2017-09-25T08:16:42-05:00 2016-12-31 391531945 FREYBERG HINKLE ASHLAND POWERS & STOWELL 15420 W CAPITOL DR BROOKFIELD WI 530052621 990 2016-01-01 396063342 WISCONSIN HEALTH FUND WISC 4147715600 6200 WEST BLUEMOUND ROAD MILWAUKEE WI 532134145 MIKE LOVELY EXECUTIVE DIRECTOR 4147715600 2017-09-19 1 JAMES M ASHLAND CPA P00241858 2627846210 70.61.53.194 2017-09-19 08:10:26 CD P 2A3F482710C69FCCEFE18B634FA3E25425E25BFA 3972137AB098234AFA465114004C73B0D1EF18AE 2016 2021-01-29 14:40:06Z MIKE LOVELY 6200 WEST BLUEMOUND ROAD MILWAUKEE WI 53213 125546610 0 X WWW.WHFUND.ORG X 1952 WI TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS. 8 8 87 0 0 -1673567 0 0 36302795 37413936 2296665 1933851 -3423461 -3927242 35175999 35420545 0 0 19219874 22232316 4795344 4928007 0 0 0 6276742 6448064 30291960 33608387 4884039 1812158 57687484 60324556 777370 694411 56910114 59630145 X ENRICHING LIVES THROUGH PROGRESSIVE BENEFITS, COMPASSIONATE CARE, AND EXCEPTIONAL SERVICE. 0 0 MEDICAL AND DISABILITY CLAIMS - THE NUMBER OF CLAIMS PAID WAS 83,979 MEDICAL CLINIC - THE NUMBER OF PROCEDURES PERFORMED WAS 92,071 DENTAL CLINIC - THE NUMBER OF PATIENTS TREATED WAS 7,544 PHARMACY - THE NUMBER OF PRESCRIPTIONS FILLED WAS 45,269 LIFE INSURANCE - THE MONTHLY AVERAGE OF MEMBERS WAS 1,706 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 1 351 0 1 87 1 1 1 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 119566 47261 THOMAS MILLONZI TRUSTEE 1.00 40.00 X 0 92965 36832 THOMAS BENNETT TRUSTEE 1.00 40.00 X 0 91885 36832 RONALD FETTY TRUSTEE 1.00 X 0 0 0 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 89730 36832 GARY KRAUS TRUSTEE 1.00 X 0 0 0 MIKE LOVELY EXECUTIVE DIRECTOR 40.00 X 203396 0 39759 MICHAEL STONE EMPLOYEE 40.00 X 114016 0 35289 RICHARD RITTBERG EMPLOYEE 40.00 X 130888 0 36161 JAMES VALUSEK EMPLOYEE 40.00 X 132451 0 36211 JEFFREY STRZELECKI EMPLOYEE 40.00 X 115318 0 35354 TODD MARKOWSKI EMPLOYEE 40.00 X 129292 0 36053 825361 394146 376584 8 0 1 0 COLUMBIA ST MARY'S 4425 N PORT WASHINGTON ROAD GLENDALE WI 53212 MEDICAL 652619 WHEATON FRANCISCAN MEDICAL GROUP 400 W RIVER WOODS PARKWAY MILWAUKEE WI 53212 MEDICAL 220437 WELLS FARGO ADVISORS 601 LAKE AVENUE STE 100 RACINE WI 53403 INVESTMENT MANAGEMENT 214646 KALPANA N AJJAMPORE MD LLC 18185 PRAIRIE FALCON LANE BROOKFIELD WI 53045 MEDICAL 111493 ERIK CHRISTOPHER ALEXANDER MD 1313 N FRANKLIN PLACE MILWAUKEE WI 53202 MEDICAL 100183 5 CONTRIBUTIONS 525100 34139149 34139149 OTHER THRID PARTY BILLINGS 525100 1698587 1698587 ADMINISTRATION CHARGES 525100 908727 908727 OTHER 525100 667473 667473 37413936 1474818 1474818 85531976 85072943 459033 459033 459033 1125880 5053122 -3927242 -3927242 35420545 33945727 0 1474818 22232316 243834 4162554 186757 334862 145618 60175 227704 33911 6057 673034 235742 758094 13204 17249 180360 73301 MEDICAL CENTER CONTRACT 1313610 CAPITATION FEES 1162870 HMC 627376 OUTSIDE LABS 252873 666886 33608387 572908 612610 1811375 1820714 2838695 3540016 243623 293457 144845 125625 3259069 2568506 667040 690563 51408998 53241571 57687484 60324556 777370 694411 777370 694411 X 0 0 0 0 56910114 59630145 56910114 59630145 57687484 60324556 1812158 907873 0 X X 0 1 X 1 0 82840 82840 49585 49585 0 519610 459711 59899 2607034 2059210 547824 690563 X 41153836 907873 907873 40245963 227704 -5053122 -4825418 35420545 38433805 5053122 5053122 33380683 227704 227704 33608387 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 -5,053,122. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 5,053,122. X 0 0 0 WAYNE SCHULTZ TRUSTEE 0 119566 0 0 0 0 0 27276 0 19985 0 166827 0 0 MIKE LOVELY EXECUTIVE DIRECTOR 203396 0 0 0 0 0 10290 0 29469 0 243155 0 0 0 RICHARD RITTBERG EMPLOYEE 130888 0 0 0 0 0 6663 0 29498 0 167049 0 0 0 JAMES VALUSEK EMPLOYEE 132451 0 0 0 0 0 6742 0 29469 0 168662 0 0 0 JEFFREY STRZELECKI EMPLOYEE 115318 0 0 0 0 0 5885 0 29469 0 150672 0 0 0 TODD MARKOWSKI EMPLOYEE 129292 0 0 0 0 0 6584 0 29469 0 165345 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. AMERICAN POSTAL WORKERS UNION MILW AREA LOCAL #003 UNITED LODGE 66 INTERNATIONAL ASSOCIATION OF MACHINISTS TEAMSTERS GENERAL LOCAL UNION NO 200 VILLAGE OF MERRILLAN DRIVERS SALESMEN WAREHOUSEMEN MILK PROCESSORS CANNERY DAIRY EMPLOYEES A BOARD OF TRUSTEES OF THE WISCONSIN HEALTH FUND 6200 WEST BLUEMOUND ROAD MILWAUKEE WI 532134145 396063342 SPONSORING ORGANIZATION (JOINT BOARD OF TRUSTEES) WI 501(C)(9) 0 THE BELLE URBAN SYSTEM RIDGWAY LLC DBA THE PRICE ERECTING CO POINT READY MIX LLC TRANSPORT CEMENT LLC 4FRONT ENGINEERED SOLUTIONS INC ABF FREIGHT SYSTEM INC ACE REDI MIX INC ARAMARK REFRESHMENT SERVICES BADGER TRAILER & EQUIPMENT DBA THERMO KING OF SOUTHEAST WISCONSIN BARRY TRUCKING INC BAUMHARDT SAND & GRAVEL INC BENZ OIL INC BRENNTAG GREAT LAKES LLC CW PURPERO INC EDGERTON TRUCKING INC FJA CHRISTIANSEN ROOFING CO INC FORRER BUSINESS INTERIORS INC GREBES BAKERIES INC GYPSUM SUPPLY CO HAMMERSLEY STONE CO INC HANSEN STORAGE COMPANY HENNES SERVICES INC INTERSTATE ERECTING INC JACOBUS ENERGY INC MADISON CRUSHING & EXCAVATING CO MADISON SAND AND GRAVEL COMPANY INC MAYFIELD TRANSFER CO INC MAYVILLE LIMESTONE INC MEYER MATERIAL CO MWSTAR WASTE HOLDINGS CORP DBA ADVANCED DISPOSAL SERVICES SOLID WASTE MIDW NEW BERLIN REDI-MIX INC NUVO CONSTRUCTION CO INC OKAUCHEE REDI-MIX INC OZINGA MATERIALS INC OZINGA READY MIX CONCRETE INC PM PLASTICS ROLLCAST LLC DBA ADVANCE DIE CASTING ROUNDY'S SUPERMARKETS INC SILGAN CONTAINERS MANUFACTURING CORPORATION SIVA TRUCK LEASING LLC SONAG READY MIX LLC SPRINKMANN SONS CORPORATION STANDARD FORWARDING LLC SUPER EXCAVATORS INC UNITED PARCEL SERVICE OF AMERICA INC UNITED PLUMBING & HEATING SUPPLY CO INC URS ENERGY AND CONSTRUCTION INC USF HOLLAND INC USG CORPORATION VCNA PRAIRIE INC VENTUREDYNE LTD VEOLIA ENVIRONMENTAL NORTH AMERICA OPERATIONS INC WASTE MANAGEMENT INC WBC CORP WEST BEND TRANSIT & SERVICE CO YRC FREIGHT CARGILL COCOA & CHOCOLATE INC UNION COPY CENTER INC 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 TEAMSTERS GENERAL LOCAL UNION NO 200 K 724000 FAIR MARKET VALUE DRIVERS SALESMEN WAREHOUSEMEN MILK PROCESSORS CANNERY DAIRY EMPLOYEES K 34094 FAIR MARKET VALUE