2025-11-07T12:44:58-06:00 2024-12-31 320043599 LEGACY PROFESSIONALS LLP 6800 FRANCE AVENUE SO SUITE 550 EDINA MN 55435 990 2024-01-01 202288018 MIDWEST TEAMSTERS HEALTH REIMBURSEMENT ARRANGEMENT TR FUND MIDW 6512561804 2520 PILOT KNOB ROAD 325 MENDOTA HEIGHTS MN 55120 BRIAN ALDES SECRETARY 6512561804 2025-11-07 1 0 ERIC C BAERTSCH P00964071 9528413950 2025-11-03 2024 2025-03-06 01:10:19Z BRIAN ALDES 2520 PILOT KNOB ROAD 325 MENDOTA HEIGHTS MN 55120 902036 0 X N/A X 2005 MN HEALTH REIMBURSEMENT ARRANGEMENT 6 3 0 0 0 0 0 0 644916 686024 254517 216012 0 0 899433 902036 0 0 585964 627784 0 0 0 0 0 195108 214879 781072 842663 118361 59373 9041268 9585127 20257 29947 9021011 9555180 THIS TRUST IS INTENDED TO PERMIT ELIGIBLE EMPLOYEES TO OBTAIN REIMBURSEMENT OF MEDICAL CARE EXPENSES ON A NONTAXABLE BASIS FROM THEIR HRA ACCOUNT. 0 0 REIMBURSEMENT OF MEDICAL EXPENSES THAT QUALIFY UNDER SECTION 213 OF THE INTERNAL REVENUE CODE. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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 3 0 1 0 0 0 0 0 0 0 0 0 0 0 X 6 3 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 0 1 0 0 0 X ZENITH AMERICAN SOLUTIONS 6512561804 2520 PILOT KNOB ROAD 325 MENDOTA HEIGHTS MN 55120 BRIAN ALDES SECRETARY 0.50 55.00 X 0 216020 72857 KRISTOPHER KNIGHT EMPLOYER TRUSTEE 0.50 50.00 X 0 157901 53215 FRANK KAZENSKE EMPLOYER TRUSTEE 0.50 X 0 0 0 DOUGLAS RUBBELKE CHAIRMAN 0.50 X 0 0 0 PATRICK GLEASON UNION TRUSTEE 0.50 X 0 0 0 TREVOR LAWRENCE UNION TRUSTEE 0.50 5.00 X 0 0 1653 0 373921 127725 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 685667 685667 LIQUIDATED DAMAGES 900099 357 357 686024 216012 216012 902036 686024 0 216012 627784 104082 21040 45143 11999 10303 6345 13691 PCORI FEE 2276 842663 158307 121614 3114190 3161208 67686 53642 8757 10025 5692328 6238638 9041268 9585127 20257 29947 20257 29947 X 0 0 0 0 9021011 9555180 9021011 9555180 9041268 9585127 59373 474796 0 X X 0 0 0 0 X PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE TRUST TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF THE TRUST HAS TAKEN UNCERTAIN TAX POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 BRIAN ALDES SECRETARY 0 216020 0 0 0 0 0 37236 0 35621 0 288877 0 0 KRISTOPHER KNIGHT EMPLOYER TRUSTEE 0 146761 0 0 0 11140 0 30884 0 22331 0 211116 0 0 FORM 990, PART VI, SECTION A, LINE 3 ALTHOUGH THE TRUSTEES RETAIN ULTIMATE RESPONSIBILITY, THE BOARD HAS DELEGATED THE DAY TO DAY ADMINISTRATIVE DUTIES TO ZENITH AMERICAN SOLUTIONS AS THE THIRD PARTY ADMINISTRATOR OF THE TRUST. FORM 990, PART VI, SECTION A, LINE 7A EMPLOYER