2024-11-04T10:02:47-06:00 2023-12-31 391531945 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2023-01-01 351638874 WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND WISC 2627981838 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 ROBERT JOSSART CHAIRMAN 2627981838 2024-11-03 1 0 BRIDGETTE MUGGE P00671418 2627549400 2024-11-03 2023 2024-10-15 13:58:12Z ROBERT JOSSART 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 67797522 0 X N/A X 1985 WI TO PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES. 16 7 130 9 0 0 0 0 44849912 52674102 520493 291729 176606 150182 45547011 53116013 0 0 41832122 42382498 49180 49769 0 0 0 6404830 6584004 48286132 49016271 -2739121 4099742 43109176 53164692 39001734 42546941 4107442 10617751 X PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES. 0 0 HOSPITAL, SURGICAL, MEDICAL, DENTAL, VISION, AND PRESCRIPTION DRUG BENEFITS FOR APPROXIMATELY 3,100 MEMBERS AND THEIR FAMILIES PROVIDE SUPPLEMENTAL MEDICARE ADVANTAGE PRESCRIPTION DRUG PLAN FOR APPROXIMATELY 777 MEMBERS PROVIDE COST CONTAINMENT AND CASE MANAGEMENT SERVICES FOR APPROXIMATELY 3,100 MEMBERS PROVIDE LIFE INSURANCE BENEFITS FOR APPROXIMATELY 2,827 MEMBERS 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 1 135 0 130 1 0 0 0 0 0 0 0 0 X 16 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X SANDY HEATH 2627981838 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 SCOTT KNOCKE SECRETARY 1.00 44.00 X X 150857 0 68353 BRAD KALCIC TRUSTEE 1.00 44.00 X 119564 0 83904 STEUART WILSON TRUSTEE 1.00 44.00 X 134279 0 60739 SCOTT BARTZ TRUSTEE 1.00 44.00 X 118593 0 73722 MATT VAN DER PUY TRUSTEE 1.00 44.00 X 102370 0 66341 CRAIG WAGNER TRUSTEE 1.00 44.00 X 96267 0 71885 MICHAEL THOMAS TRUSTEE 1.00 44.00 X 107120 0 80256 ROBERT JOSSART CHAIRMAN 1.00 X X 0 0 0 DAVID ALDAG TRUSTEE 1.00 X 0 0 0 JAN GREEN TRUSTEE 1.00 X 0 0 0 KENNETH GROESCHEL JR TRUSTEE 1.00 X 0 0 0 JACK SCHIRPKE TRUSTEE 1.00 X 0 0 0 JONATHAN KOWALSKI TRUSTEE 1.00 X 0 0 0 ROB WEISE TRUSTEE 1.00 X 0 0 0 JEFFREY GAECKE TRUSTEE 1.00 X 0 0 0 BRANDON LANGENFELD TRUSTEE 1.00 X 0 0 0 829050 0 505200 6 0 1 0 BENEFIT PLAN ADMINISTRATION 11270 W PARK PLACE SUITE 950 MILWAUKEE WI 53224 ADMINISTRATION SERVICES 1272416 ANTHEM BLUE CROSS AND BLUE SHIELD 220 VIRGINIA AVENUE INDIANAPOLIS IN 46204 MEDICAL CLAIMS ADMINISTRATION 744496 EXPRESS SCRIPTS 100 PARSONS POND DRIVE FRANKLIN LANES NJ 07417 PRESCRIPTIONS 572110 REINHART BOERNER VAN DUEREN SC 1000 N WATER ST SUITE 2100 MILWAUKEE WI 53201 LEGAL 157584 THE SEGAL COMPANY INC 101 N WACKER DRIVE SUIT 500 CHICAGO IL 606061724 ACTUARIAL/CONSULTING 139726 5 EMPLOYER CONTRIBUTIONS 900099 48268553 48268553 SELF-PAY CONTRIBUTIONS 900099 4025592 4025592 SASMI 900099 379957 379957 52674102 753724 753724 14219514 14681509 -461995 -461995 -461995 COMMISSIONS 900099 94100 94100 SHARED EXPENSE REIMBURSEMENT 900099 35588 35588 CONTRACTOR LATE CHARGES 900099 16019 16019 4475 4475 150182 53116013 52824284 0 291729 42382498 49769 629106 196551 82590 224006 48655 63030 7389 453 268089 MEDICARE PRESCRIPTION D 2850976 CLAIMS ADMINISTRATOR FE 2108010 COST CONTAINMENT PROGRA 36199 POSTAGE 29705 39245 49016271 10944285 17375555 115233 51670 3826578 4856610 25258 136976 67565 67018 1000 547 27057915 29147954 1138907 1595380 43109176 53164692 551031 494556 38450703 42052385 39001734 42546941 X 0 0 0 0 4107442 10617751 