TY 2014 Form 990

(A) Name and business address	(B) Description of services	(C) Compensation
WILSON-MCSHANE CORPORATION 3001 METRO DRIVE SUITE 500 BLOOMINGTON,MN55425	PLAN ADMINISTRATOR	2,520,000
BLUE CROSS BLUE SHIELD OF MINNESOTA PO BOX 64560 ST PAUL,MN551640560	CLAIMS PROCESSOR	1,998,740
HEALTH SYSTEMS MANAGEMENT 2087 CLUB HOUSE DRIVE LILLIAN,AL36549	HEALTH MANAGEMENT PROGRAM	249,890
DELTA DENTAL 3560 DELTA DENTAL DRIVE EAGAN,MN551223166	CLAIMS PROCESSOR	236,566
ANDERSON HELGEN DAVIS & NISSENLLC 150 SOUTH 5TH ST SUITE 3100 MINNEAPOLIS,MN55402	ATTORNEY	133,406
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 5

Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
	1	Cash–non-interest-bearing .............		1
2	Savings and temporary cash investments .........	21,789,760	2	30,209,844
3	Pledges and grants receivable, net ...........		3
4	Accounts receivable, net .............	6,583,923	4	8,635,793
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
			5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
		728,113	6	378,486
7	Notes and loans receivable, net .............		7
8	Inventories for sale or use ..............		8
9	Prepaid expenses and deferred charges ..........		9
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation .....	10b			10c
11	Investments—publicly traded securities ..........		11
12	Investments—other securities. See Part IV, line 11 .....	138,026,192	12	146,123,642
13	Investments—program-related. See Part IV, line 11 .....		13
14	Intangible assets ...............		14
15	Other assets. See Part IV, line 11 ...........		15
16	Total assets. Add lines 1 through 15 (must equal line 34)......	167,127,988	16	185,347,765
	17	Accounts payable and accrued expenses .........	714,977	17	1,844,783
18	Grants payable .................		18
19	Deferred revenue ................		19
20	Tax-exempt bond liabilities .............		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D..		21
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........		22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ....		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................	962,526	25	2,070,456
26	Total liabilities. Add lines 17 through 25.........	1,677,503	26	3,915,239
		Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............		27
28	Temporarily restricted net assets ...........		28
29	Permanently restricted net assets ...........		29
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds ........	0	30	0
31	Paid-in or capital surplus, or land, building or equipment fund .....	0	31	0
32	Retained earnings, endowment, accumulated income, or other funds	165,450,485	32	181,432,526
33	Total net assets or fund balances ...........	165,450,485	33	181,432,526
34	Total liabilities and net assets/fund balances ........	167,127,988	34	185,347,765

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization

CARPENTERS AND JOINERS WELFARE FUND

Employer identification number

41-6024791

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements .......................	2a
b	Total acreage restricted by conservation easements ..................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ....................	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.

If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included in Form 990, Part VIII, line 1 ........................ SchDMd Bullet

(ii)

Assets included in Form 990, Part X .............................. SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

Revenue included in Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2014

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No

If "Yes," explain the arrangement in Part XIII and complete the following table:


c	Beginning balance .................................	1c
d	Additions during the year ..............................	1d
e	Distributions during the year .............................	1e
f	Ending balance ...................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII .......

Part V

Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.

		(a)Current year	(b)Prior year	b (c)Two years back	(d)Three years back	(e)Four years back
1a	Beginning of year balance ....
b	Contributions ........
c	Net investment earnings, gains, and losses
d	Grants or scholarships .....
e	Other expenditures for facilities and programs ........
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Temporarily restricted endowment SchDMd Bullet

The percentages in lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations ........................

3a(i)

(ii) related organizations ........................

3a(ii)

If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(d) Book value
1a	Land .................
b	Buildings ................
c	Leasehold improvements ............
d	Equipment ................
e	Other .................
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......		0

Schedule D (Form 990) 2014

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b)Book value	(c) Method of valuation: Cost or end-of-year market value
(1)Financial derivatives
(2)Closely-held equity interests
(3)Other (A) SSGA IMTERM. GOV CREDIT BD INDEX CM NL	104,666,866	F
(B) NTGI QM COM DAILY S&P 500 TAX EXEMPT	41,456,776	F







Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	146,123,642

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment		(b) Book value	(c) Method of valuation: Cost or end-of-year market value









Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value









Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability		(b) Book value
Federal income taxes
VACATION DOLLARS DUE TO CREDIT UNION		1,217,010
DUE TO OTHER FUNDS		853,446







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)		2,070,456
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2014

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	121,261,509
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	7,373,841
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	7,373,841
3	Subtract line 2e from line 1.....................			3	113,887,668
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	94,155
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.......................			4c	94,155
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	113,981,823

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	105,279,468
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities ..........	2a
b	Prior year adjustments ..............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d......................			2e	0
3	Subtract line 2e from line 1.....................			3	105,279,468
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	94,155
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.......................			4c	94,155
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	105,373,623

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART X, LINE 2:	THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE IRS DATED AUGUST 29, 1967, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)9 OF THE IRC. HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2014 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011.

Return Reference

Explanation

PART X, LINE 2:

THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE IRS DATED AUGUST 29, 1967, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)9 OF THE IRC. HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2014 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011.

Schedule D (Form 990) 2014

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization

CARPENTERS AND JOINERS WELFARE FUND

Employer identification number

41-6024791

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? ................

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 5a or 5b, describe in Part III.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 6a or 6b, describe in Part III.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................

If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2014

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column(B) reported as deferred in prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1THOMAS PERRIERUNION TRUSTEE	(i) (ii)	0 ............................... 95,564	0 ............................... 0	0 ............................... 0	0 ............................... 0	0 ............................... 55,557	0 ............................... 151,121	0 ............................... 0
2BURT JOHNSONUNION TRUSTEE	(i) (ii)	0 ............................... 154,460	0 ............................... 0	0 ............................... 0	0 ............................... 0	0 ............................... 75,921	0 ............................... 230,381	0 ............................... 0
3PATRICK NILSENUNION ALTERNATE SECRETARY	(i) (ii)	0 ............................... 148,856	0 ............................... 0	0 ............................... 0	0 ............................... 0	0 ............................... 74,297	0 ............................... 223,153	0 ............................... 0
4JOHN RAINESUNION TRUSTEE/SECRETARY	(i) (ii)	0 ............................... 249,991	0 ............................... 0	0 ............................... 0	0 ............................... 0	0 ............................... 100,039	0 ............................... 350,030	0 ............................... 0
5CHRIS HILLUNION TRUSTEE/ALTERNATE	(i) (ii)	0 ............................... 105,504	0 ............................... 0	0 ............................... 0	0 ............................... 0	0 ............................... 61,382	0 ............................... 166,886	0 ............................... 0

Schedule J (Form 990) 2014

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.

