2024-10-11T17:18:29-05:00 2023-12-31 363168081 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2023-01-01 396063342 WISCONSIN HEALTH FUND WISC 4147715600 6200 WEST BLUEMOUND ROAD MILWAUKEE WI 532134145 MIKE LOVELY EXECUTIVE DIRECTOR 4147715600 2024-10-11 1 0 BRIDGETTE MUGGE P00671418 2627549400 2024-10-10 2023 2024-10-15 13:58:12Z MIKE LOVELY 6200 WEST BLUEMOUND ROAD MILWAUKEE WI 532134145 97159004 0 X WWW.WHFUND.ORG X 1952 WI TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS. 8 4 88 4 2129477 0 0 0 37234987 34777151 1635351 1950424 -5215215 -4540432 33655123 32187143 0 0 20109180 19584803 5256951 5410359 0 0 0 6021158 6453533 31387289 31448695 2267834 738448 78338721 86378682 2147158 1513945 76191563 84864737 X ENRICHING LIVES THROUGH PROGRESSIVE BENEFITS, COMPASSIONATE CARE, AND EXCEPTIONAL SERVICE. 0 0 MEDICAL AND DISABILITY CLAIMS - THE NUMBER OF CLAIMS PAID WAS 76,614 MEDICAL CLINIC - THE NUMBER OF PROCEDURES PERFORMED WAS 42,873 DENTAL CLINIC - THE NUMBER OF PATIENTS TREATED WAS 5,470 PHARMACY - THE NUMBER OF PRESCRIPTIONS FILLED WAS 39,953 LIFE INSURANCE - THE MONTHLY AVERAGE OF MEMBERS WAS 1,434 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 39 0 88 1 1 1 0 0 0 0 0 0 0 X 8 4 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 1 0 0 X MIKE LOVELY 4147715600 6200 WEST BLUEMOUND ROAD MILWAUKEE WI 532134145 LARRY WEDAN TRUSTEE 1.00 40.00 X 0 138017 55188 THOMAS BENNETT TRUSTEE 1.00 40.00 X X 0 114875 41525 TIMOTHY B PINTER TRUSTEE (THRU 8/23) 1.00 40.00 X 0 114953 41525 THOMAS BENVENUTO TRUSTEE 1.00 40.00 X 0 116499 41525 JEFF BANDUR TRUSTEE (START 8/23) 1.00 X X 0 116421 41525 MATTHEW A WOLFF TRUSTEE 1.00 X X 0 0 0 RITCH DEMBINSKY TRUSTEE 1.00 X 0 0 0 GARY R KRAUS TRUSTEE 1.00 X 0 0 0 MIKE RIVECCA TRUSTEE 1.00 X 0 0 0 MIKE LOVELY EXECUTIVE DIRECTOR 40.00 X 262725 0 51656 TODD MARKOWSKI EMPLOYEE 40.00 X 162828 0 46657 JAMES VALUSEK EMPLOYEE 40.00 X 162583 0 46649 DEANNA BELL EMPLOYEE 40.00 X 138113 0 45425 ANGELA GENET EMPLOYEE 40.00 X 136154 0 44293 GAIL STELMASZEWSKI EMPLOYEE 40.00 X 122720 0 44656 985123 600765 500624 11 0 1 0 UNITED HEALTHCARE INSURANCE 5901 LINCOLN DR MINNEAPOLIS MN 55436 PPO HOSPITAL NETWORK 1219279 COLUMBIA ST MARY'S 4425 N PORT WASHINGTON ROAD GLENDALE WI 53212 MEDICAL 382461 BRIDGEWAY BENEFIT TECHNOLOGIES 3000 SOUTH LENOLA RD MAPLE SHADE NJ 08052 SOFTWARE SUPPORT SERVICES 207305 DIGICORP INC 3315 NORTH 124TH STREET SUITE E BROOKFIELD WI 53005 IT SUPPORT, SOFTWARE LICENSES 145096 MILLMAN INC 17335 GOLF PARKWAY SUITE 100 BROOKFIELD WI 53045 ACTUARIAL/CONSULTING 125056 6 CONTRIBUTIONS 525100 31197606 31197606 OTHER THRID PARTY BILLINGS 525100 1607184 456614 1150570 OTHER 525100 1508315 840205 668110 ADMINISTRATION CHARGES 525100 464046 181234 282812 34777151 2459731 2459731 58183812 58693119 -509307 -509307 -509307 1738310 6278742 -4540432 -4568417 27985 32187143 28107242 2129477 1950424 19584803 314381 4548901 186096 360981 140128 124996 211994 14509 429851 343486 717161 5068 5597 157018 104180 HMC 1116245 CAPITATION FEES 1112940 MEDICAL CENTER CONTRACT 988620 PPO SAVINGS 227913 753827 31448695 832721 738032 324273 593001 3781260 3577498 529695 577337 94792 108546 3540126 2970438 578023 569688 70773568 79519456 1424389 695124 78338721 86378682 750166 884017 1396992 629928 2147158 1513945 X 0 0 0 0 76191563 84864737 76191563 84864737 78338721 86378682 738448 7934727 0 X 0 1 X 1 0 82840 82840 49585 49585 0 716630 551761 164869 2691071 2369092 321979 569688 LEASE LIABILITIES 629928 629928 