2023-11-15T10:23:21-06:00 2022-12-31 391531945 SIKICH LLP 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2022-01-01 351638874 WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND WISC 2627981838 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 ROBERT JOSSART CHAIRMAN 2627981838 2023-11-15 1 ROBERT JOSSART 999009999 0 BRIDGETTE MUGGE P00671418 2627549400 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROBERT JOSSART 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 53153372 0 X N/A X 1985 WI TO PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES. 16 7 127 9 0 0 0 0 39784731 44849912 3967555 520493 275415 176606 44027701 45547011 0 0 39247517 41832122 52197 49180 0 0 0 6317763 6404830 45617477 48286132 -1589776 -2739121 44518635 43109176 33857506 39001734 10661129 4107442 X PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES. 0 0 HOSPITAL, SURGICAL, MEDICAL, DENTAL, VISION, AND PRESCRIPTION DRUG BENEFITS FOR APPROXIMATELY 2,900 MEMBERS AND THEIR FAMILIES PROVIDE SUPPLEMENTAL MEDICARE WRAPAROUND INSURANCE BENEFITS FOR APPROXIMATELY 773 MEMBERS PROVIDE COST CONTAINMENT AND CASE MANAGEMENT SERVICES FOR APPROXIMATELY 2,900 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 1 210 0 127 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 146758 0 93980 DON ATHAS TRUSTEE 1.00 44.00 X 128016 0 100714 SCOTT BARTZ TRUSTEE 1.00 44.00 X 114528 0 88229 BRAD KALCIC TRUSTEE 1.00 44.00 X 107820 0 96506 MATT VAN DER PUY TRUSTEE 1.00 44.00 X 99391 0 82037 CRAIG WAGNER TRUSTEE 1.00 44.00 X 91093 0 87960 STEUART WILSON TRUSTEE 1.00 44.00 X 128016 0 93326 DAVID ALDAG TRUSTEE 1.00 X 0 0 0 ROBERT JOSSART CHAIRMAN 1.00 X 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 KENDALL RICHARDS TRUSTEE 1.00 X 0 0 0 JEFFREY GAECKE TRUSTEE 1.00 X 0 0 0 GREG FAUST TRUSTEE 1.00 X 0 0 0 815622 0 642752 5 0 1 0 BENEFIT PLAN ADMINISTRATION 11270 W PARK PLACE SUITE 950 MILWAUKEE WI 53224 ADMINISTRATION SERVICES 1250800 ANTHEM BLUE CROSS AND BLUE SHIELD 220 VIRGINIA AVENUE INDIANAPOLIS IN 46204 MEDICAL CLAIMS ADMINISTRATION 1088309 EXPRESS SCRIPTS 100 PARSONS POND DRIVE FRANKLIN LANES NJ 07417 PRESCRIPTIONS 320770 REINHART BOERNER VAN DUEREN SC 1000 N WATER ST SUITE 2100 MILWAUKEE WI 53201 LEGAL 168405 THE SEGAL COMPANY INC 101 N WACKER DRIVE SUIT 500 CHICAGO IL 606061724 ACTUARIAL/CONSULTING 129263 5 EMPLOYER CONTRIBUTIONS 900099 40437903 40437903 SELF-PAY CONTRIBUTIONS 900099 4059677 4059677 SASMI 900099 352332 352332 44849912 650124 650124 7476730 7606361 -129631 -129631 -129631 COMMISSIONS 900099 87205 87205 COBRA PREMIUM CREDIT 900099 36145 36145 SHARED EXPENSE REIMBURSEMENT 900099 29769 29769 23487 23487 176606 45547011 45026518 0 520493 41832122 49180 625966 199900 90578 210243 26882 61544 8145 453 224126 MEDICARE PRESCRIPTION D 2696847 CLAIMS ADMINISTRATOR FE 2087681 COST CONTAINMENT PROGRA 91166 BANK FEES 29709 51590 48286132 8305430 10944285 360842 115233 3204124 3826578 127730 25258 67565 66565 1453 1000 31615672 27057915 903384 1138907 44518635 43109176 743897 551031 33113609 38450703 33857506 39001734 X 0 0 0 0 10661129 4107442 10661129 4107442 44518635 43109176 -2739121 -3814566 0 X X 0 1 X 1 0 67565 66565 1000 1000 ESTIMATED HEALTH CLAIMS PAYABLE AND IBNR 4254000 ACCUMULATED BENEFITS - PARTICIPANTS 31800853 DUE TO OTHER FUNDS 2395850 38450703 X 41641867 -3814566 -3814566 45456433 90578 90578 45547011 43161358 0 43161358 90578 5034196 5124774 48286132 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 FUND HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS), AND THE TRUSTEES BELIEVE THAT THE FUND, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE AS DESIGNED. 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 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 579,500. INCREASE IN ACCUMULATED BENEFITS FOR PARTICIPANTS 4,454,696. 0 0 0 SCOTT KNOCKE SECRETARY 146758 0 0 0 0 0 0 0 93980 0 240738 0 0 0 DON ATHAS TRUSTEE 128016 0 0 0 0 0 0 0 100714 0 228730 0 0 0 STEUART WILSON TRUSTEE 128016 0 0 0 0 0 0 0 93326 0 221342 0 0 0 BRAD KALCIC TRUSTEE 107820 0 0 0 0 0 0 0 96506 0 204326 0 0 0 SCOTT BARTZ TRUSTEE 114528 0 0 0 0 0 0 0 88229 0 202757 0 0 0 MATT VAN DER PUY TRUSTEE 99391 0 0 0 0 0 0 0 82037 0 181428 0 0 0 CRAIG WAGNER TRUSTEE 91093 0 0 0 0 0 0 0 87960 0 179053 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 #85 SHEET METAL LOCAL 219 SHEET METAL LOCAL #36 SHEET METAL WORKERS #292 LABOR UNION 501(C)(5) N/A 0 SHEET METAL WORKERS #7ZONE SHEET METAL WORKERS INTL SHEET METAL WORKERS NATIONAL HEALTH FUND SHEET METAL WORKERS LOCAL UNION #7 ZONE 5 WISCONSIN SHEET METAL HEALTH FUND ADS MECHANICAL LLC 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 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 GENERAL HEATING & AIR CONDITIONING 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 LEE HEATING & COOLING 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 PROFESSIONAL SYSTEM ANALYSIS 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 VORPAGEL SERVICE 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 THE WALDINGER CORPORATION 1901 INC BRENNAN J M INC JOE DEBELAK PLUMBING & HEATING PETERSEN MARTIN 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 AIR DOCTORS HEATING AND AIT AIR FLOW 360 LLC ALX METAL WORKS LLC BEST MECHANICAL BUSINESS LLC BLAU PLUMBING INC BOB VORPAGEL HEATING CHRISTANSEN HEATING COENEN MECHANICAL LLC COMPLET CONTROL INC CORNERSTONE ONE, LLC CS MECHANICAL LLC EAST CENTRAL WISCONSIN SM JATC EAU CLAIRE/LACROSSE, WAUSAU JATC FORWARD MECHANICAL INC. FRANKLING HOLWERDA CO FULLER MECHANICAL LLC GENERAL REFRIGERATION GRP MECHANICAL INC. HELM SERVICE HENNES SERVICES INC ILLERSVILLE SHEET METAL AND FABRICATION INTL ASSOCATION OF S/M AIR, RAIL INTL TRAINING INST FOR S/M IVI NORTH INC. KEYSTON HEATING & AC COMPANY LEE MECHANICAL CONTRACTORS INC LIGHTHART HVAC INC LOESCHER HVAC MAPLE VALLEY HEATING & COOLING LLC MICHIGAN BUILDING TRADES COUNCIL MICHIGAN UPPER PENNINSULA IBEW MILWAUKEE TRANE SERVICE MM MECHANICAL LLC PETERS HEATING & COOLING PRECISION BALANCING GROUP PRIME MECHANICAL CONTRACTING QUIGLEY SMART INC RTS ROOFING INC SHUMACHER TEATING & AIR CONDITIONING SPECIAL OPERATIONS DUCTWORK INC SUN MECHANICAL SYSTEMS INC TOTAL HEATING AND COOLING LLC TRANE U.S. INC VISION DRAFTING LLC ZONE MECHANICAL NORTH INC