2024-05-09T10:26:24-05:00 2023-06-30 320043599 LEGACY PROFESSIONALS LLP 6800 FRANCE AVENUE SO SUITE 550 EDINA MN 55435 990 2022-07-01 411305411 SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS INDUSTRY WELFARE PLAN SOUT 9528540795 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 KRISTIN CAUSBY TRUSTEE 9528540795 2024-05-06 1 KRISTIN CAUSBY 999009999 0 LARRY WOOD P00634996 9528413950 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KRISTIN CAUSBY 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 32841548 0 X N/A X 1977 MN TO PROVIDE HEALTH AND WELFARE BENEFITS 8 2 36 0 0 0 0 0 15957692 17005409 1095367 1124958 0 0 17053059 18130367 0 0 16533206 13120724 0 0 0 0 0 388906 442407 16922112 13563131 130947 4567236 55498601 65719238 161791 1088018 55336810 64631220 TO PROVIDE HEALTH AND WELFARE BENEFITS 0 0 THE PLAN PROVIDES MEDICAL, DENTAL, PRESCRIPTION DRUG, DISABILITY AND LIFE 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 4 0 1 36 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 1 0 1 1 1 0 0 0 X MARTIN LASLEY CO WILSON-MCSHANE CORPORATION 9528540795 1330 CONWAY STREET SUITE 130 ST PAUL MN 55106 CHAD KATZUNG TRUSTEE-PAST 0.45 54.30 X 0 71417 14189 STEVEN CARDELL TRUSTEE 0.45 54.30 X 0 63529 23250 STEVEN OLSON TRUSTEE 0.45 0.30 X 31 0 0 SEAN SANNES TRUSTEE 0.45 4.30 X 886 11126 4438 DEAN HOGSTAD TRUSTEE 0.45 1.30 X 636 64192 13161 DAVID MANDERSON TRUSTEE-PAST 0.45 0.30 X 0 0 0 MARK DRAPER TRUSTEE 0.45 0.30 X 0 0 0 KRISTIN CAUSBY TRUSTEE 0.45 2.30 X 0 0 0 DON HAMEISTER TRUSTEE 0.45 0.30 X 1266 0 0 JASON TENTIS TRUSTEE 0.45 0.30 X 1109 0 0 3928 210264 55038 0 0 0 0 WILSON-MCSHANE CORPORATION 3001 METRO DRIVE BLOOMINGTON MN 55425 CLAIMS PROCESSING AND ADMINISTRATION 315512 UMR INC 400 EAST BUSINESS WAY SUITE 100 CINCINNATI OH 45241 NETWORK MANAGEMENT FEES 216640 2 EMPLOYER CONTRIBUTIONS 900099 15020771 15020771 PARTICIPANT AND RETIREE CONTRIBUT 900099 1210203 1210203 PRESCRIPTION DRUG REBATE 900099 774435 774435 17005409 1268739 1268739 14567400 14711181 -143781 -143781 -143781 18130367 17005409 0 1124958 13120724 216682 64985 27873 39217 58850 3259 8029 1360 15895 FEES MANDATED BY ACA 3777 ELEC RECIP TRANSFER SYS 2480 13563131 1720662 3358213 8 5102133 1718945 1660198 70175 70469 51988811 55476813 0 51412 55498601 65719238 25656 19082 60141 63063 75994 1005873 161791 1088018 X 0 0 0 0 55336810 64631220 55336810 64631220 55498601 65719238 4567236 4727174 0 X 0 1 X 1 0 0 UNALLOCATED DEPOSITS 121387 DUE TO RELATED ORGANIZATIONS 884486 1005873 X 22818324 4727174 4727174 18091150 39217 39217 18130367 13523914 0 13523914 39217 39217 13563131 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 THE 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 FOUR MEMBERS OF THE BOARD OF TRUSTEES SHALL BE KNOWN AS EMPLOYER TRUSTEES AND ARE APPOINTED BY THE EMPLOYER ASSOCIATION, NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC. FOUR MEMBERS OF THE BOARD OF TRUSTEES SHALL BE KNOWN AS UNION TRUSTEES AND ARE APPOINTED BY INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 343. 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 PRIOR TO ITS FILING. 