2026-03-11T13:03:19-05:00 2025-04-30 320043599 LEGACY PROFESSIONALS LLP 6800 FRANCE AVENUE SO SUITE 550 EDINA MN 55435 990 2024-05-01 411701466 ELECTRICAL WORKERS LOCAL NO 292 VACATION & HOLIDAY TRUST FUND ELEC 7634938830 6700 W BROADWAY AVENUE B BROOKLYN PARK MN 55428 JENNIFER MUDGE TRUSTEE 7634938830 2026-03-11 1 0 JACOB D EKLUND P01455813 3123680500 2026-03-11 2024 2025-03-06 01:10:19Z JENNIFER MUDGE 6700 W BROADWAY AVENUE B BROOKLYN PARK MN 55428 31273396 0 X WWW.IBEW292BENEFITS.ORG X 1991 MN PROVIDE VACATION AND HOLIDAY BENEFITS 6 1 0 0 0 0 0 0 27682655 31232218 10413 41178 0 0 27693068 31273396 0 0 27546037 30656068 0 0 0 0 0 172675 71489 27718712 30727557 -25644 545839 2267493 2761493 392830 126892 1874663 2634601 TO PROVIDE AND MAINTAIN BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES AS SPECIFIED IN THE PLAN DOCUMENT. 0 0 TO PROVIDE VACATION AND HOLIDAY BENEFITS TO ELIGIBLE PARTICIPANTS UNDER THE TERMS OF THE PLAN DOCUMENT. 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 2 0 1 0 0 0 0 0 0 0 0 0 X 6 1 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X ANN KELLEN 7634938830 6700 W BROADWAY AVENUE B BROOKLYN PARK MN 55428 X JEFFREY HEIMERL LABOR TRUSTEE 0.50 59.50 X 0 190662 68203 DAN FERGUSON LABOR TRUSTEE - CHAIRMAN 2.00 48.00 X X 0 145838 58426 JENNIFER MUDGE LABOR TRUSTEE 2.00 48.00 X 0 156848 61558 JOHN KRIPOTOS LABOR TRUSTEE - ALTERNATE 2.00 48.00 X 0 145838 58426 KRISTIN CAUSBY MANAGEMENT TRUSTEE 1.00 44.00 X 0 0 0 JERRY HEIN MANAGEMENT TRUSTEE - SECRE 0.50 2.00 X X 0 0 0 LAURA KAROW MANAGEMENT TRUSTEE 1.00 4.00 X 0 0 0 RYAN MORRIS MANAGEMENT TRUSTEE - ALTER 1.00 4.00 X 0 0 0 CARLA GRUETZMACHER ADMINISTRATIVE MANAGER 1.00 39.00 X 0 172975 43503 ANN KELLEN FINANCE MANAGER 2.00 38.00 X 0 143707 40260 0 955868 330376 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 31204125 31204125 ADMINISTRATIVE FEE ASSESSMENTS 900099 27120 27120 LIQUIDATED DAMAGES 900099 973 973 31232218 41178 41178 31273396 31232218 0 41178 30656068 1420 9815 2686 1547 ADMINISTRATIVE EXPENSE 56021 30727557 133007 38514 2134486 2722979 2267493 2761493 392830 126892 392830 126892 X 0 0 0 0 1874663 2634601 1874663 2634601 2267493 2761493 545839 214099 0 X 0 1 X 1 0 0 DUE TO I.B.E.W. 292 HEALTH CARE 126892 126892 X 31273396 0 31273396 0 31273396 30727557 0 30727557 0 30727557 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 JEFFREY HEIMERL LABOR TRUSTEE 0 187282 0 0 0 3380 0 43281 0 24922 0 258865 0 0 JENNIFER MUDGE LABOR TRUSTEE 0 156068 0 0 0 780 0 36636 0 24922 0 218406 0 0 CARLA GRUETZMACHER ADMINISTRATIVE MANAGER 0 172975 0 0 0 0 0 25095 0 18408 0 216478 0 0 DAN FERGUSON LABOR TRUSTEE - CHAIRMAN 0 145058 0 0 0 780 0 34292 0 24134 0 204264 0 0 JOHN KRIPOTOS LABOR TRUSTEE - ALTERNATE 0 145058 0 0 0 780 0 34292 0 24134 0 204264 0 0 ANN KELLEN FINANCE MANAGER 0 143707 0 0 0 0 0 21852 0 18408 0 183967 0 0 FORM 990, PART VI, SECTION A, LINE 7A THREE TRUSTEES ARE APPOINTED BY THE UNION AND THREE TRUSTEES ARE APPOINTED BY THE CONTRACTORS ASSOCIATION. THE UNION AND THE CONTRACTORS ASSOCIATION MAY ALSO APPOINT UP TO ONE ALTERNATE TRUSTEE 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 THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO, REVIEWED AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES REVIEW THE PLAN'S CONFLICT OF INTEREST POLICY ANNUALLY WITH THE PLAN'S ATTORNEY AND ARE REQUIRED TO SIGN AN ANNUAL CERTIFICATION OF COMPLIANCE WITH THE POLICY. IN ADDITION, TO ENSURE THE PLAN OPERATES IN A MANNER CONSISTENT WITH ITS PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS LAWFUL STATUS AND FIDUCIARY OBLIGATIONS, PERIODIC REVIEWS OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ARE CONDUCTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS,CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1: THE PLAN'S HIGHEST COMPENSATED EMPLOYEES ARE SHARED EMPLOYEES WITH NUMEROUS RELATED ORGANIZATIONS, ONE OF WHICH IS RESPONSIBLE FOR PAYROLL. THE REPORTING ORGANIZATION REIMBURSES THE RELATED ORGANIZATION RESPONSIBLE FOR PAYROLL FOR ITS ALLOCATED PORTION OF SALARY AND SALARY RELATED EXPENSES. CITY OF MINNEAPOLIS CONTRIBUTING EMPLOYER 0 ELECTRICAL WORKERS LOCAL 292 DEFINED CONTRIBUTION & 401(K) PLAN 6700 W BROADWAY AVENUE SUITE B BROOKLYN PARK MN 55428 411760754 PROVIDES ANNUITY AND RETIREMENT BENEFITS TO MEMBERS AND BENEFICIARIES MN 401(A) N/A 0 ELECTRICAL WORKERS LOCAL 292 PENSION PLAN 6700 W BROADWAY AVENUE SUITE B BROOKLYN PARK MN 55428 416035616 PROVIDES PENSION BENEFITS TO MEMBERS AND BENEFICIARIES MN 401(A) N/A 0 ELECTRICAL WORKERS LOCAL 292 SUPP UNEMPLOYMENT FUND 6700 W BROADWAY AVENUE SUITE B BROOKLYN PARK MN 55428 411876011 PROVIDES UNEMPLOYMENT BENEFITS TO MEMBERS MN 501(C)(9) N/A 0 IBEW LOCAL 292 CONTRIBUTING EMPLOYER 0 IBEW LOCAL 292 HEALTH CARE PLAN 6700 W BROADWAY AVENUE SUITE B BROOKLYN PARK MN 55428 411384754 PROVIDES HEALTH CARE BENEFITS TO MEMBERS AND BENEFICIARIES MN 501(C)(9) N/A 0 MINNEAPOLIS PUBLIC HOUSING AUTHORITY CONTRIBUTING EMPLOYER 0 MPLS PUBLIC SCHOOLS-SPECIAL SCHOOL DIST #1 CONTRIBUTING EMPLOYER 0 UNIVERSITY OF MINNESOTA CONTRIBUTING EMPLOYER 0 A&M ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 BLATTNER ENERGY LLC CONTRIBUTING EMPLOYER 0 0 BRAUN ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 COMPLETE ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 COMPLETE INGROUND SERVICES LLC CONTRIBUTING EMPLOYER 0 0 DEHMER ELECTRIC SERVICES CONTRIBUTING EMPLOYER 0 0 DIVISION 16 ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 