TY 2023 Form 990

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) PATRICK NILSEN...................................................................... UNION TRUSTEE, SECRETARY	1.00 ................. 63.00	X	X	319,928	166,255
(2) PETER DONNINO...................................................................... MGT TRUSTEE	1.00 ................. 42.00	X		0	0
(3) MARTHA HENRICKSON...................................................................... MGT TRUSTEE/ALTERNATE	1.00 ................. 42.00	X		0	0
(4) BURT JOHNSON...................................................................... UNION TRUSTEE	1.00 ................. 57.00	X		225,271	132,692
(5) JOHN NESSE...................................................................... MGT TRUSTEE, CHAIRMAN	1.00 ................. 42.00	X	X	0	0
(6) SHAWN COTTER...................................................................... MGT TRUSTEE/ALTERNATE	1.00 ................. 42.00	X		0	0
(7) RYAN PECINVOSKY...................................................................... UNION TRUSTEE/ALTERNATE	1.00 ................. 47.00	X		118,382	92,082
(8) SHAUN COATES...................................................................... UNION TRUSTEE	1.00 ................. 45.00	X		118,382	95,670
(9) COREY BIALCIK...................................................................... UNION TRUSTEE/ALTERNATE	1.00 ................. 50.00	X		157,863	105,601
(10) MIKE SCHECHTER...................................................................... MGT TRUSTEE/ALTERNATE	1.00 ................. 42.00	X		0	0
(11) AMY THOMPSON...................................................................... MGT TRUSTEE	1.00 ................. 42.00	X		0	0
(12) RICHARD KOLODZIEJSKI...................................................................... UNION TRUSTEE/ALTERNATE	1.00 ................. 48.00	X		142,621	98,950
(13) DOMINIC ANDRIST...................................................................... UNION TRUSTEE	1.00 ................. 53.00	X		157,863	108,897
(14) JOE CONROY...................................................................... MGT TRUSTEE	1.00 ................. 42.00	X		0	0
(15) MATTHEW MARCELLIS...................................................................... MGT TRUSTEE/ALTERNATE	1.00 ................. 40.00	X		0	0
(16) DIEGO MORALES...................................................................... UNION TRUSTEE/ALTERNATE	1.00 ................. 47.00	X		117,916	91,724
(17) AMANDA HEISER...................................................................... UNION TRUSTEE/ALTERNATE	1.00 ................. 40.00	X		32,628	25,753

(A) Name and business address	(B) Description of services	(C) Compensation
WILSON-MCSHANE CORPORATION 3001 METRO DR 500 BLOOMINGTON,MN55425	PLAN ADMINISTRATOR	4,572,995
UMR 115 W WAUSAU AVENUE WAUSAU,WI54401	CLAIMS PROCESSOR	3,183,557
TOTAL EMPLOYEE ASSISTANCE MANAGEMENT 700 TRANSFER RD ST PAUL,MN55114	HEALTH MGMT PROGRAM	979,816
REINHART BOERNER VAN DEUREN SC PO BOX 2965 MILWAUKEE,WI532012965	LEGAL	512,314
STRATACOR 500 WASHINGTON AVE S 2060 MINNEAPOLIS,MN55415	CLAIMS PROCESSOR	418,157
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 7

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
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Attach to Form 990.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

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" on 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" on 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 July 25, 2006, 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 right arrow

Number of states where property subject to conservation easement is located right arrow

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, handling of violations, and enforcing conservation easements during the year
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Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
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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" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB 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 FASB 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 on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

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 FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

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

Cat. No. 52283D

Schedule D (Form 990) 2022

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" on 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


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
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" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(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 right arrow

Permanent endowment right arrow

Term endowment right arrow

The percentages on 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" on 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" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(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) 2022

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on 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) INTERCONTINENTAL REAL ESTATE CORPORATION - US REAL ESTATE INVESTMENT FUND LL	30,451,691	F
(B) SSGA IMTERM. GOV CREDIT BD INDEX CM NL	49,360,898	F
(C) INVESCO UBC RUSSELL 3000 INDEX FUND	56,518,711	F
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	136,331,300

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on 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

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

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

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

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

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
VACATION DOLLARS DUE TO CREDIT UNION	1,947,874
DUE TO OTHER FUNDS	11,664,081
PRE-PAID CONTRIBUTIONS	1,041,304






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	14,653,259
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) 2022

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	269,127,407
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	12,259,419
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	12,259,419
3	Subtract line 2e from line 1..................			3	256,867,988
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	74,044
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	74,044
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	256,942,032

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	233,973,295
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	233,973,295
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	74,044
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................			4c	74,044
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	234,047,339

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 2023 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 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.

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 2023 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 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.

Schedule D (Form 990) 2022

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
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

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 on 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 on 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 on 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 on 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 on 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," on line 5a or 5b, describe in Part III.

For persons listed on 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," on line 6a or 6b, describe in Part III.

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

Were any amounts reported on 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" on 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) 2023

