2025-10-08T16:59:54-05:00 2024-12-31 363168081 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2024-01-01 396063342 WISCONSIN HEALTH FUND WISC 4147715600 6200 WEST BLUEMOUND ROAD MILWAUKEE WI 532134145 MIKE LOVELY EXECUTIVE DIRECTOR 4147715600 2025-10-08 1 0 BRIDGETTE MUGGE P00671418 2627549400 2025-10-08 2024 2025-03-06 01:10:19Z MIKE LOVELY 6200 WEST BLUEMOUND ROAD MILWAUKEE WI 532134145 115912406 0 X WWW.WHFUND.ORG X 1952 WI TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS. 8 5 86 5 2096856 0 0 0 34777151 31447516 1950424 3334879 -4540432 -3487702 32187143 31294693 0 0 19584803 17572425 5410359 5483959 0 0 0 6453533 6849235 31448695 29905619 738448 1389074 86378682 93626345 1513945 3881424 84864737 89744921 X ENRICHING LIVES THROUGH PROGRESSIVE BENEFITS, COMPASSIONATE CARE, AND EXCEPTIONAL SERVICE. 0 0 MEDICAL AND DISABILITY CLAIMS - THE NUMBER OF CLAIMS PAID WAS 69,157 MEDICAL CLINIC - THE NUMBER OF PROCEDURES PERFORMED WAS 40,512 DENTAL CLINIC - THE NUMBER OF PATIENTS TREATED WAS 5,108 PHARMACY - THE NUMBER OF PRESCRIPTIONS FILLED WAS 39,682 LIFE INSURANCE - THE MONTHLY AVERAGE OF MEMBERS WAS 1,322 0 0 0 0 0 0 0 0 0 1 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 34 0 86 1 1 1 0 0 0 0 0 0 0 X 8 5 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 532134145 LARRY WEDAN TRUSTEE (THRU 5/12) 1.00 40.00 X 0 59701 26115 THOMAS BENVENUTO TRUSTEE 1.00 X X 0 0 0 JEFF BANDUR TRUSTEE 1.00 40.00 X X 0 118924 44448 THOMAS BENNETT TRUSTEE 1.00 40.00 X 0 117304 44448 MATTHEW WOLFF TRUSTEE 1.00 X X 0 0 0 RITCH DEMBINSKY TRUSTEE 1.00 X 0 0 0 GARY KRAUS TRUSTEE 1.00 X 0 0 0 MIKE RIVECCA TRUSTEE 1.00 X 0 0 0 MARK HANLEY TRUSTEE (START 5/12) 1.00 40.00 X 0 109184 44449 MIKE LOVELY EXECUTIVE DIRECTOR 40.00 X 328697 0 45367 TODD MARKOWSKI EMPLOYEE 40.00 X 208183 0 39628 VALECIA LIEW EMPLOYEE 40.00 X 203580 0 33788 DEANNA BELL EMPLOYEE 40.00 X 181725 0 38368 ANGELA GENET EMPLOYEE 40.00 X 176758 0 38132 STEPHANIE BRESLOW EMPLOYEE 40.00 X 180403 0 38536 1279346 405113 393279 9 0 1 0 UNITED HEALTHCARE INSURANCE 5901 LINCOLN DR MINNEAPOLIS MN 55436 PPO HOSPITAL NETWORK 1439310 COLUMBIA ST MARY'S 4425 N PORT WASHINGTON ROAD GLENDALE WI 53212 MEDICAL 341548 BRIDGEWAY BENEFIT TECHNOLOGIES 3000 SOUTH LENOLA RD MAPLE SHADE NJ 08052 SOFTWARE SUPPORT SERVICES 152498 LABORATORY CORPORATION OF AMERICA OPEN BROOKFIELD WI 53005 LAB SERVICES 102030 ASCENSION MEDICAL GROUP OPEN BROOKFIELD WI 53045 MEDICAL 101679 6 CONTRIBUTIONS 525100 28318760 28318760 OTHER 525100 1429229 672527 756702 OTHER THRID PARTY BILLINGS 525100 1210607 266513 944094 ADMINISTRATION CHARGES 525100 488920 201001 287919 31447516 2671959 2671959 80048042 79385122 662920 662920 662920 1744889 5232591 -3487702 -3595843 108141 31294693 25862958 2096856 3334879 17572425 374064 4559214 182677 368004 96113 129807 161769 17035 359833 371344 778040 4132 6888 176740 107576 HMC 1537095 CAPITATION FEES 1046250 MEDICAL CENTER CONTRACT 975282 PPO SAVINGS 357800 723531 29905619 738032 669356 593001 198864 3577498 2798367 577337 565457 108546 107738 3575025 3129305 569688 445720 79519456 85729238 695124 