TRUSTEES ARE APPOINTED BY CONTRIBUTING EMPLOYERS. UNION TRUSTEES ARE APPOINTED BY PARTICIPATING UNIONS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO AND REVIEWED BY THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES EVALUATE ANY POSSIBLE CONFLICTS OF INTEREST ANNUALLY WITH THE TRUST'S ATTORNEY. IN ADDITION, PERIODIC REVIEWS OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ARE CONDUCTED BY THE BOARD OF TRUSTEES TO ENSURE THE TRUST OPERATES IN A MANNER CONSISTENT WITH 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 GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO PARTICIPANTS. THESE DOCUMENTS CAN BE OBTAINED BY REQUEST AT THE PLAN ADMINISTRATOR'S OFFICE IN MENDOTA HEIGHTS, MN. FORM 990, PART VII, LINE 2B: MIDWEST TEAMSTERS HEALTH REIMBURSEMENT ARRANGEMENT TRUST CONTAINS TWO PLANS. ONE OF THE PLANS, MIDWEST TEAMSTERS HEALTH REIMBURSEMENT ARRANGEMENT TRUST FUND, HAS BEEN AUDITED; HOWEVER, THE OTHER PLAN, MIDWEST TEAMSTERS RETIREE ONLY HEALTH REIMBURSEMENT ARRANGEMENT PLAN, DOES NOT REQUIRE AN AUDIT AND HAS NOT BEEN AUDITED. TEAMSTERS LOCAL 320 CONTRIBUTING EMPLOYER 0 TEAMSTERS LOCAL 346 CONTRIBUTING EMPLOYER 0 TEAMSTERS LOCAL 970 CONTRIBUTING EMPLOYER 0 TEAMSTERS LOCAL 792 CONTRIBUTING EMPLOYER 0 TEAMSTERS JOINT COUNCIL 32 CONTRIBUTING EMPLOYER 0 TEAMSTERS LOCAL 974 CONTRIBUTING EMPLOYER 0 GCIU LOCAL 1B1M CONTRIBUTING EMPLOYER 0 ALLIED POWER SERVICES LLC CONTRIBUTING EMPLOYER 0 0 CHAMPAIGN ASPHALT CO LLC CONTRIBUTING EMPLOYER 0 0 KS ENERGY SERVICELLC CONTRIBUTING EMPLOYER 0 0 SIERRA BRAVO CONTRACTORS LLC CONTRIBUTING EMPLOYER 0 0 A & A HOLDINGS OF ILLINOIS LLC CONTRIBUTING EMPLOYER 0 0 MILLER PIPELINE LLC CONTRIBUTING EMPLOYER 0 0 ADVANCED ASPHALT COMPANY CONTRIBUTING EMPLOYER 0 ATLANTIC PLANT MAINTENANCE CONTRIBUTING EMPLOYER 0 ATOR INC CONTRIBUTING EMPLOYER 0 BARNHART CRANE & RIGGING CO CONTRIBUTING EMPLOYER 0 BECO CONTRIBUTING EMPLOYER 0 BERCO CONSTRUCTIONINC CONTRIBUTING EMPLOYER 0 CHARLES E MAHONEY CO CONTRIBUTING EMPLOYER 0 CIVIL CONTRIBUTING EMPLOYER 0 COLLINS & HERMANNINC CONTRIBUTING EMPLOYER 0 CROSS CONSTRUCTIONINC CONTRIBUTING EMPLOYER 0 DELAURENT CONST CO CONTRIBUTING EMPLOYER 0 DIAMOND CONSTRUCTION COMPANY CONTRIBUTING EMPLOYER 0 DUNN COMPANY CONTRIBUTING EMPLOYER 0 ETSIMONDS CONSTRUCTION CO CONTRIBUTING EMPLOYER 0 EARL WALKER COMPANY INC CONTRIBUTING EMPLOYER 0 EHRET INC CONTRIBUTING EMPLOYER 0 FEKEN TRUCKING & EXCAVATING CONTRIBUTING EMPLOYER 0 FEUTZ CONTRACTORS INC CONTRIBUTING EMPLOYER 0 FREESEN CONTRIBUTING EMPLOYER 0 G M SIPES CONTRIBUTING EMPLOYER 0 GARICH & SONS INC CONTRIBUTING EMPLOYER 0 