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 on 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, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on 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)
1PATRICK NILSEN UNION TRUSTEE, SECRETARY	(i) (ii)	0 ------------- 319,928	0 ------------- 0	0 ------------- 0	0 ------------- 129,486	0 ------------- 36,769	0 ------------- 486,183	0 ------------- 0
2BURT JOHNSON UNION TRUSTEE	(i) (ii)	0 ------------- 225,271	0 ------------- 0	0 ------------- 0	0 ------------- 98,987	0 ------------- 33,705	0 ------------- 357,963	0 ------------- 0
3WAYNE NORDIN UNION TRUSTEE	(i) (ii)	0 ------------- 207,950	0 ------------- 0	0 ------------- 0	0 ------------- 97,366	0 ------------- 33,705	0 ------------- 339,021	0 ------------- 0
4DOMINIC ANDRIST UNION TRUSTEE	(i) (ii)	0 ------------- 157,863	0 ------------- 0	0 ------------- 0	0 ------------- 78,256	0 ------------- 30,641	0 ------------- 266,760	0 ------------- 0
5COREY BIALCIK UNION TRUSTEE/ALTERNATE	(i) (ii)	0 ------------- 157,863	0 ------------- 0	0 ------------- 0	0 ------------- 80,719	0 ------------- 24,882	0 ------------- 263,464	0 ------------- 0
6RICHARD KOLODZIEJSKI UNION TRUSTEE/ALTERNATE	(i) (ii)	0 ------------- 142,621	0 ------------- 0	0 ------------- 0	0 ------------- 71,016	0 ------------- 27,934	0 ------------- 241,571	0 ------------- 0
7SHAUN COATES UNION TRUSTEE	(i) (ii)	0 ------------- 118,382	0 ------------- 0	0 ------------- 0	0 ------------- 65,757	0 ------------- 29,913	0 ------------- 214,052	0 ------------- 0
8RYAN PECINVOSKY UNION TRUSTEE/ALTERNATE	(i) (ii)	0 ------------- 118,382	0 ------------- 0	0 ------------- 0	0 ------------- 64,506	0 ------------- 27,576	0 ------------- 210,464	0 ------------- 0
9DIEGO MORALES UNION TRUSTEE/ALTERNATE	(i) (ii)	0 ------------- 117,916	0 ------------- 0	0 ------------- 0	0 ------------- 64,255	0 ------------- 27,469	0 ------------- 209,640	0 ------------- 0

Schedule J (Form 990) 2023

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
FORM 990 PART VII	THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION TO ESTABLISH COMPENSATION FOR THE OFFICERS AND DIRECTORS LISTED IN FORM 990, PART VII AND SCHEDULE J, PART II. OFFICERS AND DIRECTORS SERVE IN A VOLUNTEER CAPACITY FOR THE FILING ORGANIZATION AND RECEIVE THE COMPENSATION REPORTED FOR SERVICES RENDERED TO THE RELATED ORGANIZATIONS. THE RELATED ORGANIZATIONS USED THE FOLLOWING METHOD TO DETERMINE THE COMPENSATION: APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

Return Reference

Explanation

FORM 990 PART VII

THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION TO ESTABLISH COMPENSATION FOR THE OFFICERS AND DIRECTORS LISTED IN FORM 990, PART VII AND SCHEDULE J, PART II. OFFICERS AND DIRECTORS SERVE IN A VOLUNTEER CAPACITY FOR THE FILING ORGANIZATION AND RECEIVE THE COMPENSATION REPORTED FOR SERVICES RENDERED TO THE RELATED ORGANIZATIONS. THE RELATED ORGANIZATIONS USED THE FOLLOWING METHOD TO DETERMINE THE COMPENSATION: APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

Schedule J (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

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 A, LINE 3	THE ORGANIZATION'S DAILY RECORDKEEPING FUNCTIONS ARE HANDLED BY THE MANAGEMENT COMPANY, WILSON MCSHANE CORPORTATION. ALL EXECUTIVE ORGANIZATION DECISIONS ARE HANDLED BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION A, LINE 7A	THE BARGAINING ORGANIZATION, AND THE NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS, BOTH APPOINT 50% OF THE BOARD.
FORM 990, PART VI, SECTION A, LINE 8B	THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT AND THE ANNUAL AUDIT. ONCE THE RETURN IS AVAILABLE, THE FORM 990 IS REVIEWED IN CONJUNCTION WITH REVIEW OF THE ANNUAL AUDIT BY THE BOARD OF TRUSTEES.
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. THE POLICY COVERS THE BOARD OF TRUSTEES OF THE CARPENTERS AND JOINERS WELFARE FUND, TWIN CITY CARPENTERS AND JOINERS PENSION FUND AND CARPENTERS AND JOINERS DEFINED CONTRIBUTION PLAN. THE CHAIRMAN AND SECRETARY, IN CONSULTATION WITH PLAN COUNSEL AND THE REPORTING TRUSTEE, WILL WORK TO RESOLVE ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST IN ACCORDANCE WITH THE PROVISIONS OF THIS POLICY AND FEDERAL LAW. IN MANY CASES, A TRUSTEE'S RECUSAL FROM DELIBERATING AND VOTING UPON THE MATTER UNDER WHICH THE CONFLICT ARISES SHALL BE SUFFICIENT TO RESOLVE THAT CONFLICT APPROPRIATELY. A REPORT OF ALL STEPS TAKEN TO RESOLVE THE CONFLICT WILL BE PREPARED AND PRESENTED TO THE ENTIRE BOARD OF TRUSTEES, AND SHALL THEN BE MAINTAINED IN THE PLANS' PERMANENT ADMINISTRATIVE FILES.
FORM 990, PART VI, SECTION C, LINE 19	THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
PART XIII LINE 2C	THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.

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

Cat. No. 51056K

Schedule O (Form 990) 2023

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.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

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 TRAINING PROGRAM BUILDING CORP 700 OLIVE STREET 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 STREET ST PAUL,MN55130 41-6041903	APPRENTICE TRAINING	MN	501(C)(3)	N/A	N/A		No
(5)NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS 700 OLIVE STREET ST PAUL,MN55130 39-0776395	TO PROMOTE AND PROTECT THE INTEREST OF MEMBERS	MN	501(C)(5)	N/A	N/A		No
(6)ALASKA CARP TRUST FUND
(7)HEARTLAND HEALTHCARE FUND
(8)MID-ATLANTIC REG CARPENTERS
(9)NY NEW YORK CITY DISTRICT
(10)PA GREATER PENNSYLVANIA CARPS
(11)PA EASTERN ATLANTIC STATES
(12)WA NORTHWEST CARPENTERS TRUSTS
(13)360 WALL SYSTEMS INC
(14)ACF LLC
(15)CARPENTERS LOCAL #606
(16)CARPENTERS LOCAL 322
(17)CARPENTRY BUILDERS INC
(18)CITY OF ST PAUL
(19)CITYWIDE WOOD FLOORS
(20)FLANNERY CONSTRUCTION
(21)INDUSTRIAL DOOR CO INC
(22)METROPOLITAN MECHANICAL
(23)MPLS PUBLIC SCHOOLS #1
(24)MULCAHY NICKOLAUS LLC
(25)ROBERT CARR & ASSOC INC
(26)UNI-STRUT INTERNATIONAL CORP
(27)US SITEWORK
(28)V&S CONSTRUCTION SERVICES INC

