2024-05-09T10:26:36-05:00 2023-06-30 320043599 LEGACY PROFESSIONALS LLP 6800 FRANCE AVENUE SO SUITE 550 EDINA MN 55435 990 2022-07-01 411395194 SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS VACATION & HOLIDAY PLAN SOUT 9528540795 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 KRISTIN CAUSBY TRUSTEE 9528540795 2024-05-06 1 KRISTIN CAUSBY 999009999 0 LARRY WOOD P00634996 9528413950 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KRISTIN CAUSBY 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 5809430 0 X N/A X 1980 MN TO PROVIDE VACATION AND HOLIDAY BENEFITS 8 2 0 0 0 0 0 0 5762694 5809430 0 0 0 0 5762694 5809430 0 0 5746297 5710443 0 0 0 0 0 29136 31180 5775433 5741623 -12739 67807 494800 562607 0 0 494800 562607 PROVIDE VACATION AND HOLIDAY BENEFITS 0 0 TO PROVIDE VACATION AND HOLIDAY BENEFITS TO ELIGIBLE PARTICIPANTS OF THE LOCAL UNION WHO ARE EMPLOYED WITH PARTICIPATING EMPLOYERS UNDER THE TERMS OF COLLECTIVE BARGAINING AGREEMENTS OR PARTICIPATION AGREEMENTS. 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 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 2 0 1 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 X MARTIN LASLEY CO WILSON-MCSHANE CORPORATION 9528540795 1330 CONWAY STREET SUITE 130 ST PAUL MN 55106 CHAD KATZUNG TRUSTEE-PAST 0.05 54.70 X 0 71417 14189 STEVEN CARDELL TRUSTEE 0.05 54.70 X 0 63529 23250 STEVEN OLSON TRUSTEE 0.05 0.70 X 0 31 0 SEAN SANNES TRUSTEE 0.05 4.70 X 0 12012 4438 DEAN HOGSTAD TRUSTEE 0.05 1.70 X 0 64828 13161 DAVID MANDERSON TRUSTEE-PAST 0.05 0.70 X 0 0 0 MARK DRAPER TRUSTEE 0.05 0.70 X 0 0 0 KRISTIN CAUSBY TRUSTEE 0.05 2.70 X 0 0 0 DON HAMEISTER TRUSTEE 0.05 0.70 X 0 1266 0 JASON TENTIS TRUSTEE 0.05 0.70 X 0 1109 0 0 214192 55038 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 5760695 5760695 ADMINISTRATIVE FEE ASSESSMENTS 900099 48735 48735 5809430 5809430 5809430 0 0 5710443 14273 4410 4550 7947 5741623 494800 562607 494800 562607 0 0 X 0 0 0 0 494800 562607 494800 562607 494800 562607 67807 0 X 0 1 X 1 0 0 X 5809430 0 5809430 0 5809430 5741623 0 5741623 0 5741623 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 TRUSTEES RETAIN 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 FOUR MEMBERS OF THE BOARD OF TRUSTEES SHALL BE KNOWN AS EMPLOYER TRUSTEES AND ARE APPOINTED BY THE EMPLOYER ASSOCIATION, NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC. FOUR MEMBERS OF THE BOARD OF TRUSTEES SHALL BE KNOWN AS UNION TRUSTEES AND ARE APPOINTED BY INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 343. 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 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE, UPON REQUEST, AT THE THIRD PARTY ADMINISTRATOR'S OFFICE IN BLOOMINGTON, MN. SO CENTRAL MN ELEC WKRS' FAMILY HEALTH PLAN 3001 METRO DRIVE STE 500 BLOOMINGTON MN 55425 411305411 PROVIDE HEALTH CARE BENEFITS MN 501(C)(9) 0 SO CENTRAL MN ELEC WKRS' RETIREMENT & 401(K) PLAN 3001 METRO DRIVE STE 500 BLOOMINGTON MN 55425 411390063 PROVIDE RETIREMENT BENEFITS MN 401(A) 0 SO CENTRAL MN ELEC INDUST JOINT APPRENTICE AND TRAINING FUND CONTRIBUTING EMPLOYER 0 IBEW