2025-06-16T10:47:16-05:00 2024-07-31 320043599 LEGACY PROFESSIONALS LLP 6800 FRANCE AVENUE SO SUITE 550 EDINA MN 55435 990 2023-08-01 416023455 ST PAUL AUTO DEALERS AND DISTRICT 77 LODGE IAMAW JOINT FUND STPA 9528540795 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 ANDREW PELTIER TRUSTEE 9528540795 2025-06-16 1 0 LARRY WOOD P00634996 9528413950 2023 2025-03-06 01:10:19Z ANDREW PELTIER 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 13785191 0 X N/A X 1955 MN TO PROVIDE HEALTH AND WELFARE BENEFITS. 6 4 0 0 0 0 0 0 10062749 10060961 292632 647441 0 5499 10355381 10713901 0 0 9708307 7871349 0 0 0 0 0 851651 918734 10559958 8790083 -204577 1923818 15826469 18611364 16896 16780 15809573 18594584 TO PROVIDE HEALTH AND WELFARE BENEFITS. 0 0 THE PLAN PROVIDES MEDICAL, PRESCRIPTION DRUG, DENTAL, VISION, LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS AND BENEFICIARIES IN ACCORDANCE WITH PLAN DOCUMENTS. IN ADDITION, THE PLAN PROVIDES CERTAIN HEALTHCARE BENEFITS FOR ELIGIBLE RETIRED PARTICIPANTS WHO MAKE CONTRIBUTIONS TO THE PLAN. 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 4 0 1 0 0 0 0 0 0 0 0 0 0 0 X 6 4 0 1 0 0 0 1 0 1 0 0 0 1 0 0 1 0 0 0 X MARTIN LASLEY CO WILSON-MCSHANE CORPORATION 9528540795 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 JOHN STEIGAUF TRUSTEE - PAST 0.50 X 0 124517 26515 MIKE SAXON TRUSTEE 0.50 X 0 0 0 RICK KLINE TRUSTEE 0.50 X 0 0 0 JOHN DUERSCHERL TRUSTEE - PAST 0.50 X 0 121060 26515 ANDREW PELTIER TRUSTEE 0.50 X 0 120429 18168 MEREDITH DIETTE TRUSTEE 0.50 X 0 0 0 SHERMAN PHILLIPS TRUSTEE 0.50 X 0 119685 18168 DAN LOUISMET TRUSTEE - ALTERNATE - PAST 0.50 X 0 0 0 SCOTT LAMBERT TRUSTEE - ALTERNATE 0.50 X 0 0 0 GRANT WHALEN TRUSTEE - ALTERNATE 0.50 X 0 16872 5136 INGRID VENDELA TRUSTEE - ALTERNATE 0.50 X 0 0 0 JULIE HEITALA TRUSTEE - ALTERNATE 0.50 X 0 0 0 0 502563 94502 0 0 1 0 WILSON-MCSHANE CORPORATION 3001 METRO DRIVE BLOOMINGTON MN 55425 THIRD PARTY ADMINISTRATOR 447499 UMR INC 400 EAST BUSINESS WAY SUITE 100 CINCINNATI OH 45241 CLAIMS ADMINISTRATOR AND NETWORK ACCESS 185220 2 EMPLOYER CONTRIBUTIONS 900099 7107100 7107100 PARTICIPANT CONTRIBUTIONS 900099 2279411 2279411 PRESCRIPTION DRUG REBATES 900099 668661 668661 SUBROGATION SETTLEMENTS 900099 5789 5789 10060961 482742 482742 3235989 3071290 164699 164699 164699 OTHER INCOME 900099 5499 5499 5499 10713901 10060961 0 652940 7871349 216622 30962 24354 66447 548933 9512 599 18137 FEES MANDATED BY ACA 3168 8790083 973805 2313550 21248 20671 391937 405246 27567 28038 14411912 15843859 15826469 18611364 5424 8937 11472 7843 16896 16780 X 0 0 0 0 15809573 18594584 15809573 18594584 15826469 18611364 1923818 861193 0 X 0 1 X 1 0 0 X 11508647 861193 861193 10647454 66447 66447 10713901 8723636 0 8723636 66447 66447 8790083 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 JOHN STEIGAUF TRUSTEE - PAST 0 124517 0 0 0 0 0 8559 0 17956 0 151032 0 0 FORM 990, PART VI, SECTION A, LINE 3 ALTHOUGH THE BOARD OF TRUSTEES RETAIN ULTIMATE RESPONSIBILITY, THE BOARD HAS 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 THREE TRUSTEES ARE APPOINTED BY THE UNION AND THREE TRUSTEES ARE APPOINTED BY THE MANAGEMENT ASSOCIATION/FORMER DISTRICT NO. 77 CONTRIBUTING EMPLOYERS. THE UNION AND THE MANAGEMENT ASSOCIATION/FORMER DISTRICT NO. 77 CONTRIBUTING EMPLOYERS MAY EACH APPOINT UP TO THREE ALTERNATE TRUSTEES. 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 C, LINE 19 THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE, UPON REQUEST, AT THE THIRD PARTY ADMINISTRATOR'S OFFICE IN BLOOMINGTON, MN. INTERNATIONAL ASSOCIATION OF MACHINISTS & AEROSPACE WORKERS DISTRICT 77 CONTRIBUTING EMPLOYER 0 ST PAUL LABOR STUDIES & RESOURCE CENTER CONTRIBUTING EMPLOYER 0 INTERNATIONAL ASSOCIATION OF MACHINISTS & AEROSPACE WORKERS DISTRICT 5 CONTRIBUTING EMPLOYER 0 INTERNATIONAL ASSOCIATION OF MACHINISTS & AEROSPACE WORKERS DISTRICT 66 CONTRIBUTING EMPLOYER 0 WALSER AUTOMOTIVE GROUP CONTRIBUTING EMPLOYER 0 0 ROSEDALE CHEVROLET LLC CONTRIBUTING EMPLOYER 0 0 SUBURBAN CHEVROLET LLC CONTRIBUTING EMPLOYER 0 0 ALJON TOOL INCORPORATED CONTRIBUTING EMPLOYER 0 ALLSTATE PETERBILT GROUP CONTRIBUTING EMPLOYER 0 BARNETT COMPANIES INC CONTRIBUTING EMPLOYER 0 BUERKLE COMPANY CONTRIBUTING EMPLOYER 0 CULLIGAN SOFT WATER SERVICE COMPANY CONTRIBUTING EMPLOYER 0 FURY MOTORS INC CONTRIBUTING EMPLOYER 0 SAXON AUTO GROUP CONTRIBUTING EMPLOYER 0 LARSEN'S MANUFACTURING COMPANY CONTRIBUTING EMPLOYER 0 MERIT CHEVROLET CO CONTRIBUTING EMPLOYER 0 MIDWAY FORD COMPANY CONTRIBUTING EMPLOYER 0 MURPHY WAREHOUSE COMPANY CONTRIBUTING EMPLOYER 0 RIHM FAMILY COMPANIES INC CONTRIBUTING EMPLOYER 0 KLINE AUTOWORLD CONTRIBUTING EMPLOYER 0 LUTHER AUTOMOTIVE GROUP CONTRIBUTING EMPLOYER 0 SCHMELZ COUNTRYSIDE CONTRIBUTING EMPLOYER 0 UNITED NATURAL FOODS INC CONTRIBUTING EMPLOYER 0 WHITE BEAR LAKE SUPERSTORE CONTRIBUTING EMPLOYER 0 WHITE BEAR LINCOLN INC CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1