Return Reference	Explanation

Schedule J (Form 990) 2014

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet

Attach to Form 990 or Form 990-EZ.
MediumBullet

Information about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization

CARPENTERS AND JOINERS WELFARE FUND

Employer identification number

41-6024791

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e)Original principal amount	(f)Balance due	(g) In default?		(h) Approved by board or committee?		(i)Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e)Original principal amount	(f)Balance due	Yes	No	Yes	No	Yes	No
(1) J EIDEN CONSTRUCTION INC	CONTRIBUTING EMPLOYER	CONTRIBUTIONS		X	72,224	72,224		No		No		No
(2) DURSKEY FLOOR COVERING	CONTRIBUTING EMPLOYER	CONTRIBUTIONS		X	40,754	40,754		No		No		No
(3) TM SKULSKI (DBA ALL STAR)	CONTRIBUTING EMPLOYER	CONTRIBUTIONS		X	6,683	6,683		No		No		No
(4) SHOTLEY CONSTRUCTION	CONTRIBUTING EMPLOYER	CONTRIBUTIONS		X	3,641	3,641		No		No		No
(5) J&K BUILDERS INC	CONTRIBUTING EMPLOYER	CONTRIBUTIONS		X	14,230	14,230		No		No		No
(6) THEMESCAPES INC	CONTRIBUTING EMPLOYER	CONTRIBUTIONS		X	40,137	40,137		No		No		No
(7) CITYWIDE WOOD FLOORS	CONTRIBUTING EMPLOYER	CONTRIBUTIONS		X	33,266	33,266		No		No		No
(8) NORTHSTAR INSTALLATIONS LLC	CONTRIBUTING EMPLOYER	CONTRIBUTIONS		X	12,208	12,208		No		No		No
(9) TWIN CITY HARDWOOD FLOORS	CONTRIBUTING EMPLOYER	CONTRIBUTIONS		X	2,441	2,441		No		No		No
(10) JR JONES FIXTURE CO	CONTRIBUTING EMPLOYER	CONTRIBUTIONS		X	3,784	3,784		No		No		No
(11) MINORITY OWNED INS & DRYWALL	CONTRIBUTING EMPLOYER	CONTRIBUTIONS		X	20,752	20,752		No		No		No
(12) COMMERCIAL FLOORING INSTALLATION	CONTRIBUTING EMPLOYER	CONTRIBUTIONS		X	49,559	49,559		No		No		No
(13) INTEGRITY ACOUSTIC SOLUTIONS	CONTRIBUTING EMPLOYER	CONTRIBUTIONS		X	19,624	19,624		No		No		No
(14) INITATIVE CONSTRUCTION	CONTRIBUTING EMPLOYER	CONTRIBUTIONS		X	6,935	6,935		No		No		No
(15) MARLOW FLOOR COVERING INC	CONTRIBUTING EMPLOYER	CONTRIBUTIONS		X	214	214		No		No		No
(16) JR JONES FIXTURE CO	CONTRIBUTING EMPLOYER	CONTRIBUTIONS		X	21,419	21,419		No		No		No
(17) BELKATO CORPORATION	CONTRIBUTING EMPLOYER	CONTRIBUTIONS		X	17,944	17,944		No		No		No
(18) NORTHSTAR INSTALLATIONS LLC	CONTRIBUTING EMPLOYER	CONTRIBUTIONS		X	12,671	12,671		No		No		No
Total ...... $						378,486

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990 or 990-EZ) 2014

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person	(c) Amount of transaction	(d) Description of transaction	Yes	No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation

Schedule L (Form 990 or 990-EZ) 2014

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public
Inspection

Name of the organization

CARPENTERS AND JOINERS WELFARE FUND

Employer identification number

41-6024791

Return Reference	Explanation
FORM 990, PART VI, SECTION B, LINE 11	FORM 990 REVIEWED IN CONJUNCTION WITH REVIEW OF ANNUAL AUDIT.
FORM 990, PART VI, SECTION B, LINE 12C	THE POLICY REQUIRES PERSONS COVERED BY IT TO MONITOR AND REPORT TO THE PLAN ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE PLAN THEN INVESTIGATES TO DETERMINE IF A CONFLICT OF INTEREST, IN FACT, EXISTS, WHETHER IT IS MATERIAL, AND WHETHER CORRECTIVE ACTION IS REQUIRED. COVERED PERSONS ARE ALSO OBLIGATED TO REPORT ANY CONFLICT OF INTEREST OF WHICH THEY ARE AWARE INVOLVING OTHER COVERED PERSONS. PERSONS COVERED BY THE POLICY ALSO ANNUALLY CERTIFY IN WRITING THAT THEY HAVE NOT BEEN INVOLVED IN ANY CONFLICT OF INTEREST WHICH HAS NOT BEEN REPORTED TO THE PLAN.
FORM 990, PART VI, SECTION C, LINE 19	THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2014

