523 0 X N/A X 1961 MN VACATION BENEFITS FOR UNION MEMBERS. 8 1 0 10 0 0 0 0 5059169 4523090 163597 182431 28636 -25531 5251402 4679990 0 0 5531298 4517443 0 0 0 0 0 85888 110951 5617186 4628394 -365784 51596 4585584 4374540 4461790 4005869 123794 368671 TO PROVIDE VACATION BENEFITS FOR UNION MEMBERS. 0 0 TO PROVIDE VACATION BENEFITS FOR APPROXIMATELY 1,574 MEMBERS. 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 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 ZENITH AMERICAN SOLUTIONS 6512561900 2520 PILOT KNOB ROAD SUITE 325 MENDOTA HEIGHTS MN 55120 MIKE GANZ UNION TRUSTEE, SEE SCH O 1.00 44.00 X 0 0 0 DOUG SCHROEDER CHAIR, SEE SCH O 1.00 50.00 X X 0 0 0 ANDREW KROMROY MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 MICHAEL CHURILLA UNION TRUSTEE 1.00 40.00 X 0 0 0 AMY THOMPSON MANAGEMENT TRUSTEE 1.00 41.00 X 0 0 0 JOHN NESSE MANAGEMENT TRUSTEE 1.00 43.00 X 0 0 0 ROD SCHMIDT UNION TRUSTEE 1.00 42.00 X 0 0 0 JOE VANEK ALTERNATE UNION TRUSTEE 1.00 X 0 0 0 TIM MILLER MANAGEMENT TRUSTEE 1.00 42.00 X 0 0 0 ERIC KELENY MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 0 0 0 0 0 0 0 0 CONTRIBUTIONS 525100 4523090 4523090 4523090 182431 182431 3918533 3918533 0 MISCELLANEOUS 900099 2828 2828 FORFEITURES 900099 -28359 -28359 -25531 4679990 4497559 0 182431 4517443 84011 4095 13560 987 5175 2253 870 4628394 -663162 -96849 2820365 1805463 356000 319000 836 755 2063719 2339957 7826 6214 4585584 4374540 195 7257 4461595 3998612 4461790 4005869 X 0 0 0 0 123794 368671 123794 368671 4585584 4374540 51596 193281 0 X 0 1 X 1 0 0 EMPLOYEES' VACATION ACCOUNTS 3998612 3998612 X 4872284 193281 193281 4679003 987 987 4679990 4627407 0 4627407 987 987 4628394 PART X, LINE 2: THE VEBA TRUST FUNDING BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED DECEMBER 22, 1970, 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 2021 OR 2020 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. FORM 990, PART VI, SECTION A, LINE 1A TRUSTEES ARE NOT COMPENSATED BY THE FUND. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. THE FOLLOWING RELATED ORGANIZATIONS REPORTED COMPENSATION FOR A TRUSTEE LISTED ON THE MINNESOTA & NORTH DAKOTA BRICKLAYERS & ALLIED CRAFTWORKERS VACATION FUND. DOUG SCHROEDER, UNION TRUSTEE BRICKLAYERS AND ALLIED CRAFTWORKERS LOCAL UNION NO. 1 MINNESOTA/NORTH DAKOTA EIN: 41-1716458 MICHAEL GANZ, UNION TRUSTEE BRICKLAYERS AND ALLIED CRAFTWORKERS LOCAL UNION NO. 1 MINNESOTA/NORTH DAKOTA EIN: 41-1716458 FORM 990, PART VI, SECTION A, LINE 7A THE BRICKLAYERS AND ALLIED CRAFTWORKERS LOCAL UNION 1 MINNESOTA/NORTH DAKOTA AND THE ASSOCIATED GENERAL CONTRACTORS OF MINNESOTA EACH APPOINT 50% OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE FUND'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE IT IS REVIEWED BY THE BOARD OF TRUSTEES IN CONJUNCTION WITH THE REVIEW OF THE ANNUAL AUDIT. