2025-11-17T16:29:24-06:00 2024-12-31 320043599 LEGACY PROFESSIONALS LLP 6800 FRANCE AVENUE SO SUITE 550 EDINA MN 55435 990 2024-01-01 416175286 NORTHERN MINNESOTA-WISCONSIN AREA RETAIL FOOD HEALTH & WELFARE FUND NORT 2187284231 2002 LONDON ROAD 300 DULUTH MN 55812 ADAM EVENSTAD TRUSTEE 2187284231 2025-11-17 1 0 LARRY WOOD P00634996 9528413950 2025-11-17 2024 2025-03-06 01:10:19Z ADAM EVENSTAD 2002 LONDON ROAD 300 DULUTH MN 55812 20628569 0 X N/A X 1959 MN PROVIDE HEALTH AND WELFARE BENEFITS 6 0 82 0 0 0 0 0 15391934 15895458 211434 311559 0 0 15603368 16207017 0 0 14138614 16758471 0 0 0 0 0 895287 891204 15033901 17649675 569467 -1442658 9691808 8337190 47338 6000 9644470 8331190 PROVIDE HEALTH AND WELFARE BENEFITS 0 0 THE PLAN PROVIDES HEALTH CARE, PRESCRIPTION DRUG, VISION, DENTAL, DISABILITY AND LIFE INSURANCE BENEFITS FOR ELIGIBLE PARTICIPANTS 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 5 0 1 82 1 0 0 0 0 0 0 0 0 0 0 X 6 0 0 1 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 X WILSON-MCSHANE CORPORATION 2187284231 2002 LONDON ROAD 300 DULUTH MN 55812 JAMES GLEB TRUSTEE - PAST 1.00 50.00 X 0 77945 12006 ABRAHAM WANGNOO TRUSTEE - PAST 1.00 50.00 X 0 101251 16601 STACY SPEXET TRUSTEE 1.00 50.00 X 0 94177 16565 ADAM EVENSTAD TRUSTEE / ALTERNATE-PAST 1.00 50.00 X 0 101374 16929 BOYD HANSON TRUSTEE 1.00 X 0 0 0 COURTNEY ANDERSON TRUSTEE 1.00 X 0 0 0 GREG KREMER TRUSTEE - PAST 1.00 X 0 0 0 AMY ANDREWS TRUSTEE / ALTERNATE-PAST 1.00 X 0 0 0 DAVID VADNAIS TRUSTEE - ALTERNATE 1.00 X 0 0 0 DIANA TASTAD-DAMER TRUSTEE 1.00 50.00 X 0 96557 16450 TUAN VU TRUSTEE - ALTERNATE 1.00 50.00 X 0 81006 16194 DEANNA HUGHES TRUSTEE - ALTERNATE 1.00 50.00 X 0 85408 16612 DEB HERSTAD TRUSTEE - ALTERNATE 1.00 X 0 0 0 0 637718 111357 0 0 0 0 WILSON-MCSHANE CORPORATION 2002 LONDON ROAD SUITE 300 DULUTH MN 55812 CLAIMS PROCESSING AND ADMINISTRATION 700825 BLUECROSS BLUESHIELD OF MN 3535 BLUE CROSS ROAD ST PAUL MN 55122 NETWORK ACCESS FEES 344684 2 EMPLOYER CONTRIBUTIONS 900099 14546070 14546070 PRESCRIPTION DRUG REBATES 900099 688600 688600 STOP LOSS REIMBURSEMENTS 900099 314464 314464 PARTICIPANT AND RETIREE CONTRIBUT 900099 270100 270100 SUBROGATION SETTLEMENTS 900099 76224 76224 15895458 214427 214427 4518684 4421552 97132 97132 97132 16207017 15895458 0 311559 16758471 694800 69967 27563 15789 48000 7685 20430 1815 FEES MANDATED BY ACA 5155 17649675 677297 956181 391837 171035 1410583 1670475 60300 7212091 5479199 9691808 8337190 47338 6000 47338 6000 X 0 0 0 0 9644470 8331190 9644470 8331190 9691808 8337190 -1442658 129378 0 X 0 1 X 1 0 0 X 16320606 129378 129378 16191228 15789 15789 16207017 17633886 0 17633886 15789 15789 17649675 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 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 ADMINISTERED BY A BOARD OF SIX TRUSTEES. THREE UNION TRUSTEES ARE APPOINTED BY THE UNION AND THREE EMPLOYER TRUSTEES ARE APPOINTED BY THE EMPLOYERS. THE UNION AND EMPLOYERS MAY EACH DESIGNATE UP TO THREE ALTERNATE TRUSTEES. FORM 990, PART VI, SECTION A, LINE 8B THE PLAN HAS NO COMMITTEES WITH THE 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 PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THESE DOCUMENTS ARE LOCATED AT THE OFFICE OF THE THIRD PARTY ADMINISTRATOR IN DULUTH, MN. NORTHERN MINNESOTA - WISCONSIN AREA RETAIL CLERKS PENSION FUND 2002 LONDON ROAD STE 300 DULUTH MN 55812 416055635 PROVIDES PENSION BENEFITS TO MEMBERS AND BENEFICIARIES MN 401(A) 0 IBEW LOCAL 242 CONTRIBUTING EMPLOYER 0 CITY OF REMER CONTRIBUTING EMPLOYER 0 DULUTH LABOR TEMPLE ASSOCIATION CONTRIBUTING EMPLOYER 0 NORTHEAST AREA LABOR COUNCIL CONTRIBUTING EMPLOYER 0 VILLA COURT LLC CONTRIBUTING EMPLOYER 0 0 DAMIANO CENTER CONTRIBUTING EMPLOYER 0 DAN'S TRUCKING CONTRIBUTING EMPLOYER 0 INTERFAITH CARE CENTER INC CONTRIBUTING EMPLOYER 0 IRON RIVER CO-OP CONTRIBUTING EMPLOYER 0 LABOR WORLD NEWSPAPER INC CONTRIBUTING EMPLOYER 0 LICARI LARSEN & CO CONTRIBUTING EMPLOYER 0 OAKLAND PARK COMMUNITIES INC CONTRIBUTING EMPLOYER 0 ASPIRUS CONTRIBUTING EMPLOYER 0 WILSON-MCSHANE CORPORATION CONTRIBUTING EMPLOYER 0 ZUPANCICH BROTHERS INC CONTRIBUTING EMPLOYER 0 MT ROYAL FINE FOODS CONTRIBUTING EMPLOYER 0 MINER'S CONTRIBUTING EMPLOYER 0 HOLMQUIST THERESE CONTRIBUTING EMPLOYER 0 YONA SOLUTIONS CONTRIBUTING EMPLOYER 0 NASHWAUK MARKET CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1