2020-10-21T16:18:28-05:00 2019-12-31 363168081 SIKICH LLP 13400 BISHOPS LANE SUITE 300 BROOKFIELD WI 53005 990 2019-01-01 396063342 WISCONSIN HEALTH FUND WISC 4147715600 6200 WEST BLUEMOUND ROAD MILWAUKEE WI 532134145 MIKE LOVELY EXECUTIVE DIRECTOR 4147715600 2020-10-20 1 JAMES B BOUTELLE CPA P01794129 2627549400 2020-10-20 24.209.117.46 2020-10-20 09:04:21 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 934FC65FEE8495E85B690041CFEAE27130F8D972 2019 2021-04-22 16:20:28Z MIKE LOVELY 6200 WEST BLUEMOUND ROAD MILWAUKEE WI 532134145 330906198 0 X WWW.WHFUND.ORG X 1952 WI TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS. 8 4 89 4 1696159 -1827343 0 0 35437245 37667206 1948422 14399462 -3789541 -4506630 33596126 47560038 0 0 21737385 23189554 5137836 5200158 0 0 0 6458806 6427311 33334027 34817023 262099 12743015 64199335 72897078 815135 1194561 63384200 71702517 X ENRICHING LIVES THROUGH PROGRESSIVE BENEFITS, COMPASSIONATE CARE, AND EXCEPTIONAL SERVICE. 0 0 MEDICAL AND DISABILITY CLAIMS - THE NUMBER OF CLAIMS PAID WAS 83,499 MEDICAL CLINIC - THE NUMBER OF PROCEDURES PERFORMED WAS 80,765 DENTAL CLINIC - THE NUMBER OF PATIENTS TREATED WAS 7,681 PHARMACY - THE NUMBER OF PRESCRIPTIONS FILLED WAS 44,139 LIFE INSURANCE - THE MONTHLY AVERAGE OF MEMBERS WAS 1,711 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 1 242 0 89 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 MIKE LOVELY EXECUTIVE DIRECTOR 40.00 X 223056 0 40390 JAMES VALUSEK EMPLOYEE 40.00 X 143528 0 36413 WAYNE SCHULTZ TRUSTEE 1.00 40.00 X X 0 129541 50851 TODD MARKOWSKI EMPLOYEE 40.00 X 139796 0 36227 SARA AL BITAR DDS EMPLOYEE 40.00 X 146824 0 19500 JEFFREY STRZELECKI EMPLOYEE 40.00 X 126218 0 35548 MICHAEL STONE EMPLOYEE 40.00 X 123510 0 35412 THOMAS BENVENUTO TRUSTEE 1.00 40.00 X X 0 117092 39188 TIMOTHY B PINTER TRUSTEE (BEG 2019) 1.00 X X 0 108112 39188 THOMAS BENNETT TRUSTEE 1.00 40.00 X X 0 107824 39188 GARY A MARSACK TRUSTEE 1.00 X X 0 0 0 RITCH DEMBINSKY TRUSTEE 1.00 X X 0 0 0 GARY KRAUS TRUSTEE 1.00 X X 0 0 0 MATHEW WOLFF TRUSTEE 1.00 X X 0 0 0 902932 462569 371905 11 0 1 0 UNITED HEALTHCARE INSURANCE 5901 LINCOLN DR MINNEAPOLIS MN 55436 PPO HOSPITAL NETWORK 1240162 COLUMBIA ST MARY'S 4425 N PORT WASHINGTON ROAD GLENDALE WI 53212 MEDICAL 594744 INNOVATIVE SOFTWARE SOLUTIONS INC 3000 SOUTH LENOLA ROAD MAPLE SHADE NJ 08052 IT 107926 KAR CHIROPRACTIC MASTERS 9232 W HOWARD AVE GREENFIELD WI 53228 CHIROPRACTIC SERVICES 103529 4 CONTRIBUTIONS 525100 34655580 34655580 OTHER THRID PARTY BILLINGS 525100 1340072 397407 942665 OTHER 525100 951677 574930 376747 ADMINISTRATION CHARGES 525100 719877 343130 376747 37667206 1964981 1964981 289673016 277238535 12434481 12434481 12434481 1600995 6107625 -4506630 -4506630 47560038 31464417 1696159 14399462 23189554 263445 4399547 188644 348522 107002 171403 127863 6625 710528 262716 760681 15505 17017 155921 74411 CAPITATION FEES 1326284 MEDICAL CENTER CONTRACT 1246118 HMC 715481 OUTSIDE LABS 217498 512258 34817023 586090 667739 2122601 521796 3282267 3009574 310509 447458 124298 128046 3165621 2838452 451255 327169 57322315 67795296 64199335 72897078 815135 1194561 815135 1194561 X 0 0 0 0 63384200 71702517 63384200 71702517 64199335 72897078 12743015 -4424698 0 X 0 1 X 1 0 82840 82840 49585 49585 0 519610 492823 26787 2513586 2296044 217542 327169 X 49071562 -4424698 6107625 1682927 47388635 171403 171403 47560038 40753245 6107625 6107625 34645620 171403 171403 34817023 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 REQUIRE MANAGEMENT OF AN ORGANIZATION TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION 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 6,107,625. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 6,107,625. X 0 0 0 MIKE LOVELY EXECUTIVE DIRECTOR 223056 0 0 0 0 0 11273 0 29117 0 263446 0 0 0 JAMES VALUSEK EMPLOYEE 143528 0 0 0 0 0 7296 0 29117 0 179941 0 0 0 WAYNE SCHULTZ TRUSTEE 0 129541 0 0 0 0 0 28350 0 22501 0 180392 0 0 TODD MARKOWSKI EMPLOYEE 139796 0 0 0 0 0 7110 0 29117 0 176023 0 0 0 SARA AL BITAR DDS EMPLOYEE 146824 0 0 0 0 0 7384 0 12116 0 166324 0 0 0 JEFFREY STRZELECKI EMPLOYEE 126218 0 0 0 0 0 6431 0 29117 0 161766 0 0 0 MICHAEL STONE EMPLOYEE 123510 0 0 0 0 0 6295 0 29117 0 158922 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. FORM 990, SCHEDULE R, PARTS II-IV: IN ADDITION TO THE CONTRIBUTING EMPLOYERS REPORTED AS RELATED ORGANIZATIONS ON SCHEDULE R, PARTS II-IV, THE FUND HAD 2 EMPLOYERS THAT HAVE NOT YET RESPONDED TO THE FUNDS EFFORT TO OBTAIN THE TAX CLASSIFICATION. 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