LOCAL UNION NO 343 CONTRIBUTING EMPLOYER 0 MN STATEWIDE LIMITED ENERGY APPRENTICE FUND CONTRIBUTING EMPLOYER 0 4 SQUARE ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 AMERICAN ENERGY LLC CONTRIBUTING EMPLOYER 0 0 CARL'S ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 DEMAND ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 HG ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 KUNZ ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 MC CABE ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 MINNESOTA SIGNAL LLC CONTRIBUTING EMPLOYER 0 0 O'CONNOR ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 PEC SOLUTIONS LLC CONTRIBUTING EMPLOYER 0 0 VOLT ELECTRIC LLC CONTRIBUTING EMPLOYER 0 0 ERIC'S ELECTRIC MOTOR & REPAIR CONTRIBUTING EMPLOYER 0 0 NEO ELECTRICAL SOLUTIONS CONTRIBUTING EMPLOYER 0 0 PAXTON ELECTRIC CONTRIBUTING EMPLOYER 0 0 THE STATE GROUP IND (USA) LTD CONTRIBUTING EMPLOYER 0 0 ACCORD ELECTRIC INC CONTRIBUTING EMPLOYER 0 ADAIR ELECTRIC CONTRIBUTING EMPLOYER 0 ALBERT LEA ELECTRIC CONTRIBUTING EMPLOYER 0 AUSTIN ELECTRIC INC CONTRIBUTING EMPLOYER 0 AZCO INC CONTRIBUTING EMPLOYER 0 B & B ELECTRIC CONTRIBUTING EMPLOYER 0 BAUER - ELECTROTECH CONTRIBUTING EMPLOYER 0 BHI ENERGY SPECIALTY SERVICES CONTRIBUTING EMPLOYER 0 BLK ELECTRIC INC CONTRIBUTING EMPLOYER 0 BOWMAN ELECTRIC CONTRIBUTING EMPLOYER 0 COLLINS ELECTRICAL CONSTRUCTION CO CONTRIBUTING EMPLOYER 0 DELANE NELSON ELECTRIC CONTRIBUTING EMPLOYER 0 DJ'S HOMETOWN ELECTRIC CONTRIBUTING EMPLOYER 0 EGAN COMPANY CONTRIBUTING EMPLOYER 0 ESI INC CONTRIBUTING EMPLOYER 0 FOX ELECTRIC CONTRIBUTING EMPLOYER 0 FRASER MORRIS ELECTRIC CO CONTRIBUTING EMPLOYER 0 HARRIS COMPANIES CONTRIBUTING EMPLOYER 0 HELM ELECTRIC INC CONTRIBUTING EMPLOYER 0 HICKS ELECTRIC CONTRIBUTING EMPLOYER 0 HUNT ELECTRIC CONTRIBUTING EMPLOYER 0 J T ELECTRIC SERVICE INC CONTRIBUTING EMPLOYER 0 KEY ELECTRIC AND AUTOMATION INC CONTRIBUTING EMPLOYER 0 KILLMER ELECTRIC CONTRIBUTING EMPLOYER 0 KISH & SONS ELECTRIC INC CONTRIBUTING EMPLOYER 0 M & R ELECTRIC CONTRIBUTING EMPLOYER 0 M J ELECTRIC CONTRIBUTING EMPLOYER 0 MASTER ELECTRIC CONTRIBUTING EMPLOYER 0 MCMARTIN ELECTRIC CONTRIBUTING EMPLOYER 0 MIDWEST AG ELECTRIC INC CONTRIBUTING EMPLOYER 0 MORSE ELECTRIC INC CONTRIBUTING EMPLOYER 0 MUNSON ELECTRIC INC CONTRIBUTING EMPLOYER 0 MUSKA ELECTRIC COMPANY CONTRIBUTING EMPLOYER 0 NEI ELECTRIC INC CONTRIBUTING EMPLOYER 0 NORTHERN VALLEY ELECTRICAL SERVICE CONTRIBUTING EMPLOYER 0 P & T ELECTRIC INC CONTRIBUTING EMPLOYER 0 PAAPE ENERGY SERVICES CONTRIBUTING EMPLOYER 0 PAUL'S ELECTRIC INC CONTRIBUTING EMPLOYER 0 PREMIER ELECTRICAL CORP CONTRIBUTING EMPLOYER 0 RENEW ENERGY ELECTRICAL CONTRIBUTING EMPLOYER 0 RIVER CITY ELECTRIC CO CONTRIBUTING EMPLOYER 0 SCHAMMEL ELECTRIC CONTRIBUTING EMPLOYER 0 SCOTT BINNER ELECTRIC CONTRIBUTING EMPLOYER 0 THOMPSON ELECTRIC COMPANY CONTRIBUTING EMPLOYER 0 TOM PARKER ELECTRIC CONTRIBUTING EMPLOYER 0 UHL COMPANY CONTRIBUTING EMPLOYER 0 VAN ERT ELECTRIC CONTRIBUTING EMPLOYER 0 VIKING ELECTRIC INC CONTRIBUTING EMPLOYER 0 WINKELS ELECTRIC CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1