2024-06-27T15:39:13-05:00 2023-09-30 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2022-10-01 411334004 ST PAUL ELECTRICAL WORKERS RESERVE TRUST STPA 9528540795 1330 CONWAY STREET 130 ST PAUL MN 55106 JAMES SCHULT CHAIR 9528540795 2024-06-25 1 JAMES SCHULT 999009999 0 STACY MEYER P00970265 6123764500 2024-06-25 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMES SCHULT 1330 CONWAY STREET 130 ST PAUL MN 55106 77738954 0 X WWW.IBEW110.ORG X 1978 MN PROVIDE RETIREE MEDICAL FUNDING TO ELIGIBLE PARTICIPANTS. 6 1 0 10 0 0 0 0 5313450 5523718 7864206 6930211 2876 2227 13180532 12456156 0 0 4149896 4359482 0 0 0 0 0 735819 731523 4885715 5091005 8294817 7365151 166227433 182800730 19191877 17340627 147035556 165460103 TO PROVIDE MEDICAL COVERAGE FOR BARGAINING UNIT RETIREES, DISABLED PARTICIPANTS, AND SURVIVING SPOUSES OF DECEASED BARGAINING UNIT PARTICIPANTS AND RETIREES. 0 0 THE PURPOSE OF THIS PLAN IS TO PROVIDE MEDICAL COVERAGE FOR BARGAINING UNIT RETIREES, DIASBLED PARTICIPANTS AND SURVIVING SPOUSES OF DECEASED BARGAINING UNIT PARTICIPANTS AND RETIREES. AS OF THE END OF THE PLAN YEAR, THERE WERE APPROXIMATELY 2,252 PARTICIPANTS. 0 0 0 0 0 0 0 0 0 0 1 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 3 0 1 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 SCHULT CHARIMAN, 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 BOURLAND MGMT TRUSTEE 1.00 40.00 X 0 0 0 BRANDON P ANDERSON UNION TRUSTEE ALTERNATE 1.00 40.00 X 0 0 0 JT PEDERSON 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 52962 ANDREW COLVARD ALT MGMT TRUSTEE 1.00 40.00 X 0 89318 33916 LOGAN BEERE ALT UNION TRUSTEE 1.00 40.00 X 0 125877 52280 0 654395 242844 0 0 1 0 WILSON-MCSHANE CORPORATION 1330 CONWAY STREET ST PAUL MN 55106 PLAN ADMINISTRATOR 171600 1 EMPLOYER CONTRIBUTIONS 525100 5523718 5523718 5523718 4189261 4189261 68023748 65282798 2740950 2740950 2740950 COMMISSION RECAPTURE 525100 1655 1655 OTHER INCOME 525100 572 572 2227 12456156 5525945 0 6930211 4359482 182310 2294 18051 492108 16000 261 20441 BANK CHARGES 58 5091005 7336789 7364544 896518 1314145 138882104 156781414 19112022 17340627 166227433 182800730 79855 0 19112022 17340627 19191877 17340627 X 0 0 0 0 147035556 165460103 147035556 165460103 166227433 182800730 7365151 11059396 0 X X 0 1 X 1 0 0 COLLATERAL HELD FOR SECURITIES ON LOAN 17340627 F 17340627 LIABILITY TO RETURN COLLATERAL HELD FOR SECURITIES ON LOAN 17340627 17340627 X 23023444 11059396 11059396 11964048 492108 492108 12456156 4598897 0 4598897 492108 492108 5091005 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 25, 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. 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 22593 0 30369 0 185847 0 0 LOGAN BEERE ALT UNION 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 INDEPENDENT PUBLIC ACCOUNTING FIRM BASED ON DATA PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE FILING IS AVAILABLE, THE 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING. 