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

Cat. No. 50135Y

Schedule R (Form 990) 2023

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?		(k) Percentage ownership
(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	(k) Percentage ownership
(1) ALL IN WINDOW INSTALLATION
(2) B&P DRYWALL AND
(3) BERGHAMMER CONSTRUCTION CORP
(4) BERWALD ROOFING
(5) BLACKSTONE CONTRACTORS LLC
(6) BRAND ENERGY SERVICE LLC
(7) BRAXTON & SONS INC
(8) BRINDLEY PLANT SERVICES LLC
(9) C70 BUILDERS INC
(10) COMMERCIAL FLOORING SVCS LLC
(11) CORMACI CONSTRUCTION CO
(12) DN TANKS INC
(13) DOOR SERVICE COMPANY OF
(14) ENVIROMENTAL PLANT SERV
(15) FREEMAN
(16) GATEWAY CONCRETE
(17) HENNEPIN COUNTY PUBLIC WORKS
(18) IND SCHOOL DIST #625
(19) INTERIOR INSTALLATION SRVCS
(20) LENCI ENTERPRISES INC
(21) M&M CONSTRUCTION LLC
(22) MACHINERY INSTAL SER INC
(23) NEUMANN BROTHERS INC
(24) NOVA INSTALLATION SERV
(25) PLATT CONSTRUCTION INC
(26) POINDEXTER FLOORING INSTAL
(27) REDMOND CONSTRUCTION CO
(28) REGIS MAINTENANCE CONTRACTORS
(29) ROBERT SCHROEDER INC
(30) ROSTI CONSTRUCTION
(31) S M HENTGES & SONS INC
(32) SCHAEFER ACOUSTICS INC
(33) SHEEHY CONSTR CO INC
(34) ST COTTER TURBINE SER INC
(35) TIM LEMKE CONSTRUCTION
(36) TURBINEPROS LLC
(37) TWIN CITIES SPECIALTIES
(38) WALBRIDGE EQUIP INSTALLATION
(39) WALSH CONSTRUCTION CO
(40) WATSON FORSBERG CO
(41) WEIS BUILDERS INC

