2025-06-10T10:32:45-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2023-10-01 411365924 ST PAUL ELECTRICAL WORKERS WELFARE FUND STPA 9528540795 1330 CONWAY STREET 130 ST PAUL MN 55106 JAMES SCHULT CHAIRMAN 9528540795 2025-06-05 1 0 STACY MEYER P00970265 6123764500 2025-06-05 2023 2025-03-06 01:10:19Z JAMES SCHULT 1330 CONWAY STREET 130 ST PAUL MN 55106 110091066 0 X N/A X 1973 MN PROVIDE HEALTHCARE FOR MEMBERS 6 1 0 10 0 0 0 0 50318267 54425747 3050713 3044117 78795 38866 53447775 57508730 0 0 46813063 52368448 0 0 0 0 0 983193 1232197 47796256 53600645 5651519 3908085 134749360 150797152 5833583 1370962 128915777 149426190 TO PROVIDE MEDICAL, DENTAL, VISION, AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 TO PROVIDE AND MAINTAIN GROUP LIFE, GROUP ACCIDENT, AND HEALTH INSURANCE, INCLUDING GROUP HOSPITALIZATION, MEDICAL AND SURGICAL BENEFITS OR ANY OTHER BENEFITS AS DETERMINED BY THE TRUSTEES FOR THE BENEFIT OF 3,167 PARTICIPANTS AND THEIR 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 1 0 0 1 11 0 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 C SCHULT CHAIRMAN, UNION TRUSTEE 1.00 5.00 X X 0 0 0 JAMIE M MCNAMARA ALTERNATE UNION TRUSTEE 1.00 45.00 X 0 149937 58464 PETER B BOURLAND ALT MGMT TRUSTEE 1.00 40.00 X 0 0 0 BRANDON P ANDERSON UNION TRUSTEE 1.00 40.00 X 0 0 0 J T PEDERSEN MGMT TRUSTEE 1.00 40.00 X 0 0 0 LUKE KUHL SECRETARY, MGMT TRUSTEE 1.00 45.00 X X 0 161248 49087 NATE STEIN MGMT TRUSTEE 1.00 40.00 X 0 0 0 DOUGLAS SUCHANEK UNION TRUSTEE 1.00 40.00 X 0 149479 56798 ANDREW COLVARD ALT MGMT TRUSTEE 1.00 40.00 X 0 95990 37797 LOGAN BEERE ALT UNION TRUSTEE 1.00 40.00 X 0 133042 53831 0 689696 255977 0 0 1 0 WILSON-MCSHANE CORPORATION 1330 CONWAY STREET ST PAUL MN 55106 PLAN ADMINISTRATOR 953049 UMR INC 150 W WAUSAU AVE WASAU WI 55401 CLAIMS PROCESSOR 729236 CVS CAREMARK CORPORATION 1 CVS DRIVE WOONSOCKET RI 02895 CLAIMS PROCESSOR 148333 3 EMPLOYER CONTRIBUTIONS 525100 49486868 49486868 PARTICIPANT CONTRIBUTIONS 525100 3234333 3234333 SUB H&W CONTRIBUTIONS 525100 1704546 1704546 54425747 3408715 3408715 52217738 52582336 -364598 -364598 -364598 OTHER INCOME 525100 38866 38866 38866 57508730 54464613 0 3044117 52368448 524429 114172 31920 238479 59500 67920 24560 34243 TAXES 136622 BANK CHARGES 352 53600645 1200000 1200000 19743477 13999611 5079262 4409964 103024748 129856388 5701873 1331189 134749360 150797152 131710 39773 5701873 1331189 5833583 1370962 X 0 0 0 0 128915777 149426190 128915777 149426190 134749360 150797152 3908085 16602328 0 X X 0 1 X 1 0 0 LIABILITY FOR COLLATERAL HELD FOR SECURITIES ON LOAN 1331189 1331189 X 73872579 16602328 16602328 57270251 238479 238479 57508730 53362166 0 53362166 238479 238479 53600645 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 6, 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 2024 AND 2023 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 LUKE KUHL SECRETARY, MGMT TRUSTEE 0 161248 0 0 0 0 0 0 0 49087 0 210335 0 0 JAMIE M MCNAMARA ALTERNATE UNION TRUSTEE 0 149937 0 0 0 0 0 24473 0 33991 0 208401 0 0 DOUGLAS SUCHANEK UNION