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization

CARPENTERS AND JOINERS WELFARE FUND

Employer identification number

41-6024791

Part I

Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1) TWIN CITY CARPENTERS AND JOINERS PENSION FUND 3001 METRO DRIVE SUITE 500 BLOOMINGTON,MN55425 41-6043137	RETIREMENT BENEFITS TO PARTICIPANTS	MN	401(A)	N/A	N/A		No
(2) CARPENTERS AND JOINERS DEFINED CONTRIBUTION PLAN 3001 METRO DRIVE SUITE 500 BLOOMINGTON,MN55425 41-1824896	RETIREMENT BENEFITS TO PARTICIPANTS	MN	401(A)	N/A	N/A		No
(3) CARPENTERS JOINT APPRENTICESHIP AND TRANING PROGRAM BUILDING CORP 700 OLIVE ST ST PAUL,MN55101 41-1771841	PROVIDE TRAINING FACILITIES	MN	501(C)(2)	N/A	N/A		No
(4) CARPENTERS & JOINERS APPRENTICESHIP & JOURNEYMAN TRAINING TRUST 740 OLIVE ST ST PAUL,MN55130 41-6041903	APPRENTICE TRAINING	MN	501(C)(3)	509(A)(2)	N/A		No
(5) CITY OF MINNEAPOLIS
(6) CITY OF ST PAUL
(7) IND SCHOOL DISTRICT #625
(8) HENNEPIN COUNTY PUBLIC WORKS
(9) UNIVERSITY OF MINNESOTA
(10) CARPENERS LOCAL #930
(11) CARPENTERS #361
(12) MILLWRIGHTS LOCAL #1463
(13) TCFC EDUCATION FUND
(14) VIRGINIA MILLWRIGHTS #1348
(15) CARPENTERS & JOINERS
(16) CARPENTERS LOCAL #322
(17) COMMUNITY ACTION PARTNERSHIP
(18) MPLS PUBLIC HOUSING AUTHORITY
(19) MPLS PUBLIC SCHOOLS #1
(20) NORTH CENTRAL STATES REGIONAL
(21) ST PAUL BUILDING TRADES

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2014

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No
(1) NEUFELDT INDUSTRIAL SERVICE
(2) ACF LLC
(3) BERG DRYWALL LLC
(4) B&P DRYWALL
(5) CECO CONCRETE CONST LLC
(6) JAEGER CONSTRUCTION LLC
(7) MIC SERVICES LLC
(8) MULCAHY NICKOLAUS LLC
(9) OPUS CORPORATION
(10) PCI ROADS LLC
(11) RJM CONSTRUCTION
(12) TRADE ACCESS
(13) YALE MECHANICAL
(14) EDEN LAKE BUILDERS
(15) STENGER DAVID L CONST
(16) TURBINEPROS LLC

