2019-10-14T11:00:09-05:00 2018-12-31 391531945 FREYBERG HINKLE ASHLAND POWERS & STOWELL 15420 W CAPITOL DR BROOKFIELD WI 530052621 990 2018-01-01 391932533 PLUMBERS AND STEAMFITTERS LOCAL 400 AND MCA N CENTRAL WI HEALTH & WELFARE TRUST PLUM 9204620400 2700 NORTHRIDGE DRIVE PO BOX 530 KAUKAUNA WI 541300530 JEFF KNAUS CHAIRMAN 9204620400 2019-10-14 1 JAMES M ASHLAND CPA P00241858 2627846210 70.61.53.194 2019-10-14 10:59:02 CD P CCA3FFBDE7687CE42E9EA09D506C5024DA3E21F0 CCA3FFBDE7687CE42E9EA09D506C5024DA3E21F0 2018 2020-01-14 16:20:31Z JEFF KNAUS 2700 NORTHRIDGE DRIVE PO BOX 530 KAUKAUNA WI 541300530 41271208 0 X WWW.UA400.ORG X 1998 WI PROVIDE BENEFITS TO MEMBERS OF LOCAL 400 10 10 0 0 0 0 0 0 28858202 30233034 940389 2227583 53020 56216 29851611 32516833 0 0 22324804 20737006 0 0 0 0 0 5372835 5188667 27697639 25925673 2153972 6591160 53893853 58193156 340134 524149 53553719 57669007 PROVIDE BENEFITS TO MEMBERS OF LOCAL 400 0 0 24442285 0PLUMBERS AND STEAMFITTERS LOCAL 400 HEALTH AND WELFARE PLAN PROVIDES MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION AND OTHER BENEFITS TO APPROXIMATELY 2,000 PLAN PARTICIPANTS, THEIR DEPENDENTS AND BENEFICIARIES. 24442285 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 63 0 1 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X BENEFIT PLAN ADMINISTRATORS 4145773700 11270 WEST PARK PLACE SUITE 950 MILWAUKEE WI 53224 KIM BASSETT MANAGEMENT TRUSTEE 1.00 X 0 0 0 DAVID ALDAG MANAGEMENT TRUSTEE 1.00 X 0 0 0 MIKE SCHMIDT MANAGEMENT TRUSTEE 1.00 X 0 0 0 JODI MILLER-LARSON MANAGEMENT TRUSTEE 1.00 X 0 0 0 JEFF GAECKE SECRETARY-TREASURER 1.00 X X 0 0 0 JEFF KNAUS CHAIRMAN/LABOR TRUSTEE 1.00 50.00 X X 0 134758 89773 TERRY VAN EPERN LABOR TRUSTEE 1.00 X 0 0 0 MIKE AUGUSTIAN LABOR TRUSTEE 1.00 45.00 X 0 121313 80796 DUSTIN DELSMAN LABOR TRUSTEE 1.00 X 0 5651 0 JOHN KENNEDY LABOR TRUSTEE 1.00 X 0 0 0 KRIS CHOSA MANAGEMENT TRUSTEE 1.00 X 0 0 0 0 261722 170569 0 0 1 0 BENEFIT PLAN ADMINISTRATION 11270 W PARK PLACE SUITE 950 MILWAUKEE WI 53224 ADMINISTRATIVE SERVICES 1009279 UNITED HEALTHCARE INSURANCE COMPANY 9700 HEALTH CARE LANE MINNETONKA MN 55343 PPO NETWORK PROVIDER 800476 REINHART BOERNER VAN DEUREN SC PO BOX 2965 MILWAUKEE WI 53201 LEGAL 163851 ENVISION PHARMACEUTICAL SERVICES LLC 2181 EAST AURORA ROAD SUITE 201 TWINSBURG OH 44087 PHARMACEUTICALS 102435 4 EMPLOYER CONTRIBUTIONS 900099 27976598 27976598 PARTICIPANT CONTRIBUTIONS 900099 2012181 2012181 STOP LOSS REIMBURSEMENTS 900099 149755 149755 SUBROGATION 900099 94500 94500 30233034 1360126 1360126 9621832 8754375 867457 867457 867457 OTHER REIMBURSEMENTS 900099 56216 56216 56216 32516833 30233034 0 2283799 20737006 972237 181351 19675 46507 70030 33384 37643 6457 MEDICARE PREMIUMS 1811898 PPO ADMIN FEES 872183 STOP LOSS PREMIUMS 697144 COST CONTAINMENT 229438 210720 25925673 2572447 0 622688 825537 2502351 6240734 236499 223137 47959868 50903748 53893853 58193156 198448 343491 141686 180658 340134 524149 X 0 0 0 0 53553719 57669007 53553719 57669007 53893853 58193156 6591160 -2475872 0 X X 0 1 X 1 0 0 DUE TO OTHER PLANS 29218 PREPAID RETIREE PREMIUMS 99775 CASH OVERDRAFT 51665 180658 X 29994454 -2475872 -2475872 32470326 46507 46507 32516833 25879166 0 25879166 46507 46507 25925673 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. 