2019-01-17T11:10:35-06:00 2018-05-31 391531945 FREYBERG HINKLE ASHLAND POWERS & STOWELL 15420 W CAPITOL DR BROOKFIELD WI 530052621 990 2017-06-01 396095127 FOX VALLEY SHEET METAL HEALTH FUND FOXV 2627981838 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 DANIEL WIPPICH CHAIRMAN 2627981838 2019-01-17 1 JAMES M ASHLAND CPA P00241858 2627846210 70.61.53.194 2019-01-17 11:09:29 CS P CCA3FFBDE7687CE42E9EA09D506C5024DA3E21F0 CCA3FFBDE7687CE42E9EA09D506C5024DA3E21F0 2017 2019-02-21 02:37:17Z DAN WIPPICH 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 13889729 0 X N/A X 1981 WI 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. 6 6 31 0 0 0 0 0 9005498 11033659 425741 152002 84918 4058 9516157 11189719 0 0 9946170 9172666 0 0 0 0 0 1258280 1309069 11204450 10481735 -1688293 707984 9676846 11620676 4959629 6121478 4717217 5499198 PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES. 0 0 9736675 TO PROVIDE HEALTH, LIFE, DENTAL, VISION, PRESCRIPTION DRUG, AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES, AND DEPENDENTS. 9736675 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 31 0 1 31 1 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X SANDY HEATH 2627179385 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 DAN WIPPICH CHAIRMAN 1.00 44.00 X X 0 83298 53671 GREG POST UNION TRUSTEE 1.00 2.00 X 0 5220 0 PATRICK LANDGRAF UNION TRUSTEE 1.00 48.00 X 0 115794 53315 CARVEN BLANCK SECRETARY 1.00 X X 0 0 0 JEFFREY GAECKE EMPLOYER TRUSTEE 1.00 X 0 0 0 MARK HILL EMPLOYER TRUSTEE 1.00 X 0 0 0 0 204312 106986 0 0 1 0 RELIASTAR LIFE INSURANCE COMPANY 20 WASHINGTON AVENUE SOUTH MINNEAPOLIS MN 55401 STOP LOSS, LIFE AND ACCIDENTAL DEATH & D 551535 UNITED HEALTH CARE INSURANCE COMPANY 10701 W RESEARCH DRIVE MILWAUKEE WI 53226 CLAIMS PROCESSING 269480 BENEFIT PLAN ADMINISTRATION 11270 WEST PARK PLACE SUITE 950 MILWAUKEE WI 53224 THIRD PARTY ADMINISTRATOR 199736 3 EMPLOYER CONTRIBUTIONS 900099 10697592 10697592 PARTICIPANT CONTRIBUTIONS 900099 336067 336067 11033659 193154 193154 2658858 2700010 -41152 -41152 -41152 SHARED EXPENSE REIMBURSEMENTS 900099 4058 4058 4058 11189719 11037717 0 152002 9172666 190029 44385 25740 47386 116288 10518 6109 425 6289 STOP LOSS PREMIUMS 535914 PPO SERVICE ADMINISTRAT 269480 BANK CHARGES 17178 LIFE INSURANCE PREMIUMS 15621 23707 10481735 1679340 2755678 462378 396064 852567 1570870 25219 23455 6615806 6834557 41536 40052 9676846 11620676 72800 105254 4886829 6016224 4959629 6121478 X 0 0 0 0 4717217 5499198 4717217 5499198 9676846 11620676 707984 73997 0 X X 0 1 X 1 0 0 BENEFIT CLAIMS PAYABLE AND IBNR 855500 ESTIMATED LIABILITY FOR FUTURE BENEFITS 4584850 AMOUNTS DUE TO RELATED FUNDS 575874 6016224 X 11216329 73997 73997 11142332 47387 47387 11189719 9327098 0 9327098 47387 1107250 1154637 10481735 PART X, LINE 2: U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE 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 4B - OTHER ADJUSTMENTS: INCREASE IN HEALTH CLAIMS PAYABLE 264,700. INCREASE IN ESTIMATED LIABILITY FOR FUTURE BENEFITS 842,550. 0 0 0 PATRICK LANDGRAF UNION TRUSTEE 0 115794 0 0 0 0 0 33827 0 19488 0 169109 0 0 PART I, LINE 3: COMPENSATION WAS PAID BY A RELATED ORGANIATION - SHEET METAL WORKERS INTERNATIONAL ASSOCIATION LOCAL UNION NO. 18, AFL-CIO. COMPENSATION WAS ESTABLISHED BY APPROVAL OF THE BOARD OR COMPENSATION COMMITTEE. 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 NATIONS ROOF AUGUST WINTER & SONS INC AZCO INC B&P MECHANICAL INC BASSETT MECHANICAL BAUMGART MECHANICAL BEST MECHANICAL CENTRAL HEATING SERVICE INC COENEN MECHANICAL EGI MECHANICAL INC FELDMANN INC FOX CITIES SHEET METAL INC GARTMAN HEATING & AC GREAT LAKES MECHANICAL HURCKMAN MECHANICAL INDUSTRIAL VENTILATION INC JOHNSON CONTROL MECHANICAL TECHNOLOGIES INC MUZA SHEET METAL CO TWEET GAROT MECHANICAL #1 VALLEY MECHANICAL JF AHERN COMPANY INC BRENNER CORPORATION ELITE BALANCING LLC ANDERSON HVAC LLC EVOLVE MECHANICAL LLC GIESE SHEET METAL CO INC JAMAR COMPANY MONROE FABRICATION LLC WISCONSIN MECHANICAL SOLUTIONS JAMAR COMPANY 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0