2021-04-05T14:39:04-05:00 2020-05-31 391531945 SIKICH LLP 13400 BISHOPS LANE SUITE 300 BROOKFIELD WI 53005 990 2019-06-01 396095127 FOX VALLEY SHEET METAL HEALTH FUND FOXV 2627981838 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 DANIEL WIPPICH CHAIRMAN 2627981838 2021-03-26 1 JILL M BOYLE CPA P01246734 2627549400 2021-03-24 2019 2022-09-23 18:48:47Z DAN WIPPICH 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 12066361 0 X N/A X 1981 WI PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES. 6 4 34 4 0 0 0 0 11035493 11840340 214206 221364 4359 4657 11254058 12066361 0 0 4600381 9472084 0 0 0 0 0 1409153 511211 6009534 9983295 5244524 2083066 12449881 15192504 1555564 1826915 10894317 13365589 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 42 0 34 1 0 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 BENEFIT PLAN ADMINISTRATION OF WI INC 2627179385 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 MIKE MOONEY UNION TRUSTEE 1.00 48.00 X 0 118884 57458 DAN WIPPICH SECRETARY(THRU 5/4/20)/CHAIRMAN 1.00 44.00 X X 0 86583 40161 GREG POST UNION TRUSTEE 1.00 X 0 0 0 CARVEN BLANCK CHAIRMAN (THRU 5/4/20)/SECRETARY 1.00 X X 0 0 0 JEFFREY GAECKE EMPLOYER TRUSTEE 1.00 X 0 0 0 MARK HILL EMPLOYER TRUSTEE (THU DEC 2020) 1.00 X 0 0 0 0 205467 97619 0 0 1 0 BENEFIT PLAN ADMINISTRATION 11270 WEST PARK PLACE STE 950 MILWAUKEE WI 53224 THIRD PARTY ADMINISTRATOR 209601 1 EMPLOYER CONTRIBUTIONS 900099 11498868 11498868 PARTICIPANT CONTRIBUTIONS 900099 341472 341472 11840340 221364 221364 SHARED EXPENSE REIMBURSEMENTS 900099 4657 4657 4657 12066361 11844997 0 221364 9472084 209601 63322 27617 53077 91017 13254 23952 475 BANK CHARGES 17172 LIFE INSURANCE PREMIUMS 6239 GOVERNMENTAL FEES AND A 3105 MISCELLANEOUS 2380 9983295 3478452 4760384 335779 434264 1336901 1204975 42449 23693 7256300 8769188 12449881 15192504 98821 177615 1456743 1649300 1555564 1826915 X 0 0 0 0 10894317 13365589 10894317 13365589 12449881 15192504 2083066 388206 0 X X 0 1 X 1 0 0 BENEFIT CLAIMS PAYABLE AND IBNR 905900 AMOUNTS DUE TO RELATED FUNDS 743400 1649300 X 12401490 388206 388206 12013284 53077 53077 12066361 9930218 0 9930218 53077 53077 9983295 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. X 0 0 0 MIKE MOONEY UNION TRUSTEE 0 118884 0 0 0 0 0 36392 0 21066 0 176342 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0