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS DISCUSSED ANNUALLY BY THE BOARD OF TRUSTEES TO ENSURE THE TRUSTEES UNDERSTAND THE CONFLICT OF INTEREST POLICY AND UNDERSTANDS THE FUND IS A TAX-EXEMPT ORGANIZATION THAT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX EXEMPT PURPOSES. PER THE POLICY, ANY PERSON DISCOVERING A CONFLICT SHOULD DISCLOSE IT IMMEDIATELY TO THE CHARIMAN OF THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES DETERMINES IF A CONFLICT EXISTS AND MAY PLACE APPROPRIATE RESTRICTIONS ON THE INDIVIDUAL OR TRANSACTIONS AFFECTED AT THEIR DISCRETION. ANY CONFLICTS ARE DOCUMENTED IN MEETING MINUTES. NO SUCH CONFLICTS AROSE DURING THE YEAR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC. CITY OF MINNEAPOLIS CITY OF ST PAUL SPECIAL SCHOOL DISTRICT #1 ST PAUL PUBLIC SCHOOLS UNIVERSITY OF MINNESOTA MN & ND BRICKLAYERS & ALLIED CRAFTWORKERS HEALTH FUND 2520 PILOT KNOB RD MEDOTA HEIGHTS MN 55120 416023461 TO PROVIDE HEALTH AND WELFARE BENEFITS TO UNION MEMBERS MN 501(C)(9) N/A N/A 0 MN & ND BRICKLAYERS & ALLIED CRAFTWORKERS PENSION FUND 2520 PILOT KNOB RD MEDOTA HEIGHTS MN 55120 516029930 PROVIDE RETIREMNT BENEFITS TO UNION MEMBERS MN 401(A) N/A N/A 0 BRICKLAYERS AND ALLIED CRAFTWORKERS LOCAL UNION NO 1 MINNESOTANORTH DAKOTA 312 CENTRAL AVENUE SUITE 328 MINNEAPOLIS MN 55414 411716458 PROTECT AND IMPROVE THE GENERAL WELFARE OF ITS MEMBERS AND EMPLOYEES MN 501(C)(5) N/A N/A 0 MINNESOTA CERAMIC TILE AND ALLIED TRADES RETIREMENT FUND 2520 PILOT KNOB RD MEDOTA HEIGHTS MN 55120 416059404 TO PROVIDE RETIREMENT BENEFITS TO UNION MEMBERS MN 401(A) N/A N/A 0 BRICKLAYERS LOCAL NO 1 APPRENTICE FUND 35420 INTERNATIONAL PARKWAY NEW HOPE MN 55428 416319702 TO PROVIDE TRAINING AND EDUCATIONAL PROGRAMS MN 501(C)(5) N/A N/A 0 D R FRANTZ CONCRETE CONST RAM CONSTRUCTION SERVICES BRICKLAYER AND ALLIED CRAFTWORKER SERVICE CORPORATION 2520 PILOT KNOB ROAD MENDOTA HEIGHTS MN 55120 811520819 ADMIN SERVICES TO REALTED FUNDS MN NO C 103272 49979 0.20000 0 A J SPANJERS CO ACME TUCKPOINTING & RESTOR ACOUSTICS ASSOCIATES INC ADVANCE TERRAZZO & TILE CO ADVANCED MASONRY RESTORATION ALVIN BENIKE INC AMERICAN MASONRY INC ANCHOR GLASS CONTAINER INC AXEL H OHMAN INC A-Z CONSTRUCTION MAS DBA B&D B & D ASSOCIATES LLC B & M MASONRY B & M MASONRY INC B & W MASONRY BERGER TILE & STONE BLACKHAWK TILE & STONE INC BOB'S SW INC DBA BOBS SW CONST BRATRUD CONSTRUCTION BROWN REFRACTORY SERVICE CAMCO CONSTRUCTION INC CARCIOFINI COMPANY INC CD SMITH CONSTRUCTION INC CD TILE & STONE