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WISCONSIN FOX RIVER VALLEY SHEET METAL WORKERS WELFARE TRUST: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
WISCONSIN FOX RIVER VALLEY SHEET METAL WORKERS WELFARE TRUST (EIN 39-6095127)
Tax period
2020-06-01 to 2021-05-31
Filed
2022-01-24
IRS object ID
202200249349301115
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-01-24T14:18:26-06:00ReturnTs
Tax Period End2021-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391531945PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SIKICH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line113400 BISHOPS LANE SUITE 300AddressLine1Txt
CityBROOKFIELDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53005ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN396095127EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOX VALLEY SHEET METAL HEALTH FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFOXVBusinessNameControlTxt
Phone2627981838PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12201 SPRINGDALE ROADAddressLine1Txt
CityWAUKESHACityNm
State AbbreviationWIStateAbbreviationCd
ZIP531862855ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCARVEN BLANCKPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone2627981838PhoneNum
Signature2022-01-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCARVENPersonFirstNm
Person LastBLANCKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJILL M BOYLE CPAPreparerPersonNm
PTINP01246734PTIN
Phone2627549400PhoneNum
Preparation2022-01-24PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCARVEN BLANCKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12201 SPRINGDALE ROADAddressLine1Txt
CityWAUKESHACityNm
State AbbreviationWIStateAbbreviationCd
ZIP531862855ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$15,715,390GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1981FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionPROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee39TotalEmployeeCnt
Total Volunteers4TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$11,840,340PYProgramServiceRevenueAmt
CY Program Service Revenue$11,810,173CYProgramServiceRevenueAmt
PY Investment Income$221,364PYInvestmentIncomeAmt
CY Investment Income$382,838CYInvestmentIncomeAmt
PY Other Revenue$4,657PYOtherRevenueAmt
CY Other Revenue$4,662CYOtherRevenueAmt
PY Total Revenue$12,066,361PYTotalRevenueAmt
CY Total Revenue$12,197,673CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$9,472,084PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$10,203,027CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$511,211PYOtherExpensesAmt
CY Other Expenses$546,344CYOtherExpensesAmt
PY Total Expenses$9,983,295PYTotalExpensesAmt
CY Total Expenses$10,749,371CYTotalExpensesAmt
PY Revenues Less Expenses$2,083,066PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,448,302CYRevenuesLessExpensesAmt
Total Assets BOY$15,192,504TotalAssetsBOYAmt
Total Assets EOY$16,705,797TotalAssetsEOYAmt
Total Liabilities BOY$1,826,915TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,144,129TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$13,365,589NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$15,561,668NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE WELFARE BENEFITS, SUCH AS LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT, LOSS OF TIME, DISABILITY, DENTAL, VISION, HOSPITAL, AND SURGICAL BENEFITS FOR UNION MEMBERS AND THEIR SPOUSE AND/OR DEPENDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH, LIFE, DENTAL, VISION, PRESCRIPTION DRUG, AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES, AND DEPENDENTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document36IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee39EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BENESYS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2625499190PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1N27 W23233 ROUNDY DRIVEAddressLine1Txt
CityPEWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53072ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
MIKE MOONEY
UNION TRUSTEE1.0048.00Yes (X)$0$130,546$58,294
DAN WIPPICH
CHAIRMAN THROUGH 5/09/21/SECRETARY1.0044.00Yes (X)$0$91,209$40,675Yes (X)
GREG POST
UNION TRUSTEE1.00Yes (X)$0$0$0
CARVEN BLANCK
SECRETARY THROUGH 5/09/21/CHAIRMAN1.00Yes (X)$0$0$0Yes (X)
JEFFREY GAECKE
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
JODI MILLER
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
MARK HILL
EMPLOYER TRUSTEE THROUGH 12/13/201.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$221,755TotReportableCompRltdOrgAmt
Total Other Compensation$98,969TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BENEFIT PLAN ADMINISTRATIONBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line111270 WEST PARK PLACE STE 950AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53224ZIPCd
FieldValueIRS element (for citing)
ServicesTHIRD PARTY ADMINISTRATORServicesDesc
Compensation$222,716CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$11,454,954$11,454,954
PARTICIPANT CONTRIBUTIONS900099$355,219$355,219
FieldValueIRS element (for citing)
Total Program Service Revenue$11,810,173TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$275,706TotalRevenueColumnAmt
Exclusion$275,706ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,624,849SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,517,717SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$107,132SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$107,132TotalRevenueColumnAmt
Exclusion$107,132ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescSHARED EXPENSE REIMBURSEMENTSDesc
Business900099BusinessCd
Total Revenue Column$4,662TotalRevenueColumnAmt
Related Or Exempt Func Income$4,662RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$4,662OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,197,673TotalRevenueColumnAmt
Related Or Exempt Func Income$11,814,835RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$382,838ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$10,203,027TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$222,716TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$97,013TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$29,117TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$59,176TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$80,390TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$16,329TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$11,039TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,565TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
BANK CHARGES$18,216
GOVERNMENTAL FEES AND A$3,281
TELEPHONE$1,437
MISCELLANEOUS$1,065

