2025-03-13T12:55:06-05:00 2024-04-30 320043599 LEGACY PROFESSIONALS LLP 6800 FRANCE AVENUE SO SUITE 550 EDINA MN 55435 990 2023-05-01 411876011 ELECTRICAL WORKERS LOCAL 292 SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN ELEC 7634938830 6700 W BROADWAY AVENUE B BROOKLYN PARK MN 55428 DAN FERGUSON TRUSTEE 7634938830 2025-03-13 1 0 JACOB D EKLUND P01455813 9528413950 2023 2025-03-06 01:10:19Z X DAN FERGUSON 6700 W BROADWAY AVENUE B BROOKLYN PARK MN 55428 1950422 0 X WWW.IBEW292BENEFITS.ORG X 1997 MN PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS 6 1 316 0 0 0 0 0 1091437 1221343 246132 408383 8738 0 1346307 1629726 0 0 1046378 1082856 0 0 0 0 0 201008 224989 1247386 1307845 98921 321881 13839749 14135282 0 44000 13839749 14091282 TO HELP PROVIDE FINANCIAL SECURITY TO ELIGIBLE PARTICIPANTS IN THE EVENT THEY BECOME UNEMPLOYED. 0 0 TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO ELIGIBLE PARTICIPANTS UNDER THE TERMS OF THE PLAN DOCUMENT. 0 0 0 0 0 0 0 0 0 0 1 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 12 0 1 316 1 0 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 CARLA GRUETZMACHER 7634938830 6700 W BROADWAY AVENUE B BROOKLYN PARK MN 55428 X JEFFREY HEIMERL LABOR TRUSTEE 0.50 59.50 X 0 179536 65749 DAN FERGUSON LABOR TRUSTEE - CHAIRMAN 2.00 48.00 X X 0 137209 56479 JENNIFER MUDGE LABOR TRUSTEE 2.00 48.00 X 0 147564 59478 JOHN KRIPOTOS LABOR TRUSTEE - ALTERNATE 2.00 48.00 X 0 137209 56479 DAVID MANDERSON MANAGEMENT TRUSTEE - CHAIRMAN-PAST 1.00 4.00 X X 0 0 0 KRISTIN CAUSBY MANAGEMENT TRUSTEE 1.00 4.00 X 0 0 0 JERRY HEIN MANAGEMENT TRUSTEE - SECRETARY 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 1.00 4.00 X 0 0 0 CARLA GRUETZMACHER ADMINISTRATIVE MANAGER 1.00 39.00 X 0 167245 42710 ANN KELLEN FINANCE MANAGER 6.00 34.00 X 0 139811 39221 0 908574 320116 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 1219925 1219925 LIQUIDATED DAMAGES 900099 1418 1418 1221343 405079 405079 324000 320696 3304 3304 3304 1629726 1221343 0 408383 1082856 2426 14548 10725 1596 5629 ADMINISTRATIVE EXPENSE 190065 1307845 -6331 -28245 451062 358680 89312 75972 9397885 9630057 3817392 4076131 90429 22687 13839749 14135282 0 44000 0 44000 X 0 0 0 0 13839749 14091282 13839749 14091282 13839749 14135282 321881 -70348 0 X 0 1 X 1 0 0 COMMON COLLECTIVE TRUST 2597083 F LIMITED LIABILITY COMPANY 1479048 F 4076131 DUE TO RELATED PARTY 44000 44000 X 1555653 -70348 -70348 1626001 3725 3725 1629726 1304120 0 1304120 3725 3725 1307845 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 176141 0 0 0 3395 0 40827 0 24922 0 245285 0 0 CARLA GRUETZMACHER ADMINISTRATIVE MANAGER 0 167245 0 0 0 0 0 24302 0 18408 0 209955 0 0 JENNIFER MUDGE LABOR TRUSTEE 0 146784 0 0 0 780 0 34556 0 24922 0 207042 0 0 DAN FERGUSON LABOR TRUSTEE - CHAIRMAN 0 136429 0 0 0 780 0 32345 0 24134 0 193688 0 0 JOHN KRIPOTOS LABOR TRUSTEE - ALTERNATE 0 136429 0 0 0 780 0 32345 0 24134 0 193688 0 0 ANN KELLEN FINANCE MANAGER 0 139811 0 0 0 0 0 20813 0 18408 0 179032 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 EACH 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 SIGNATURE BY A TRUSTEE. 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 PLAN MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AT THE PLAN OFFICE. 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. 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