INC CHRISTY INDUSTRIAL SERVICES COMMERCIAL FLOORING INSTALL CON'S MASONRY INC CONTRACT CAULKING CONTRACT TILE & CARPET INC CORNERSTONE TILE & MARBLE INC CROSSTOWN MASONRY INC D J KRANZ CO INC DAROLD BERGER MASONRY INC DAYCO CONCRETE DEL'S CONSTRUCTION CO INC DIRT INC DOMINIONAIRE CONTRACTING INC DZIEDZIC CAULKING INC EICHOLTZ MASONRY INC EXTERIOR BUILDING SERVICES INC FABCON INC FICHTER-DAVEY MASONRY CONST FLEMMING TILE INC FLOORS BY BECKERDBA D INSTALL FOWLER AND HAMMER FRANDRUP MASONRY INC GAGE BROTHERS CAULKING GAGNON INCORPORATED GEORGE SIEGFRIED CONST CO GOFF MASONRY LLC GORDON CONST OF MAHNOMEN INC GRANITE-TOPS INSTALLATION INC GRAZZINI BROTHERS CO GRESSER COMPANIES INC GUY NIELSON COMPANY DIV INC HANSON MASONRY & CONCRETE LLC HARBOR CITY MASONRY INC HARD ROCK STONE WORKS HARRISON TILE CO INC HOLLENBACK & NELSON INC HOLM CONSTRUCTION INC HUESMAN SCHREIBER MASONRY INCOR INSTALLATION INC INSTALLATION CONCEPTS INC J E DUNN CONSTRUCTION COMPANY J P PHILLIPS INC JENSEN MASONRY INC JOHN FOLEY MASONRY JOHNSON & NELSON JOHNSON CARPET JOHNSON TERRAZZO CO INC JOST CONSTRUCTION INC KASELLA CONCRETE INC KIFFMEYER INC KNUTSON CONSTRUCTION SERVICES LANGER CONSTR CO LEE'S CERAMICS INC M & L MASONRY M A MORTENSON CO M C MAGNEY CONST MAERTENS-BRENNY CONSTRUCTION MARKET & JOHNSON INC MAVO SYSTEMS INC MCGOUGH CONSTRUCTION CO INC METROPOLITAN TILE & MARBLE MIDWEST PRECAST SERVICES LLC MIDWESTERN MASONRY INC MIRON CONSTRUCTION CO INC MN CONCRETE SPECIALTIES INC MOLIN CONCRETE PRODUCTS MOSAICA LLC NIKKEL TILE INC NORTHLAND CONCRETE & MASONRY PARAMOUNT CONCRETE & MAS INC PATZOLDT CONCRETE & MASONRY LL PROJECT RESTORATIONS INC REFRACTORY SERVICE INC RESCH'S TILE INC RESTORATION & CONSTRUCTION SER RESTORATION SYSTEMS INC RICE LAKE CONSTRUCTION GROUP RIGHTWAY CAULKING S & S MASONRY INC SCHLEIS FLOOR COVERING INC SERVAIS TILE & STONE INC SHEEHY CONSTRUCTION CO SMITH-SHARPE REFRACTORY INC STEBBINS ENGINEERING STEENBERG - WATRUD CONST INC STONE CONSTRUCTION INC STRETAR MASONRY & CONCRETE INC STREYLE MASONRY INC SUMMIT CONCRETE & MAS CONST SUNRISE SPECIALTY CONTR SWANSON & YOUNGDALE INC TCR ENTERPRISES DBA J&K MASON THE BOLDT COMPANY THE CAULKERS COMPANY INC TIM'S CONSTRUCTION TOTAL CONSTRUCTION & EQUIPMENT TR CONCRETE INC DBA TR MASONRY TWIN CITY SPECIALTIES INC UNITED MASONRY INC UNITED REFACTORIES INC VAN MINSEL BROS CONSTRUCTION VAN MINSEL BROS CONSTRUCTION WELLS CONCRETE PRODUCTS CO WENDT MASONRY INC WEST RIVER MASONRY WESTERN REFRACTORY CONST WESTERN SPECIALTY CONTRACTORS WILLIAMS REFRACTORY SERVICES WISCONSIN TERRAZZO & TILE INC WTG TERRAZZO & TILE INC WYSAN PRECAST SERVICES LLC ZACHMAN PRECAST INC 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1