Nonprofit · EIN 41-6187750
MINNESOTA LABORERS HEALTH AND WELFARE FUND
Tax-exempt · MENDOTA HTS, MN 55120
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $199,286,181 | $182,330,513 | $16,955,668 | $870,712,975 | $4,167,460 | $866,545,515 |
| December 31, 2023 | 990 | $185,231,991 | $153,445,501 | $31,786,490 | $810,855,453 | $3,872,166 | $806,983,287 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $180,258,089
- Investment income
- $19,024,399
- Net gain from sales of assets
- $3,862,253
- Other revenue
- $3,693
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $176,041,366
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $234,562
- Accounting fees
- $139,139
- Depreciation
- $316,932
Balance sheet and other
- Total assets, start of year
- $810,855,453
- Total assets, end of year
- $870,712,975
- Total liabilities, end of year
- $4,167,460
- Net assets, end of year
- $866,545,515
- Land, buildings and equipment
- $1,163,144
- Publicly traded securities
- $215,893,043
- Gross receipts
- $241,585,739
- Employees
- 70
- Volunteers
- 0
- Year formed
- 1968
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOEL SMITH | TRUSTEE-UNION (CHAIRMAN) Trustee or director | 1 | $0 | $198,768 | $114,694 |
| JOSEPH FOWLER | TRUSTEE-UNION Trustee or director | 1 | $0 | $195,979 | $117,139 |
| DANIEL BRADY | TRUSTEE-UNION Trustee or director | 1 | $0 | $185,068 | $112,196 |
| KEITH PETERSEN | TRUSTEE-UNION Trustee or director | 1 | $0 | $163,793 | $102,498 |
| SHAWN BRAFORD | TRUSTEE-UNION Trustee or director | 1 | $0 | $142,931 | $86,389 |
| DEREK PEDERSON | TRUSTEE-UNION Trustee or director | 1 | $0 | $115,548 | $79,872 |
| LORNE LUNDEEN | TRUSTEE-UNION Trustee or director | 1 | $0 | $96,041 | $70,821 |
| HEATHER GRAZZINI-SIMS | TRUSTEE-EMPLOYER (SECRETARY) Trustee or director | 1 | $0 | $0 | $0 |
| DANIEL SHOEMAKER | TRUSTEE-EMPLOYER Trustee or director | 1 | $0 | $0 | $0 |
| MARTHA HENRICKSON | TRUSTEE-EMPLOYER Trustee or director | 1 | $0 | $0 | $0 |
| CHRIS BRINK | TRUSTEE-EMPLOYER Trustee or director | 1 | $0 | $0 | $0 |
| CHRIS SANDBERG | TRUSTEE-EMPLOYER Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN HOOK | TRUSTEE-EMPLOYER Trustee or director | 1 | $0 | $0 | $0 |
| BRENDAN CARTER | TRUSTEE-EMPLOYER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOSEPH FOWLER | TRUSTEE-UNION Trustee or director | 1 | $0 | $196,734 | $121,606 |
| JOEL SMITH | TRUSTEE-UNION (CHAIRMAN) Trustee or director | 1 | $0 | $193,178 | $111,401 |
| DANIEL BRADY | TRUSTEE-UNION Trustee or director | 1 | $0 | $184,258 | $116,025 |
| KEITH PETERSEN | TRUSTEE-UNION Trustee or director | 1 | $0 | $159,919 | $105,197 |
| SHAWN BRAFORD | TRUSTEE-UNION Trustee or director | 1 | $0 | $133,815 | $84,007 |
| DEREK PEDERSON | TRUSTEE-UNION Trustee or director | 1 | $0 | $108,938 | $76,267 |
| SHELDON STEELE | TRUSTEE-UNION-PAST Trustee or director | 1 | $0 | $103,684 | $74,523 |
| LORNE LUNDEEN | TRUSTEE-UNION Trustee or director | 1 | $0 | $75,153 | $57,542 |
| HEATHER GRAZZINI-SIMS | TRUSTEE-EMPLOYER (SECRETARY) Trustee or director | 1 | $0 | $0 | $0 |
| DANIEL SHOEMAKER | TRUSTEE-EMPLOYER Trustee or director | 1 | $0 | $0 | $0 |
| MARTHA HENRICKSON | TRUSTEE-EMPLOYER Trustee or director | 1 | $0 | $0 | $0 |
| CHRIS BRINK | TRUSTEE-EMPLOYER Trustee or director | 1 | $0 | $0 | $0 |