0 0 0 JEFF KNAUS CHAIRMAN/LABOR TRUSTEE 0 134758 0 0 0 0 0 0 0 89773 0 224531 0 0 MIKE AUGUSTIAN LABOR TRUSTEE 0 121313 0 0 0 0 0 0 0 80796 0 202109 0 0 FORM 990, PART VI, SECTION A, LINE 6 THERE ARE APPROXIMATELY 2,000 MEMBERS OF LOCAL 400 THAT PARTICIPATE IN THE HEALTH AND WELFARE FUND. EACH MEMBER IS ALLOWED ONE VOTE. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF LOCAL 400 THAT PARTICIPATE IN THE HEALTH AND WELFARE FUND ELECT THE BOARD OF TRUSTEES FOR THE FUND. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE BOARD OF TRUSTEES ARE VOTED ON BY THE MEMBERS OF LOCAL 400 THAT PARTICIPATE IN THE HEALTH AND WELFARE FUND. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST IMMEDIATELY UPON DISCOVERY. EACH PERSON HAS SIGNED AN AGREEMENT STATING THAT HE OR SHE WILL ACT IN ACCORDANCE WITH THE TRUST AGREEMENT. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTATION IS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGES HAVE BEEN MADE SINCE THE PRIOR YEAR PLUMBERS AND STEAMFITTERS LOCAL 400 OF THE UNITED ASSOCIATION 2700 NORTHRIDGE DRIVE KAUKAUNA WI 54130 391915458 0 BOARD OF TRUSTEES OF THE PLUMBERS AND STEAMFITTERS LOCAL 400 HEALTH FUND 2700 NORTHRIDGE DRIVE PO BOX 530 KAUKAUNA WI 541300530 391932533 SPONSORING ORGANIZATION (JOINT BOARD OF TRUSTEES) WI 501(C)(9) 0 FOX RIVER VALLEY PIPE TRADES ED FOUNDATION WISCONSIN PIPE TRADES ASSOCIATION MEYER MECHANICAL LLC WAGNER-MEINERT LLC A & J MECHANICAL CONTRACTORS INC A WARP MECHANICAL INC ACCESS CUSTOMER SUPPORT INC AG MECHANICAL ALDAG HONOLD MECHANICAL INC AUGUST WINTER & SONS INC AZCO INC B & P MECHANICAL INC BASSETT INC BENO PLUMBING & HEATING INC BUTTERS-FETTING CO INC CH KOCH PLUMBING CR MEYER & SONS COMPANY DAN FINNEL PLUMBING LLC DAY & ZIMMERMANN NPS INC EDWIN C GAROT COMPANY INC ENERFAB INC ENERGY CONTROL & DESIGN INC ENERPIPE INC FENNER PLUMBING & HEATING FORREST PLUMBING LLC GREAT LAKES MECHANICAL INC GROESCHEL COMPANY INC GRP MECHANICAL INC HAUCKE PLUMBING AND HEATING INC HEIN PLUMBING INC HOOPER CORPORATION HORNER PLUMBING CO INC HURCKMAN MECHANICAL INDUSTRIES INC HUSSMANN CORPORATION ILLINGWORTH-KILGUST MECHANICAL INC JF AHERN COMPANY JAMAR COMPANY JOE DEBELAK PLUMBING & HEATING CO INC JOHN'S REFRIGERATION INC JOHNSON & JONET MECHANICAL CONTRACTORS INC JOHNSON CONTROLS INC KUHLMAN INC MANNENBACH MECHANICAL LLC MATENAER PLUMBING INC MECHANICAL TECHNOLOGIES INC MONONA PLUMBING & FIRE PROTECTION INC PIPING SERVICE INC PIPING SYSTEMS LLC PLESHEK'S AIR CONDITIONING & REFRIGERATION INC PLYMOUTH PLUMBING & HEATING INC R & R PLUMBING LLC RANGE LINE PLUMBING INC REEKE-MAROLD CO REFRIGERATION SERVICES OF GREEN BAY INC ROB GIESE CONSTRUCTION SERVICES INC STAINLESS SPECIALISTS INC SUMMIT REFRIGERATION GROUP INC TEAM INDUSTRIES INC TWEET-GAROT MECHANICAL INC VAN ERT ELECTRIC COMPANY INC WOLF & SONS PLUMBING LLC R W WOOLSEY PLUMBING & HEATING INC KURT ZENTNER AND SONS INC PNEUMATIC SYSTEMS PLUS LLC ALBERICI CORPORATION BRENNER CORPORATION INC CLIMATE PROS INC MCMULLEN & PITZ MCMULLEN & PITZ CONSTRUCTION CO MASTERS BUILDING SOLUTIONS INC J & L MECHANICAL INC AIR CONDITIONING REFRIGERATION CORPORATION ALPINE PLUMBING INC AMES CORP BEST MECHANICAL SERVICES CARRIER CORPORATION COENEN MECHANICAL HVAC SERVICES INC HEIM PLUMBING INC SCHNEIDER & SCHNEIDER MECHANICAL INC VDH MECHANICAL SERVICES LLC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0