Form 990 for tax year 2022
Filed by ST PAUL ELECTRICAL WORKERS RESERVE TRUST.
Totals
- Total revenue
- $12,456,156
- Total expenses
- $5,091,005
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $5,523,718
- Investment income
- $6,930,211
- Other revenue
- $2,227
- Total assets, end of year
- $182,800,730
- Total liabilities, end of year
- $17,340,627
- Net assets or fund balances, end of year
- $165,460,103
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: EMPLOYER CONTRIBUTIONS
total $5,523,718 · related or exempt $5,523,718
-
3 · Investment income
total $4,189,261 · excluded $4,189,261
-
7a · Gross sales of assets other than inventory
securities $68,023,748
-
7b · Less cost or other basis and sales expenses
securities $65,282,798
-
7c · Gain or loss
securities $2,740,950
-
7d · Net gain or loss
total $2,740,950 · excluded $2,740,950
-
11a · Other revenue: COMMISSION RECAPTURE
total $1,655 · related or exempt $1,655
-
11b · Other revenue: OTHER INCOME
total $572 · related or exempt $572
-
11e · Other revenue, total
$2,227
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $4,359,482
-
11a · Fees: management
total $182,310
-
11b · Fees: legal
total $2,294
-
11c · Fees: accounting
total $18,051
-
11f · Fees: investment management
total $492,108
-
11g · Fees: other
total $16,000
-
13 · Office expenses
total $261
-
23 · Insurance
total $20,441
-
24a · Other expenses: BANK CHARGES
total $58
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $7,336,789 · end of year $7,364,544
-
4 · Accounts receivable
beginning of year $896,518 · end of year $1,314,145
-
11 · Investments: publicly traded securities
beginning of year $138,882,104 · end of year $156,781,414
-
12 · Investments: other securities
beginning of year $19,112,022 · end of year $17,340,627
-
17 · Accounts payable and accrued expenses
beginning of year $79,855 · end of year $0
-
25 · Other liabilities
beginning of year $19,112,022 · end of year $17,340,627
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $147,035,556 · end of year $165,460,103
Mission and programs · 2022
Mission
TO PROVIDE MEDICAL COVERAGE FOR BARGAINING UNIT RETIREES, DISABLED PARTICIPANTS, AND SURVIVING SPOUSES OF DECEASED BARGAINING UNIT PARTICIPANTS AND RETIREES.
Activities or mission (Part I)
PROVIDE RETIREE MEDICAL FUNDING TO ELIGIBLE PARTICIPANTS.
-
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 2,252 PARTICIPANTS.
As filed on the 2022 return.
Listed in Part VII
-
James SchultJAMES SCHULT
CHARIMAN, UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Jamie M McNamaraJAMIE M MCNAMARA
UNION TRUSTEE
- Total calculated
- $216,467
- From this org
- $0
- From related orgs
- $156,218
- Other
- $60,249
- Hours/week
- 1 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $156,218 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $25,298 related
- Nontaxable benefits
- $0 + $34,951 related
- Filer's total
- $0 + $216,467 related
-
Peter BourlandPETER BOURLAND
MGMT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Brandon P AndersonBRANDON P ANDERSON
UNION TRUSTEE ALTERNATE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Jt PedersonJT PEDERSON
MGMT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Luke KuhlLUKE KUHL
SECRETARY, MGMT TRUSTEE
- Total calculated
- $193,534
- From this org
- $0
- From related orgs
- $150,097
- Other
- $43,437
- Hours/week
- 1 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $150,097 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $43,437 related
- Filer's total
- $0 + $193,534 related
-
Nate SteinNATE STEIN
ALT MGMT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Douglas SuchanekDOUGLAS SUCHANEK
ALT UNION TRUSTEE
- Total calculated
- $185,847
- From this org
- $0
- From related orgs
- $132,885
- Other
- $52,962
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $132,885 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $22,593 related
- Nontaxable benefits
- $0 + $30,369 related
- Filer's total
- $0 + $185,847 related
-
Andrew ColvardANDREW COLVARD
ALT MGMT TRUSTEE
- Total calculated
- $123,234
- From this org
- $0
- From related orgs
- $89,318
- Other
- $33,916
- Hours/week
- 1 + 40 related
-
Logan BeereLOGAN BEERE
ALT UNION TRUSTEE
- Total calculated