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	Yes	No
(1) ACOUSTICAL CEILINGS INC
(2) ADB CONSTRUCTION CO INC
(3) ADOLFSON & PETERSON INC
(4) ADVANCED CRANE ERECTORS
(5) ADVANTAGE OFFICE SERVICE
(6) AJ LYSNE CONTR CORP
(7) ALVIN E BENIKE INC
(8) AMES CONSTRUCTION
(9) API INC
(10) ARCHITECTURAL IMAGES
(11) ARCHITECTURAL SPECIALTIES INC
(12) ARMSTRONG CRANE & RIGGING
(13) AXEL H OHMAN CO
(14) B&B ROOFING & SM INC
(15) BASS LAKE BUILDERS
(16) BERWALD ROOFING
(17) BFH CONSTRUCTION
(18) BLACK LS CONSTRUCTORS
(19) BOLANDER CARL & SONS CO
(20) BOLDT COMPANY
(21) BRAXTON & SONS INC
(22) BRENNAN CO INC
(23) BRUCE'S CONTRACTING INC
(24) BUHLER CONSTRUCTION
(25) C70 BUILDERS INC
(26) CAPITAL WOOD PRODUCTS
(27) CARLSON LAVINE INC
(28) CARR ROBERT & ASSOC INC
(29) CASEWORK INSTALLERS
(30) CENTRAL MINNESOTA
(31) CENTURY CONSTRUCTION CO
(32) CITYWIDE WOOD FLOORS
(33) COBRA CONSTRUCTION INC
(34) COMMERCIAL FLOORING
(35) COMMERCIAL WALL SYSTEMS INC
(36) CONSTRUCTION RESULTS
(37) CORVAL CONSTRUCTORS INC
(38) COTA FORMING INC
(39) CRAWFORD MERZ ANDERSON
(40) CROSSROAD CONSTRUCTION
(41) CUSTOM DRYWALL INC
(42) DAVE OSBORNE CONSTRUCTION
(43) DAVID WAYNE CONSTRUCTION
(44) DAVIS DRYWALL INC
(45) DAY & ZIMMERMAN NPS
(46) DELL CONSTRUCTION CO INC
(47) DEL'S CONSTRUCTION
(48) DIAMOND ACOUSTICS
(49) DIVISION V SHEET METAL INC
(50) DJ KRANZ CO INC
(51) DONLAR CONSTRUCTION CO
(52) DOOR SERVICE COMPANY
(53) DS TRUDEAU CONSTRUCTION
(54) EGAN COMPANIES INC
(55) EMERALD BUILDERS INC
(56) ENGELSMA CONSTRUCTION INC
(57) FALLS & NYHUSMOEN CONSTRUCTION
(58) FEY'S CONSTRUCTION INC
(59) FISCHBACH CONSTRUCTION
(60) FLANNERY CONSTRUCTION
(61) FRANDRUP MASONRY INC
(62) FRERICHS CONSTRUCTION
(63) G ANDERSON DRYWALL INC
(64) GENERAL OFFICE PRODUCTS
(65) GEORGE F COOK CONSTRUCTION CO
(66) GLOBAL SPECIALTY CONTRACTORS
(67) GOEBEL FIXTURE CO
(68) GORDON CONST OF MAHNOMEN INC
(69) GREINER CONSTRUCTION INC
(70) GRESSER COMPANIES INC
(71) GUSTAFSON & GOUDGE INC
(72) HALL WL CO
(73) HOMECARE INC
(74) HOMECO INSULATION INC
(75) ICE INSTALLING COOLERS ETC
(76) IMPERIAL WALL INC
(77) INFINITY ACCESS INC
(78) INNOVATIVE ACOUSTICS
(79) IYAWE & ASSOCIATES BLDR
(80) J&B INSTALLATION
(81) J&D BUILDERS
(82) JAMAR COMPANY INC
(83) JANNINGS ACOUSTICS INC
(84) JE DUNN CONSTRUCTION COMPANY
(85) JORGENSON CONSTRUCTION
(86) KASELLA CONCRETE INC
(87) KELLEHER CONST INC
(88) KELLINGTON CONSTRUCTION
(89) KEYSTONE CONTRACTING INC
(90) KG MARCY CONSTRUCTION
(91) KIRK ACOUSTICS INC
(92) KNUTSON CONSTRUCTION CO
(93) KNUTSON CONSTRUCTION ROCHESTER
(94) KRAEMER EDWARD & SONS
(95) KUNZ CONSTRUCTION
(96) KURTTI CONSTRUCTION INC
(97) LAMETTI & SONS INC
(98) LANGER CONSTRUCTION
(99) LEHNER CONSTRUCTION INC
(100) LOEFFEL CONSTRUCTION
(101) LOVEGREEN INDUSTRIAL
(102) MAERTENS BRENNY CONSTRUCTION
(103) MAGNEY CONSTRUCTION
(104) MARKET & JOHNSON INC PO
(105) MC MCGRATH INC
(106) MCC LLC
(107) MCGOUGH CONST CO INC
(108) MERRIMAC CONSTRUCTION CO INC
(109) METROPOLITIAN MECHANICAL
(110) MEYER CONTRACTING INC
(111) MIDWEST ACOUSTIC INC
(112) MIDWEST COMMERCIAL
(113) MINNESOTA ACOUSTICS INC
(114) MINNESOTA REMODELING
(115) MINNOWA CONSTRUCTION INC
(116) MINUTI OGLE CO INC
(117) MLR CONSTRUCTION INC
(118) MORCON CONSTRUCTION
(119) MURPHY RIGGING & ERECTION
(120) NEWELL MACHINERY CO INC
(121) OLYMPIC COMPANIES INC
(122) PALMER WEST CONSTRUCTION
(123) POWER GENERATION SERVICE
(124) POWER TEC INC
(125) PREFERRED PROPERTIES INC
(126) PUGLEASA COMPANY INC
(127) QUALITY DRYWALL INC
(128) RAK CONSTRUCTION INC
(129) RAM WEST CONSTRUCTION CO INC
(130) RELIATECH INC
(131) RESHETAR SYSTEMS INC
(132) RESIDUAL MATERIALS INC
(133) RJ MARCO CONSTRUCTION INC
(134) ROBERT CARLSTROM INC
(135) ROBERT SCHROEDER INC
(136) ROSENQUIST CONSTRUCTION
(137) ROSTI CONSTRUCTION
(138) RTL CONSTRUCTION INC
(139) RUSSELL CONSTRUCTION
(140) RYAN RJ CONSTRUCTION
(141) SA JORDAN CONSTRUCTION INC
(142) SCHAEFER HARDWOOD FLOOR
(143) SCHECK INDUSTRIAL CORP
(144) SCHREIBER & MULLANEY CO
(145) SEBCO INC
(146) SERICE CONST
(147) SHAFER CONTRACTING CO
(148) SHEEHY CONSTR CO INC
(149) SIECO CONSTRUCTION
(150) SONUS INTERIORS INC
(151) SPECIALTY SYSTEMS INC
(152) ST COTTER TURBINE SER INC
(153) ST CLOUD ACOUSTICS INC
(154) ST CROIX WALL SYSTEMS INC
(155) STEELE JAMES CONST CO
(156) STERN DRYWALL INC