TRUSTEE 0 149479 0 0 0 0 0 23995 0 32803 0 206277 0 0 LOGAN BEERE ALT UNION TRUSTEE 0 133042 0 0 0 0 0 22926 0 30905 0 186873 0 0 PART I, LINE 3 FOR LUKE KUHL, COMPENSATION (WAGES AND BONUSES) FOR EXECUTIVES AT ST. PAUL CHAPTER, NECA AND NOW TWIN CITIES NECA IS SET BY THE BOARD OF DIRECTORS. IT IS USUALLY RELATED TO THE STRENGTH OF THE INDUSTRY, COMPENSATION OF RELATED LEADERS (OTHER NECA EXECS, BUSINESS MANAGER, TRUST FUND LEADERS, JATC TD, UNION AND ASSOCIATION EXECUTIVE COMPENSATION ACROSS THE BUILDING TRADES), AND CHAPTER ACTIVITIES. FOR JAMIE MCNAMARA, DOUGLAS SUCHANEK, AND LOGAN BEERE, COMPENSATION IS DETERMINED INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 110 BYLAWS. 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 PUBLIC ACCOUNTING FIRM BASED ON THE INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE FORM IS AVAILABLE, IT IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES FOR REVIEW AND APPROAL PRIOR TO FILING WITH THE IRS. ANY CHANGES OR QUESTIONS ARE ADDRESSED BEFORE FILING WITH THE IRS. 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 INTERST, IN FACTS, EXISTS. THEY ALSO DETERMINE IF IT IS MATERIAL AND IF CORRECTIVE ACTION IS REQUIRED. IN ADDITION, PERIODIC REVIEWS OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ARE CONDUCTED BY THE BOARD OF TRUSTEES TO ENSURE THE PLAN OPERATES IN A MANNER CONSISTENT WITH ITS PURPOSE 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 ITS 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. RETIREMENT MEDICAL FUNDING PLAN FOR ST PAUL 1330 CONWAY STREET SUITE 130 ST PAUL MN 55106 411334004 PROVIDE MEDICAL COVERAGE FOR RETIREES MN 501(C)(9) N/A 0 ST PAUL CONSTRUCTION PENSION PLAN 1330 CONWAY STREET SUITE 130 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 SUITE 130 ST PAUL MN 55106 416046858 FACILITATE PARTICIPANTS' SAVINGS ON A PRE-TAX BASIS THRU PAYROLL DEDUCTIONS MN 401(A) N/A 0 ST PAUL ELECTRICAL WORKERS SUPPLEMENTAL PENSION PLAN 1330 CONWAY STREET SUITE 130 ST PAUL MN 55106 416046858 PROVIDE SUPPLEMENTAL PENSION BENEFITS MN 401(A) N/A 0 ST PAUL ELECTRICAL WORKERS REGULAR VACATION AND HOLIDAY TRUST 1330 CONWAY STREET SUITE 130 ST PAUL MN 55106 416219001 PROVIDE VACATION AND HOLIDAY BENEFITS MN 501(C)(9) N/A 0 ST PAUL CHAPTER NAT'L ELEC CONTRACTORS ASSOC 855 VILLAGE CENTER DR 352 NORTH OAKS MN 551273016 410730995 SPONSORING ORGANIZATION MN 501(C)(6) N/A 0 CITY OF ST PAUL IBEW LOCAL UNION 110 1330 CONWAY STREET ST PAUL MN 551065856 SPONSORING ORGANIZATION MN 501(C)(5) 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) N/A 0 LABOR MANAGEMENT JOINT COMM FOR THE SAINT PAUL ELECTRICAL CONT INDUSTRY 855 VILLAGE CENTER DR 352 NORTH OAKS MN 551273016 PROMOTE LABOR-MGMT COOPERATION AND PROMOTE THE INDUSTRY TO THE PUBLIC MN 501(C)(5) N/A 0 VIKING ELECTRIC INC VALLEY ELECTRICAL SERVICES ST PAUL SCHOOLS ISD #625 ST PAUL FEDERAL CREDIT UNION COLLINS ELECTRICAL 0002 LU 0011 LU 0014 LU 0022 LU 0048 LU 0068 LU 0112 LU 0124 LU 0145 LU 0159 LU 0164 LU 0191 LU 0242 LU 0275 LU 0292 LU 0294 LU 0302 LU 0342 LU 0343 LU 0347 LU 0357 LU 0401 