← MINNESOTA & N DAKOTA BRICKLAYERS & ALLIED CRAFTWORKERS HEALTH FUND

Form 990 for tax year 2023

Filed by MINNESOTA & N DAKOTA BRICKLAYERS & ALLIED CRAFTWORKERS HEALTH FUND.

Totals

Total revenue: $27,157,058
Total expenses: $21,771,390
Contributions and grants received: $0
Grants paid: $0
Program service revenue: $23,997,434
Investment income: $3,159,624
Other revenue: $0
Total assets, end of year: $109,459,079
Total liabilities, end of year: $152,762
Net assets or fund balances, end of year: $109,306,317
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 $23,997,434 · related or exempt $23,997,434
3 · Investment income

total $2,267,239 · excluded $2,267,239
7a · Gross sales of assets other than inventory

securities $15,815,627
7b · Less cost or other basis and sales expenses

securities $14,923,242
7c · Gain or loss

securities $892,385
7d · Net gain or loss

total $892,385 · excluded $892,385

Functional expenses

Part IX, the statement of functional expenses.

4 · Benefits paid to or for members

total $20,313,097
11a · Fees: management

total $868,500
11b · Fees: legal

total $96,161
11c · Fees: accounting

total $38,745
11f · Fees: investment management

total $283,495
11g · Fees: other

total $87,830
13 · Office expenses

total $57,716
19 · Conferences, conventions and meetings

total $2,484
23 · Insurance

total $15,271
24a · Other expenses: AFFORDABLE CARE ACT FEE

total $8,091

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $3,516,802 · end of year $3,162,522
2 · Savings and temporary cash investments

beginning of year $4,181,561 · end of year $4,354,227
4 · Accounts receivable

beginning of year $1,609,000 · end of year $1,714,000
9 · Prepaid expenses and deferred charges

beginning of year $112,390 · end of year $110,809
11 · Investments: publicly traded securities

beginning of year $60,555,605 · end of year $68,232,171
12 · Investments: other securities

beginning of year $26,712,237 · end of year $31,243,110
15 · Other assets

beginning of year $604,661 · end of year $642,240
17 · Accounts payable and accrued expenses

beginning of year $42,927 · end of year $118,764
25 · Other liabilities

beginning of year $14,179 · end of year $33,998
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 $97,235,150 · end of year $109,306,317

Mission and programs · 2023

Mission

PROVIDE HEALTH AND WELFARE BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS.

Activities or mission (Part I)

PROVIDE HEALTH & WELFARE BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS.

PAYMENT OF HOSPITAL, MEDICAL, DENTAL, DISABILITY, DEATH, AND VISION BENEFITS FOR 2,133 UNION MEMBERS AND THEIR DEPENDENTS.

As filed on the 2023 return.

Listed in Part VII

Douglas SchroederDOUGLAS SCHROEDER

SEE SCHEDULE O

Total calculated

$0

Hours/week

1 + 50 related
Michael GanzMICHAEL GANZ

SEE SCHEDULE O

Total calculated

$0

Hours/week

1 + 44 related
Frank Grazzini IIFRANK GRAZZINI II

MANAGEMENT TRUSTEE

Total calculated

$0

Hours/week

1 + 40 related
Amy ThompsonAMY THOMPSON

MANAGEMENT TRUSTEE

Total calculated

$0

Hours/week

1 + 41 related
Stan PaczynskiSTAN PACZYNSKI

SEE SCHEDULE O

Total calculated

$0

Hours/week

1 + 42 related
Ron RasleyRON RASLEY

MANAGEMENT TRUSTEE

Total calculated

$0

Hours/week

2
John NesseJOHN NESSE

MANAGEMENT TRUSTEE, SECRETARY

Total calculated

$0

Hours/week

5
Bob MillerBOB MILLER

ALTERNATE MANAGEMENT TRUSTEE

Total calculated

$0

Hours/week

1 + 40 related
Trent SchiefferTRENT SCHIEFFER

ALTERNATE MANAGEMENT TRUSTEE

Total calculated

$0

Hours/week

1 + 40 related
Eric VikERIC VIK

SEE SCHEDULE O

Total calculated

$0

Hours/week

1 + 42 related
Amanda EiynkAMANDA EIYNK

ALTERNATE MANAGEMENT TRUST

Total calculated

$0

Hours/week

1 + 40 related
Jake NelsonJAKE NELSON

UNION TRUSTEE

Total calculated

$0

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.

