2025-02-11T14:16:41-06:00 2024-03-31 320043599 LEGACY PROFESSIONALS LLP 6800 FRANCE AVENUE SO SUITE 550 EDINA MN 55435 990 2023-04-01 416263066 HEAT AND FROST INSULATORS LOCAL 34 HEALTH & WELFARE PLAN HEAT 9528540795 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 TIM HYNES TRUSTEE 9528540795 2025-02-11 1 0 LARRY WOOD P00634996 9528413950 2023 2025-03-06 01:10:19Z TIM HYNES 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 13101395 0 X N/A X 1953 MN PROVIDE HEALTH AND WELFARE BENEFITS 6 1 8 0 0 0 0 0 9847956 12148522 107378 275271 0 0 9955334 12423793 0 0 9975239 10762080 0 0 0 0 0 401841 403088 10377080 11165168 -421746 1258625 8336209 9968224 223772 175783 8112437 9792441 PROVIDE HEALTH AND WELFARE BENEFITS. 0 0 TO PROVIDE HEALTH CARE, PRESCRIPTION DRUG, DENTAL, DISABILITY, VISION AND LIFE INSURANCE COVERAGE TO 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 5 0 1 8 1 0 0 0 0 0 0 0 0 0 0 X 6 1 1 1 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X WILSON-MCSHANE CORPORATION 9528540795 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 ALBERT BYERS TRUSTEE 1.00 55.00 X 0 150418 70876 ERIC HOUSKE ALTERNATE TRUSTEE 1.00 X 0 0 0 LEE HOUSKE TRUSTEE 1.00 2.00 X 0 4100 0 MARTHA HENRICKSON TRUSTEE 1.00 X 0 0 0 TIM HYNES TRUSTEE 1.00 X 0 0 0 MIKE POOT TRUSTEE 1.00 X 0 0 0 WILLIAM MEYER TRUSTEE 1.00 55.00 X 0 136743 70876 SAM LIBKE ALTERNATE TRUSTEE 1.00 X 0 0 0 0 291261 141752 0 0 1 0 HEALTH PARTNERS 8170 - 33RD AVENUE S BLOOMINGTON MN 55425 PPO PROVIDER 361945 WILSON-MCSHANE CORPORATION 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 THIRD PARTY ADMINISTRATOR 271200 2 EMPLOYER CONTRIBUTIONS 900099 10934222 10934222 STOP-LOSS REIMBURSEMENT 900099 691733 691733 PRESCRIPTION DRUG REBATES 900099 260689 260689 PARTICIPANT CONTRIBUTIONS 900099 204332 204332 SUBROGATION SETTLEMENTS 900099 57546 57546 12148522 288802 288802 664071 677602 -13531 -13531 -13531 12423793 12148522 0 275271 10762080 274800 48887 17570 2136 40780 11353 4319 531 FEES MANDATED BY ACA 2712 11165168 1104580 991142 14838 8563 898079 1073576 6318712 7894943 8336209 9968224 8990 4897 70300 22800 144482 148086 223772 175783 X 0 0 0 0 8112437 9792441 8112437 9792441 8336209 9968224 1258625 421379 0 X 0 1 X 1 0 0 UNALLOCATED DEPOSITS 148086 148086 X 12843036 421379 421379 12421657 2136 2136 12423793 11163032 0 11163032 2136 2136 11165168 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. 0 0 0 ALBERT BYERS TRUSTEE 0 150418 0 0 0 0 0 42380 0 28496 0 221294 0 0 WILLIAM MEYER TRUSTEE 0 136743 0 0 0 0 0 42380 0 28496 0 207619 0 0 FORM 990, PART VI, SECTION A, LINE 2 LEE HOUSKE AND ERIC HOUSKE - FAMILY RELATIONSHIP 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 SIX TRUSTEES, THREE OF WHOM ARE APPOINTED BY THE RELATED LOCAL UNION AND THREE OF WHOM ARE APPOINTED BY THE CONTRACTORS ASSOCIATION. THE LOCAL UNION AND CONTRACTORS ASSOCIATION MAY ALSO APPOINT ALTERNATE TRUSTEES WHO WILL BE QUALIFIED TO ACT ONLY IN THE ABSENCE OF A TRUSTEE. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH 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 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE IS REQUIRED ANNUALLY TO SIGN A STATEMENT WHICH AFFIRMS EACH TRUSTEE HAS READ AND UNDERSTANDS THE CONFLICT OF INTEREST POLICY AND THAT TO THE BEST OF THEIR KNOWLEDGE THAT NEITHER THE TRUSTEE, NOR ANY RELATIVE OF THE TRUSTEE, HAS IN THE PAST YEAR ENGAGED IN AN ACTIVITY THAT DOES OR REASONABLY MAY CONSTITUTE A CONFLICT OF INTEREST. IN ADDITION, THE TRUSTEES ARE REQUIRED TO IMMEDIATELY COMMUNICATE ALL FACTS TO THE CHAIRMAN OR SECRETARY, IF THEY SENSE AN ACTION THE BOARD IS PURSUING OR IS CONTEMPLATING PURSUING MAY PRESENT A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THESE DOCUMENTS ARE LOCATED AT THE THIRD PARTY ADMINISTRATOR'S OFFICE IN BLOOMINGTON, MN. HEAT AND FROST INSULATORS LOCAL 34 PENSION PLAN 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 410574565 PROVIDE RETIREMENT BENEFITS TO UNION MEMBERS MN 401A 0 TWIN CITY AREA HEAT & FROST INSULATORS LOCAL 34 APPRENT FUND 95 EMPIRE DRIVE ST PAUL MN 55103 416054711 APPRENTICESHIP PROGRAM - VOCATIONAL TRAINING MN 501(C)(5) 0 INTL ASSOCIATION OF HEAT & FROST INSULATORS AND ALLIED WORKERS LOCAL #34 CONTRIBUTING EMPLOYER 0 UNIVERSITY OF MINNESOTA CONTRIBUTING EMPLOYER 0 KW SPECIALTY SERVICES CONTRIBUTING EMPLOYER 0 0 MAVO SYSTEMS CONTRIBUTING EMPLOYER 0 0 TOTAL SPECIALTY CONTRACTING LLC CONTRIBUTING EMPLOYER 0 0 CENTRAL STATE MECH INSUL LLC CONTRIBUTING EMPLOYER 0 0 ALL MECHANICAL INSULATION CONTRIBUTING EMPLOYER 0 API INC CONTRIBUTING EMPLOYER 0 BOEGE INSULATION INC CONTRIBUTING EMPLOYER 0 DOWNTOWN MECHANICAL CONTRIBUTING EMPLOYER 0 ENERVATION INC CONTRIBUTING EMPLOYER 0 GAGNON INC CONTRIBUTING EMPLOYER 0 HYBRID MECHANICAL CONTRIBUTING EMPLOYER 0 IMAGE MECHANICAL MN CONTRIBUTING EMPLOYER 0 INSULATION MIDWEST INC CONTRIBUTING EMPLOYER 0 JAMAR COMPANY CONTRIBUTING EMPLOYER 0 K FACTOR CORP CONTRIBUTING EMPLOYER 0 MASTER MECHANICAL CONTRIBUTING EMPLOYER 0 MCCORMICK INSULATION INC CONTRIBUTING EMPLOYER 0 NEW LINE MECHANICAL CONTRIBUTING EMPLOYER 0 OMNI PRO CONTRIBUTING EMPLOYER 0 PETERSON SHEET METAL OF BEMIDJI CONTRIBUTING EMPLOYER 0 PREFERRED INSULATION LLC CONTRIBUTING EMPLOYER 0 PRIME MECHANICAL INSULATION INC CONTRIBUTING EMPLOYER 0 RYAN MECHANICAL INC CONTRIBUTING EMPLOYER 0 TAYLOR INSULATION CONTRIBUTING EMPLOYER 0 THERMECH INC CONTRIBUTING EMPLOYER 0 XCELLENT INSULATION INC CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1