LU 0405 LU 0426 LU 0570 LU 0611 LU 0613 LU 0640 LU 0714 LU 0873 LU 1186 LU 1426 LU 1547 LU C2 ELECTRIC INC CAPISTRANT ELECTRIC LLC CASTREJON INCORPORATED CGR COMMUNICATIONS INC CROCUS HILL ELECTRIC - GECO CO CROSSTOWN ELECTRIC LLC CUMMINS ELECTRIC INC D & G ELECTRIC INC DAKOTAS AND WESTERN MN ELECTRI DELANEY TELECOMMUNICATIONS INC DJ ELECTRIC SERVICES INC K & M ELECTRIC INC KEVIN AHLERS ELECTRIC LLC KFI ENGINEERS PEC SOLUTIONS LLC PETERSON ELECTRIC LLC REBEL ELECTRIC LLC RENEW ENERGY ELECTRICAL LLC RESA SERVICE LLC RESERVE TRUST (ER) RSR ELECTRIC HIGHLAND ELECTR SARGE ELECTRIC LLC SCHAMMEL ELECTRIC SCHECK MECHANICAL CORP THOR ELECTRIC LLC WITZEL ELECTRIC WIZARD INSTALLATIONS LLC A & J ELECTRIC CORP AB COMM ACE ELECTRICAL CONTRACTORS INC ACORN ELECTRIC INC ADVANCED SYSTEMS INTEGRATION ADVANTAGE POINT GROUP INC AFC TECHNOLOGIES LLC AFS SYSTEMS INC AID ELECTRIC CORP ALL SYSTEMS GO LLC AMP'D ELECTRIC LLC API HVAC SERVICE INC ARCADE ELECTRIC S & K MC INC ARVIG - ALL STATE COMMUNICATIO ASSURANCE TECHNOLOGIES INC B & B ELECTRIC CONST INC BANKS ELECTRIC CORPORATION BEACON COMMUNICATIONS LLC BLOOMINGTON ELECTRIC CO BLUESKY ELECTRIC CO BROTHERS FIRE & SECURITY CAP ELECTRIC INC COLLINS ELECTRICAL CONST CO CONNECT ELECTRIC INC COUNTRYMAN ELECTRIC EGAN COMPANY EGAN COMPANY INC-(LEA) EIGHTH DISTRICT ELECTRICAL BEN ELECTRIC BY DESIGN INC ELECTRICAL WORKERS LOCAL 369 B ELECTRO WATCHMAN INC ELEMENT ELECTRIC LLC ERICKSON PLUMBING FIRENET SYSTEMS INC FMH INC FOREST LAKE CONTRACTING INC FRASER MORRIS ELECTRIC CO GB TECHNOLOGIES GEPHART ELECTRIC GEPHART ELECTRIC CO INC GILBERT MECHANICAL CONTRACTORS GRANITE LEDGE ELEC CONTR INC GREEN CREEK LLC GREENSIDE ELECTRIC LLC GUNNAR ELECTRIC HARRIS ST PAUL INC HELM ELECTRIC INC HI-TECH ELECTRICAL CONTR LLC HORWITZ INC HUNT ELECTRIC CORP INTEGRATED FIRE & SECURITY INTERFACE ELECTRIC INC J BECHER & ASSOC INC KILLMER ELECTRIC CO INC KIRTLAND ELECTRIC LABORKEY LAKERIDGE ELECTRIC LLC LAKES AREA ELECTRIC INC LANGER ELECTRIC LLC LAUGHLIN ELECTRIC & CONSTRUCTI LETOURNEAU ELECTRIC INC LIFE SAFTEY SYSTEMS INC LIMESTONE FIRE AND SECURITY L LVC COMPANIES INC LVC COMPANIES INC OFFICE WORK M & T ELECTRIC INC MAAS ELECTRIC MANOR ELECTRIC INC MASTER ELECTRIC CO INC MCK SERVICES INC MEDINA ELECTRIC INC MERCURY ELECTRIC MERIT ELECTRIC CO METROPOLITAN COUNCIL MICHAUD COOLEY ERICKSON MIDWEST ELECTRICAL CONST MILLER CLARK ELECTRIC LLC MODERN ELECTRICAL SOLUTIONS I MP TECHNOLOGIES LLC MSP ELECTRIC LLC MUSKA ELECTRIC CO NAC-NORTHERN AIR CORP NEI ELECTRIC INC NEO ELECTRICAL SOLUTIONS LLC OLYMPIATECH ELECTRICAL CONT IN O'NEILL ELECTRIC INC PAAPE ENERGY SERVICES PAUL'S ELECTRIC INC PHASOR ELECTRIC CO PLANET SOLARITY LLC PRAIRIE ELECTRIC CO INC PREFERRED ELECTRIC INC PREMIER ELECTRICAL CORP PRO-TEC DESIGN INC PULSE ELECTRIC INC SECURITY CONTROL SYSTEMS INC SR MECHANICAL INCORPORATED ST PAUL ARENA CO LLC SUPREME ELECTRIC INC THE ELECTRIC GUYS INC TOTAL CONST & EQUIP INC TRU ELECTRIC INC TWENTY4SEVEN FIRE AND SECURITY UHL COMPANY INC UNITECH ELECTRONIC CONTRG 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 0 1 1 1