GARDENSCAPE CONTRACTORSINC CONTRIBUTING EMPLOYER 0 GENSINI EXCAVATING INC CONTRIBUTING EMPLOYER 0 GRAPHIC PACKAGING CONTRIBUTING EMPLOYER 0 GUNTHER CONSTRUCTION CO CONTRIBUTING EMPLOYER 0 H J EPPEL & CO INC CONTRIBUTING EMPLOYER 0 HAIER PLUMBING AND HEATINGINC CONTRIBUTING EMPLOYER 0 HANKS EXCAVATING & LANDSCAPING CONTRIBUTING EMPLOYER 0 HARMON FARMS TRUCKINGINC CONTRIBUTING EMPLOYER 0 HOERR CONSTRUCTION INC CONTRIBUTING EMPLOYER 0 HOWELL PAVING INC CONTRIBUTING EMPLOYER 0 ILLIANA CONSTRUCTION DIV CACO CONTRIBUTING EMPLOYER 0 ILLINI EXCAVATION& RECLAMATION CONTRIBUTING EMPLOYER 0 ILLINOIS EXCAVATORS INC CONTRIBUTING EMPLOYER 0 ILLINOIS VALLEY PAVING CONTRIBUTING EMPLOYER 0 JJ WHITE INC CONTRIBUTING EMPLOYER 0 JCC MANAGEMENT INC CONTRIBUTING EMPLOYER 0 JOE HATZER & SON CONTRACTORS CONTRIBUTING EMPLOYER 0 JOHN POHAR & SONS INC CONTRIBUTING EMPLOYER 0 JOHNSON PRINTING & PACKAGING CONTRIBUTING EMPLOYER 0 KEELEY AND SONS INC CONTRIBUTING EMPLOYER 0 KINNEY CONTRACTORS INC CONTRIBUTING EMPLOYER 0 KLOECKNER CORP NAMASCO CONTRIBUTING EMPLOYER 0 L W CONTRACTORSINC CONTRIBUTING EMPLOYER 0 MARTIN & COMPANY EXCAVATING CONTRIBUTING EMPLOYER 0 MCCARTHY BUILDING COMPANIES INC CONTRIBUTING EMPLOYER 0 MCLEAN COUNTY ASPHALT CONTRIBUTING EMPLOYER 0 MT CARMEL STABILIZATION GROUP CONTRIBUTING EMPLOYER 0 NEFINCH COMPANY CONTRIBUTING EMPLOYER 0 NE-CO ASPHALT COMPANYINC CONTRIBUTING EMPLOYER 0 OUTDOOR CONSTRUCTION INC CONTRIBUTING EMPLOYER 0 PETERSON ROLLING OAKS CG CONTRIBUTING EMPLOYER 0 PHILLIPS INTERIOREXTERIOR SYS CONTRIBUTING EMPLOYER 0 PROCESS DISPLAYS CONTRIBUTING EMPLOYER 0 R A CULLINAN & SON CONTRIBUTING EMPLOYER 0 RCS CONSTRUCTION INC CONTRIBUTING EMPLOYER 0 RIBBE DANIEL L TRUCKING INC CONTRIBUTING EMPLOYER 0 RIGHT WAY TRAFFIC CONTROL INC CONTRIBUTING EMPLOYER 0 ROADSAFE TRAFFIC CONTRIBUTING EMPLOYER 0 ROGER JAMESON CONTRIBUTING EMPLOYER 0 ROWE CONST DIV OF UNITED CONTR CONTRIBUTING EMPLOYER 0 SAMRON MIDWEST CONTRACTINGINC CONTRIBUTING EMPLOYER 0 STARK EXCAVATINGINC CONTRIBUTING EMPLOYER 0 STUTZ EXCAVATING INC CONTRIBUTING EMPLOYER 0 SUMMIT MATERIALS CONTRIBUTING EMPLOYER 0 TAZEWELL COUNTY ASPHALT COINC CONTRIBUTING EMPLOYER 0 TERRA FIRMA SOIL SOLUTIONS INC CONTRIBUTING EMPLOYER 0 TWAIT FARMS TRUCKINGINC CONTRIBUTING EMPLOYER 0 UNITED CONTRACTORS MIDWESTINC CONTRIBUTING EMPLOYER 0 UNIVERSITY OF MN PRINTING SERV CONTRIBUTING EMPLOYER 0 VISSERING CONSTRUCTION COMPANY CONTRIBUTING EMPLOYER 0 WILLIAM CHARLES CONST CONTRIBUTING EMPLOYER 0 WILLIAM M LONIE CONTRIBUTING EMPLOYER 0 WM AUPPERLE & SONS INC CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1