2025-09-10T13:27:24-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2024-01-01 831850611 BENEFITSMN BENE 6516421904 2314 UNIVERSITY AVE W 20 ST PAUL MN 55114 AMANDA GOLLY TREASURER 6517573063 2025-09-04 1 0 STACY MEYER P00970625 6123764500 2025-09-04 2024 2025-03-06 01:10:19Z AMANDA GOLLY 2314 UNIVERSITY AVE W 20 ST PAUL MN 55114 15325119 0 X N/A X 2020 MN PROVIDE HEALTH BENEFITS 9 3 0 0 0 0 0 0 12172365 15325119 0 0 0 0 12172365 15325119 0 0 11959033 15033969 0 0 0 0 0 203578 251230 12162611 15285199 9754 39920 76352 82451 39747 5926 36605 76525 PROVIDE HEALTH BENEFITS 0 0 FULLY-INSURED BENEFITS FOR APPROZXIMATELY 1,357 MEMBERS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0 0 0 0 0 0 0 0 0 0 0 X 9 3 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 1 0 0 0 X MINNESOTA COUNCIL OF NONPROFITS 6516421904 2314 UNIVERSITY AVE W 20 ST PAUL MN 55114 STEVE LEPINSKI TRUSTEE 1.00 X X 0 0 0 AMANDA WAARANIEMI GOLLY TRUSTEE 1.00 X X 0 0 0 LAURA MORTENSON TRUSTEE 1.00 X 0 0 0 RACHEL WALSTAD TRUSTEE 1.00 40.00 X 0 110656 3245 BETH CHALMERS TRUSTEE 1.00 40.00 X 0 163460 5150 KARI AANESTAD TRUSTEE 1.00 40.00 X 0 119342 8300 KARLA SCHILLER TRUSTEE 1.00 40.00 X 0 168600 8300 LISA KOPISCHKE TRUSTEE 1.00 40.00 X 0 76958 21451 DOUG ROSENBERG TRUSTEE 1.00 40.00 X 0 125256 28052 0 764272 74498 5 0 1 0 BUSINESSOLVER 1025 ASHWORTH RD WEST DES MOINES IA 50265 PLAN ADMINISTRATOR 169838 1 INSURANCE PREMIUMS RECEIVED 525100 15033969 15033969 ADMINISTRATION FEES FROM EMPLOYER 525100 291150 291150 15325119 15325119 15325119 0 0 15033969 169838 10112 25107 41053 3742 BANK FEES 1378 15285199 75967 76584 0 2660 385 3207 76352 82451 39747 3604 0 2322 39747 5926 X 0 0 0 0 36605 76525 36605 76525 76352 82451 39920 0 X X 0 1 X 1 0 0 X 15325119 0 15325119 0 15325119 15285199 0 15285199 0 15285199 PART X, LINE 2: THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE IRS DATED SEPTEMBER 8, 2020 STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)9 OF THE 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 2024 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 KARLA SCHILLER TRUSTEE 0 168600 0 0 0 0 0 0 0 8300 0 176900 0 0 BETH CHALMERS TRUSTEE 0 163460 0 0 0 0 0 0 0 5150 0 168610 0 0 PART I, LINE 1B THE REPORTABLE COMPENSATION FOR TRUSTEES IS DETERMINED BY BENEFITSMN TRUSTEES FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT AND THE ANNUAL AUDIT. ONCE THE RETURN IS AVAILABLE, THE FORM 990 IS REVIEWED IN CONJUNCTION WITH REVIEW OF THE ANNUAL AUDIT BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C EACH EMPLOYEE AND BOARD OF TRUSTEES MEMBER SHALL ANNUALLY COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES THAT HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING. ANY SUCH INFORMATION SHALL BE TREATED AS CONFIDENTIAL AND SHALL GENERALLY BE MADE AVAILABLE ONLY TO THE CHAIR OF THE BOARD OF TRUSTEES AND TO MINNESOTA COUNCIL OF NONPROFIT'S (THE PLAN SPONSOR) EXECUTIVE DIRECTOR, EXCEPT TO THE EXTENT ADDITIONAL DISCLOSURE IS NECESSARY IN CONNECTION WITH THE IMPLEMENTATION OF THE POLICY. THE FACT THAT ONE OF THE INTERESTS EXISTS DOES NOT NECESSARILY MEAN THAT A CONFLICT EXISTS, OR THAT THE CONFLICT, IF IT EXISTS, IS MATERIAL ENOUGH TO BE OF PRACTICAL IMPORTANCE, OR IF MATERIAL, THAT UPON FULL DISCLOSURE OF ALL RELEVANT FACTS AND CIRCUMSTANCES IT IS NECESSARILY ADVERSE TO THE INTERESTS OF BENEFITSMN. HOWEVER, IT IS THE POLICY OF THE BOARD OF TRUSTEES THAT THE EXISTENCE OF ANY OF THE INTERESTS SHALL BE DISCLOSED BEFORE ANY TRANSACTION IS CONSUMMATED. IT SHALL BE THE CONTINUING RESPONSIBILITY OF THE BOARD OF TRUSTEES AND EMPLOYEES TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES. DISCLOSURE OF POTENTIAL OR ACTUAL CONFLICTS OF INTEREST INVOLVING EMPLOYEES SHOULD BE MADE TO THE MN COUNCIL OF NONPROFITS EXECUTIVE DIRECTOR OR ASSOCIATE DIRECTOR (OR IF THE EXECUTIVE DIRECTOR OR ASSOCIATE DIRECTOR IS THE ONE WITH THE POTENTIAL OR ACTUAL CONFLICT, THEN TO THE TRUSTEE CHAIRPERSON), WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE FULL BOARD OF TRUSTEES. DISCLOSURE INVOLVING TRUSTEES SHOULD BE MADE TO THE CHAIR OF THE TRUSTEES (OR IF THE BOARD CHAIR IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD VICE-CHAIR), WHO SHALL BRING THESE MATTERS TO THE FULL BOARD OF TRUSTEES COMMITTEE. THE BOARD OF TRUSTEES SHALL DETERMINE WHETHER A CONFLICT EXISTS. AFTER DISCLOSURE OF THE POTENTIAL CONFLICT OF INTEREST AND ALL MATERIAL FACTS RELATING TO IT, AND AFTER ANY NECESSARY DISCUSSION WITH THE CONFLICTED PERSON, HE/SHE SHALL LEAVE THE BOARD OF TRUSTEES MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. IF IT IS DETERMINED THAT A CONFLICT OF INTEREST DOES EXIST, IT IS THE RESPONSIBILITY OF THE BOARD OF TRUSTEES TO DETERMINE WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO BENEFITSMN. THE DECISION OF THE TRUSTEES ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN MUST BE THE WELFARE OF BENEFITSMN AND THE ADVANCEMENT OF ITS PURPOSE. A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE TRUSTEES MEETING WHERE THE CONFLICTED TRANSACTION WILL BE ADDRESSED, BUT AFTER SUCH PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST. B. THE CHAIRPERSON OF THE BOARD OF TRUSTEES SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C. AFTER EXERCISING DUE DILIGENCE, THE BOARD OF TRUSTEES SHALL DETERMINE WHETHER BENEFITSMN CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED TRUSTEES WHETHER THE TRANSACTION OR ARRANGEMENT IS IN BENEFITSMN'S BEST INTEREST AND FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO BENEFITSMN AND SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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