3111605 86378682 93626345 884017 835015 629928 3046409 1513945 3881424 X 0 0 0 0 84864737 89744921 84864737 89744921 86378682 93626345 1389074 3491110 0 X 0 1 X 1 0 82840 82840 49585 49585 0 716630 578129 138501 2725970 2501591 224379 445720 LEASE LIABILITIES 3046409 3046409 X 38465007 3491110 5232591 8723701 29741306 129807 1423580 1553387 31294693 33584823 5232591 5232591 28352232 129807 1423580 1553387 29905619 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE FUND TO HOLD THE FUND'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE IRC AND IS THEREFORE NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE TRUST HAS OBTAINED A FAVORABLE TAX EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS), AND THE PLAN SPONSOR BELIEVES THAT THE TRUST AND THE FUND, AS AMENDED, CONTINUE TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. US GAAP REQUIRES MANAGEMENT OF THE FUND TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND 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. IN DECEMBER 2022, THE DOL NOTIFIED THE FUND THEY WILL BE CONDUCTING AN ERISA COMPLIANCE INVESTIGATION. THE INVESTIGATION HAS NOT CONCLUDED AS OF THE DATE OF THIS REPORT. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 5,232,591. PART XI, LINE 4B - OTHER ADJUSTMENTS: REBATES 1,423,580. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 5,232,591. PART XII, LINE 4B - OTHER ADJUSTMENTS: REBATES 1,423,580. X 0 0 0 MIKE LOVELY EXECUTIVE DIRECTOR 283330 0 0 0 45367 0 14286 0 31081 0 374064 0 0 0 TODD MARKOWSKI EMPLOYEE 168555 0 0 0 39628 0 8548 0 31080 0 247811 0 0 0 VALECIA LIEW EMPLOYEE 169792 0 0 0 33788 0 2708 0 31080 0 237368 0 0 0 DEANNA BELL EMPLOYEE 143357 0 0 0 38368 0 7288 0 31080 0 220093 0 0 0 STEPHANIE BRESLOW EMPLOYEE 141867 0 0 0 38536 0 7225 0 31311 0 218939 0 0 0 ANGELA GENET EMPLOYEE 138626 0 0 0 38132 0 7051 0 31081 0 214890 0 0 0 JEFF BANDUR TRUSTEE 0 118924 0 0 0 0 0 17914 0 26534 0 163372 0 0 THOMAS BENNETT TRUSTEE 0 117304 0 0 0 0 0 17914 0 26534 0 161752 0 0 MARK HANLEY TRUSTEE (START 5/12) 0 109184 0 0 0 0 0 17914 0 26535 0 153633 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. AMERICAN POSTAL WORKERS UNION MILW AREA LOCAL #003 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 DRIVERS SALESMEN WAREHOUSEMEN MILK PROCESSORS CANNERY DAIRY EMPLOYEES A TEAMSTERS GENERAL LOCAL UNION NO 200 THE BELLE URBAN SYSTEM CITY OF RACINE TEAMSTER UNION LOCAL 120 RIVCRETE READY MIX 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 BAUMHARDT SAND & GRAVEL INC BENZ OIL INC BRENNTAG GREAT LAKES LLC CARGILL COCOA & CHOCOLATE INC DINGS COMPANY FJA CHRISTIANSEN ROOFING CO INC FRANTZ COMPANY INC HENNES SERVICES INC INTERSTATE ERECTING INC JACOBUS ENERGY INC MAYFIELD TRANSFER CO INC MAYVILLE LIMESTONE INC PM PLASTICS CW PURPERO ROUNDY'S SUPERMARKETS INC SPRINKMANN SONS CORPORATION STANDARD FORWARDING LLC SUPER EXCAVATORS INC UNITED COPY CENTERS INC UNITED PARCEL SERVICE OF AMERICA INC US FOODS INC MILWAUKEE VEOLIA ENVIRONMENTAL NORTH AMERICA OPERATIONS INC WASTE MANAGEMENT INC WAUWATOSA LOGISTICS 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0