2024-11-12T14:43:46-06:00 2023-12-31 320043599 LEGACY PROFESSIONALS LLP 6800 FRANCE AVENUE SO SUITE 550 EDINA MN 55435 990 2023-01-01 416024782 ELECTRICAL WORKERS HEALTH & WELFARE FUND C/O WILSON-MCSHANE CORPORATION ELEC 2187284231 2002 LONDON ROAD 300 DULUTH MN 55812 DAN HENDRICKSON TRUSTEE 2187284231 2024-11-08 1 0 LARRY WOOD P00634996 9528413950 2023 2024-10-15 13:58:12Z DAN HENDRICKSON 2002 LONDON ROAD 300 DULUTH MN 55812 25815927 0 X WWW.IBEW242AND294BENEFITS.COM X 1952 MN TO PROVIDE HEALTH AND WELFARE BENEFITS 8 2 51 0 0 0 0 0 25108125 21983595 165764 775032 25600 31413 25299489 22790040 0 0 23228843 25265936 0 0 0 0 0 338440 360392 23567283 25626328 1732206 -2836288 26375529 24320151 533379 175915 25842150 24144236 TO PROVIDE HEALTH AND WELFARE BENEFITS 0 0 TO PROVIDE MEDICAL, PRESCRIPTION DRUG, DENTAL, DISABILITY, VISION AND VACATION BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS OR 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 0 0 1 157 0 1 51 1 0 0 0 0 0 0 0 0 0 0 X 8 2 0 1 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 X WILSON-MCSHANE CORPORATION 2187284231 2002 LONDON ROAD 300 DULUTH MN 55812 HARRIS B MAHAN TRUSTEE - PAST 1.00 X 0 0 0 RICK OSBAKKEN TRUSTEE 1.00 X 0 0 0 DAN HENDRICKSON TRUSTEE 1.00 40.00 X 0 142808 75817 DON SMITH TRUSTEE 1.00 40.00 X 0 161447 85713 DAVE DOMAGALA TRUSTEE 1.00 X 0 0 0 CAREY YOUNG TRUSTEE 1.00 2.00 X 0 0 0 JEFF HART TRUSTEE 1.00 X 0 0 0 SAMANTHA DUGAN TRUSTEE 1.00 40.00 X 0 98316 5000 DAVE HORVATH TRUSTEE 1.00 X 0 0 0 0 402571 166530 0 0 1 0 WILSON-MCSHANE CORPORATION 2002 LONDON ROAD STE 300 DULUTH MN 55812 THIRD PARTY ADMINISTRATOR 272636 BLUECROSS BLUESHIELD OF MINNESOTA 3535 BLUE CROSS ROAD EAGAN MN 55122 CLAIMS ADMINISTRATION AND NETWORK ACCESS 245928 2 EMPLOYER CONTRIBUTIONS 900099 19023359 19023359 PARTICIPANT/RETIREE CONTRIBUTIONS 900099 2075059 2075059 PRESCRIPTION DRUG REBATES 900099 641920 641920 HRA EMPLOYER CONTRIBUTIONS 900099 135558 135558 STOP-LOSS REIMBURSEMENTS 900099 107699 107699 21983595 572554 572554 3228365 3025887 202478 202478 202478 REVENUE SHARING CREDITS 900099 31413 31413 31413 22790040 21983595 0 806445 25265936 268800 35365 22976 10850 9281 3993 3508 ERTS FEES 5619 25626328 2252520 2500669 6471692 3924487 2460210 1951737 15191107 15943258 26375529 24320151 58958 76125 474421 99790 533379 175915 X 0 0 0 0 25842150 24144236 25842150 24144236 26375529 24320151 -2836288 1138374 0 X 0 1 X 1 0 0 AMTS DUE TO OTHER PLANS UNDER RECIPROCAL AGREEMENTS 99790 99790 X 23928414 1138374 1138374 22790040 0 22790040 25626328 0 25626328 0 25626328 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 PROGESS. 