Nonprofit · EIN 41-6023463
TWIN CITY IRONWORKERS HEALTH & WELFARE FUND
Tax-exempt · BLOOMINGTON, MN 55425
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $36,838,795 | $29,710,861 | $7,127,934 | $47,917,840 | $1,121,407 | $46,796,433 |
| December 31, 2024 | 990 | $29,849,506 | $27,807,547 | $2,041,959 | $39,514,552 | $1,107,032 | $38,407,520 |
| December 31, 2023 | 990 | $28,555,151 | $26,529,094 | $2,026,057 | $37,336,182 | $1,828,464 | $35,507,718 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $34,582,536
- Investment income
- $2,256,259
- Net gain from sales of assets
- $1,097,311
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $28,758,376
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $43,282
- Accounting fees
- $38,567
Balance sheet and other
- Total assets, start of year
- $39,514,552
- Total assets, end of year
- $47,917,840
- Total liabilities, end of year
- $1,121,407
- Net assets, end of year
- $46,796,433
- Publicly traded securities
- $34,609,365
- Gross receipts
- $51,967,270
- Employees
- 0
- Volunteers
- 11
- Year formed
- 1960
- State of legal domicile
- MN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BARRY DAVIES | LABOR TRUSTEE, CHAIR Trustee or director, Officer | 1 | $0 | $148,113 | $83,978 |
| MIKE MAHOWALD | LABOR TRUSTEE Trustee or director | 1 | $0 | $129,369 | $79,997 |
| KEITH MUSOLF | LABOR TRUSTEE Trustee or director | 1 | $0 | $128,869 | $79,997 |
| COBEY KLEIN | LABOR TRUSTEE Trustee or director | 1 | $0 | $128,369 | $79,997 |
| JOSH KALINA | LABOR TRUSTEE Trustee or director | 1 | $0 | $127,869 | $79,997 |
| HEIDI GUNDERSON | MANAGEMENT TRUSTEE, SECRET Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TODD ROTHE | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BUTCH PERRIN | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN DAHL | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| FALLON RATZLOW | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LEVI SCHNEIDER | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BARRY DAVIES | LABOR TRUSTEE, CHAIR Trustee or director, Officer | 1 | $0 | $141,355 | $80,151 |
| MIKE MAHOWALD | LABOR TRUSTEE Trustee or director | 1 | $0 | $122,976 | $76,931 |
| JOSH KALINA | LABOR TRUSTEE Trustee or director | 1 | $0 | $122,646 | $76,931 |
| COBEY KLEIN | LABOR TRUSTEE Trustee or director | 1 | $0 | $120,028 | $79,193 |
| KEITH MUSOLF | LABOR TRUSTEE Trustee or director | 1 | $0 | $121,654 | $76,931 |
| STURE BERG | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HEIDI GUNDERSON | MANAGEMENT TRUSTEE, SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TODD ROTHE | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BUTCH PERRIN | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN DAHL | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| FALLON RATZLOW | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LEVI SCHNEIDER | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BARRY DAVIES | LABOR TRUSTEE, SECRETARY Trustee or director, Officer | 1 | $0 | $133,881 | $71,056 |
| KEITH MUSOLF | LABOR TRUSTEE Trustee or director | 1 | $0 | $118,360 | $69,059 |
| JOSH KALINA | LABOR TRUSTEE Trustee or director | 1 | $0 | $104,632 | $67,709 |
| COBEY KLEIN | LABOR TRUSTEE Trustee or director | 1 | $0 | $102,350 | $68,715 |
| MIKE MAHOWALD | LABOR TRUSTEE Trustee or director | 1 | $0 | $103,034 | $43,521 |
| NICK PETRUCELLE | LABOR TRUSTEE Trustee or director | 1 | $0 | $38,123 | $55,665 |
| MARK JUREK | LABOR TRUSTEE Trustee or director | 1 | $0 | $35,909 | $54,611 |
| NATE O'REILLY | LABOR TRUSTEE Trustee or director | 1 | $0 | $19,063 | $28,307 |
| MICHAEL WALTERS | LABOR TRUSTEE Trustee or director | 1 | $0 | $15,065 | $10,715 |
| STURE BERG | MANAGEMENT TRUSTEE, CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARK ZIEGLER | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HEIDI GUNDERSON | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TODD ROTHE | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BUTCH PERRIN | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN DAHL | ALTERNATE TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| FALLON RATZLOW | ALTERNATE TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3001 METRO DR STE 500, BLOOMINGTON, MN 55425-1617
- In care of
- % NORTHERN TRUST COMPANY TTEE
- Principal officer (990 for 2025)
- BARRY DAVIES, 3001 METRO DRIVE 500, BLOOMINGTON, MN 55425
- Signed the 990
- BARRY DAVIES, CHAIRMAN
- Phone
- (952) 854-0795
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO PROVIDE HEALTH, LIFE AND DEATH & DISMEMBERMENT BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS.
Program accomplishments
- PROVIDE SELF-FUNDED AND INSURED BENEFITS FOR APPROXIMATELY 2,058 UNION MEMBERS AND THEIR DEPENDENTS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 41-6023463
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1967
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $47,917,840
- Income (IRS master file)
- $51,967,270
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $36,838,795 | $29,710,861 | $47,917,840 | XML |
| 990 | December 2024 | $29,849,506 | $27,807,547 | $39,514,552 | XML |
| 990 | December 2023 | $28,555,151 | $26,529,094 | $37,336,182 | XML |
| 990 | December 2022 | $27,926,160 | $29,518,814 | $31,876,855 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-6023463).
Questions about TWIN CITY IRONWORKERS HEALTH & WELFARE FUND
- What is the EIN of TWIN CITY IRONWORKERS HEALTH & WELFARE FUND?
- The employer identification number (EIN) of TWIN CITY IRONWORKERS HEALTH & WELFARE FUND is 41-6023463.
- Is TWIN CITY IRONWORKERS HEALTH & WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1967.
- Are donations to TWIN CITY IRONWORKERS HEALTH & WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TWIN CITY IRONWORKERS HEALTH & WELFARE FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TWIN CITY IRONWORKERS HEALTH & WELFARE FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TWIN CITY IRONWORKERS HEALTH & WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of TWIN CITY IRONWORKERS HEALTH & WELFARE FUND?
- The 990 for the year ended December 31, 2025 names BARRY DAVIES.
- Who are the officers and directors of TWIN CITY IRONWORKERS HEALTH & WELFARE FUND?
- The 990 for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does TWIN CITY IRONWORKERS HEALTH & WELFARE FUND have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $36,838,795, expenses of $29,710,861 and total assets of $47,917,840 at year end.
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