2022-10-14T15:16:08-05:00 2021-12-31 363168081 SIKICH LLP 13400 BISHOPS LANE SUITE 300 BROOKFIELD WI 53005 990 2021-01-01 396063342 WISCONSIN HEALTH FUND WISC 4147715600 6200 WEST BLUEMOUND ROAD MILWAUKEE WI 532134145 MIKE LOVELY EXECUTIVE DIRECTOR 4147715600 2022-10-14 1 MIKE LOVELY 999009999 BRIDGETTE MUGGE P00671418 2627549400 2022-10-12 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MIKE LOVELY 6200 WEST BLUEMOUND ROAD MILWAUKEE WI 532134145 127405665 0 X WWW.WHFUND.ORG X 1952 WI TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS. 8 4 88 4 2693480 0 0 0 37125676 37855316 3313635 4327341 -4872810 -4927449 35566501 37255208 0 0 20103620 22008903 5022889 5162644 0 0 0 5952232 6149817 31078741 33321364 4487760 3933844 81121970 87808103 791314 834425 80330656 86973678 X ENRICHING LIVES THROUGH PROGRESSIVE BENEFITS, COMPASSIONATE CARE, AND EXCEPTIONAL SERVICE. 0 0 MEDICAL AND DISABILITY CLAIMS - THE NUMBER OF CLAIMS PAID WAS 90,445 MEDICAL CLINIC - THE NUMBER OF PROCEDURES PERFORMED WAS 56,251 DENTAL CLINIC - THE NUMBER OF PATIENTS TREATED WAS 5,931 PHARMACY - THE NUMBER OF PRESCRIPTIONS FILLED WAS 41,053 LIFE INSURANCE - THE MONTHLY AVERAGE OF MEMBERS WAS 1,622 0 0 0 0 0 0 0 0 0 1 0 0 0 0 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 41 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 129461 51998 THOMAS BENNETT TRUSTEE 1.00 40.00 X X 0 120782 40489 TIMOTHY B PINTER TRUSTEE 1.00 40.00 X 0 120782 40489 THOMAS BENVENUTO TRUSTEE 1.00 40.00 X 0 118236 40489 GARY A MARSACK TRUSTEE 1.00 X X 0 0 0 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 LOVELY EXECUTIVE DIRECTOR 40.00 X 238273 0 43971 TODD MARKOWSKI EMPLOYEE 40.00 X 151366 0 39682 JAMES VALUSEK EMPLOYEE 40.00 X 151621 0 36672 MICHAEL STONE EMPLOYEE 40.00 X 146523 0 37505 D BELL EMPLOYEE 40.00 X 127375 0 38472 JEFFREY STRZELECKI EMPLOYEE 40.00 X 119173 0 39239 934331 489261 409006 10 0 1 0 UNITED HEALTHCARE INSURANCE 5901 LINCOLN DR MINNEAPOLIS MN 55436 PPO HOSPITAL NETWORK 1351209 COLUMBIA ST MARY'S 4425 N PORT WASHINGTON ROAD GLENDALE WI 53212 MEDICAL 509534 INNOVATIVE SOFTWARE SOLUTIONS INC 3000 SOUTH LENOLA ROAD MAPLE SHADE NJ 08052 IT 121195 3 CONTRIBUTIONS 525100 34547511 34547511 OTHER THRID PARTY BILLINGS 525100 1435790 329538 1106252 OTHER 525100 1310121 776575 533546 ADMINISTRATION CHARGES 525100 561894 241710 320184 37855316 2242898 2242898 85645187 7744 83561829 6659 2083358 1085 2084443 2084443 1654520 6581969 -4927449 -5660947 733498 37255208 30234387 2693480 4327341 22008903 282244 4351209 183614 345577 109523 145519 146246 6989 364656 286062 760511 2139 15481 119432 90467 CAPITATION FEES 1274261 MEDICAL CENTER CONTRACT 1116629 HMC 688267 PPO SAVINGS 298571 725064 33321364 302053 523357 467995 594212 2839431 3221486 453822 450787 123223 124675 3389823 2946539 503944 443284 76431502 82450302 81121970 87808103 791314 834425 791314 834425 X 0 0 0 0 80330656 86973678 80330656 86973678 81121970 87808103 3933844 2709178 0 X 0 1 X 1 0 82840 82840 49585 49585 0 527642 514507 13135 2729756 2382447 347309 443284 X 46400836 2709178 6581969 9291147 37109689 145519 145519 37255208 39757814 6581969 6581969 33175845 145519 145519 33321364 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; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 6,581,969. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 6,581,969. X 0 0 0 MIKE LOVELY EXECUTIVE DIRECTOR 238273 0 0 0 0 0 11918 0 32053 0 282244 0 0 0 TODD MARKOWSKI EMPLOYEE 151366 0 0 0 0 0 7629 0 32053 0 191048 0 0 0 JAMES VALUSEK EMPLOYEE 151621 0 0 0 0 0 7701 0 28971 0 188293 0 0 0 MICHAEL STONE EMPLOYEE 146523 0 0 0 0 0 6068 0 31437 0 184028 0 0 0 LARRY WEDAN TRUSTEE 0 129461 0 0 0 0 0 28323 0 23675 0 181459 0 0 D BELL EMPLOYEE 127375 0 0 0 0 0 6409 0 32063 0 165847 0 0 0 THOMAS BENNETT TRUSTEE 0 120782 0 0 0 0 0 17576 0 22913 0 161271 0 0 TIMOTHY B PINTER TRUSTEE 0 120782 0 0 0 0 0 17576 0 22913 0 161271 0 0 THOMAS BENVENUTO TRUSTEE 0 118236 0 0 0 0 0 17576 0 22913 0 158725 0 0 JEFFREY STRZELECKI EMPLOYEE 119173 0 0 0 0 0 7444 0 31795 0 158412 0 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 UNITED LODGE 66 INTERNATIONAL ASSOCIATION OF MACHINISTS TRANSPORT CEMENT LLC 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 BARRY TRUCKING INC BAUMHARDT SAND & GRAVEL INC BENZ OIL INC BRENNTAG GREAT LAKES LLC CW PURPERO INC CARGILL COCOA & CHOCOLATE INC EDGERTON TRUCKING INC FJA CHRISTIANSEN ROOFING CO INC GREBES BAKERIES INC HAMMERLY STONE CO INC HANSEN STORAGE COMPANY HENNES SERVICES INC INTERSTATE ERECTING INC JACOBUS ENERGY INC MAYFIELD TRANSFER CO INC MAYVILLE LIMESTONE INC NEW BERLIN REDI-MIX INC OKAUCHEE REDI-MIX INC PM PLASTICS ROUNDY'S SUPERMARKETS INC SONAG READY MIX LLC 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 NATIONAL SPRING INC 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0