DOWNTOWN MECHANICAL LLC CONTRIBUTING EMPLOYER 0 0 LEGEND ELECTRIC CONTRIBUTING EMPLOYER 0 0 MEDINA ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 MILLER CLARK ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 NEO ELECTRICAL LLC CONTRIBUTING EMPLOYER 0 0 PCI ENERGY SERVICES LLC CONTRIBUTING EMPLOYER 0 0 PRESIDENTIAL ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 RAYMOND ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 REBEL ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 REGENCY ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 SE ENERGY LLC CONTRIBUTING EMPLOYER 0 0 TAYLOR ELECTRIC COMPANY LLC CONTRIBUTING EMPLOYER 0 0 TRADEWINDS ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 WDW ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 WITZEL ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 WJRJ ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 ZERO TO ONE ELECTRIC CO LLC CONTRIBUTING EMPLOYER 0 0 COLLECTIVE ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 ONNIT ELECTRIC CONTRIBUTING EMPLOYER 0 0 RNS SOLAR AND ELECTRICAL SOLUT CONTRIBUTING EMPLOYER 0 0 ACE ELECTRICAL CONTRACTORS INC CONTRIBUTING EMPLOYER 0 ADAMS ELECTRIC CONTRIBUTING EMPLOYER 0 AID ELECTRIC CORPORATION CONTRIBUTING EMPLOYER 0 AL'S ELECTRIC CONTRIBUTING EMPLOYER 0 AMP'D ELECTRIC CONTRIBUTING EMPLOYER 0 ASSOCIATED MECHANICAL CONTR I CONTRIBUTING EMPLOYER 0 AUGUSTA ELECTRIC INC CONTRIBUTING EMPLOYER 0 B&B ELECTRIC INC CONTRIBUTING EMPLOYER 0 BANKS ELECTRIC CORP CONTRIBUTING EMPLOYER 0 BETHEL ELECTRIC INC CONTRIBUTING EMPLOYER 0 BLOOMINGTON ELECTRIC CO CONTRIBUTING EMPLOYER 0 BLUESKY ELECTRIC CO CONTRIBUTING EMPLOYER 0 BOB KILIAN ELECTRIC CO CONTRIBUTING EMPLOYER 0 BOB MARTY ELECTRIC INC CONTRIBUTING EMPLOYER 0 CHOICE ELECTRIC INC CONTRIBUTING EMPLOYER 0 COLLINS ELECTRICAL CONTRIBUTING EMPLOYER 0 COMPASS ELECTRIC INC CONTRIBUTING EMPLOYER 0 CROSSTOWN ELECTRIC CONTRIBUTING EMPLOYER 0 E2 ELECTRICAL SERVICES CONTRIBUTING EMPLOYER 0 EGAN COMPANIES CONTRIBUTING EMPLOYER 0 ELECTRIC MOTOR SERVICE INC CONTRIBUTING EMPLOYER 0 ELECTRIC SIGN AND LIGHTING INC CONTRIBUTING EMPLOYER 0 ELECTRICAL CONSTRUCTION CONTRIBUTING EMPLOYER 0 ELECTRICAL PROCESS AND CONTRIBUTING EMPLOYER 0 ERICKSON ELECTRIC CO INC CONTRIBUTING EMPLOYER 0 ERICKSON PLUMBING HEATING & COOLING INC CONTRIBUTING EMPLOYER 0 FRASER-MORRIS ELECTRIC CO CONTRIBUTING EMPLOYER 0 GEPHART ELECTRIC CONTRIBUTING EMPLOYER 0 GILBERT MECHANICAL CONTRACTORS INC CONTRIBUTING EMPLOYER 0 GRANITE LEDGE ELECTRICAL CONTRACTORS INC CONTRIBUTING EMPLOYER 0 GUNNAR ELECTRIC CO INC CONTRIBUTING EMPLOYER 0 HARRIS COMPANIES CONTRIBUTING EMPLOYER 0 HELM ELECTRIC INC - 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