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	(h) Percentage ownership	(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	(h) Percentage ownership	Yes	No
(1) 3M CONTRACTING
(2) 7ER CONSTRUCTION
(3) AAA MACHINING & MILLWRIGHTS
(4) ABERCROMBIE PIPELINE SERVICES
(5) ADVANCED DOOR AND DOCK SYSTEMS
(6) ADVANCED EQUIPMENT CORPORATION
(7) ADVANTAGE ACOUSTICAL
(8) ALBERICI CONSTRUCTION CO INC
(9) AMERICAN TEXTURE AND DRYWALL
(10) ANDREW'S CUSTOM CARPENTRY LLC
(11) APCOMPOWER INC
(12) APPLE GENERAL CONTRACTORS LLC
(13) AXIOM CONSTRUCTION GROUP
(14) AXIS MECHANICAL GROUP INC
(15) B&B BROTHERS INC DBA
(16) B&P CONSTRUCTION SERVICES INC
(17) B&P CONSTRUCTION INC
(18) BECHO INC
(19) BELKNAP ELECTRIC INC
(20) BERGLUND & SONS INC
(21) BLUE SKY MC INC
(22) BLUEWATERS CONSTRUCTION INC
(23) BLUVERA
(24) BOILER CHILLER SYSTEM LLC
(25) BP BUILDERS LLC
(26) BRANDSAFWAY INDUSTRIES LLC
(27) BROTHERS WEATHERIZATION
(28) CE KORSGARD CO
(29) CS MCCROSSAN INC
(30) CALIBER FLOORS INC
(31) CALIFORNIA BOILER INC DBA
(32) CARDOZO LLC
(33) CASSIDY CONTRACTING LLC
(34) CC & MM CONSTRUCTION LLC
(35) CENTRAL CEILING SYSTEMS INC
(36) CFM VR TESCO LLC
(37) CONSOLIDATED FLOORING OF
(38) CONSTRUCTION & TURNAROUND SERV
(39) CT - NORTH ATLANTIC STATES
(40) DAVE MYLLYMAA CONSTRUCTION LLC
(41) DAVE OSBORNE CONSTRUCTION
(42) DILLS INDUSTRIES LLC
(43) DIRT INC & NORTHLAND HOMES
(44) DOERFER FIELD SERVICES INC
(45) DOHERTY CONSTRUCTION INC
(46) DONALD R FRANTZ CONCRETE CONST
(47) E&K OF CHICAGO INC
(48) E&K OF KANSAS CITY
(49) EDGE FLOORING INC
(50) ELITE RIGGING & MILLWRIGHT CO
(51) EMPLOYCO GROUP
(52) ENCLOSE CONSTRUCTION SOLUTIONS
(53) ENERFAB INC
(54) ENGINEERING & CONSTRUCTION
(55) FARM BOY CONSTRUCTION
(56) FISCHBACH CONSTRUCTION
(57) FLORIAN V MILLWRIGHT LLC
(58) G ROCKS DRYWALL
(59) GAGE BROTHERS CAULKING INC
(60) GRANITE CONSTRUCTION COMPANY
(61) H & B SPECIALIZED PRODUCTS
(62) HARDMAN CONSTRUCTION INC
(63) HARRIS ENVIRONMENTAL SY
(64) HAYES SERVICES
(65) HENNEPIN DRYWALL I LLC
(66) HERITAGE INTERIORS LLC
(67) HODGE CONSTRUCTION CO INC
(68) HOMECARE SERVICE LLC DBA
(69) HORWITZ LLC
(70) HUBER CONSTRUCTION INC
(71) J BENSON CONSTRUCTION CORP
(72) JH HASSINGER INC
(73) JAMES INDUSTRIAL SERVICES LLC
(74) JENNINGS MILLWRIGHT SERVICES
(75) JOHN FOLEY MASONRY INC
(76) JTA BUILDERS LLC DBA WDSI
(77) JUST RITE ACOUSTICS INC
(78) JUSTIN CHRISTENSON CONST LLC
(79) KELLER ACOUSTICS LLC
(80) KIEWIT INFRASTRUCTURE CO
(81) KNIGHT FLOORING INC
(82) KORTECH CONSULTING INC
(83) KW SPECIALTY SERVICES
(84) LS BLACK CONSTRUCTORS INC
(85) LUX CONSTRUCTION LLC
(86) M & E CONSTRUCTION CO INC
(87) MAAS BROTHERS CONSTRUCTION
(88) MAP MECHANICAL CONTRACTORS INC
(89) MARICK MECHANICAL
(90) MARKET & JOHNSON INC
(91) MAVID CONSTRUCTION SERVICES
(92) MCMULLEN & PITZ CONSTRUCTION
(93) MCT SERVICES LLC (MARLEY COOL)
(94) MERIT CONTRACTING INC
(95) MIDDLETON CONST CONSULTINGLLC
(96) MOLTRON BUILDERS INC
(97) MONROE INSTALLATIONS LLC
(98) MORAN'S HARDWOOD FLOORS LLC
(99) MT CONSTRUCTION LLC
(100) MURPHY RIGGING & ERECTING
(101) NEXT 150 CONSTRUCTION LLC
(102) NORTHERN CONCRETE OF DULUTH
(103) NORTHWEST STEEL ERECTION
(104) O'CONNOR CORPORATION
(105) OHMAN INDUSTRIES INC
(106) P & R CONTRACTING INC
(107) PW WALSH & CO
(108) PARKER CONTRACTING LLC
(109) PATRIOT MILLWRIGHT SERVICES
(110) PATRIOT OVERHEAD & HOIST
(111) PCR BUILDERS ARCHITECTURAL
(112) PDC FACILITIES INC
(113) POELLINGER INC
(114) PRECISION MACHINERY CONTRACTOR
(115) PROPERTY SOLUTIONS
(116) PULLMAN SST INC
(117) QUICKWAY RIGGING & TRANSFER
(118) RAINVILLE CARLSON INC
(119) RESILIENT FLOORING LLC
(120) RESTORATION & CONSTRUCTION
(121) RICHARD GROUP LLC
(122) RIVER VALLEY CONCRETE CO LLC
(123) RUSSELL CONSTRUCTION
(124) RWC CONSTRUCTION INC
(125) SCHNABEL FOUNDATION COMPANY
(126) SERGENIAN'S FLOOR COVERINGS
(127) SERVPRO OF THE TWIN PORTS
(128) SHANK CONSTRUCTORS
(129) SHEET PILING SERVICES LLC
(130) SOUMIS CONSTRUCTION INC
(131) SPIKE INSTALLATION INC
(132) STONE CONSTRUCTION LLC
(133) SUNPEAK CONSTRUCTION INC
(134) SUPERIOR RESTORATION
(135) SURFACE PROS MN LLC
(136) TCL FLOOR COVERING
(137) TERRENE DEVELOPMENT LLC
(138) THE LEVY COMPANY
(139) TILT SPECIALISTS
(140) TOP DOWN CONSTRUCTION LLC
(141) TR CONCRETE INC
(142) TRI-STATE DRILLING LLC
(143) TWIN CITY TILE AND MARBLE CO
(144) VEC INC
(145) VILLAINARTS INC
(146) WL HALL CO
(147) WAGNER CONSTRUCTION OF HAMPTON
(148) WALLNER INDUSTRIAL LLC
(149) WATT CONSTRUCTION LLC
(150) WENGER CORPORATION
(151) WHEELHOUSE INDUSTRIAL LLC
(152) WILLIAMS PLANT SERVICES LLC
(153) WILSON-MCSHANE CORPORATION
