Form 990 for tax year 2023
Filed by TWIN CITY IRONWORKERS HEALTH & WELFARE FUND.
Totals
- Total revenue
- $28,555,151
- Total expenses
- $26,529,094
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $28,259,643
- Investment income
- $295,508
- Other revenue
- $0
- Total assets, end of year
- $37,336,182
- Total liabilities, end of year
- $1,828,464
- Net assets or fund balances, end of year
- $35,507,718
- 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: CONTRIBUTIONS
total $28,259,643 · related or exempt $28,259,643
-
3 · Investment income
total $768,526 · excluded $768,526
-
7a · Gross sales of assets other than inventory
securities $12,885,786
-
7b · Less cost or other basis and sales expenses
securities $13,358,804
-
7c · Gain or loss
securities -$473,018
-
7d · Net gain or loss
total -$473,018 · excluded -$473,018
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $25,635,983
-
11a · Fees: management
total $551,165
-
11b · Fees: legal
total $56,954
-
11c · Fees: accounting
total $48,996
-
11f · Fees: investment management
total $38,164
-
11g · Fees: other
total $159,289
-
13 · Office expenses
total $21,624
-
23 · Insurance
total $4,217
-
24a · Other expenses: OTHER EXPENSES
total $12,702
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $2,861,926 · end of year $5,433,504
-
4 · Accounts receivable
beginning of year $1,996,929 · end of year $2,033,056
-
11 · Investments: publicly traded securities
beginning of year $23,203,069 · end of year $24,751,707
-
12 · Investments: other securities
beginning of year $3,324,647 · end of year $4,470,606
-
15 · Other assets
beginning of year $490,284 · end of year $647,309
-
17 · Accounts payable and accrued expenses
beginning of year $242,184 · end of year $194,235
-
25 · Other liabilities
beginning of year $603,102 · end of year $1,634,229
-
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 $31,031,569 · end of year $35,507,718
Mission and programs · 2023
Mission
TO PROVIDE HEALTH, LIFE AND DEATH & DISMEMBERMENT BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS.
Activities or mission (Part I)
TO PROVIDE HEALTH AND WELFARE BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS.
-
PROVIDE SELF-FUNDED AND INSURED BENEFITS FOR APPROXIMATELY 1,889 UNION MEMBERS AND THEIR DEPENDENTS.
As filed on the 2023 return.
Listed in Part VII
-
Barry DaviesBARRY DAVIES
LABOR TRUSTEE, SECRETARY
- Total calculated
- $204,937
- From this org
- $0
- From related orgs
- $133,881
- Other
- $71,056
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $133,881 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $47,882 related
- Nontaxable benefits
- $0 + $23,174 related
- Filer's total
- $0 + $204,937 related
-
Mark JurekMARK JUREK
LABOR TRUSTEE
- Total calculated
- $90,520
- From this org
- $0
- From related orgs
- $35,909
- Other
- $54,611
- Hours/week
- 1 + 40 related
-
Michael WaltersMICHAEL WALTERS
LABOR TRUSTEE
- Total calculated
- $25,780
- From this org
- $0
- From related orgs
- $15,065