0 0 0 DON SMITH TRUSTEE 0 161447 0 0 0 0 0 46982 0 38731 0 247160 0 0 DAN HENDRICKSON TRUSTEE 0 142808 0 0 0 0 0 41557 0 34260 0 218625 0 0 FORM 990, PART VI, SECTION A, LINE 3 ALTHOUGH THE BOARD OF TRUSTEES RETAINS 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 EIGHT TRUSTEES, FOUR OF WHOM ARE APPOINTED BY THE TWO RELATED LOCAL UNIONS AND FOUR OF WHOM ARE APPOINTED BY 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 C, LINE 19 THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AT THE OFFICE OF THE THIRD PARTY ADMINISTRATOR IN DULUTH, MINNESOTA. ELECTRICAL WORKERS PENSION FUND 2002 LONDON ROAD ROOM 300 DULUTH MN 55812 416052631 PROVIDES PENSION BENEFITS TO PARTICIPANTS AND BENEFICIARIES MN 401(A) 0 IBEW LOCAL UNION 242 CONTRIBUTING EMPLOYER 0 IBEW LOCAL UNION 294 CONTRIBUTING EMPLOYER 0 TWIN PORTS CHAPTER NECA CONTRIBUTING EMPLOYER 0 UNIVERSITY OF MINNESOTA CONTRIBUTING EMPLOYER 0 AIKEY ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 AMPEDUP LLC CONTRIBUTING EMPLOYER 0 0 HANSON CONTRACTING LLC CONTRIBUTING EMPLOYER 0 0 JBKIDD ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 NEWTRON LLC CONTRIBUTING EMPLOYER 0 0 NEO ELECTRICAL SOLUTIONS LLC CONTRIBUTING EMPLOYER 0 0 TROMCO ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 218 ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 ED'S ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 TWIN PORTS ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 ABSOLUTE ELECTRIC OF CENTRAL MN CONTRIBUTING EMPLOYER 0 ADVANCED ELECTRIC OF MN INC CONTRIBUTING EMPLOYER 0 AL'S ELECTRIC CONTRIBUTING EMPLOYER 0 AMPTEK INC CONTRIBUTING EMPLOYER 0 AUGUSTA ELECTRIC CONTRIBUTING EMPLOYER 0 AURORA ELECTRIC CONTRIBUTING EMPLOYER 0 A&M ELECTRIC CONTRIBUTING EMPLOYER 0 A-Z ELECTRIC CONTRIBUTING EMPLOYER 0 B & B ELECTRICAL CONTRACTORS CONTRIBUTING EMPLOYER 0 BEACON COMMUNICATIONS CONTRIBUTING EMPLOYER 0 BELKNAP ELECTRIC INC CONTRIBUTING EMPLOYER 0 BENSON ELECTRIC CO CONTRIBUTING EMPLOYER 0 BILL NIETERS ELECTRIC CONTRIBUTING EMPLOYER 0 BJK INC CONTRIBUTING EMPLOYER 0 BURNTSIDE ELECTRIC INC CONTRIBUTING EMPLOYER 0 BUSINESS MUSIC CONTRIBUTING EMPLOYER 0 BZ ELECTRIC CONTRIBUTING EMPLOYER 0 CIMERMANCIC ELECTRIC CONTRIBUTING EMPLOYER 0 COLLINS ELECTRICAL CONSTR CONTRIBUTING EMPLOYER 0 CR MEYER & SONS COMPANY CONTRIBUTING EMPLOYER 0 