2022-01-24T14:18:26-06:00 2021-05-31 391531945 SIKICH LLP 13400 BISHOPS LANE SUITE 300 BROOKFIELD WI 53005 990 2020-06-01 396095127 FOX VALLEY SHEET METAL HEALTH FUND FOXV 2627981838 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 CARVEN BLANCK CHAIRMAN 2627981838 2022-01-24 1 CARVEN BLANCK 999009999 JILL M BOYLE CPA P01246734 2627549400 2022-01-24 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z CARVEN BLANCK 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 15715390 0 X N/A X 1981 WI PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES. 6 4 39 4 0 0 0 0 11840340 11810173 221364 382838 4657 4662 12066361 12197673 0 0 9472084 10203027 0 0 0 0 0 511211 546344 9983295 10749371 2083066 1448302 15192504 16705797 1826915 1144129 13365589 15561668 TO 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. 0 0 TO PROVIDE HEALTH, LIFE, DENTAL, VISION, PRESCRIPTION DRUG, AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES, AND DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 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 36 0 39 1 0 0 0 0 0 0 0 0 X 6 4 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X BENESYS INC 2625499190 N27 W23233 ROUNDY DRIVE PEWAUKEE WI 53072 MIKE MOONEY UNION TRUSTEE 1.00 48.00 X 0 130546 58294 DAN WIPPICH CHAIRMAN THROUGH 5/09/21/SECRETARY 1.00 44.00 X X 0 91209 40675 GREG POST UNION TRUSTEE 1.00 X 0 0 0 CARVEN BLANCK SECRETARY THROUGH 5/09/21/CHAIRMAN 1.00 X X 0 0 0 JEFFREY GAECKE EMPLOYER TRUSTEE 1.00 X 0 0 0 JODI MILLER EMPLOYER TRUSTEE 1.00 X 0 0 0 MARK HILL EMPLOYER TRUSTEE THROUGH 12/13/20 1.00 X 0 0 0 0 221755 98969 0 0 1 0 BENEFIT PLAN ADMINISTRATION 11270 WEST PARK PLACE STE 950 MILWAUKEE WI 53224 THIRD PARTY ADMINISTRATOR 222716 1 EMPLOYER CONTRIBUTIONS 900099 11454954 11454954 PARTICIPANT CONTRIBUTIONS 900099 355219 355219 11810173 275706 275706 3624849 3517717 107132 107132 107132 SHARED EXPENSE REIMBURSEMENTS 900099 4662 4662 4662 12197673 11814835 0 382838 10203027 222716 97013 29117 59176 80390 16329 11039 6565 BANK CHARGES 18216 GOVERNMENTAL FEES AND A 3281 TELEPHONE 1437 MISCELLANEOUS 1065 10749371 4760384 3774147 434264 312464 1204975 1172159 23693 32144 8769188 11414883 15192504 16705797 177615 95506 1649300 1048623 1826915 1144129 X 0 0 0 0 13365589 15561668 13365589 15561668 15192504 16705797 1448302 747777 0 X X 0 1 X 1 0 0 BENEFIT CLAIMS PAYABLE AND IBNR 403100 AMOUNTS DUE TO RELATED FUNDS 645523 1048623 X 12886274 747777 747777 12138497 59176 59176 12197673 11192995 502800 502800 10690195 59176 59176 10749371 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. X 0 0 0 MIKE MOONEY UNION TRUSTEE 0 130546 0 0 0 0 0 36392 0 21902 0 188840 0 0 PART I, LINE 3 OFFICERS ARE COMPENSATED IN ACCORDANCE WITH THE LOCAL ELECTION STANDARDS. 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. SHEET METAL WORKERS INTERNATIONAL ASSOCIATION LOCAL UNION NO 18 AFL-CIO 2201 SPRINGDALE ROAD WAUKESHA WI 53186 391419063 LABOR UNION WI 501(C)(5) N/A 0 SHEET METAL WORKERS LOCAL 18 & EAST CTRL WI SHEET METAL JRNYMN & APPR TRNG 2201 SPRINGDALE ROAD WAUKESHA WI 53186 391627344 APPRENTICESHIP TRAINING WI 501(C)(5) N/A 0 WISCONSIN SHEET METAL HEALTH FUND 2201 SPRINGDALE ROAD WAUKESHA WI 53186 351638874 HEALTH FUND WI 501(C)(9) N/A 0 ANDERSON HVAC LLC COENEN MECHANICAL LLC H&M STAINLESS LLC MODERN EQUIPMENT LLC MONROE FABRICATION LLC 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0