2020-07-15T08:22:39-07:00 2019-12-31 391655543 JAMES L HINTZKE CPA SC 15350 W National Ave Ste 202 New Berlin WI 53151 990 2019-01-01 391860172 NEW BERLIN RETIREE HEALTH CARE SUBSIDY PLAN AND TRUST NEWB 2627826640 16300 W NATIONAL AVENUE NEW BERLIN WI 53151 JEFFREY P HERRO Trustee 2020-07-14 true JAMES L HINTZKE CPA P00311364 2627978442 2019 2021-04-22 16:20:28Z 16300 W NATIONAL AVENUE NEW BERLIN WI 53151 694740 false X N/A X 1997 WI THE TRUST WILL MAINTAIN AND INVEST PRINCIPAL,ACCUMULATE ASSETS AND MAKE DISTRIBUTIONS ON BEHALF OF PARTICIPANTS IN THE FORM OF SUBSIDIES TOWARD THEIR RETIREE HEALTH CARE. PARTICIPANTS ARE RETIRED POLICE OFFICERS. 3 3 0 5 0 0 80038 81238 46428 55915 3000 126466 140153 0 50700 47450 0 0 0 11607 12144 62307 59594 64159 80559 1020367 1272812 0 1020367 1272812 THE TRUST WILL MAINTAIN AND INVEST PRINCIPAL,ACCUMULATE ASSETS AND MAKE DISTRIBUTIONS ON BEHALF OF PARTICIPANTS IN THE FORM OF SUBSIDIES TOWARD THEIR RETIREE HEALTH CARE. PARTICIPANTS ARE RETIRED POLICE OFFICERS. false false ON A MONTHLY BASIS, THE TRUST SUBSIDIZES MONTHLY RETIREE HEALTH BENEFITS.DURING 2019 THERE WERE 68 PARTICIPANTS, 17 OF WHICH RECEIVED SUBSIDY BENEFIT PAYMENTS. false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 false 0 false false false false false false false false X 3 3 false false true false false false false true true true false true true true true true true false false false X JEFF HERRO 2624439307 16300 W NATIONAL AVE NEW BERLIN WI 53151 X RALPH CHIPMAN Trustee 0.10 0.00 X 0 0 0 JEFF HERRO Trustee 1.00 0.00 X 0 0 0 0 false false false NA 0 0 CITY OF NEW BERLIN 525100 81238 81238 81238 30636 30636 0 0 0 570010 9856 554587 15423 9856 25279 25279 0 0 0 BENEFIT REIMB FEE 525100 3000 3000 3000 140153 140153 0 0 0 47450 47450 0 0 0 0 0 0 10899 10899 0 1020 1020 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FOREIGN TAXES WITHHELD 225 225 0 59594 58574 1020 0 0 10044 11342 0 0 0 0 0 0 0 0 1010322 1261470 0 0 0 1 0 1020367 1272812 0 0 X 1020367 1272812 1020367 1272812 1020367 1272812 80559 171886 X X false false false Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents THE ORGANIZATION UPDATED THE ARTICLES OF THE TRUST AND THE CONTRACT TO ALLOW OFFICERS WHO LEAVE THE POLICE DEPARTMENT PRIOR TO BEING ELIGIBLE FOR RETIREMENT CURRENTLY AGE 50 WITH 20 YEARS OF SERVICE AT THE NEW BERLIN POLICE DEPARTMENT.IN SUCH CASES, THE PARTICIPANT IS REQUIRED TO REMIT A TRUST FEE BACK TO THE ORGANIZATION TO REMAIN ELIGIBLE FOR THE TRUST. Form 990, Part VI, Line 9: Officer, Director, Trustee, Key Employee Mailing Address RALPH CHIPMAN- (City of New Berlin Treasurer)- 3805 S. CASPER DR, NEW BERLIN, WI 53151 Form 990, Part VI, Line 11b: Form 990 Review Process THE FINAL FORM 990 IS REVIEWED WITH THE TRUSTEE PRIOR TO FILING THE TAX RETURN WITH THE IRS. DURING THIS REVIEW, THE ANNUAL INCOME AND EXPENSES REPORTED ON THE TAX RETURN ARE REVIEWED WITH THE TRUSTEE AS WELL AS THE APPLICABLE YES/NO QUESTIONS.A SIGNED COPY OF THE TAX RETURN IS PROVIDED TO THE TRUSTEE IMMEDIATELY UPON COMPLETION BY THE TAX PREPARER AND A COPY OF THE TAX RETURN IS PROVIDED TO THE BOARD FOR A SUBSEQUENT REVIEW AND THEN PLACED IN THEIR PERMANENT FILE FOR PUBLIC INSPECTION. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts PERIODIC GROUP MEETINGS AND INDIVIDUAL DIRECT AND INDIRECT ASSESSMENTS. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available THE ORGANIZATION DOES MAKE AVAILABLE ITS GOVERNING DOCUMENTS, FORM 990, AND ORIGINAL TAX DETERMINATION LETTER/EXEMPTION APPLICATION FORM, TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT HAVE A WEBSITE TO POST THESE ITEMS, BUT THERE IS A FILE AT THE ORGANIZATIONS OFFICE WITH THESE ITEMS IN IT, AVAILABLE FOR PUBLIC INSPECTION, BY APPOINTMENT. PART XII FINANCIAL STATEMENTS ARE PREPARED BY AN OUTSIDE ACCOUNTANT AND THEY HAVE NOT BEEN SUBJECTED TO AN AUDIT OR REVIEW OR COMPILATION ENGAGEMENT, AND NO ASSURANCE IS PROVIDED ON THEM.