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 MADE AVAILABLE TO PARTICIPANTS, UPON REQUEST, AT THE THIRD PARTY ADMINISTRATOR'S OFFICE IN BLOOMINGTON, MN. SO CENTRAL MN ELECT WORKERS' VAC AND HOLIDAY PLAN 3001 METRO DRIVE SUITE 500 BLOOMINGTON MN 55425 411395194 PROVIDE VACATION AND HOLIDAY BENEFITS MN 501(C)(9) 0 SO CENTRAL MN ELEC WKRS' RETIREMENT & 401(K) PLAN 3001 METRO DRIVE SUITE 500 BLOOMINGTON MN 55425 411390063 PROVIDE RETIREMENT BENEFITS MN 401(A) 0 SO CENTRAL MN ELEC INDUST JOINT APPRENTICE FUND CONTRIBUTING EMPLOYER 0 IBEW LOCAL UNION NO 343 CONTRIBUTING EMPLOYER 0 MN STATEWIDE LIMITED ENERGY APPRENTICE FUND CONTRIBUTING EMPLOYER 0 4 SQUARE ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 AMERICAN ENERGY LLC CONTRIBUTING EMPLOYER 0 0 CARL'S ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 DEMAND ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 HG ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 KUNZ ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 MC CABE ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 MINNESOTA SIGNAL LLC CONTRIBUTING EMPLOYER 0 0 O'CONNOR ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 PEC SOLUTIONS LLC CONTRIBUTING EMPLOYER 0 0 VOLT ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 ERIC'S ELECTRIC MOTOR & REPAIR CONTRIBUTING EMPLOYER 0 0 NEO ELECTRICAL SOLUTIONS CONTRIBUTING EMPLOYER 0 0 PAXTON ELECTRIC CONTRIBUTING EMPLOYER 0 0 THE STATE GROUP IND (USA) LTD CONTRIBUTING EMPLOYER 0 0 ACCORD ELECTRIC INC CONTRIBUTING EMPLOYER 0 ADAIR ELECTRIC CONTRIBUTING EMPLOYER 0 ALBERT LEA ELECTRIC CONTRIBUTING EMPLOYER 0 AUSTIN ELECTRIC INC CONTRIBUTING EMPLOYER 0 AZCO INC CONTRIBUTING EMPLOYER 0 B & B ELECTRIC CONTRIBUTING EMPLOYER 0 BAUER - ELECTROTECH CONTRIBUTING EMPLOYER 0 BHI ENERGY SPECIALTY SERVICES CONTRIBUTING EMPLOYER 0 BLK ELECTRIC INC CONTRIBUTING EMPLOYER 0 BOWMAN ELECTRIC CONTRIBUTING EMPLOYER 0 COLLINS ELECTRICAL CONSTRUCTION CO CONTRIBUTING EMPLOYER 0 DELANE NELSON ELECTRIC CONTRIBUTING EMPLOYER 0 DJ'S HOMETOWN ELECTRIC CONTRIBUTING EMPLOYER 0 EGAN COMPANY CONTRIBUTING EMPLOYER 0 ESI INC CONTRIBUTING EMPLOYER 0 FOX ELECTRIC CONTRIBUTING EMPLOYER 0 FRASER MORRIS ELECTRIC CO CONTRIBUTING EMPLOYER 0 HARRIS COMPANIES CONTRIBUTING EMPLOYER 0 HELM ELECTRIC INC CONTRIBUTING EMPLOYER 0 HICKS ELECTRIC CONTRIBUTING EMPLOYER 0 HUNT ELECTRIC CONTRIBUTING EMPLOYER 0 J T ELECTRIC SERVICE INC CONTRIBUTING EMPLOYER 0 KEY ELECTRIC AND AUTOMATION INC CONTRIBUTING EMPLOYER 0 KILLMER ELECTRIC CONTRIBUTING EMPLOYER 0 KISH & SONS ELECTRIC INC CONTRIBUTING EMPLOYER 0 M & R ELECTRIC CONTRIBUTING EMPLOYER 0 M J ELECTRIC CONTRIBUTING EMPLOYER 0 MASTER ELECTRIC CONTRIBUTING EMPLOYER 0 MCMARTIN ELECTRIC CONTRIBUTING EMPLOYER 0 MIDWEST AG ELECTRIC INC CONTRIBUTING EMPLOYER 0 MORSE ELECTRIC INC CONTRIBUTING EMPLOYER 0 MUNSON ELECTRIC INC CONTRIBUTING EMPLOYER 0 MUSKA ELECTRIC COMPANY CONTRIBUTING EMPLOYER 0 NEI ELECTRIC INC CONTRIBUTING EMPLOYER 0 NORTHERN VALLEY ELECTRICAL SERVICE CONTRIBUTING EMPLOYER 0 P & T ELECTRIC INC CONTRIBUTING EMPLOYER 0 PAAPE ENERGY SERVICES CONTRIBUTING EMPLOYER 0 PAUL'S ELECTRIC INC CONTRIBUTING EMPLOYER 0 PREMIER ELECTRICAL CORP CONTRIBUTING EMPLOYER 0 RENEW ENERGY ELECTRICAL CONTRIBUTING EMPLOYER 0 RIVER CITY ELECTRIC CO CONTRIBUTING EMPLOYER 0 SCHAMMEL ELECTRIC CONTRIBUTING EMPLOYER 0 SCOTT BINNER ELECTRIC CONTRIBUTING EMPLOYER 0 THOMPSON ELECTRIC COMPANY CONTRIBUTING EMPLOYER 0 TOM PARKER ELECTRIC CONTRIBUTING EMPLOYER 0 UHL COMPANY CONTRIBUTING EMPLOYER 0 VAN ERT ELECTRIC CONTRIBUTING EMPLOYER 0 VIKING ELECTRIC INC CONTRIBUTING EMPLOYER 0 WINKELS ELECTRIC CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1