(157) SUPERL INC
(158) TCI ARCHITECTSENGINEER
(159) TEKTON CONSTRUCTION COM
(160) THE MARATHON GROUP INC
(161) THOR CONSTRUCTION INC
(162) TIM LEMKE CONSTRUCTION
(163) TOTAL CONSTRUCTION
(164) TRI CONSTRUCTION INC
(165) TWIN CITY ACOUSTICS INC
(166) US FRAMERS & FINISHERS INC
(167) VANMAN CONSTR CO
(168) VEIT & CO INC
(169) VIKING CONST LOWRY BLDG
(170) VOELLER INSULATION INC
(171) WALSH CONSTRUCTION CO
(172) WATSON FORSBERG CO
(173) WEIS BUILDERS INC
(174) YAW CONST GROUP INC
(175) 1ST INTERIORS INC
(176) A PLUS OVERHEAD GARAGE DOOR
(177) ACME CONSTRUCTORS INC
(178) ACOUSTICAL CONCEPTS INC
(179) ADAMS DOOR CO INC
(180) ALLIED CONSTRUCTION SERVICES INC
(181) AMERICAN CONTRACT FLOORINGS
(182) BREIHOLZ CONSTRUCTION CO
(183) BURKE ENGINEERING SALES CO
(184) CAMERON MITCHELL INC
(185) CONSTRUCTION SPECIALISTS INC
(186) CONVEYOR SPECIALTIES DIV
(187) CORMACI CONSTRUCTION CO
(188) D R ANDERSON CONSTRUCTION
(189) DML CONSTRUCTION SERVICES LLC
(190) DONALD B MURPHY CONTRACT
(191) DONNELLY STEPHEN CO INC
(192) DOORS INC
(193) DUN PAR ENGINEERED FORM
(194) E&K OF OMAHA
(195) ELITE TRADESHOW SERVICE
(196) ENVIRONMENTAL CONTRACTORS LLC
(197) FA INDUSTRIAL SERVICES INC
(198) FALEWITCH CONSTRUCTION
(199) FAZENDIN JEFFREY T & AS
(200) FINNISH METALS INC
(201) FOLEY COMPANY
(202) FOX THEATER MAINT CO
(203) GEM INC
(204) GEORGE J SHAW CONSTR CO
(205) GLIDEWELL THERRIEN CONS LLC
(206) GOETTLE RICHARD INC
(207) HAGLIN CF & SONS CO
(208) HAYES MECHANICAL
(209) HEARTLAND FINISHES INC
(210) HILSABECK SCHACHT INC
(211) HOLCOMB CORPORATION
(212) ICY INDUSTRIAL SERVICES
(213) IDEAL COMMERCIAL INSTALLATION
(214) INDUSTRIAL MAIN SERVICE
(215) INSULATION GUYS INC
(216) INTEGRITY INSTALLATION
(217) J R JENSEN & SONS INC
(218) JENSEN CHRIS & SON COMPANY
(219) JOB CORP-BOXELDER UBC-NJCTF INC
(220) JOE MILLER HOMES
(221) JOHNSON CARPET
(222) JUPITER CONST RESOURCES
(223) KHS&S CONTRACTORS
(224) KOLE CONSTRUCTION CO INC
(225) LARSON & LARSON CONSTRUCTION
(226) LEWIS CONSTRUCTION INC
(227) LYDON MILLWRIGHT SER
(228) LYLE'S GARAGE DOOR SERVICE
(229) MARICK REFRIGERATION
(230) METROPOLITIAN AIRPORT CO
(231) MILLWRIGHT & MACHINERY
(232) MULTI SYSTEMS INSTAL INC
(233) NATIONWIDE INSTALLATION SERVICES
(234) NCSRCC TRAINING FUND
(235) NELSON REFRIGERATION INC
(236) NEUMANN BROTHERS INC
(237) NORMINN INDUSTRIAL
(238) NORTHERN INDUSTRIAL CO
(239) NORTHLAND CONSTRUCTION OF DULUTH
(240) NOVA INSTALLATION SERVICES
(241) NTH DEGREE
(242) OVERHEAD DOOR CO OF SIOUX CITY
(243) PELCO CONSTRUCTION
(244) PHILLIPS HARDY
(245) POINDEXTER FLOORING INSTALL
(246) PORTER TRUSTIN CARLSON
(247) POWER SUPPORT SERVICES INC
(248) PRECISION STORE INSTALL INC
(249) RALPH N SMITH INC
(250) RB VETCO
(251) RESTORATION LLC
(252) RG CONSTRUCTION SERV INC
(253) ROGERS AUTOMATIC
(254) SAFEGUARD ROOFING CO
(255) SAFWAY SERVICES INC
(256) SCHAEFER W A SON INC
(257) SCHLEIS FLOOR COVERING INC
(258) SCHNABEL FOUNDATION COM
(259) SCHNEIDER CO
(260) SCHOOL LAKE LLC
(261) SHORCO INC
(262) ST GERMAIN CAB & COUNTERTOPS
(263) STANLEY ACCESS TECHNOLOGY
(264) SYSTEMS ENTERPRISE CORP
(265) TOPS FIELD SERVICES
(266) TRINITY CONST GROUP LTD
(267) UBCJA-JOB CORPS PROG
(268) UNITED INSTALLATION SERVICES
(269) VAN OSDEL PLASTERING & DRYWALL
(270) VINCE BIRD CONSTRUCTION
(271) VONASEK & SCHIEFFER
(272) WESTPORT POOLS INC
(273) BAKER INTERIOR SYSTEMS
(274) CISSELL MUELLER CONST INC
(275) CKS WOODWORKS INC
(276) CONSOLIDATED CONTRACTORS LLC
(277) DATA ENVIRONMENT SERV
(278) DIX CORPORATION
(279) ENGINEERED CONCRETE STRUCTURES
(280) FRANKLIN DRYWALL INC
(281) FUSION FLOR
(282) GENERAL CONSTRUCTORS INC
(283) HEARTLAND CONSTRUCTION INC
(284) HOFF ENTERPRISES INC
(285) JR HEINEMON & SONS
(286) JOHANNES FLOORING LLC
(287) JUNES CONSTRUCTION
(288) LANKFORD CONSTRUCTION
(289) DUANE MAY FLOOR COVERING LLC
(290) OW CONSTRUCTION LLC
(291) PHILLIPS FLOORS INC
(292) PRETTY RAVEN LLC
(293) PRO-TEC INDUSTRIAL
(294) SCAFFOLD DESIGN & ERECTION INC
(295) SCT CONSTRUCTION CO
(296) TM SKULSKI INC
(297) TRI-K CONSTRUCTION
(298) TURBINE MASTER INC
(299) UNION TEMPORARY SERVICES INC
(300) UNZEITIG CONSTRUCTION
(301) W F JOHNSTON CONSTRUCTION
(302) B I BROOKS & SONS INC
(303) REDBUD
(304) GREAT LAKES DIVING & SALVAGE
(305) AMJ CONSTRUCTION LLC
(306) GA CONSTRUCTION INC
(307) GARDNER LLC
(308) INCOR INSTALLATION LLC