4107442 10617751 43109176 53164692 4099742 2410567 0 X X 0 1 X 1 0 67565 67018 547 547 ESTIMATED HEALTH CLAIMS PAYABLE AND IBNR 2639987 ACCUMULATED BENEFITS - PARTICIPANTS 35103898 DUE TO OTHER FUNDS 4308500 42052385 X 55443990 2410567 2410567 53033423 82590 82590 53116013 45576136 0 45576136 82590 3357545 3440135 49016271 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. THE FUND HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER DATED JANUARY 7, 1987 FROM THE INTERNAL REVENUE SERVICE (IRS) AND IS THEREFORE NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE FUND SPONSOR BELIEVES THAT THE FUND AND TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. U.S. GAAP REQUIRES PLAN MANAGEMENT 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, HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: INCREASE IN HEALTH CLAIMS PAYABLE 54,500. INCREASE IN ACCUMULATED BENEFITS FOR PARTICIPANTS 3,303,045. 0 0 0 SCOTT KNOCKE SECRETARY 150857 0 0 0 0 0 0 0 68353 0 219210 0 0 0 BRAD KALCIC TRUSTEE 119564 0 0 0 0 0 0 0 83904 0 203468 0 0 0 STEUART WILSON TRUSTEE 134279 0 0 0 0 0 0 0 60739 0 195018 0 0 0 SCOTT BARTZ TRUSTEE 118593 0 0 0 0 0 0 0 73722 0 192315 0 0 0 MATT VAN DER PUY TRUSTEE 102370 0 0 0 0 0 0 0 66341 0 168711 0 0 0 CRAIG WAGNER TRUSTEE 96267 0 0 0 0 0 0 0 71885 0 168152 0 0 0 MICHAEL THOMAS TRUSTEE 107120 0 0 0 0 0 0 0 80256 0 187376 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B REVIEWED BY THE ADMINISTRATIVE MANAGER AND PRESENTED TO TRUSTEES FOR APPROVAL PRIOR TO SIGNING AND FILING. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES ARE EXPECTED TO DISCLOSE ANY OWNERSHIP OR OTHER FINANCIAL RELATIONSHIPS THAT THEY HAVE WITH PARTIES THAT DEAL WITH THE PLAN. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST THROUGH THE PLAN OFFICE. PART XII, LINE 2C: THE BOARD OF TRUSTEES REVIEWS AND APPROVES A DRAFT OF THE AUDITED FINANCIAL STATEMENTS AT THE MEETING. THESE ARE PRESENTED BY THE ACCOUNTANT TO THE BOARD. FOX VALLEY SHEET METAL HEALTH FUND MILWAUKEE JOINT APPRENTICES SHEET METAL #10 BENEFIT FUND SHEET METAL LOCAL 219 SHEET METAL WORKERS #292 LABOR UNION 501(C)(5) N/A 0 SHEET METAL WORKERS #7ZONE SHEET METAL WORKERS LOCAL UNION #7 ZONE 5 WISCONSIN SHEET METAL HEALTH FUND SHEET METAL WORKERS LOCAL 110 SHEET METAL WORKERS #20 AIR SOLUTIONS FULL SERVICE HEATING & AIR CONDITIONING LLC H&M STAINLESS SPEC LLC MADISON SHEET METAL LLC MIDWEST FLUID BALANCING NATIONS ROOF NORTH LLC PURE MECHANICAL LLC SUPERSKY PRODUCTS ENTERPRISES LLC ADS MECHANICAL LLC AC SERVICE INC ACCUSTAR AIR BALANCE INC ADVANCED HVAC INC AIR QUALITY SYSTEMS INC AIR TEMPERATURE SERVICES ALDAG HONOLD MECHANICAL INC ALL COMFORT SERVICES INC ALL FACETS SHEET METAL INC ALL PRO MECHANICAL INC ALLOY WELDING INC API INC ARTEAGA CONSTRUCTION INC ATLAS HEATING AND SHEET METAL INC AUGUST WINTER & SONS INC BADGER SHEET METAL LLC BALANCE TECHNOLOGIES INC BANE-NELSON INC BASSETT MECHANICAL BELONGER CORPORATION INC BERGER & KING INC BREDAN MECHANICAL SYSTEMS INC BUTTERS-FETTING COMPANY INC CARLSON RACINE ROOFING & SHEET METAL INC CENTRAL MECHANICAL SYSTEMS INC CERTIFIED PLUMBING CHRISTIANSEN FJA CO CONDITIONED AIR DESIGN INC CONSTRUCTION SUPPLY & ERECTION INC COUNTRYSIDE PLUMBING & HEATING INC CRAFTS INC CUDAHY ROOFING & SUPPLY DAVE'S SHEET METAL INC DILLETT MECHANICAL SERVICE INC DORAL CORPORATION DRESSLER & SON INC DBA DRESSLER