2024-11-15T14:52:18-06:00 2023-12-31 320043599 LEGACY PROFESSIONALS LLP 6800 FRANCE AVENUE SO SUITE 550 EDINA MN 55435 990 2023-01-01 411788959 MN CEMENT MASONS PLASTERERS SHOPHANDS LOCAL 633 SAV TR FD MNCE 6512561900 2520 PILOT KNOB ROAD 325 MENDOTA HEIGHTS MN 55120 CHAD MORRIS TRUSTEE 6512561900 2024-11-06 1 0 JACOB D EKLUND P01455813 9528413950 2023 2024-10-15 13:58:12Z X CHAD MORRIS 2520 PILOT KNOB ROAD 325 MENDOTA HEIGHTS MN 55120 4873189 0 X N/A X 1994 MN VACATION SAVINGS PLAN 4 2 0 0 0 0 0 0 4368384 4873189 0 0 0 0 4368384 4873189 0 0 4229009 7317839 0 0 0 0 0 46429 58800 4275438 7376639 92946 -2503450 3351559 852256 4258 8405 3347301 843851 TO PROVIDE A PLAN FOR SAVINGS BENEFITS FOR CEMENT MASONS WORKING UNDER THE JURISDICTION OF THE LOCAL UNION. 0 0 PAYMENT OF SAVINGS BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY COLLECTIVE BARGAINING 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 1 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 4 2 0 1 0 0 0 1 0 1 0 0 0 1 1 1 1 0 1 0 0 0 X ZENITH AMERICAN SOLUTIONS 6512561900 2520 PILOT KNOB ROAD 325 MENDOTA HEIGHTS MN 55120 DAVE SCHUTTA TRUSTEE - CHAIRMAN - PAST 1.00 46.00 X 0 78473 52023 BRIAN GULLICKSON TRUSTEE 1.00 44.00 X 0 127953 74077 TIM WORKE TRUSTEE - SECRETARY 1.00 X 0 0 0 RYAN CHRISTENSON TRUSTEE 1.00 X 0 0 0 CHAD MORRIS TRUSTEE - CHAIRMAN 1.00 46.00 X 0 128045 75237 0 334471 201337 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 4870189 4870189 ADMINISTRATIVE FEE REI 900099 3000 3000 4873189 4873189 4873189 0 0 7317839 38060 13505 6000 437 798 7376639 3110994 621320 240565 230936 3351559 852256 4258 8405 4258 8405 X 0 0 0 0 3347301 843851 3347301 843851 3351559 852256 -2503450 0 X 0 1 X 1 0 0 X 4873189 0 4873189 0 4873189 7376639 0 7376639 0 7376639 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 CHAD MORRIS TRUSTEE - CHAIRMAN 0 128045 0 0 0 0 0 53108 0 22129 0 203282 0 0 BRIAN GULLICKSON TRUSTEE 0 127953 0 0 0 0 0 52299 0 21778 0 202030 0 0 FORM 990, PART VI, SECTION A, LINE 3 ALTHOUGH THE BOARD OF TRUSTEES RETAINS THE ULTIMATE RESPONSIBILITY, THE TRUSTEES HAVE DELEGATED THE DAY TO DAY ADMINISTRATIVE DUTIES TO ZENITH AMERICAN SOLUTIONS AS THE THIRD PARTY ADMINISTRATOR OF THE PLAN. FORM 990, PART VI, SECTION A, LINE 7A THE PLAN IS GOVERNED BY FOUR TRUSTEES, TWO OF WHOM ARE APPOINTED BY THE RELATED LOCAL UNION, ONE OF WHOM IS APPOINTED BY ASSOCIATED GENERAL CONTRACTORS OF MINNESOTA AND ONE OF WHOM IS APPOINTED BY MINNESOTA CONCRETE AND MASONRY CONTRACTORS ASSOCIATION. 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 AND REVIEWED BY THE ENTIRE BOARD OF TRUSTEES BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANY POSSIBLE CONFLICTS OF INTEREST ARE EVALUATED ANNUALLY WITH THE PLAN'S ATTORNEY. IN ADDITION, PERIODIC REVIEWS OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ARE CONDUCTED TO ENSURE THE PLAN OPERATES IN A MANNER CONSISTENT WITH ITS NONPROFIT PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS LAWFUL STATUS AND FIDUCIARY OBLIGATIONS. FORM 990, PART VI, SECTION C, LINE 19 ALL PLAN DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO PARTICIPANTS UPON REQUEST AT THE OFFICE OF THE THIRD PARTY ADMINISTRATOR IN MENDOTA HEIGHTS, MN. 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