2016-10-31T09:49:16-05:00 2015-12-31 391531945 FREYBERG HINKLE ASHLAND POWERS & STOWELL 15420 W CAPITOL DR BROOKFIELD WI 530052621 990 2015-01-01 396063342 WISCONSIN HEALTH FUND WISC 4147715600 6200 WEST BLUEMOUND ROAD MILWAUKEE WI 532134145 MIKE LOVELY EXECUTIVE DIRECTOR 4147715600 2016-10-31 1 JAMES M ASHLAND CPA P00241858 2627846210 2015 2017-02-10 21:41:12Z MIKE LOVELY 6200 WEST BLUEMOUND ROAD MILWAUKEE WI 53213 130890668 0 X WWW.WHFUND.ORG X 1952 WI TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS. 8 8 97 0 0 -1892874 0 0 35188325 36302795 2144342 2296665 -2738637 -3423461 34594030 35175999 0 0 17027456 19219874 4956996 4795344 0 0 0 6052308 6276742 28036760 30291960 6557270 4884039 54715919 57687484 722097 777370 53993822 56910114 X ENRICHING LIVES THROUGH PROGRESSIVE BENEFITS, COMPASSIONATE CARE, AND EXCEPTIONAL SERVICE. 0 0 MEDICAL AND DISABILITY CLAIMS - THE NUMBER OF CLAIMS PAID WAS 77,095 MEDICAL CLINIC - THE NUMBER OF PROCEDURES PERFORMED WAS 104,953 DENTAL CLINIC - THE NUMBER OF PATIENTS TREATED WAS 7,559 PHARMACY - THE NUMBER OF PRESCRIPTIONS FILLED WAS 46,073 LIFE INSURANCE - THE MONTHLY AVERAGE OF MEMBERS WAS 1,727 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 1 365 0 1 97 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 0 117692 46219 THOMAS MILLONZI TRUSTEE 1.00 40.00 X 0 91830 35954 THOMAS BENNETT TRUSTEE 1.00 40.00 X 0 91949 35594 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 89579 35954 GARY KRAUS TRUSTEE 1.00 X 0 0 0 MIKE LOVELY EXECUTIVE DIRECTOR 40.00 X 197210 0 39006 MICHAEL STONE EMPLOYEE 40.00 X 111978 0 34745 RICHARD RITTBERG EMPLOYEE 40.00 X 129721 0 18736 JAMES VALUSEK EMPLOYEE 40.00 X 127967 0 35544 JEFFREY STRZELECKI EMPLOYEE 40.00 X 112280 0 26722 TODD MARKOWSKI EMPLOYEE 40.00 X 126945 0 35493 806101 391050 343967 7 0 1 0 COLUMBIA ST MARY'S 4425 N PORT WASHINGTON ROAD GLENDALE WI 53212 MEDICAL 670516 WHEATON FRANCISCAN MEDICAL GROUP 400 W RIVER WOODS PARKWAY MILWAUKEE WI 53212 MEDICAL 215603 WELLS FARGO ADVISORS 601 LAKE AVENUE STE 100 RACINE WI 53403 INVESTMENT MANAGEMENT 199069 QUALITY SYSTEMS INC 1811 VON KARMAN AVENUE STE 600 IRVINE CA 92612 INFORMATION SYSTEMS 154406 ERIK CHRISTOPHER ALEXANDER MD 1313 N FRANKLIN PLACE MILWAUKEE WI 53202 MEDICAL 107182 6 CONTRIBUTIONS 525100 33379099 33379099 OTHER THRID PARTY BILLINGS 525100 1727259 1727259 ADMINISTRATION CHARGES 525100 881184 881184 OTHER 525100 315253 315253 36302795 1471507 1471507 92017125 91191967 825158 825158 825158 1099241 4522702 -3423461 -3423461 35175999 33704492 0 1471507 19219874 237682 4064703 156354 336605 162921 60050 217765 50491 5290 728030 173519 757936 10309 19578 94581 78975 MEDICAL CENTER CONTRACT 1314627 CAPITATION FEES 1122511 HMC 704467 OUTSIDE LABS 248225 527467 30291960 731930 572908 2119754 1811375 2483349 2838695 197230 243623 126111 144845 3362558 2695518 371293 667040 48686252 51408998 54715919 57687484 722097 777370 722097 777370 X 0 0 0 0 53993822 56910114 53993822 56910114 54715919 57687484 4884039 -1967747 0 X X 0 1 X 1 0 82840 82840 49585 49585 0 496083 448338 47745 2734050 2197595 536455 667040 X 37513189 -1967747 -1967747 39480936 217765 -4522702 -4304937 35175999 34596897 4522702 4522702 30074195 217765 217765 30291960 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 -4,522,702. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 4,522,702. X 0 0 0 WAYNE SCHULTZ TRUSTEE 0 117692 0 0 0 0 0 27071 0 19148 0 163911 0 0 MIKE LOVELY EXECUTIVE DIRECTOR 197210 0 0 0 0 0 9980 0 29026 0 236216 0 0 0 JAMES VALUSEK EMPLOYEE 127967 0 0 0 0 0 6518 0 29026 0 163511 0 0 0 TODD MARKOWSKI EMPLOYEE 126945 0 0 0 0 0 6467 0 29026 0 162438 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 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 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 33936 FAIR MARKET VALUE