X 46275616 7934727 6278742 14213469 32062147 124996 124996 32187143 37602441 6278743 6278743 31323698 124996 124996 31448694 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE FUND TO HOLD THE FUND'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE IRC AND IS THEREFORE NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE TRUST HAS OBTAINED A FAVORABLE TAX EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS), AND THE PLAN SPONSOR BELIEVES THAT THE TRUST AND THE FUND, AS AMENDED, CONTINUE TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. U.S. GAAP REQUIRES MANAGEMENT OF THE FUND TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. IN DECEMBER 2022, THE DOL NOTIFIED THE FUND THEY WILL BE CONDUCTING AN ERISA COMPLIANCE INVESTIGATION. THE INVESTIGATION HAS NOT CONCLUDED AS OF THE DATE OF THIS REPORT. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 6,278,742. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 6,278,743. X 0 0 0 MIKE LOVELY EXECUTIVE DIRECTOR 262725 0 0 0 0 0 13256 0 38400 0 314381 0 0 0 TODD MARKOWSKI EMPLOYEE 162828 0 0 0 0 0 8257 0 38400 0 209485 0 0 0 JAMES VALUSEK EMPLOYEE 162583 0 0 0 0 0 8249 0 38400 0 209232 0 0 0 LARRY WEDAN TRUSTEE 0 138017 0 0 0 0 0 29433 0 25755 0 193205 0 0 DEANNA BELL EMPLOYEE 138113 0 0 0 0 0 7025 0 38400 0 183538 0 0 0 ANGELA GENET EMPLOYEE 136154 0 0 0 0 0 5893 0 38400 0 180447 0 0 0 GAIL STELMASZEWSKI EMPLOYEE 122720 0 0 0 0 0 6256 0 38400 0 167376 0 0 0 THOMAS BENVENUTO TRUSTEE 0 116499 0 0 0 0 0 17576 0 23949 0 158024 0 0 JEFF BANDUR TRUSTEE (START 8/23) 0 116421 0 0 0 0 0 17576 0 23949 0 157946 0 0 TIMOTHY B PINTER TRUSTEE (THRU 8/23) 0 114953 0 0 0 0 0 17576 0 23949 0 156478 0 0 THOMAS BENNETT TRUSTEE 0 114875 0 0 0 0 0 17576 0 23949 0 156400 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE TO REVIEW AND APPROVE. THE FORM 990 IS THEN PRESENTED TO THE BOARD OF TRUSTEES AT THEIR SUBSEQUENT MEETING. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE EXECUTIVE DIRECTOR IS APPROVED BY THE BOARD OF TRUSTEES ON AN ANNUAL BASIS. THE APPROVAL IS DOCUMENTED IN THE BOARD OF TRUSTEES MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS OF THE ORGANIZATION ARE AVAILABLE UPON REQUEST AND ARE AVAILABLE FOR INSPECTION AT THE ORGANIZATION'S OFFICE. AMERICAN POSTAL WORKERS UNION MILW AREA LOCAL #003 BOARD OF TRUSTEES OF THE WISCONSIN HEALTH FUND 6200 WEST BLUEMOUND ROAD MILWAUKEE WI 532134145 396063342 SPONSORING ORGANIZATION (JOINT BOARD OF TRUSTEES) WI 501(C)(9) 0 DRIVERS SALESMEN WAREHOUSEMEN MILK PROCESSORS CANNERY DAIRY EMPLOYEES A TEAMSTERS GENERAL LOCAL UNION NO 200 THE BELLE URBAN SYSTEM RIVCRETE READY MIX LLC 4FRONT ENGINEERED SOLUTIONS INC ABF FREIGHT SYSTEM INC ACE REDI MIX INC ARAMARK REFRESHMENT SERVICES BADGER TRAILER & EQUIPMENT DBA THERMO KING OF SOUTHEAST WISCONSIN BAUMHARDT SAND & GRAVEL INC BENZ OIL INC BRENNTAG GREAT LAKES LLC CW PURPERO INC CARGILL COCOA & CHOCOLATE INC FJA CHRISTIANSEN ROOFING CO INC FRANTZ COMPANY INC HAMMERLY STONE CO INC HANSEN STORAGE COMPANY HENNES SERVICES INC INTERSTATE ERECTING INC JACOBUS ENERGY INC MAYFIELD TRANSFER CO INC MAYVILLE LIMESTONE INC PM PLASTICS ROUNDY'S SUPERMARKETS INC SPRINKMANN SONS CORPORATION STANDARD FORWARDING LLC SUPER EXCAVATORS INC UNITED COPY CENTERS INC UNITED PARCEL SERVICE OF AMERICA INC US FOODS INC MILWAUKEE USF HOLLAND INC VENTUREDYNE LTD VEOLIA ENVIRONMENTAL NORTH AMERICA OPERATIONS INC WASTE MANAGEMENT INC WBC CORP YRC FREIGHT 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0