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 INTEREST, IN FACTS, EXISTS. THEY ALSO DETERMINE IF IT IS MATERIAL AND IF CORRECTIVE ACTION IS REQUIRED. IN ADDITION, PEIODIC REVIEWS OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ARE CONDUCTED BY THE BOARD OF TRUSTEES TO ENSURE THAT THE PLAN OPERATES IN A MANNER CONSISTENT WITH ITS PUPROSE 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 IT 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. ST PAUL ELECTRICAL CONSTRUCTION PENSION PLAN 1330 CONWAY STREET 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 ST PAUL MN 55106 416046858 PROVIDE PARTICIPANTS SAVINGS ON A PRE-TAX BASIS THROUGH PAYROLL DEDUCTIONS MN 401(A) N/A 0 ST PAUL ELECTRICAL CONSTRUCTION WORKERS SUPPLEMENTAL PENSION PLAN 1330 CONWAY STREET ST PAUL MN 55106 416046858 PROVIDE SUPPLEMENTAL PENSION BENEFITS MN 401(A) N/A 0 ST PAUL ELECTRICAL WORKERS HEALTH PLAN 1330 CONWAY STREET ST PAUL MN 55106 411365924 PROVIDE HEALTH AND WELFARE BENEFITS MN 501(C)(9) N/A 0 ST PAUL ELECTRICAL WORKERS REGULAR VACATION AND HOLIDAY TRUST 1330 CONWAY STREET ST PAUL MN 55106 416219001 PROVIDE VACATION AND HOLIDAY BENEFITS MN 501(C)(9) N/A 0 METROPOLITAN COUNCIL METROPOLITAN MECHANICAL INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 110 1330 CONWAY STREET ST PAUL MN 551065856 410235240 SPONSORING ORGANIZATION MN 501(C)(5) N/A 0 ST PAUL CHAPTER NATIONAL ELECTRICAL CONTRACTORS 855 VILLAGE CENTER DR 352 NORTH OAKS MN 551273016 410730995 SPONSORING ORGANIZATION MN 501(C)(6) 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 11 N/A 0 LABOR MANAGEMENT JOINT COMM FOR THE SAINT PAUL ELECTRICAL CONST INDUSTRY 855 VILLAGE CENTER DR 352 NORTH OAKS MN 551273016 411632763 PROMOTE LABOR-MGMT COOPERATION AND PROMOTE THE INDUSTRY TO THE PUBLIC MN 501(C)(5) N/A 0 ST PAUL SCHOOLS ISD #625 VALLEY ELECTRICAL SERVICES VIKING ELECTRIC INC CITY OF ST PAUL C2 ELECTRIC INC CAPISTRANT ELECTRIC LLC CHOICE ELECTRIC INC CROCUS HILL ELECTRIC - GECO CO CUMMINS ELECTRIC INC D & G ELECTRIC 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 HIGHLAND ELECTR SARGE ELECTRIC LLC SCHAMMEL ELECTRIC SCHECK MECHANICAL CORP ST PAUL ARENA CO LLC THOR ELECTRIC LLC WITZEL ELECTRIC A & J ELECTRIC CORP A & M ELECTRIC ACCORD ELECTRIC INC ACE ELECTRICAL CONTRACTORS INC ACORN ELECTRIC INC ADVANTAGE POINT GROUP INC AID ELECTRIC CORP AMP'D ELECTRIC LLC ARCADE ELECTRIC S & K MC INC B & B ELECTRIC CONST INC BANKS ELECTRIC CORPORATION BLOOMINGTON ELECTRIC CO BLUESKY ELECTRIC CO BOB MARTY ELECTRIC INC BYRON ELECTRIC LLC CAP ELECTRIC INC COLLINS ELECTRICAL CONST CO CONNECT ELECTRIC INC EGAN COMPANY ELECTRIC BY DESIGN INC ELEMENT ELECTRIC LLC ERICKSON ELECTRIC CO INC ERICKSON PLUMBING FOREST LAKE CONTRACTING INC FRASER MORRIS ELECTRIC CO GEPHART ELECTRIC CO INC GILBERT MECHANICAL CONTRACTORS GRANITE LEDGE ELEC CONTR INC GUNNAR ELECTRIC HARRIS ST PAUL INC HELM ELECTRIC INC HI-TECH ELECTRICAL CONTR LLC HORWITZ INC HUNT ELECTRIC CORP INTERFACE ELECTRIC INC J BECHER & ASSOC INC KILLMER ELECTRIC CO INC KIRTLAND ELECTRIC LAKES AREA ELECTRIC INC LANDMARK ELECTRIC INC LANGER ELECTRIC LLC LAUGHLIN ELECTRIC & CONSTRUCTI LETOURNEAU ELECTRIC INC LINDSTROM ELECTRIC LLC M & T ELECTRIC INC MANOR ELECTRIC INC MASTER ELECTRIC CO INC MEDINA ELECTRIC INC MERCURY ELECTRIC MERIT ELECTRIC CO MICHAUD COOLEY ERICKSON MODERN ELECTRICAL SOLUTIONS I 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 PULSE ELECTRIC INC SCHULKERS ELECTRIC SR MECHANICAL INCORPORATED SUPREME ELECTRIC INC THE ELECTRIC GUYS INC TOTAL CONST & EQUIP INC TRU ELECTRIC INC TWIN LAKES ELECTRIC LLC UHL COMPANY INC WALLACE ELECTRICAL CONST INC WALLRAFF ELECTRIC COMPANY WAUSAU ELECTRIC INC WDW ELECTRIC LLC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1