- Other
- $10,715
- Hours/week
- 1 + 40 related
-
Nate O'ReillyNATE O'REILLY
LABOR TRUSTEE
- Total calculated
- $47,370
- From this org
- $0
- From related orgs
- $19,063
- Other
- $28,307
- Hours/week
- 1 + 40 related
-
Keith MusolfKEITH MUSOLF
LABOR TRUSTEE
- Total calculated
- $187,419
- From this org
- $0
- From related orgs
- $118,360
- Other
- $69,059
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $118,360 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $45,885 related
- Nontaxable benefits
- $0 + $23,174 related
- Filer's total
- $0 + $187,419 related
-
Sture BergSTURE BERG
MANAGEMENT TRUSTEE, CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Mark ZieglerMARK ZIEGLER
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Heidi GundersonHEIDI GUNDERSON
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Todd RotheTODD ROTHE
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Butch PerrinBUTCH PERRIN
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
John DahlJOHN DAHL
ALTERNATE TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Fallon RatzlowFALLON RATZLOW
ALTERNATE TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Mike MahowaldMIKE MAHOWALD
LABOR TRUSTEE
- Total calculated
- $146,555
- From this org
- $0
- From related orgs
- $103,034
- Other
- $43,521
- Hours/week
- 1 + 40 related
-
Cobey KleinCOBEY KLEIN
LABOR TRUSTEE
- Total calculated
- $171,065
- From this org
- $0
- From related orgs
- $102,350
- Other
- $68,715
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $102,350 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $45,029 related
- Nontaxable benefits
- $0 + $23,686 related
- Filer's total
- $0 + $171,065 related
-
Josh KalinaJOSH KALINA
LABOR TRUSTEE
- Total calculated
- $172,341
- From this org
- $0
- From related orgs
- $104,632
- Other
- $67,709
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $104,632 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $44,080 related
- Nontaxable benefits
- $0 + $23,629 related
- Filer's total
- $0 + $172,341 related
-
Nick PetrucelleNICK PETRUCELLE
LABOR TRUSTEE
- Total calculated
- $93,788
- From this org
- $0
- From related orgs
- $38,123
- Other
- $55,665
- Hours/week
- 1 + 40 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.
-
TWIN CITY IRON WORKERS PENSION FUND
401(A) · TO PROVIDE RETIREMENT BENEFITS TO UNION MEMBERS. · MN
-
TWIN CITY IRON WORKERS APPRENTICESHIP AND TRAINING FUND
501(C) · TO PROVIDE TRAINING BENEFITS TO UNION MEMBERS. · MN
-
TWIN CITY IRON WORKERS DEFINED CONTRIBUTION FUND
401(A) · TO PROVIDE RETIREMENT BENEFITS TO UNION MEMBERS. · MN
-
ASSOCIATED GENERAL CONTRACTORS OF MINNESOTA INC
501(C) · TO REPRESENT MEMBERS INVOLVED IN CONSTRUCTION INDUSTRY · MN
-
INT'L ASSOC OF BRIDGE STRUCTURAL ORNAMENTAL & REINFORCING IRONWORKERS #512
501(C) · TO PROMOTE THE WELFARE OF MEMBERS AND THEIR FAMILIES · MN
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 corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
ABLE FENCE INC
-