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.

CITY OF MINNEAPOLIS
CITY OF ST PAUL
SPECIAL SCHOOL DISTRICT #1
MINNEAPOLIS PUBLIC SCHOOL
ST PAUL PUBLIC SCHOOLS
UNIVERSITY OF MINNESOTA
MINNESOTA AND NORTH DAKOTA BRICKLAYERS & ALLIED CRAFTWORKERS PENSION FUND

401(A) · PROVIDE RETIREMENT BENEFITS TO UNION MEMBERS · MN
MINNESOTA AND NORTH DAKOTA BRICKLAYERS & ALLIED CRAFTWORKERS VACATION FUND

501(C)(9) · PROVIDE VACATION BENEFITS TO UNION MEMBERS · MN
BRICKLAYERS LOCAL NO 1 APPREN

501(C)(5) · PROVIDE TRAINING AND RETRAINING TO CURRENT AND PROSPECTIVE UNION MEMBERS · MN
ASSOCIATED GENERAL CONTRACTORS OF MINNESOTA INC

501(C)(6) · REPRESENTING MEMBERS INVOLVED IN MINNESOTA'S CONSTRUCTION INDUSTRY · MN
MINNESOTA CERAMIC TILE AND ALLIED TRADES

401(A) · TO PROVIDE RETIREMENT BENEFITS TO UNION MEMBERS · MN
BRICKLAYERS AND ALLIED CRAFTWORKERS LOCAL UNION NO 1 MINNESOTANORTH DAKOTA

501(C)(5) · PROTECT AND IMPROVE THE GENERAL WELFARE OF ITS MEMBERS AND EMPLOYEES · 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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