(309) INNOVATIVE BLDG CONCEPTS LLC
(310) JSH CONSTRUCTION LLC
(311) NORTHLAND CONCRETE CO
(312) SUPERIOR ERECTORS LLC
(313) HUFCOR MINNESOTA LLC
(314) LANCASTER MANAGEMENT SERVICES
(315) LEMKE & SONS LLC
(316) AARON CARLSON INSTALLATION
(317) ADIRONDACK SERVICES LLC
(318) ADVANCEMENTS IN FLOORING
(319) ADVANTAGE INDUSTRIAL SYSTEMS LLC
(320) ALDEN DRYWALL LLC
(321) ALLEN MAX CONSTRUCTION
(322) ATLAS FOUNDATION CO
(323) BECKER BROTHERS INC
(324) BRAND ENERGY SERVICE LLC
(325) BULACH CUSTOM ROCK LLC
(326) CEILING PROS LLC
(327) COMMERCIAL FLOORING SVCS LLC
(328) CONTRACT TILE & CARPET
(329) FOUR STAR CONSTRUCTION
(330) ICON CONSTRUCTORS LLC
(331) ICON INDUSTRIAL SERVICES
(332) KBB LLC
(333) KEVITT EXCAVATING LLC
(334) KORTECH CONSULTING INC
(335) LICO'S DRYWALL LLC
(336) M&M CONSTRUCTION LLC
(337) MARINE TECH INC
(338) MCDONOUGH CUSTOM CARPENTRY LLC
(339) MCT SERVICES LLC
(340) MTD COMMERCIAL FLOOR COVERING
(341) NATUS INSTALLATIONS
(342) NORSEMEN WINDOW INSTALLER
(343) NORTHLAND FLOOR COVERING
(344) NORTHSTAR INSTALLATIONS LLC
(345) OHMAN PUMP SERVICE
(346) PELLAND SWENSON ASSOCIATES
(347) PLIBRICO COMPANY LLC
(348) PULLMAN POWER LLC
(349) ROSKOP CONSTRUCTION LLC
(350) SHADE INSTALLATION SERVICES
(351) SKY RETAIL SERVICE LLC
(352) STANDARD CONSTRUCTION LLC
(353) THE WEITZ CO
(354) TJ CONST
(355) WA KLINGER LLC
(356) WALBRIDGE EQUIP INSTALLATIONS
(357) WEBSTER'S NORTHLAND CONST LLC
(358) ATACCON LLC
(359) BROTHERS WEATHERIZATION
(360) COOPER CONSTRUCTION SERVICES
(361) CORNERSTONE CARPENTRY
(362) CRAWFORD MERZ LLC
(363) FYKSEN CONSTRUCTION
(364) LORENZO'S COMPLETE
(365) REDSTONE CONSTRUCTION LLC
(366) S&P BUILDERS
(367) THE WEITZ COMPANY INC
(368) THEN INSTALLATION INC
(369) ETHOSENERGY FIELD SERVICES LLC
(370) HANSON MASONRY & CONCRETE LLC
(371) CONCRETE UNLIMINTED LLC
(372) AK INSTALLATION INC
(373) AM CONSTRUCTION OF HIBBING
(374) ABSOLUTE FLUID POWER INC
(375) ACOUSTICS ASSOCIATES INC
(376) AMENDOLA BUILDERS INC
(377) BALDWIN SUPPLY COMPANY
(378) BEARWOOD CONCEPTS INC
(379) BILLMAN CONSTRUCTION INC
(380) CARPENTRY BUILDERS INC
(381) CENTRAL ROOFING CO
(382) COMMONWEALTH ELECTRIC COMPANY
(383) CONTROL INSTALLATION OF IA INC
(384) DALLCO INC
(385) DELTA CONSTRUCTION
(386) DJD EXTERIORS INC
(387) ENVIRONMENTAL PLANT SERV
(388) EXPERT INSULATION OF BRAINERD
(389) FLOOR TECHNOLOGIES INC
(390) GAGNON INC
(391) GEISLER BROTHERS INC
(392) GRANGER CONTRACTING
(393) GRAYCOR INDUSTRIAL CONTRACTORS
(394) HAMMERLUND CONSTRUCTION INC
(395) HANOVER LINOLEUM & TILE
(396) HARSCO INFRASTRUCTURE
(397) HAWK CONSTRUCTION
(398) HECIMOVICH BOB MECHANICAL
(399) HOLM DONALD CONSTRUCTION CO
(400) HOME MENDERS INC
(401) HOWARD IMMEL INC
(402) HUSSMANN CORPORATION
(403) IMPACT FLOORING INC
(404) INDUSTRIAL CONTRACTORS
(405) INTEGRITY FLOOR COVERING INC
(406) JOHNSON WILSON CONSTRUCTORS
(407) KIEFER SPECIALTY FLOORING INC
(408) KIEWIT BUILDING GROUP INC
(409) KIEWIT POWER CONSTRUCTORS
(410) KRAEMER CONST INC
(411) L&E WINDOW INSTALLATION INC
(412) LAKE AREA ROOFING & CONST
(413) LAKEHEAD CONSTRUCTORS INC
(414) LAKES & PLAINS CONSTRUCTION
(415) LAVAN FLOOR COVERING
(416) LENCI ENTERPRISES INC
(417) LIPE BROTHERS CONSTRUCTION
(418) MAJESTIC FLOORING INC
(419) MARLOW FLOOR COVERING INC
(420) MASTER FLOORS INC
(421) MASTERS FLOOR COVERING
(422) MATTISON CONTRACTORS INC
(423) MAVO SYSTEMS ND LLC
(424) MAX GRAY CONSTRUCTION INC
(425) MIDWEST DRYWALL
(426) MINER'S INC
(427) MOORHEAD MACHINERY & BOILER CO
(428) NORDSTROM ARCHITECTURAL SM & ROOFING
(429) NORTHERN HORIZONS INC
(430) NORTHWOODS BUILDERS INC
(431) PERFORMANCE CONTRACTING INC
(432) PERSONS BROTHERS
(433) PETERSON SHEETMETAL
(434) PLATINUM FLOORCOVERING MN INC
(435) PREMIUM CARPET INSTALLATIONS
(436) QUALITY DRYWALL & PLASTERING
(437) RAY RIIHILUOMA INC
(438) RF DURESKY FLOOR COVERING
(439) ROYAL FLOOR COVERING CO INC
(440) SAJO INCORPORATED
(441) SORLIE ACOUSTICS INC
(442) ST PAUL LINOLEUM CARPET
(443) STANDARD CONTRACTING INC
(444) STSPS INC
(445) SUMMIT CONCRETE & MASONRY
(446) T & K BUILDERS INC
(447) T&M CONSTRUCTION INC
(448) T F E INC
(449) THE SAMUELS GROUP
(450) TL CONSTRUCTION INC
(451) UNITED REFRACTORIES INC
(452) UP NORTH BUILDERS
(453) UTILITY SYSTEMS OF AMERICA INC
(454) VANGUILDER CONTRACTING INC
(455) VOITH HYDRO INC
(456) WDSI INC