ACTION FENCE INC
-
ADVANCE TRIWEST EQUIPMENT LTD
-
AJ LYSNE CONTRACTING CORP
-
ALLIANCE GLAZING TECHNOLOGIES
-
ALTRA MACHINERY MOVERS & RIGG
-
AMERECT INC
-
AMERICAN INDUSTRIAL DOOR INC
-
ARMSTRONG CRANE &
-
ARNIE MACKEY CONSTRUCT
-
AZCO INC
-
BABCOCK & WILCOX CONST
-
BADGERLAND METAL BLDG
-
BALD EAGLE ERECTORS INC
-
BARNHART CRANE RIGGING
-
BESON & HOULE LLC
-
BEST STEEL ERECTORS INC
-
BEYEL BROTHERS INC
-
BHI ENERGY SPECIALTY SERVICES
-
BLATTNER ENERGY
-
BOLDT COMPANY
-
C & M ERECTORS INC
-
CD SMITH CONSTRUCTION INC
-
CARY SPECIALIZED SERVICES INC
-
CITY OF MINNEAPOLIS CENTRAL
-
CONCRETE UNLIMITED LLC
-
CORVAL CONSTRUCTORS INC
-
CRAWFORD DOOR SALES CO
-
DANNY'S CONSTRUCTION CO
-
DAY & ZIMMERMAN NPS
-
DIRT INC DBA NORTHLAND HOMES
-
DONALD HOLM CONSTRUCT
-
E & J REBAR INC
-
EGAN COMPANY
-
EMPIREHOUSE INC
-
EVEREST STEEL INC
-
FIVE STAR REBAR
-
FLYNN COMPANIES
-
FOSBEL INC
-
FOWLER & HAMMER INC
-
GOPHER STAGE LIGHTING
-
GUSTAFSON & GOUDGE INC
-
HALL W L CO
-
HAMMERLUND INC
-
HAWK & SONS INC
-
HAWK & SONS STEEL ERECTION
-
HI-BOOM ERECTING INC
-
HIGH FIVE ERECTORS II INC
-
HOOSIER CRANE
-
INDUSTRIAL CONSTRUCT SPECIALST
-
J & H ERECTORS INC
-
J AND B AMERICAN STEEL
-
J H FINDORFF & SONS INC
-
J&L OF AMERICA
-
JR JENSEN CONSTRUCTION CO
-
JAMAR COMPANY INC
-
JD STEEL CO INC
-
KMH ERECTORS INC
-
KOLB CONSTRUCTION INC
-
KORTECH CONSULTINGINC
-
KRAEMER NORTH AMERICA
-
LAKEHEAD CONSTRUCTORS INC
-
LIBERTY ERECTION INC
-
LILJA CORPORATION
-
LINCO COMPANIES
-
M & J LLC
-
M & M RENOVATION LLC
-
MAMORTENSON CO
-
METRO ERECTORS INC
-
MEYER CR AND SONS COMPANY
-
MICHELS CORPORATION
-
MIRON CONSTRUCTION COINC
-
MODERN CRANE SERVICE INC
-
MOEN STEEL ERECTION INC
-
NATIONAL STEEL ERECTORS
-
NORMINN INDUSTRIAL LLC
-
NORTHERN HORIZONS INC
-
NORTHERN INDUSTRIAL ERECTORS
-
NORTHERN INDUSTRIAL SERVICES
-
NORTHERN STEEL ERECTORS
-
NORTHWEST STEEL ERECTION
-
OVERHEAD DOOR NORTHLAND
-
PATRIOT ERECTORS INC
-
PATZOLDT CONCRETE & MASONRY LL
-
PAULY JAIL BUILDING CO
-
PERMASTEELISA NO AMERICA CORP
-
PIONEER POWER INC
-
RADOTICH INC
-
RED CEDAR STEEL ERECTOR
-
REGER COMPANIES
-
RIVER CITY ERECTORS INC
-
RODEN IRON INC
-
S & R REINFORCING INC
-
S P E INC
-
SCHUFF STEEL COMPANY
-
SHANK CONSTRUCTORS INC
-
SOUTH CENTRAL ERECTORS
-
SOWLES CO
-
STRONG TOWER BUILDING ENVELOPE
-
STRONGHOLD INDUSTRIES INC
-
SUPERIOR STEEL ERECTORS
-
T&A RIGGING INC
-
TANLEY REINFORCING INC
-
TERRENE DEVELOPMENT LLC
-
TNT REBAR LLC
-
TOP IRON REINFORCING INC
-
TRI-CITY IRON WORKS
-
TRITON STEEL LLC
-
TWIN CITY STEEL ERECTORS INC
-
UNITED REFRACTORIES INC
-
URBANSKI BUILDERS INC
-
US METAL BUILDERS INC
-
VIC'S CRANE & HEAVY HAUL INC
-
WEITZ INDUSTRIAL LLC
-
WENGER TRAFFIC CORPORATION
-
WESTERN STATES STEEL ERECT CO
-
WHITE CONSTRUCTION
-
WILLSON IRON LLC
-
WOODY'S REBAR COMPANY
-
WREN WORKS LLC
-
XCEL ENERGY INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 4 September 2024
- IRS schema version
- 2023v5.1
- Source object
- 202402499349300045
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.