MECHANICAL INC DROEGKAMP FURNACE CO DUWE METAL PRODUCTS EGI MECHANICAL INC ENVIRONMENTAL SYSTEMS ANALYSIS INC ERV SMITH SERVICES INC FISCHER INDUSTRIES INC FORE-FRONT MECHANICAL INC FOREMAN SLAASTED HVAC INC GOSCHEY MECHANICAL INC GREAT LAKES MECHANICAL INC GROESCHEL COMPANY INC GRUNAU COMPANY INC H & H MECHANICAL CONTRACTORS INC HARKER HEATING AND COOLING INC HAZA MECHANICAL INC HOLMING FAN & FABRICATION LLC HOOPER CORPORATION HOVLAND'S INC HURCKMAN MECHANICAL INDUSTRIES INC HVA PRODUCTS INC ILLINGWORTH-KILGUST MECHANICAL INSTITUTIONAL EQUIPMENT INC J & H HEATING INC JAMAR COMPANY JF AHERN JOHNSON CONTROLS INC KITCHEN SPECIALISTS INC KLEEMAN MECHANICAL INC KOPP BROTHERS INC LANGER ROOFING AND SHEET METAL LEDEGAR SHEET METAL INC LOUIS HOFFMANN COMPANY MADISON AREA SHEET METAL MALBRIT MECHANICAL INC MANNENBACH MECHANICAL LLC MARED MECHANICAL MG MCGRATH INC MID CITY PLUMBING & HEATING INC MID-STATE CONTRACTORING LLC MUZA SHEET METAL COMPANY LLC PL FREEMAN COMPANY PIEPER ELECTRIC INC QUALITY HEATING & SHEET METAL CO INC RAPIDS SHEET METAL WORKS INC REINKE AND SCHOMANN INC ROHLOFF MECHANICAL LLC SCHUETTE'S HEATING AND AIR SHEET METAL SERVICES INC SIKORA COMPANY INC SOUTHEASTERN MECHANICAL INC SRS ROOFING AND SHEET METAL INC STAINLESS SPECIALISTS INC STAINLESS STEEL & SHEET METAL PRODUCTS INC SUNSET MECHANICAL CORP SVEE METALWORKS INC T & B SERVICES LTD TOTAL MECHANICAL INC TRI-CITY REFRIGERATION INC TWEET GAROT MECHANICAL INC UNITED CONTRACTORS INC UNITED MECHANICAL INC UZELAC INDUSTRIES INC V&F ROOF CONSULTING & SERVICE VALLEY MECHANICAL INC VAN'S ROOFING INC WALTERS SHEET METAL CORPORATION WIERSGALLA COMPANY INC WINDING ROOFING COMPANY INC WINONA HEATING & VENTILATING CO INC WISCONSIN MECHANICAL SOLUTIONS ZIEGELBAUER HVAC INC ZIEN SERVICES 1901 INC BRENNAN J M INC JOE DEBELAK PLUMBING & HEATING RICHERS REFRIGERATION SCHRANZ ROOFING SPIRAL DUCT 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990, SCHEDULE R, PARTS II-IV THE PLAN MADE A REASONABLE EFFORT TO OBTAIN THE TAX CLASSIFICATION FROM ALL CONTRIBUTING EMPLOYERS, BUT SOME OF THE CONTRIBUTING EMPLOYERS HAVE NOT YET RESPONDED TO THE MULTIPLE REQUESTS. THE EMPLOYERS ARE: ABC MIDWEST SOLUTIONS LLC ADVANCED MECHANICAL AIR DOCTORS HEATING AND AIT AIR FLOW 360 LLC ALL SERVICE HEATING LLC ALX METAL WORKS LLC BEST MECHANICAL BUSINESS LLC BLAU PLUMBING INC BOB VORPAGEL HEATING BROCK INDUSTRIAL CHRISTIANSEN HEATING COMPLETE CONTROL INC CORNERSTONE ONE, LLC CS MECHANICAL LLC. DEAD NUTS DETAIL EAST CENTRAL WISCONSIN SM JATC EAU CLAIRE/LACROSSE, WAUSAU JATC FORWARD MECHANICAL INC. FULLER MECHANICAL LLC GEISLER BROTHER GENERAL REFRIGERATION HARRIS MECHANICAL HELM SERVICE HENNES SERVICES INC INTL ASSOC OF S/M AIR, RAIL INTL TRAINING INST FOR S/M IVI NORTH. KEYSTONE HEATING & AC COMPANY KMB METAL ERECTORS INC LEE MECHANICAL CONTRACTORS INC LOESCHER HVAC MAJOR MECHANICAL MAPLE VALLEY HEATING & COOLING LLC. MARTIN PETERSEN MICHIGAN BUILDING TRADES COUNCIL MILLERSVILLE SHEET METAL AND FABRIC MM MECHANICAL LLC MODERN COMPANIE MSI GENERAL CORPORATION NORTHERN MECHANICAL LLC O HARE ENGINEERING INC PRECISION BALANCING GROUP PRIME MECHANICAL CONTRACTING QUIGLEY SMART INC RTS ROOFING INC SCHUMACHER HTG SPECIAL OPERATIONS DUCTWORK INC SUN MECHANICAL SYSTEMS INC. TOTAL HEATING AND COOLING LLC TRANE U.S. INC. VISION DRAFTING, LLC. W H JACKLIN INC ZONE MECHANICAL NORTH INC