Skip to main content

Nonprofit · EIN 41-1334004

ST PAUL ELECTRICAL WORKERS RESERVE TRUST

Tax-exempt · SAINT PAUL, MN 55106

Financials

$12.5M$5.1M2022$17.2M$5.3M2023$19.1M$5.5M2024
Revenue Expenses · by fiscal year end
Financials of ST PAUL ELECTRICAL WORKERS RESERVE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$19,124,452$5,469,352$13,655,100$229,662,086$11,057,235$218,604,851
September 30, 2024990$17,236,017$5,257,834$11,978,183$220,477,437$19,404,490$201,072,947
September 30, 2023990$12,456,156$5,091,005$7,365,151$182,800,730$17,340,627$165,460,103
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$6,362,073
Investment income
$12,761,241
Net gain from sales of assets
$7,991,952
Other revenue
$1,138

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$4,581,112
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$2,637
Accounting fees
$18,446

Balance sheet and other

Total assets, start of year
$220,477,437
Total assets, end of year
$229,662,086
Total liabilities, end of year
$11,057,235
Net assets, end of year
$218,604,851
Publicly traded securities
$209,302,073
Gross receipts
$87,910,885
Employees
0
Volunteers
11
Year formed
1978
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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
LUKE KUHLSECRETARY, MGMT TRUSTEE
Trustee or director, Officer
1$0$279,277$0
DOUGLAS SUCHANEKUNION TRUSTEE
Trustee or director
1$0$170,303$65,512
LOGAN BEEREALT UNION TRUSTEE
Trustee or director
1$0$144,550$59,258
JAMIE MCNAMARAALT UNION TRUSTEE
Trustee or director
1$0$143,168$58,888
MIKE ESTEPALT MGMT TRUSTEE
Trustee or director
1$0$45,998$3,068
NATE STEINMGMT TRUSTEE
Trustee or director
1$0$0$0
JT PEDERSENMGMT TRUSTEE
Trustee or director
1$0$0$0
PETER BOURLANDALT MGMT TRUSTEE FORMER
Trustee or director
1$0$0$0
RON SOMERVILLEALT MGMT TRUSTEE
Trustee or director
1$0$0$0
JAMES SCHULTUNION TRUSTEE
Trustee or director
1$0$0$0
BRANDON ANDERSONCHAIRMAN, UNION TRUSTEE
Trustee or director, Officer
1$0$0$0
990 for the year ended September 30, 2024: 10 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
LUKE KUHLSECRETARY, MGMT TRUSTEE
Trustee or director, Officer
1$0$161,248$49,087
JAMIE M MCNAMARAALTERNATE UNION TRUSTEE
Trustee or director
1$0$149,937$58,464
DOUGLAS SUCHANEKALT UNION TRUSTEE
Trustee or director
1$0$149,479$56,798
LOGAN BEEREALT UNION TRUSTEE
Trustee or director
1$0$133,042$53,831
ANDREW COLVARDALT MGMT TRUSTEE
Trustee or director
1$0$95,990$37,797
JAMES SCHULTCHARIMAN, UNION TRUSTEE
Trustee or director, Officer
1$0$0$0
PETER BOURLANDALTERNATE MGMT TRUSTEE
Trustee or director
1$0$0$0
BRANDON P ANDERSONUNION TRUSTEE ALTERNATE ALTERNATE
Trustee or director
1$0$0$0
JT PEDERSONMGMT TRUSTEE
Trustee or director
1$0$0$0
NATE STEINMGMT TRUSTEE
Trustee or director
1$0$0$0
990 for the year ended September 30, 2023: 10 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JAMIE M MCNAMARAUNION TRUSTEE
Trustee or director
1$0$156,218$60,249
LUKE KUHLSECRETARY, MGMT TRUSTEE
Trustee or director, Officer
1$0$150,097$43,437
DOUGLAS SUCHANEKALT UNION TRUSTEE
Trustee or director
1$0$132,885$52,962
LOGAN BEEREALT UNION TRUSTEE
Trustee or director
1$0$125,877$52,280
ANDREW COLVARDALT MGMT TRUSTEE
Trustee or director
1$0$89,318$33,916
JAMES SCHULTCHARIMAN, UNION TRUSTEE
Trustee or director, Officer
1$0$0$0
PETER BOURLANDMGMT TRUSTEE
Trustee or director
1$0$0$0
BRANDON P ANDERSONUNION TRUSTEE ALTERNATE
Trustee or director
1$0$0$0
JT PEDERSONMGMT TRUSTEE
Trustee or director
1$0$0$0
NATE STEINALT MGMT TRUSTEE
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
1330 CONWAY ST STE 130, SAINT PAUL, MN 55106-5856
In care of
% ST PAUL ELECTRICAL INDUSTRY
Principal officer (990 for 2024)
BRANDON ANDERSON, 1330 CONWAY STREET 130, ST PAUL, MN 55106
Signed the 990
BRANDON ANDERSON, CHAIR
Phone
(952) 854-0795
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

TO PROVIDE MEDICAL COVERAGE FOR BARGAINING UNIT RETIREES, DISABLED PARTICIPANTS, AND SURVIVING SPOUSES OF DECEASED BARGAINING UNIT PARTICIPANTS AND RETIREES.

990 for the year ended September 30, 2025

Program accomplishments

  • THE PURPOSE OF THIS PLAN IS TO PROVIDE MEDICAL COVERAGE FOR BARGAINING UNIT RETIREES, DIASBLED PARTICIPANTS AND SURVIVING SPOUSES OF DECEASED BARGAINING UNIT PARTICIPANTS AND RETIREES. AS OF THE END OF THE PLAN YEAR, THERE WERE APPROXIMATELY 2,900 PARTICIPANTS.

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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
41-1334004
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2005
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$229,662,086
Income (IRS master file)
$87,910,885

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$19,124,452$5,469,352$229,662,086XML
990September 2024$17,236,017$5,257,834$220,477,437XML
990September 2023$12,456,156$5,091,005$182,800,730XML
990September 2022$13,180,532$4,885,715$166,227,433IRS
990September 2021–––IRS
990September 2020–––IRS
990September 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 41-1334004).

Questions about ST PAUL ELECTRICAL WORKERS RESERVE TRUST

What is the EIN of ST PAUL ELECTRICAL WORKERS RESERVE TRUST?
The employer identification number (EIN) of ST PAUL ELECTRICAL WORKERS RESERVE TRUST is 41-1334004.
Is ST PAUL ELECTRICAL WORKERS RESERVE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2005.
Are donations to ST PAUL ELECTRICAL WORKERS RESERVE TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does ST PAUL ELECTRICAL WORKERS RESERVE TRUST 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 ST PAUL ELECTRICAL WORKERS RESERVE TRUST due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ST PAUL ELECTRICAL WORKERS RESERVE TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of ST PAUL ELECTRICAL WORKERS RESERVE TRUST?
The 990 for the year ended September 30, 2025 names BRANDON ANDERSON.
Who are the officers and directors of ST PAUL ELECTRICAL WORKERS RESERVE TRUST?
The 990 for the year ended September 30, 2025 lists 11 people; 0 received compensation from the organization.
How much revenue does ST PAUL ELECTRICAL WORKERS RESERVE TRUST have?
On its 990 for the year ended September 30, 2025 it reported revenue of $19,124,452, expenses of $5,469,352 and total assets of $229,662,086 at year end.

Other nonprofits in SAINT PAUL

All nonprofits in SAINT PAUL · Minnesota · Mutual and membership benefit