CUNNINGHAM ELECTRIC CONTRIBUTING EMPLOYER 0 DELL-COM INC CONTRIBUTING EMPLOYER 0 DULUTH ELECTRIC CONTRACTING CONTRIBUTING EMPLOYER 0 EGAN COMPANIES CONTRIBUTING EMPLOYER 0 ELECTRIC SYSTEMS OF DULUTH CONTRIBUTING EMPLOYER 0 GRANITE LEDGE ELECTRICAL CONTRIBUTING EMPLOYER 0 H&S ELECTRIC CONTRIBUTING EMPLOYER 0 HANSON ELECTRIC OF BEMIDJI CONTRIBUTING EMPLOYER 0 HART ELECTRIC CONTRIBUTING EMPLOYER 0 HILLS BROS ELECTRIC CONTRIBUTING EMPLOYER 0 HOLDEN ELECTRIC CONTRIBUTING EMPLOYER 0 HOMETOWN ELEC OF NORTHERN MN CONTRIBUTING EMPLOYER 0 HUNT ELECTRIC CONTRIBUTING EMPLOYER 0 IRON COUNTRY ELECTRIC & REPAIR CONTRIBUTING EMPLOYER 0 JK MECHANICAL & ELEC CONTRACTO CONTRIBUTING EMPLOYER 0 KANTOR ELECTRIC INC CONTRIBUTING EMPLOYER 0 KNIGHT ELECTRIC INC CONTRIBUTING EMPLOYER 0 LAKE SUPERIOR ENERGY COMPANY CONTRIBUTING EMPLOYER 0 LANYK ELECTRIC INC CONTRIBUTING EMPLOYER 0 LVCJN JOHNSON CONTRIBUTING EMPLOYER 0 MJ ELECTRIC CO INC CONTRIBUTING EMPLOYER 0 MESABI SIGN CO CONTRIBUTING EMPLOYER 0 MUSKA ELECTRIC CONTRIBUTING EMPLOYER 0 NEI ELECTRIC CONTRIBUTING EMPLOYER 0 NELSON-COLLIE ELECTRIC INC CONTRIBUTING EMPLOYER 0 NORTH AMERICAN ELECTRIC CONTRIBUTING EMPLOYER 0 NORTH COUNTRY ELEC SERVICE CONTRIBUTING EMPLOYER 0 NORTH STAR ELECTRIC COOP CONTRIBUTING EMPLOYER 0 NORTHSTAR CABLING & COMM CONTRIBUTING EMPLOYER 0 NORTHWATER ELECTRIC INC CONTRIBUTING EMPLOYER 0 NYLUND ELECTRIC INC CONTRIBUTING EMPLOYER 0 P & T ELECTRIC INC CONTRIBUTING EMPLOYER 0 PARSONS ELECTRIC CONTRIBUTING EMPLOYER 0 PREFERRED ELECTRIC INC CONTRIBUTING EMPLOYER 0 PRO-TEC DESIGN CONTRIBUTING EMPLOYER 0 QUALUS SOLUTIONS CONTRIBUTING EMPLOYER 0 ROBERT MUELLER ELECTRIC CONTRIBUTING EMPLOYER 0 RYAN'S INDEPENDENT ELECTRIC CONTRIBUTING EMPLOYER 0 SCHOECK ELECTRIC CONTRIBUTING EMPLOYER 0 SERVICE ELECTRIC OF SUPERIOR CONTRIBUTING EMPLOYER 0 SIMCO ELECTRIC CONTRIBUTING EMPLOYER 0 SNYDER ELECTRIC CO CONTRIBUTING EMPLOYER 0 STACK BROTHERS CONTRIBUTING EMPLOYER 0 STRUCTURAL TOWER SERVICES CONTRIBUTING EMPLOYER 0 SUN ELECTRIC CONTRIBUTING EMPLOYER 0 T M AUTOMATION INC CONTRIBUTING EMPLOYER 0 THE STATE GROUP INDUST CONTRIBUTING EMPLOYER 0 TOTAL CONSTRUCTION & EQUI CONTRIBUTING EMPLOYER 0 TOWN AND COUNTRY ELECTRIC CONTRIBUTING EMPLOYER 0 UDOVICH ELECTRIC CONTRIBUTING EMPLOYER 0 UHL COMPANY INC CONTRIBUTING EMPLOYER 0 UP NORTH ELECTRIC INC CONTRIBUTING EMPLOYER 0 VAN ERT ELECTRIC CO CONTRIBUTING EMPLOYER 0 WALBERG TVLVC CONTRIBUTING EMPLOYER 0 WDW ELECTRIC CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1