(154) WTW CONSTRUCTION SERVICES
(155) YANISH CUSTOM EXTERIORS
(156) 1ST INTERIORS INC
(157) A & K INSTALLATIONS LLC
(158) A E CONRAD CO
(159) A J LYSNE CONTR CORP
(160) AJ HEINEN INC
(161) AK INSTALLATION INC
(162) AM CONSTRUCTION OF
(163) API INC
(164) ACOUSTICAL CEILINGS INC
(165) ACOUSTICAL CONCEPTS INC
(166) ACOUSTICS ASSOCIATES INC
(167) ADAATLANTIC PLANT MAINT
(168) ADOLFSON & PETERSON
(169) ADVANCED CRANE ERECTORS
(170) ADVANCED DESIGN CONTRACTING
(171) ADVANCEMENTS IN FLOORING
(172) ADVANTAGE INDUSTRIAL
(173) ADVANTAGE POINT GROUP
(174) ALLIED CONSTRUCTION SERV INC
(175) ALLINA HOSPITALABBOTT
(176) ALLTECH ENGINEERING COR
(177) ALPINE INDUSTRIES LLC
(178) ALVIN E BENIKE INC
(179) AMENDOLA BUILDERS INC
(180) AMERICAN IGLOO BLDRS INC
(181) AMES CONSTRUCTION
(182) AMJ CONSTRUCTION LLC
(183) ANDERSON DRYWALLINC
(184) ANDERSON-LADD INC
(185) APPLETON LATHING CORP
(186) APTIM SERVICES LLC
(187) ARCHITECTURAL PANEL
(188) ARCHITECTURAL SALES INC
(189) ARMOR MECHANICAL LLC
(190) ASHWILL COMPANIES
(191) ATLAS FOUNDATION CO
(192) ATOMIC ARCHITECTURAL
(193) AVM CONSTRUCTION
(194) AXEL H OHMAN CO
(195) AZCO INC
(196) B N SERVICE
(197) B&B ROOFING & SM INC
(198) BA CONSTRUCTION
(199) BABCOCK & WILCOX
(200) BADGER ACOUSTICS INC
(201) BADGER SCAFFOLD INC
(202) BADGER SWIMPOOLS INC
(203) BAKER INTERIOR SYSTEMS
(204) BANE-NELSON INC
(205) BARTHENHEIER CONSTRUCTION
(206) BECKERS INC
(207) BEELER CONSTRUCTION INC
(208) BENSON-CLAUGHERTY CONTRACTING
(209) BERG DRYWALL LLC
(210) BERGSTROM CONSTRUCTION
(211) BERKEL & CO
(212) BFH CONSTRUCTION AND
(213) BHI SPECIALTY SERVICES
(214) BOB HECIMOVICH MECHANICAL
(215) BOLDT COMPANY
(216) BORTH-WILSON INC
(217) BORTON CONSTRUCTION INC
(218) BREDEMUS HARDWARE CO IN
(219) BREIHOLZ CONSTRUCTION CO
(220) BRENNAN CO INC
(221) BROCK INDUSTRIAL SERVICES
(222) BRUNSWICK BOWLING PRODUCTS LLC
(223) BUILDING SERVICE INC
(224) BUKACEK CONSTRUCTION
(225) BURKHART CONSTRUCTION CORP
(226) CD SMITH CONSTRUCTION INC
(227) CG SCHMIDT INC
(228) CAMOSY CONSTRUCTION CO
(229) CAPELLE BROS & DIEDRICH INC
(230) CAPITAL WOOD PRODUCTS
(231) CARDINAL CONSTRUCTION CO INC
(232) CARL BOLANDER & SONS CO
(233) CARLON CONTRACT FLOORING
(234) CARLSON LAVINE INC
(235) CARPENTERS #361
(236) CARPENTERS & JOINERS
(237) CATHEDRAL BLDRS INC
(238) CBI SERVICES INC
(239) CECO CONCRETE CONSTRUCTION LLC
(240) CEILING PRO INC
(241) CENTRAL MINNESOTA
(242) CENTRAL ROOFING CO
(243) CESARZ DRYWALL INC
(244) CHRISTIANSEN CONSTRUCTION CO
(245) CITY OF MINNEAPOLIS
(246) CM CONSTRUCTION COMPANY
(247) CMC CONSTRUCTION INC
(248) COMM ACTION PARTNERSHIP
(249) COMMERCIAL DRYWALL INC
(250) COMMERCIAL FLOORING
(251) COMMERCIAL FLOORING
(252) COMMERCIAL FLOORING INC
(253) COMMERCIAL WALLS & CEILINGS
(254) COMMON LINKS CONSTRUCTION LLC
(255) CONSTRUCTION RESULTS
(256) CONSTRUCTION SPECIALISTS INC
(257) CONTRACT TILE & CARPET
(258) CONTROL INSTALLATION OF IA INC
(259) CORE STRUCTURAL SERVICES LLC
(260) CORVAL CONSTRUCTORS INC
(261) COTA FORMING INC
(262) CR MEYER AND SONS COMPANY
(263) CRAWFORD DOOR SALES CO
(264) CRAWFORD MERZ LLC
(265) CREATIVE BUSINESS INTERIORS
(266) CROSSROAD CONSTRUCTION
(267) CUSTOM DRYWALL INC
(268) D & J FLOORING INC
(269) D J KRANZ CO INC
(270) D R ANDERSON CONSTRUCTION
(271) D&D INSTALLATION
(272) DAHLMAN CONSTRUCTION CO
(273) DAVCO DEVELOPMENT
(274) DAVID L STENGER CONST
(275) DAVIS DRYWALL INC
(276) DAY & ZIMMERMAN NPS
(277) DAY CO CONCRETE COMPANY
(278) DEL'S CONST
(279) DELTA T CONSTRUCTION CO
(280) DENK & ROCHE BUILDERS INC
(281) DGI-MENARD
(282) DIAMOND ACOUSTICS
(283) DIAMOND DRYWALL
(284) DIVISION V SHEET METAL INC
(285) DML CONSTRUCTION SERVICES LLC
(286) DONALD E MCNABB COMPANY INC
(287) DONALD HOLM CONSTRUCTION CO
(288) DONLAR CONST CO
(289) DOORCO
(290) DOORS INC
(291) DORAL CORPORATION
(292) DOW ACOUSTICS INC
(293) DOYLE CONTRACTORS INC
(294) DUN PAR ENGINEERED FORM
(295) E&K OF OMAHA
(296) EAU CLAIRE ACOUSTICS IN
(297) EDGAR J PRAGER & SONS INC
(298) EDWARD KRAEMER & SONS
(299) EGAN COMPANIES INC
(300) EIDEN CONSTRUCTION
(301) EMERALD BUILDERS INC
(302) ENGELSMA CONSTRUCTION INC
(303) ETHOSENERGY FIELD SERVICES LLC
(304) FALEWITCH CONST SERV INC
(305) FALLS AND NYHUSMOEN CON
(306) FINNISH METALS INC
(307) FIRETEK INC
(308) FLOOR TECHNOLOGIES INC
(309) FOWLER & HAMMER INC
(310) FRANA COMPANIES INC
(311) FRANDRUP MASONRY INC
(312) FRERICHS CONSTRUCTION
(313) FRIDA DRYWALL SYSTEMS LLC
(314) GAGNON INC
(315) GARDNER LLC
(316) GENERAL OFFICE PRODUCTS
(317) GEORGE J SHAW CONSTR CO
(318) GEORGE SIEGFRIED CONST
(319) GES EXPOSITION SERVICES