(457) WESTIN CONST CO
(458) WILLWORK INC
(459) WP & RS MARS CO
(460) WTW CONSTRUCTION SERVICES
(461) ZIEMS CARPET WORKROOM INC
(462) ALBRECHT SIGN COMPANY INC
(463) ALL PHASE CONTRACTING INC
(464) AZCO INC
(465) BABCOCK & WILCOX
(466) BERKEL & CO
(467) BIGELOW BROTHERS CONSTRUCTION
(468) GLOBAL CONVEYOR
(469) CARLON CONTRACT FLOORING
(470) CHRISTIANSEN CONSTRUCTION CO
(471) CONNOLLY'S & SON'S INC
(472) CR CONCRETE INC
(473) CY CON
(474) DUNCAN CONCRETE INC
(475) GREYSTONE CONSTRUCTION COMPANY
(476) HELMKAMP CONSTRUCTION
(477) HICK'S CONCRETE CONST
(478) KETTENACKER INSTALLATION
(479) NORTHSTAR INSULATING SYSTEMS
(480) PROGRESSIVE BUILDING SYSTEMS
(481) PROGRESSIVE INTERIORS
(482) RADEMACHER INSTALLATION
(483) RAINVILLE CARLSON INC
(484) RUDOLPH-LIBBE CO INC
(485) RUSSELL CONSTRUCTION COMPANY
(486) TAYLOR BROS CONSTRUCTION CO
(487) THELEN HEALTH & ROOFING INC
(488) THOMAS FINN CO
(489) US SITEWORK
(490) KIEWIT INFRASTRUCTURE CO
(491) K&H EXTERIORS INC
(492) VIKING MARINE SERVICES
(493) JSE COMPANY INC
(494) A & B WELDING & CONSTRUC
(495) A&L CONSTRUCTION INC
(496) ALLTECH ENGINEERING CORP
(497) ATOMIC ARCHITECTURAL
(498) AWARD CONSTRUCTION COMPANY
(499) BADGER SWIMPOOLS INC
(500) BRUNSWICK BOWLING & BILLARDS
(501) CM CONSTRUCTION COMPANY
(502) COMMERCIAL CONSTRUCTION
(503) COMMERCIAL DRYWALL INC
(504) CSJ ACOUSTICS
(505) DIAMOND DRYWALL
(506) ECS PROJECT MANAGEMENT INC
(507) FRANA COMPANIES INC
(508) FRONTIER CONSTRUCTION
(509) INITIATIVE CONSTRUCTION
(510) INTERIOR INSTALLATION
(511) J&K BUILDERS INC
(512) JAN-LASSERUD CONSTRUCTION INC
(513) KLODT INCORPORATED
(514) KRAUS ANDERSON MIDWEST
(515) MEISINGER CONSTRUCTION CO INC
(516) MINORITY OWNED INSULATION
(517) MIRON CONSTRUCTION COMPANY INC
(518) NBC INC
(519) PARK CONSTRUCTION
(520) PINNACLE WALL SYSTEMS
(521) PORTABLE BARGE SERVICE
(522) PRECISION SCAFFOLDING INC
(523) QUEEN CITY CONSTRUCTION
(524) RICE LAKE CONTRACTING
(525) ROCHESTER INTERIORS INC
(526) SIEGFRIED GEORGE CONST
(527) SM HENTGES & SONS INC
(528) SPORT SYSTEMS UNLIMITED CORP
(529) STREETWAY MASONRY INC
(530) TAB STOREFORCE INC
(531) TASLER CONST
(532) YOUNG & DAVIS DRYWALL INC
(533) ZEMAN CONST CO
(534) ADAATLANTIC PLAN MAIN
(535) AE CONRAD CO
(536) ALLINA HOSPITALABBOTT
(537) ARCHITECTURAL SALES INC
(538) BOLDUC LH CO INC
(539) BREDEMUS HARDWARE CO INC
(540) CALMAR MANUFACTURING CO
(541) CBI SERVICES INC
(542) CRAWFORD DOOR SALES CO
(543) DOW ACOUSTICS INC
(544) EG&J INC
(545) ENGINEERING & CONSTRUCTION
(546) FAULKNER CONSTRUCTION INC
(547) GES EXPOSITION SERVICES
(548) GRAHAM CONSTRUCTION SERVICES
(549) GRIDOR CONSTRUCTION INC
(550) GUNDERSON CONSTRUCTION
(551) H&B SPECIALIZED PRODUCTS
(552) HAWK & SONS INC
(553) HENDLEY'S INC
(554) HEYMANN CONSTRUCTION
(555) HOLLENBACK & NELSON INC
(556) INDUSTRIAL COATINGS CO
(557) INDUSTRIAL MACHINE SERV
(558) JONES & OTTENWELLER
(559) LANCE SERVICE INC
(560) LUNDA CONSTRUCTION
(561) MACCONNELL INC
(562) MCCROSSAN CS INC
(563) MCFARLAND CONSTRUCTION
(564) MEYER CR & SONS COMPANY
(565) MEYER CR & SONS COMPANY
(566) MORTENSON MA CO
(567) MP JOHNSON CONSTRUCTION INC
(568) NPD INC
(569) PALMER-SODERBERG INC
(570) PARKOS CONSTRUCTION CO INC
(571) PCL CONSTRUCTION
(572) PRECISION COOLING TOWER
(573) PRESTIGE DRYWALL INC
(574) RAMSEY EXCAVATING CO
(575) REILING CONST CO
(576) RIESGRAFS INSTALLATION
(577) RYAN COMPANIES US INC
(578) S&P CONSTRUCTION
(579) SHAW-LUNDQUIST ASSOC
(580) SIEMENS GENERATION SERVICE CO
(581) TARRAF CONSTRUCTION INC
(582) TIMCO CONST CO
(583) TWIN CITIES SPECIALTIES
(584) TWIN CITY HARDWOOD FLOORING INC
(585) UNI-STRUT INTERNATIONAL CORP
(586) UNIVERSAL PAINTING
(587) WAGNER CONSTRUCTION
(588) WALGREEN CO
(589) WENGER TRAFFIC CORP
(590) WOODS CONSTRUCTION
(591) XCEL ENERGY INC
(592) ZINTL INC
(593) ANDERSON-LADD INC
(594) B N SERVICE
(595) BERGSTROM CONSTRUCTION
(596) CHAMPION STEEL
(597) D&D INSTALLATION
(598) GRAHAM CONST CO
(599) INDUSTRIAL ROOFING
(600) INTERIOR CONSTRUCTION
(601) J&J LAND MANAGEMENT INC
(602) JC PENNEY
(603) NORTHWOODS CONSTRUCTION
(604) PHIL'S GARAGE DOOR SERVICE
(605) ROLLING CONSTRUCTION LLC
(606) TCL FLOOR COVERING
(607) ARCHITECTURAL EXTERIOR
(608) HERBERGER CONSTRUCTION CO
(609) HOLMAN CONSTRUCTION INC
(610) III RIVERS ENTERPRISE
(611) NEAL HALONEN CONSTRUCTION
(612) THE WEITZ COMPANY