D R FRANTZ CONCRETE CONST
RAM CONSTRUCTION SERVICES

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

BRICKALYERS AND ALLIED CRAFTWORKERS SERVICE CORPORATION

C · ADMINISTRATIVE SERVICES TO RELATED FUND · MN · 20% owned · share of income $103,272 · share of assets $49,979
A J SPANJERS CO
ACME TUCKPOINTING & RESTOR
ACOUSTICS ASSOCIATES INC
ADVANCE TERRAZZO & TILE CO
ADVANCED MASONRY RESTORATION
ALVIN BENIKE INC
AMERICAN MASONRY INC
ANCHOR GLASS CONTAINER INC
API CONSTRUCTION
APPRENTICESHIP TC BRICKLAYERS
ARCHITHORITY UNITED LLC
AXEL H OHMAN INC
A-Z CONSTRUCTION MAS DBA B&D
B & D ASSOCIATES LLC
B & M MASONRY INC
B & W MASONRY
BEDROCK-FLINT INC
BERGER TILE & STONE
BERGLUND CONSTRUCTION COMPANY
BLACKHAWK TILE & STONE INC
BOB'S SW INC DBA BOBS SW CONST
BRATRUD CONSTRUCTION
BROWN REFRACTORY SERVICE
C R MEYER & SONS COMPANY
CAMCO CONSTRUCTION INC
CARCIOFINI COMPANY INC
CD SMITH CONSTRUCTION INC
CD TILE & STONE INC
COMMERCIAL FLOORING INSTALL
CON'S MASONRY INC
CONTRACT CAULKING
CONTRACT TILE & CARPET INC
CROSSTOWN MASONRY INC
D J KRANZ CO INC
DAROLD BERGER MASONRY INC
DAVIS-BIRD CONTRACTING INC
DAYCO CONCRETE
DEL'S CONSTRUCTION CO INC
DIRT INC
DOMINIONAIRE CONTRACTING INC
DZIEDZIC CAULKING INC
EICHOLTZ MASONRY INC
EXTERIOR BUILDING SERVICES INC
FABCON INC
FLEMMING TILE INC
FLOORS BY BECKERDBA D INSTALL
FOWLER AND HAMMER
FRANDRUP MASONRY INC
GAGE BROTHERS CAULKING
GAGNON INCORPORATED
GEORGE SIEGFRIED CONST CO
GOFF MASONRY LLC
GORDON CONST OF MAHNOMEN INC
GRANITE-TOPS INSTALLATION INC
GRAZZINI BROTHERS CO
GRESSER COMPANIES INC
HANSON MASONRY & CONCRETE LLC
HARBOR CITY MASONRY INC
HARRISON TILE CO INC
HOLLENBACK & NELSON INC
HOVLAND INC
HUESMAN SCHREIBER MASONRY
INCOR INSTALLATION INC
INSTALLATION CONCEPTS INC
J & D MASONRY INC
J E DUNN CONSTRUCTION COMPANY
JENSEN MASONRY INC
JOHN FOLEY MASONRY
JOHNSON & NELSON
JOHNSON CARPET
JOHNSON TERRAZZO CO INC
KASELLA CONCRETE INC
KIFFMEYER INC
KNIGHT MATERIAL TECHNOLOGIES
KNUTSON CONSTRUCTION SERVICES
LAKEHEAD CONSTRUCTORS INC
LANGER CONSTR CO
LEE'S CERAMICS INC
LOUHI & KIVELA MASONRY INC
M & L MASONRY
M A MORTENSON CO
M C MAGNEY CONST
MAERTENS-BRENNY CONSTRUCTION
MARKET & JOHNSON INC
MAVO SYSTEMS INC
MCGOUGH CONSTRUCTION CO INC
METROPOLITAN TILE & MARBLE
MG MCGRATH INC
MIDWEST PRECAST SERVICES LLC
MIDWESTERN MASONRY INC
MIRON CONSTRUCTION CO INC
MIRON CONSTRUCTION CO INC
MN CONCRETE SPECIALTIES INC
MN STATE BUILDING TRADES
MOLIN CONCRETE PRODUCTS
MOSAICA LLC
NIKKEL TILE INC
NORTHLAND CONCRETE & MASONRY
NORTHLAND CONSTRUCTORS OF DUL
PARAMOUNT CONCRETE & MAS INC
PATZOLDT CONCRETE & MASONRY LL
PROJECT RESTORATIONS INC
REFRACTORY SERVICE INC
RESCH'S TILE INC
RESTORATION & CONSTRUCTION SER
RESTORATION SYSTEMS INC
RICE LAKE CONSTRUCTION GROUP
RIGHTWAY CAULKING
RON NOVAK CONSTRUCTION
SCHLEIS FLOOR COVERING INC
SERVAIS TILE & STONE INC
SHEEHY CONSTRUCTION CO
SMITH-SHARPE REFRACTORY INC
STEBBINS ENGINEERING
STEENBERG - WATRUD CONST INC
STILLWATER MASONRY RESTORATION
STONE CONSTRUCTION INC
STRETAR MASONRY & CONCRETE INC
SUMMIT CONCRETE & MAS CONST
SUNRISE SPECIALTY CONTR
SWANSON & YOUNGDALE INC
TCR ENTERPRISES DBA J&K MASON
THE BOLDT COMPANY
THE CAULKERS COMPANY INC
TIM'S CONSTRUCTION
TOTAL CONSTRUCTION & EQUIPMENT
TR CONCRETE INC DBA TR MASONRY
TRANSFER TO HRA - MANUAL
TWIN CITY SPECIALTIES INC
UNITED MASONRY INC
UNITED REFACTORIES INC
VAN MINSEL BROS CONSTRUCTION
VAN MINSEL BROS CONSTRUCTION
WELLS CONCRETE PRODUCTS CO
WENDT MASONRY INC
WESTERN REFRACTORY CONST
WESTERN SPECIALTY CONTRACTORS
WILLIAMS MASONRY INC
WILLIAMS REFRACTORY SERVICES
WISCONSIN TERRAZZO & TILE INC
WTG TERRAZZO & TILE INC
WYSAN PRECAST SERVICES LLC
ZACHMAN PRECAST INC

Provenance

Return type: form_990
Tax year: 2023
Filed: 11 November 2024
IRS schema version: 2023v5.1
Source object: 202403169349305150

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