(320) GLOBAL SPECIALTY CONTRACTORS
(321) GM ACOUSTICS LLC
(322) GOEBEL FIXTURE CO
(323) GORDON CONST OF MAHNOMEN INC
(324) GORDON SOLUTIONS LLC
(325) GRAHAM CONST CO
(326) GREEN CONSTRUCTION SERVICES
(327) GREINER CONST INC
(328) GRESSER COMPANIES INC
(329) GRIDOR CONST INC
(330) GUNDERSON CONST
(331) GUSTAFSON & GOUDGE INC
(332) HALVERSON CARPET CENTER
(333) HAMMERLUND INC
(334) HANDELAND FLOORING INC
(335) HARBOR CITY MASONRY INC
(336) HAWK CONSTRUCTION
(337) HEARTLAND FINISHES INC
(338) HEARTLAND WINDOW TREATMENTS
(339) HENDLEY'S INC
(340) HENNES SERVICES INC
(341) HETZEL-SANFILIPPO INC
(342) HILSABECK SCHACHT INC
(343) HOLCOMB CORPORATION
(344) HOLLENBACK & NELSON INC
(345) HOME MENDERS INC
(346) HOMECARE INC
(347) HOMECO INSULATION INC
(348) HOVLAND INC
(349) HOWARD IMMEL INC
(350) HUNZINGER CONSTRUCTION CO
(351) HUSSMANN CORPORATION
(352) ICE INSTALLING COOLERS ETC
(353) ICON CONSTRUCTORS LLC
(354) ICON INDUSTRIAL SERVICES
(355) ICS HOLDINGS LLC
(356) IDEAL COMMERCIAL INSTALLATION
(357) III RIVERS ENTERPRISE
(358) IMPACT FLOORING INC
(359) IMPERIAL WALL INC
(360) INCOR INSTALLATION LLC
(361) INDUSTRIAL ROOFING &
(362) INFINITY ACCESS INC
(363) INNOVATIVE ACOUSTICS
(364) INNOVATIVE BLDG CONCEPTS LLC
(365) INSTALL EIGHT INC
(366) INSULATED PANEL CO
(367) INSULATION GUYS INC
(368) INTEGRITY ACOUSTIC SOLUTIONS
(369) INTERCON GROUP INC
(370) INTERSTATE ERECTING INC
(371) IPC LYDON LLC
(372) IVAN RICE & SONS INC
(373) J & D BUILDERS
(374) J&K BUILDERS INC
(375) JH FINDORFF & SON INC
(376) JR JENSEN CONSTRUCTION CO
(377) JAEGER CONSTRUCTION LLC
(378) JAHN & SONS INC
(379) JAMAR COMPANY INC
(380) JAN-LASSERUD CONST INC
(381) JANNINGS ACOUSTICS INC
(382) JCP CONSTRUCTION LLC
(383) JE DUNN CONSTRUCTION COMPANY
(384) JENNINGS PLANT SERVICES
(385) JENS CONSTRUCTION CORP
(386) JOB CORP-BOXELDER
(387) JOE MILLER HOMES
(388) JOHN BERES BUILDERS INC
(389) JOHNSON CARPET
(390) JOHNSON WILSON CONSTRUCTORS
(391) JORGENSON CONSTRUCTION
(392) JOS SCHMITT & SONS CONST
(393) JP CULLEN & SONS
(394) JSH CONSTRUCTION LLC
(395) JUNIORS CONSTRUCTION LLC
(396) K&H EXTERIORS INC DBA
(397) KASELLA CONCRETE INC
(398) KE FLEX CONTRACTING
(399) KE MARSH CONSTRUCTION LLC
(400) KELLEHER CONST INC
(401) KELLINGTON CONSTRUCTION
(402) KEVITT EXCAVATING LLC
(403) KEYSTONE CONTRACTING INC
(404) KIEWIT BUILDING GROUP INC
(405) KIFFMEYER INC
(406) KIRK ACOUSTICS INC
(407) KIRK ERECTORSINC
(408) KISSICK CONSTRUCTION CO INC
(409) KNUTSON CONS CO
(410) KNUTSON CONST ROCHESTER
(411) KOMITT CONCRETE INC
(412) KOTZE CONSTRUCTION CO INC
(413) KPH CONSTRUCTION SERVICES LLC
(414) KRAUS ANDERSON MIDWEST
(415) KUNZ CONSTRUCTION
(416) L H BOLDUC CO INC
(417) LAKEHEAD CONSTRUCTORS INC
(418) LANCASTER MANAGEMENT SERVICES
(419) LANGER CONSTRUCTION
(420) LAVAN FLOOR COVERING
(421) LEMKE & SONS LLC
(422) LENNY SZAREK INC
(423) LEWIS CONSTRUCTION INC
(424) LIPPERT TILE CO INC
(425) LOVEGREEN INDUSTRIAL
(426) LUNDA CONSTRUCTION CO
(427) LUNDACS MCCROSSAN JOINT
(428) M & H INDUSTRIAL SERVICE INC
(429) M & M RENOVATION LLC
(430) MA MORTENSON CO
(431) MAERTENS BRENNY CONST
(432) MAGNEY CONSTRUCTION
(433) MAJESTIC FLOORING INC
(434) MARICK REFRIGERATION
(435) MASTER FLOORS INC
(436) MATTSON HARDWOOD LLC
(437) MAX GRAY CONSTRUCTION INC
(438) MCC INDUSTRIES DBA
(439) MCCARTHY BUILDING CO INC
(440) MCGOUGH CONST CO INC
(441) MED CITY INSTALLATION LLC
(442) MEDICAL SUPPORT SYSTEMS LLC
(443) MEGAL CONSTRUCTION CO LLC
(444) MEISINGER CONST CO INC
(445) MENEFEE DRYWALL COMPANY INC
(446) METROPOLITAN AIRPORT CO
(447) MEYER CONTRACTING INC
(448) MG MCGRATH INC
(449) MIC SERVICES LLC
(450) MICHELS FOUNDATIONS
(451) MIDDLETON CONSTRUCTION
(452) MIDWEST ACOUSTIC INC
(453) MIDWEST DRILLED FOUNDATIONS &
(454) MIDWEST DRYWALL
(455) MILLWRIGHT & MACHINERY
(456) MILLWRIGHTS LOCAL 1348
(457) MINER'S INC
(458) MINNESOTA ACOUSTICS INC
(459) MINNOWA CONSTRUCTION INC
(460) MINORITY OWNED INSULATION
(461) MIRON CONSTRUCTION COMPANY INC
(462) MORCON CONSTRUCTION
(463) MP JOHNSON CONST INC
(464) MPLS PUBLIC HSG AUTHORI
(465) NATUS INSTALLATIONS
(466) NEUFELDT INDUSTRIAL SER
(467) NEWELL MACHINERY CO INC
(468) NORDSTROM ARCHITECTURAL
(469) NORMINN INDUSTRIAL LLC
(470) NORTH CENTRAL STATES REGIONAL
(471) NORTHERN HORIZONS - SOLWAY INC
(472) NORTHERN INDUSTRIAL ERECTORS
(473) NORTHERN INDUSTRIAL SERVICES
(474) NORTHLAND CONST OF DULUTH
(475) NORTHSIDE CONSTRUCTIONLLC
(476) NORTHWOODS BUILDERS INC
(477) OHMAN PUMP SERVICE
(478) OLIVER CONSTRUCTION CO
(479) OLYMPIC COMPANIES INC
(480) OLYMPIC COMPANIES INC
(481) OLYMPIC COMPANIES INC