| CHRIS SANDBERG | TRUSTEE-EMPLOYER Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN HOOK | TRUSTEE-EMPLOYER Trustee or director | 1 | $0 | $0 | $0 |
| BRENDAN CARTER | TRUSTEE-EMPLOYER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2520 PILOT KNOB RD STE 325, MENDOTA HTS, MN 55120-1369
- Principal officer (990 for 2024)
- HEATHER GRAZZINI-SIMS, 2520 PILOT KNOB ROAD 325, MENDOTA HEIGHTS, MN 55120
- Signed the 990
- HEATHER GRAZZINI-SIMS, TRUSTEE
- Phone
- (651) 256-1900
- Website
- WWW.MINNESOTALABORERS.ORG
- Return prepared by
- LEGACY PROFESSIONALS LLP
Mission
PROVIDE HEALTH AND WELFARE BENEFITS
Program accomplishments
- TO PROVIDE HEALTH, DENTAL, AND DEATH BENEFITS TO ELIGIBLE DEPENDENTS, BENEFICIARIES AND PARTICIPANTS OF THE PLAN.
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 41-6187750
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1969
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $870,712,975
- Income (IRS master file)
- $241,585,739
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $199,286,181 | $182,330,513 | $870,712,975 | IRS |
| 990 | December 2023 | $185,231,991 | $153,445,501 | $810,855,453 | XML |
| 990 | December 2022 | $171,607,729 | $159,944,023 | $721,335,627 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 41-6187750).
Questions about MINNESOTA LABORERS HEALTH AND WELFARE FUND
- What is the EIN of MINNESOTA LABORERS HEALTH AND WELFARE FUND?
- The employer identification number (EIN) of MINNESOTA LABORERS HEALTH AND WELFARE FUND is 41-6187750.
- Is MINNESOTA LABORERS HEALTH AND WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1969.
- Are donations to MINNESOTA LABORERS HEALTH AND WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MINNESOTA LABORERS HEALTH AND WELFARE FUND 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 MINNESOTA LABORERS HEALTH AND WELFARE FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MINNESOTA LABORERS HEALTH AND WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MINNESOTA LABORERS HEALTH AND WELFARE FUND?
- The 990 for the year ended December 31, 2024 names HEATHER GRAZZINI-SIMS.
- Who are the officers and directors of MINNESOTA LABORERS HEALTH AND WELFARE FUND?
- The 990 for the year ended December 31, 2024 lists 14 people; 0 received compensation from the organization.
- How much revenue does MINNESOTA LABORERS HEALTH AND WELFARE FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $199,286,181, expenses of $182,330,513 and total assets of $870,712,975 at year end.
Other nonprofits in MENDOTA HTS
- MINNESOTA LABORERS VACATION FUND EIN 23-7032783 · last filed 990 for 2024
- LIVING WELL DISABILITY SERVICES EIN 23-7181360 · last filed 990 for 2025
- MINNESOTA & N DAKOTA BRICKLAYERS & ALLIED CRAFTWORKERS HEALTH FUND EIN 41-6023461 · last filed 990 for 2024
- MINNESOTA TEAMSTERS CONSTRUCTION DIVISION FRINGE BENEFIT FUNDS EIN 23-7115412 · last filed 990 for 2024
- MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND EIN 41-6023462 · last filed 990 for 2024
- MINNESOTA CEMENT MASONS PLASTERERS SHOPHANDS 633 LOCAL VACATION SVGS EIN 41-1788959 · last filed 990 for 2024
- MINNESOTA & NORTH DAKOTA BRICKLAYER & ALLIED CRAFTWORKERS VACATION FUN EIN 23-7068471 · last filed 990 for 2024
- SOMERSET COUNTRY CLUB EIN 41-0547610 · last filed 990 for 2025