2019-09-04T15:35:35-05:00 2018-12-31 391531945 FREYBERG HINKLE ASHLAND POWERS & STOWELL 15420 W CAPITOL DR BROOKFIELD WI 530052621 990 2018-01-01 396063342 WISCONSIN HEALTH FUND WISC 4147715600 6200 WEST BLUEMOUND ROAD MILWAUKEE WI 532134145 MIKE LOVELY EXECUTIVE DIRECTOR 4147715600 2019-09-04 1 JAMES M ASHLAND CPA P00241858 2627846210 70.61.53.194 2019-09-04 11:23:04 CD P CCA3FFBDE7687CE42E9EA09D506C5024DA3E21F0 7456D36014A6CBF084659659171A6618C5CD14F2 2018 2019-02-21 02:37:17Z MIKE LOVELY 6200 WEST BLUEMOUND ROAD MILWAUKEE WI 53213 101858074 0 X WWW.WHFUND.ORG X 1952 WI TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS. 8 8 91 0 0 -1635561 0 0 37035725 35437245 2131514 1948422 -3958618 -3789541 35208621 33596126 0 0 21932681 21737385 5118269 5137836 0 0 0 6366239 6458806 33417189 33334027 1791432 262099 68357260 64199335 767604 815135 67589656 63384200 X ENRICHING LIVES THROUGH PROGRESSIVE BENEFITS, COMPASSIONATE CARE, AND EXCEPTIONAL SERVICE. 0 0 MEDICAL AND DISABILITY CLAIMS - THE NUMBER OF CLAIMS PAID WAS 76,060 MEDICAL CLINIC - THE NUMBER OF PROCEDURES PERFORMED WAS 87,904 DENTAL CLINIC - THE NUMBER OF PATIENTS TREATED WAS 7,239 PHARMACY - THE NUMBER OF PRESCRIPTIONS FILLED WAS 43,606 LIFE INSURANCE - THE MONTHLY AVERAGE OF MEMBERS WAS 1,611 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 1 340 0 1 91 1 1 1 0 0 0 0 0 0 0 X 8 8 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 53213 WAYNE SCHULTZ TRUSTEE 1.00 40.00 X X 0 127332 48683 THOMAS MILLONZI TRUSTEE 1.00 40.00 X 0 102641 37632 THOMAS BENNETT TRUSTEE 1.00 40.00 X 0 106383 37632 GARY A MARSACK TRUSTEE 1.00 X 0 0 0 RITCH DEMBINSKY TRUSTEE 1.00 X 0 0 0 THOMAS BENVENUTO TRUSTEE 1.00 40.00 X 0 103910 37632 GARY KRAUS TRUSTEE 1.00 X 0 0 0 MATHEW WOLFF TRUSTEE 1.00 X 0 0 0 MIKE LOVELY EXECUTIVE DIRECTOR 40.00 X 216149 0 39525 MICHAEL STONE EMPLOYEE 40.00 X 119962 0 34716 RICHARD RITTBERG EMPLOYEE 40.00 X 127042 0 35044 JAMES VALUSEK EMPLOYEE 40.00 X 139303 0 35683 JEFFREY STRZELECKI EMPLOYEE 40.00 X 122472 0 34841 TODD MARKOWSKI EMPLOYEE 40.00 X 136661 0 35551 861589 440266 376939 10 0 1 0 COLUMBIA ST MARY'S 4425 N PORT WASHINGTON ROAD GLENDALE WI 53212 MEDICAL 643175 WELLS FARGO ADVISORS 601 LAKE AVENUE STE 100 RACINE WI 53403 INVESTMENT MANAGEMENT 250367 WHEATON FRANCISCAN MEDICAL GROUP 400 W RIVER WOODS PARKWAY MILWAUKEE WI 53212 MEDICAL 151707 INNOVATIVE SOFTWARE SOLUTIONS INC 3000 SOUTH LENOLA ROAD MAPLE SHADE NJ 08052 IT 100509 4 CONTRIBUTIONS 525100 32198711 32198711 OTHER THRID PARTY BILLINGS 525100 1447879 1447879 OTHER 525100 1038232 1038232 ADMINISTRATION CHARGES 525100 752423 752423 35437245 1683961 1683961 63215244 62950783 264461 264461 264461 1521624 5311165 -3789541 -3789541 33596126 31912165 0 1683961 21737385 256531 4347093 192245 341967 132931 53289 270261 30407 5387 613052 236737 758884 11538 15316 152381 63577 MEDICAL CENTER CONTRACT 1252323 CAPITATION FEES 1217643 HMC 943595 OUTSIDE LABS 231872 469613 33334027 738887 586090 1556709 2122601 3037263 3282267 326068 310509 112233 124298 3168760 2717505 561931 451255 62024169 57322315 68357260 64199335 767604 815135 767604 815135 X 0 0 0 0 67589656 63384200 67589656 63384200 68357260 64199335 262099 -4467555 0 X X 0 1 X 1 0 82840 82840 49585 49585 0 519610 482709 36901 2516725 2185211 331514 451255 X 34169475 -4467555 -4467555 38637030 270261 -5311165 -5040904 33596126 38374931 5311165 5311165 33063766 270261 270261 33334027 PART X, LINE 2: U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE MANAGEMENT OF AN ORGANIZATION TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION 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 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -5,311,165. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 5,311,165. X 0 0 0 WAYNE SCHULTZ TRUSTEE 0 127332 0 0 0 0 0 27852 0 20831 0 176015 0 0 MIKE LOVELY EXECUTIVE DIRECTOR 216149 0 0 0 0 0 10927 0 28598 0 255674 0 0 0 MICHAEL STONE EMPLOYEE 119962 0 0 0 0 0 6118 0 28598 0 154678 0 0 0 RICHARD RITTBERG EMPLOYEE 127042 0 0 0 0 0 6446 0 28598 0 162086 0 0 0 JAMES VALUSEK EMPLOYEE 139303 0 0 0 0 0 7085 0 28598 0 174986 0 0 0 JEFFREY STRZELECKI EMPLOYEE 122472 0 0 0 0 0 6243 0 28598 0 157313 0 0 0 TODD MARKOWSKI EMPLOYEE 136661 0 0 0 0 0 6953 0 28598 0 172212 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, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FUND'S FINANCIAL STATEMENTS AND FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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 ALSO HAD 1 EMPLOYER IDENTIFYING AS A SOLE PROPRIETOR/SINGLE MEMBER LLC, AND 1 EMPLOYER HAS NOT YET RESPONDED TO THE FUNDS EFFORT TO OBTAIN THE TAX CLASSIFICATION. 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