(482) OLYMPIC COMPANIES INC
(483) OPUS CORPORATION
(484) ORLANDINI FLOORING INC
(485) PALMER WEST CONSTRUCT
(486) PALMER-SODERBERG INC
(487) PARK CONSTRUCTION
(488) PARKOS CONSTRUCTION CO INC
(489) PATRIOT CRANE & RIGGING
(490) PCI ROADS LLC
(491) PCL CONSTRUCTION
(492) PELCO CONSTRUCTION
(493) PELLAND SWENSON ASSOCIATES
(494) PERFORMANCE CONTRACTING INC
(495) PHIL'S GARAGE DOOR SERVICE
(496) PINNACLE WALL SYSTEMS
(497) PLATINUM FLOORCOVERING MN INC
(498) PORTER TRUSTIN CARLSON
(499) POSTORINO DECORATING INC
(500) POWER GENERATION SERVICES
(501) POWER TEC INC
(502) PRECISION COOLING TOWERS INC
(503) PREFERRED PROPERTIES INC
(504) PREMIER FLOORING INC
(505) PREMIUM CARPET INSTALLATIONS
(506) PRESTIGE DRYWALL INC
(507) PRICE ERECTING INC
(508) PRIME INDUSTRIAL CONSTRUCTORS
(509) PRODIGY CONSTRUCTION LLC
(510) PROGRESSIVE BUILDING SYSTEMS
(511) PROSTAR SURFACES INC
(512) PULVERIZER MAINTENANCE
(513) QUALITY CEILINGS INC
(514) QUALITY DRYWALL & PLASTERING
(515) QUALITY DRYWALL INC
(516) QUASIUS CONSTRUCTION INC
(517) R A M WEST CONST CO INC
(518) R J M CONSTRUCTION LLC
(519) RADOTICH INC
(520) RAK CONST INC
(521) RALPH N SMITH INC
(522) RAMSEY EXCAVATING CO
(523) RASCH CONSTRUCTION & ENGINEER
(524) RAY RIIHILUOMA INC
(525) REDSTONE CONSTRUCTION LLC
(526) REILING CONST CO
(527) RESHETAR SYSTEMS INC
(528) RICCHIO INC
(529) RICE LAKE CONSTRUCTION GROUP
(530) RIESGRAFS INSTALLATION
(531) RILEY CONSTRUCTION INC
(532) RJ MARCO CONST INC
(533) RJ RYAN CONSTRUCTION
(534) ROBERT CARLSTROM INC
(535) ROBERT W NELSON INC
(536) ROSENQUIST CONSTRUCTION
(537) ROSKOP CONSTRUCTION LLC
(538) ROSSI CONSTRUCTION CO INC
(539) RTL CONSTRUCTION INC
(540) RYAN COMPANIES US INC
(541) S&P CONSTRUCTION
(542) S&S CONCRETE AND MASONRY
(543) SA JORDAN CONST INC
(544) SAFEGUARD ROOFING CO
(545) SAFWAY ATLANTIC LLC
(546) SAJO INCORPORATED
(547) SCHAEFER HARDWOOD FLOOR
(548) SCHERRER CONSTRUCTION CO INC
(549) SCHLEIS FLOOR COVERING
(550) SCHNEIDER CO
(551) SCHREIBER & MULLANEY CO
(552) SEBCO INC
(553) SEITHER & CHERRY COMPANY
(554) SELZER-ORNST CONST CO LLC
(555) SENOMA INC DBA CENTURY
(556) SHAW-LUNDQUIST ASSOC
(557) SHORCO INC
(558) SID GRINKER RESTORATION
(559) SIECO CONSTRUCTION
(560) SIEMENS GENERATION SERVICE CO
(561) SONUS INTERIORS INC
(562) SORENSEN & SORENSEN PAINTING
(563) SORLIE ACOUSTICS INC
(564) SOTA CONSTRUCTION LLC
(565) SPECIALTY SYSTEMS INC
(566) SPRINKMANN SONS CORP
(567) ST CLOUD ACOUSTICS INC
(568) ST CROIX WALL SYSTEMS INC
(569) ST GERMAIN CAB & COUNTERTOPS
(570) ST PAUL LINOLEUM CARPET
(571) STACK BROS MECHANICAL
(572) STANDARD CONSTRUCTION LLC
(573) STEPHEN DONNELLY CO INC
(574) STERN DRYWALL INC
(575) STREETWAY MASONRY INC
(576) SUMMIT CONCRETE & MASONRY
(577) SUPERIOR DIAMOND CONCRETE
(578) SUPERIOR MASONRY BUILDER
(579) SUPERL INC
(580) SWANSON & YOUNGDALE INC
(581) SYSTEMS ENTERPRISE CORP
(582) T&G CONSTRUCTION
(583) TASLER CONST
(584) TAYLOR BROS CONSTRUCTION CO
(585) TCFC EDUCATION FUND
(586) TEKTON CONSTRUCTION COMPANY
(587) TERRA ENGINEERING & CONST
(588) THE MARATHON GROUP INC
(589) THE ROCKWELL GROUP INC
(590) THE SAMUELS GROUP
(591) THE WEITZ CO
(592) THE WEITZ COMPANY
(593) THE WEITZ COMPANY INC
(594) THOMAS A MASON CO INC
(595) TIMCO CONST CO
(596) TITAN BUILDING COMPANY
(597) TJ CONST
(598) TMG CONSTRUCTION INC
(599) TOTAL CONSTRUCTION &
(600) TRADE ACCESS
(601) TRI CONSTRUCTION INC
(602) TRINITY CONST GROUP LTD
(603) TRI-NORTH BUILDERS INC
(604) TWIN CITY ACOUSTICS INC
(605) TWIN CITY HARDWOOD
(606) UBCJA-JOB CORPS PROG
(607) UNITED CONSTRUCTION CORP
(608) UNITED FLOORING INC
(609) UNITED INSTALLATION SER
(610) UNITED REFRACTORIES INC
(611) UNIVERSAL PLANT SERVICES INC
(612) UNIVERSITY OF MINNESOTA
(613) UP NORTH BUILDERS
(614) US VET GENERAL CONTRACTING LLC
(615) VALLEY INSTALLATIONS
(616) VAN OSDEL PLASTERING & DRYWALL
(617) VANGUILDER CONTRACTING INC
(618) VEIT & CO INC
(619) VER HALEN INC
(620) VIKING COMMERCIAL INTERIORS
(621) VIKING CONST LOWRY BLDG
(622) VJS CONSTRUCTION SERVICES
(623) VOELLER INSULATION INC
(624) WA KLINGER LLC
(625) WALL-TECH INC
(626) WALTER WELLENSTEIN & SONS
(627) WEBSTER'S NORTHLAND CONST LLC
(628) WENGER TRAFFIC CORP
(629) WEST COAST PRE-FAB
(630) WESTERN INDUSTRIAL CONT
(631) WESTIN CONST CO
(632) WILLIAMS BROTHERS CONST INC
(633) WINGER CONTRACTING
(634) WINGHART INC
(635) WISCONSIN INSULATION CO INC
(636) WOJ INSTALLATIONS INC
(637) WOODS CONSTRUCTION INC
(638) WREN WORKS LLC
(639) XCEL ENERGY INC
(640) YALE MECHANICAL
(641) ZEMAN CONST CO
(642) ZENITH TECH INC
(643) ZIEMS CARPET WORKROOM INC
(644) ZINTL INC