Schedule R (Form 990) 2014

Page 3

Part V

Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .

b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .

k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .

l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .

m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .

o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved

Schedule R (Form 990) 2014

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2014

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R (see instructions).

Return Reference	Explanation

Schedule R (Form 990) 2014

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: PROVIDE HEALTH AND WELFARE BENEFITS PURSUANT TO A COLLECTIVE BARGAINING AGREEMENT.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	8
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	0
5	Total number of individuals employed in calendar year 2014 (Part V, line 2a) ......	5	140
6	Total number of volunteers (estimate if necessary) .............	6	12
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	103,912,219	113,208,303
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	685,796	748,680
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	2,665	24,840
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	104,600,680	113,981,823
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	92,226,436	101,180,683
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	0	0
16a	Professional fundraising fees (Part IX, column (A), line 11e).....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	2,995,993	4,192,940
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	95,222,429	105,373,623
19	Revenue less expenses. Subtract line 18 from line 12.......	9,378,251	8,608,200
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	167,127,988	185,347,765
21	Total liabilities (Part X, line 26).............	1,677,503	3,915,239
22	Net assets or fund balances. Subtract line 21 from line 20.....	165,450,485	181,432,526

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	SELF-FUNDED BENEFITS FOR APPROXIMATELY 11,024 UNION MEMBERS AND THEIR DEPENDENTS.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W- 2/1099-MISC)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title
(1) MERT SUMMERS........................................................................ UNION TRUSTEE/ALTERNATE SECRETAR	1.00 .......................3.00	X	X	0	51,112	13,497
(2) THOMAS PERRIER........................................................................ UNION TRUSTEE	1.00 .......................3.00	X		0	95,564	55,557
(3) BURT JOHNSON........................................................................ UNION TRUSTEE	1.00 .......................3.00	X		0	154,460	75,921
(4) TIM MCGOUGH........................................................................ MGT TRUSTEE/CHAIRMAN	1.00 .......................2.00	X	X	0	0	0
(5) DAVE HAMILTON........................................................................ MGT TRUSTEE/ALTERNATE CHAIRMAN	1.00 .......................2.00	X	X	0	0	0
(6) MATT MARQUIS........................................................................ MGT TRUSTEE ALTERNATE	1.00 .......................2.00	X		0	0	0
(7) PETER DONNINO........................................................................ MGT TRUSTEE	1.00 .......................2.00	X		0	0	0
(8) TOM PANEK........................................................................ MGT ALTERNATE	1.00 .......................2.00	X		0	0	0
(9) PATRICK NILSEN........................................................................ UNION ALTERNATE SECRETARY	1.00 .......................4.00	X		0	148,856	74,297
(10) JOHN NESSE........................................................................ MGT TRUSTEE	1.00 .......................2.00	X		0	0	0
(11) JOHN RAINES........................................................................ UNION TRUSTEE/SECRETARY	1.00 .......................4.00	X	X	0	249,991	100,039
(12) CHRIS HILL........................................................................ UNION TRUSTEE/ALTERNATE	1.00 .......................3.00	X		0	105,504	61,382

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	0	805,487	380,693

				(A) Total revenue	(B) Related or exempt function revenue	(C) Unrelated business revenue	(D) Revenue excluded from tax under sections 512-514
1a	Federated campaigns..1a
b	Membership dues....1b
c	Fundraising events....1c
d	Related organizations...1d
e	Government grants (contributions)1e

f	All other contributions, gifts, grants, and similar amounts not included above1f

g	Noncash contributions included in lines 1a-1f:$
h	Total. Add lines 1a-1f.......
			Business Code
2a	CONTRIBUTIONS		525100	113,208,303	113,208,303
b
c
d
e
f	All other program service revenue .
g	Total. Add lines 2a–2f........			113,208,303
3	Investment income (including dividends, interest, and other similar amounts).......			737,475			737,475
4	Income from investment of tax-exempt bond proceeds..
5	Royalties...........
		(i) Real	(ii) Personal
6a	Gross rents
b	Less: rental expenses
c	Rental income or (loss)
d	Net rental income or (loss).......
		(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	87,141
b	Less: cost or other basis and sales expenses	75,936
c	Gain or (loss)	11,205
d	Net gain or (loss)..........			11,205			11,205
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ..
	a
b	Less: direct expenses ...b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities...
10a	Gross sales of inventory, less returns and allowances .
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..
Miscellaneous Revenue			Business Code
11a	MISCELLANEOUS		525100	24,836			24,836
b	CLASS ACTION LITIGATION		525100	4			4
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			24,840
12	Total revenue. See Instructions......			113,981,823	113,208,303	0	773,520

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.		(A) Total expenses
1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ....
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............
4	Benefits paid to or for members ....	101,180,683
5	Compensation of current officers, directors, trustees, and key employees ....
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....
7	Other salaries and wages ....
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......
10	Payroll taxes ...........
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	133,406
c	Accounting ...........	382,475
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	94,155
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ....	68,040
12	Advertising and promotion ....
13	Office expenses .......	57,189
14	Information technology ......
15	Royalties ..
16	Occupancy ...........
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......
19	Conferences, conventions, and meetings ....	6,068
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization .....
23	Insurance ..............	19,943
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	CLAIMS PROCESSING FEES	1,764,000
b	PCORI TAX	1,178,434
c	ADMINSTRATIVE FEES	408,000
d	OTHER EXPENSES	54,773
e	All other expenses	26,457
25	Total functional expenses. Add lines 1 through 24e	105,373,623
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).


			(A) Beginning of year		(B) End of year
1	Cash–non-interest-bearing .............			1
2	Savings and temporary cash investments .........		21,789,760	2	30,209,844
3	Pledges and grants receivable, net ...........			3
4	Accounts receivable, net .............		6,583,923	4	8,635,793
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
				5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
			728,113	6	378,486
7	Notes and loans receivable, net .............			7
8	Inventories for sale or use ..............			8
9	Prepaid expenses and deferred charges ..........			9
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation .....	10b		10c
11	Investments—publicly traded securities ..........			11
12	Investments—other securities. See Part IV, line 11 .....		138,026,192	12	146,123,642
13	Investments—program-related. See Part IV, line 11 .....			13
14	Intangible assets ...............			14
15	Other assets. See Part IV, line 11 ...........			15
16	Total assets. Add lines 1 through 15 (must equal line 34)......		167,127,988	16	185,347,765
17	Accounts payable and accrued expenses .........		714,977	17	1,844,783
18	Grants payable .................			18
19	Deferred revenue ................			19
20	Tax-exempt bond liabilities .............			20
21	Escrow or custodial account liability. Complete Part IV of Schedule D..			21
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........			22
23	Secured mortgages and notes payable to unrelated third parties ..			23
24	Unsecured notes and loans payable to unrelated third parties ....			24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................		962,526	25	2,070,456
26	Total liabilities. Add lines 17 through 25.........		1,677,503	26	3,915,239
	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............			27
28	Temporarily restricted net assets ...........			28
29	Permanently restricted net assets ...........			29
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds ........		0	30	0
31	Paid-in or capital surplus, or land, building or equipment fund .....		0	31	0
32	Retained earnings, endowment, accumulated income, or other funds		165,450,485	32	181,432,526
33	Total net assets or fund balances ...........		165,450,485	33	181,432,526
34	Total liabilities and net assets/fund balances ........		167,127,988	34	185,347,765