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$10,749,371TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,760,384BOYAmt
EOY$3,774,147EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$434,264BOYAmt
EOY$312,464EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,204,975BOYAmt
EOY$1,172,159EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$23,693BOYAmt
EOY$32,144EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$8,769,188BOYAmt
EOY$11,414,883EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$15,192,504BOYAmt
EOY$16,705,797EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$177,615BOYAmt
EOY$95,506EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,649,300BOYAmt
EOY$1,048,623EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,826,915BOYAmt
EOY$1,144,129EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$13,365,589BOYAmt
EOY$15,561,668EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,365,589BOYAmt
EOY$15,561,668EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,192,504BOYAmt
EOY$16,705,797EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,448,302ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$747,777NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
BENEFIT CLAIMS PAYABLE AND IBNR$403,100
AMOUNTS DUE TO RELATED FUNDS$645,523
FieldValueIRS element (for citing)
Total Liability$1,048,623TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$12,886,274TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$747,777NetUnrealizedGainsInvstAmt
Revenue Not Reported$747,777RevenueNotReportedAmt
Revenue Subtotal$12,138,497RevenueSubtotalAmt
Investment Expenses Not Incld$59,176InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$59,176RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$12,197,673TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$11,192,995TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$502,800OtherExpensesIncludedAmt
Expenses Not Reported$502,800ExpensesNotReportedAmt
Expenses Subtotal$10,690,195ExpensesSubtotalAmt
Investment Expenses Not Incld2$59,176InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$59,176ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$10,749,371TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'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 DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS") AND THE TRUSTEES BELIEVE THAT THE TRUST AND THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE AS DESIGNED. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
PART XII, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN IBNR VALUE 502,800.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMIKE MOONEYPersonNm
TitleUNION TRUSTEETitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$130,546CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$36,392DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$21,902NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$188,840TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationOFFICERS ARE COMPENSATED IN ACCORDANCE WITH THE LOCAL ELECTION STANDARDS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BREVIEWED BY THE ADMINISTRATIVE MANAGER AND PRESENTED TO TRUSTEES FOR APPROVAL PRIOR TO SIGNING AND FILING.
FORM 990, PART VI, SECTION B, LINE 12CTRUSTEES 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 19THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST THROUGH THE PLAN OFFICE.
PART XII, LINE 2CTHE 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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
SHEET METAL WORKERS INTERNATIONAL ASSOCIATION LOCAL UNION NO 18 AFL-CIO
2201 SPRINGDALE ROADWAUKESHAWI53186391419063LABOR UNIONWI501(C)(5)N/A0
SHEET METAL WORKERS LOCAL 18 & EAST CTRL WI SHEET METAL JRNYMN & APPR TRNG
2201 SPRINGDALE ROADWAUKESHAWI53186391627344APPRENTICESHIP TRAININGWI501(C)(5)N/A0
WISCONSIN SHEET METAL HEALTH FUND
2201 SPRINGDALE ROADWAUKESHAWI53186351638874HEALTH FUNDWI501(C)(9)N/A0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)

ANDERSON HVAC LLC
COENEN MECHANICAL LLC
H&M STAINLESS LLC
MODERN EQUIPMENT LLC
MONROE FABRICATION LLC

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (22 entries)

AUGUST WINTER & SONS INC
AZCO INC
B&P MECHANICAL INC
BASSETT MECHANICAL
BAUMGART MECHANICAL
BEST MECHANICAL
EVOLVE MECHANICAL TECHNOLOGIES
FOX CITIES SHEET METAL INC
GARTMAN HEATING & AC
GREAT LAKES MECHANICAL
HURCKMAN MECHANICAL INC
IVI NORTH INC
JOHNSON CONTROLS APPLETON
MECHANICAL TECHNOLOGIES INC
MUZA SHEET METAL CO
TWEET GAROT MECHANICAL #1
VALLEY MECHANICAL
DR KOHLMAN INC
JF AHERN COMPANY INC
JAMAR COMPANY
EGI MECHANICAL INC
INSTITUTIONAL EQUIPMENT INC
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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