Schedule R (Form 990) 2023

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) ............................

Yes

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

Yes

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) 2023

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?		(k) Percentage ownership
(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	(k) Percentage ownership

Schedule R (Form 990) 2023

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) 2023

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	10
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 2023 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	19
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	239,206,987	251,966,672
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	22,655,769	4,975,360
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	27,328	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	261,890,084	256,942,032
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).....	220,365,953	228,522,724
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)....	5,146,387	5,524,615
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	225,512,340	234,047,339
19	Revenue less expenses. Subtract line 18 from line 12.......	36,377,744	22,894,693
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	304,862,000	341,734,795
21	Total liabilities (Part X, line 26).............	13,188,442	14,907,125
22	Net assets or fund balances. Subtract line 21 from line 20.....	291,673,558	326,827,670

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	SELF-FUNDED BENEFITS FOR APPROXIMATELY 15,277 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

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	0	1,598,804	1,048,695

(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/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) WAYNE NORDIN........................................................................ UNION TRUSTEE	1.00 .......................57.00	X	0	207,950	131,071
(19) MARK KESSENICH........................................................................ MGT TRUSTEE	1.00 .......................40.00	X	0	0	0

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 above	1f

g	Noncash contributions included in lines 1a - 1f:$	1g

h Total. Add lines 1a-1f.......

		Business Code
2a	CONTRIBUTIONS	525100	251,966,672	251,966,672
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		251,966,672

3 Investment income (including dividends, interest, and othersimilar amounts) ......			4,975,094			4,975,094
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	76,222
b	Less: cost or other basis and sales expenses	7b	75,956
c	Gain or (loss)	7c	266
d	Net gain or (loss).........			266			266
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			256,942,032	251,966,672	0	4,975,360

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 .......	228,522,724
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 .........	309,464
c	Accounting ...........	39,974
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	74,044
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	269,541
12	Advertising and promotion ....
13	Office expenses .......	83,119
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 ....	9,764
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...	82,552
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	ADMINSTRATIVE FEES	4,536,000
b	PCORI TAX	92,181
c	OTHER EXPENSES	27,682
d	NEGOTIATED DISCOUNT FEE	294
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	234,047,339
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).

1	Cash–non-interest-bearing ........			1
2	Savings and temporary cash investments .........		47,902,008	2	67,276,387
3	Pledges and grants receivable, net ......			3
4	Accounts receivable, net .............		18,198,973	4	19,225,966
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
			346,176	6	0
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 .		110,511,068	11	118,901,142
12	Investments—other securities. See Part IV, line 11 .....		127,903,775	12	136,331,300
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 33)...		304,862,000	16	341,734,795

17	Accounts payable and accrued expenses .....	420,018	17	253,866
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 any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			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	12,768,424	25	14,653,259
26	Total liabilities. Add lines 17 through 25..	13,188,442	26	14,907,125

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........		27
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....	0	29	0
30	Paid-in or capital surplus, or land, building or equipment fund ...	0	30	0
31	Retained earnings, endowment, accumulated income, or other funds	291,673,558	31	326,827,670
32	Total net assets or fund balances ...........	291,673,558	32	326,827,670
33	Total liabilities and net assets/fund balances ........	304,862,000	33	341,734,795