- $178,157
- From this org
- $0
- From related orgs
- $125,877
- Other
- $52,280
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $125,877 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $22,091 related
- Nontaxable benefits
- $0 + $30,189 related
- Filer's total
- $0 + $178,157 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
ST PAUL ELECTRICAL CONSTRUCTION PENSION PLAN
401(A) · PROVIDE RETIREMENT AND DISABILITY BENEFITS · MN
-
ST PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN
401(A) · PROVIDE PARTICIPANTS SAVINGS ON A PRE-TAX BASIS THROUGH PAYROLL DEDUCTIONS · MN
-
ST PAUL ELECTRICAL CONSTRUCTION WORKERS SUPPLEMENTAL PENSION PLAN
401(A) · PROVIDE SUPPLEMENTAL PENSION BENEFITS · MN
-
ST PAUL ELECTRICAL WORKERS HEALTH PLAN
501(C)(9) · PROVIDE HEALTH AND WELFARE BENEFITS · MN
-
ST PAUL ELECTRICAL WORKERS REGULAR VACATION AND HOLIDAY TRUST
501(C)(9) · PROVIDE VACATION AND HOLIDAY BENEFITS · MN
-
METROPOLITAN COUNCIL
-
METROPOLITAN MECHANICAL
-
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 110
501(C)(5) · SPONSORING ORGANIZATION · MN
-
ST PAUL CHAPTER NATIONAL ELECTRICAL CONTRACTORS
501(C)(6) · SPONSORING ORGANIZATION · MN
-
ST PAUL AREA ELECTRICAL JOINT APPRENTICESHIP AND TRAINING FUND
501(C)(3) · PROVIDE TRAINING · MN
-
LABOR MANAGEMENT JOINT COMM FOR THE SAINT PAUL ELECTRICAL CONST INDUSTRY
501(C)(5) · PROMOTE LABOR-MGMT COOPERATION AND PROMOTE THE INDUSTRY TO THE PUBLIC · MN
-
ST PAUL SCHOOLS ISD #625
-
VALLEY ELECTRICAL SERVICES
-
VIKING ELECTRIC INC
-
CITY OF ST PAUL
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
C2 ELECTRIC INC
-
CAPISTRANT ELECTRIC LLC
-
CHOICE ELECTRIC INC
-
CROCUS HILL ELECTRIC - GECO CO
-
CUMMINS ELECTRIC INC
-
D & G ELECTRIC INC
-
DJ ELECTRIC SERVICES INC
-
K & M ELECTRIC INC
-
KEVIN AHLERS ELECTRIC LLC
-
LAKERIDGE ELECTRIC LLC
-
MIDWEST ELECTRICAL CONST
-
MILLER CLARK ELECTRIC LLC
-
PEC SOLUTIONS LLC
-
PEOPLES ELECTRIC CO INC
-
REBEL ELECTRIC LLC
-
RSR ELECTRIC HIGHLAND ELECTR
-
SARGE ELECTRIC LLC
-
SCHAMMEL ELECTRIC
-
SCHECK MECHANICAL CORP
-
ST PAUL ARENA CO LLC
-
THOR ELECTRIC LLC
-
WITZEL ELECTRIC
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
A & J ELECTRIC CORP
-
A & M ELECTRIC
-
ACCORD ELECTRIC INC
-
ACE ELECTRICAL CONTRACTORS INC
-
ACORN ELECTRIC INC
-
ADVANTAGE POINT GROUP INC
-
AID ELECTRIC CORP
-
AMP'D ELECTRIC LLC
-
ARCADE ELECTRIC S & K MC INC
-
B & B ELECTRIC CONST INC
-
BANKS ELECTRIC CORPORATION
-
BLOOMINGTON ELECTRIC CO
-
BLUESKY ELECTRIC CO
-
BOB MARTY ELECTRIC INC
-
BYRON ELECTRIC LLC
-
CAP ELECTRIC INC
-
COLLINS ELECTRICAL CONST CO
-
CONNECT ELECTRIC INC
-
EGAN COMPANY
-
ELECTRIC BY DESIGN INC
-
ELEMENT ELECTRIC LLC
-
ERICKSON ELECTRIC CO INC
-
ERICKSON PLUMBING
-
FOREST LAKE CONTRACTING INC
-
FRASER MORRIS ELECTRIC CO
-
GEPHART ELECTRIC CO INC
-
GILBERT MECHANICAL CONTRACTORS
-
GRANITE LEDGE ELEC CONTR INC
-
GUNNAR ELECTRIC
-
HARRIS ST PAUL INC
-
HELM ELECTRIC INC
-
HI-TECH ELECTRICAL CONTR LLC
-
HORWITZ INC
-
HUNT ELECTRIC CORP
-
INTERFACE ELECTRIC INC
-
J BECHER & ASSOC INC
-
KILLMER ELECTRIC CO INC
-
KIRTLAND ELECTRIC
-
LAKES AREA ELECTRIC INC
-
LANDMARK ELECTRIC INC
-
LANGER ELECTRIC LLC
-
LAUGHLIN ELECTRIC & CONSTRUCTI
-
LETOURNEAU ELECTRIC INC
-
LINDSTROM ELECTRIC LLC
-
M & T ELECTRIC INC
-
MANOR ELECTRIC INC
-
MASTER ELECTRIC CO INC
-
MEDINA ELECTRIC INC
-
MERCURY ELECTRIC
-
MERIT ELECTRIC CO
-
MICHAUD COOLEY ERICKSON
-
MODERN ELECTRICAL SOLUTIONS I
-
MSP ELECTRIC LLC
-
MUSKA ELECTRIC CO
-
NAC-NORTHERN AIR CORP
-
NEI ELECTRIC INC
-
NEO ELECTRICAL SOLUTIONS LLC
-
NORTHLAND MECHANICAL CONTRACTO
-
OLYMPIATECH ELECTRICAL CONT IN
-
O'NEILL ELECTRIC INC
-
PAUL'S ELECTRIC INC
-
PHASOR ELECTRIC CO
-
PRAIRIE ELECTRIC CO INC
-
PREFERRED ELECTRIC INC
-
PREMIER ELECTRICAL CORP
-
PULSE ELECTRIC INC
-
SCHULKERS ELECTRIC
-
SR MECHANICAL INCORPORATED
-
SUPREME ELECTRIC INC
-
THE ELECTRIC GUYS INC
-
TOTAL CONST & EQUIP INC
-
TRU ELECTRIC INC
-
TWIN LAKES ELECTRIC LLC
-
UHL COMPANY INC
-
WALLACE ELECTRICAL CONST INC
-
WALLRAFF ELECTRIC COMPANY
-
WAUSAU ELECTRIC INC
-
WDW ELECTRIC LLC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 25 June 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441799349301614
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