2015-01-29T10:12:14-06:00 2014-05-31 391531945 FREYBERG HINKLE ASHLAND POWERS & STOWELL 15420 W CAPITOL DR BROOKFIELD WI 530052621 990 2013-06-01 390855190 IRON WORKERS LOCAL 8 WELFARE FUND IRON 4144761529 3333 N MAYFAIR RD NO 201 WAUWATOSA WI 53222 MIKE HENKE CHAIRMAN 4144761529 2015-01-24 1 THOMAS M POWERS CPA P00241729 2627846210 2013 2016-02-25 16:41:14Z MIKE HENKE 3333 N MAYFAIR RD SUITE 201 WAUWATOSA WI 53222 16914094 0 X N/A X 1952 WI TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS. 8 0 0 0 0 0 0 0 11006883 13224716 560571 858606 830 2 11568284 14083324 0 0 9458099 8806477 0 0 0 0 0 2194055 2170008 11652154 10976485 -83870 3106839 26441549 30515458 824798 597568 25616751 29917890 TO PROVIDE ACCIDENT, HEALTH, DENTAL, VISION, LOSS OF TIME, PRESCRIPTION DRUG, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES AND DEPENDENTS. 0 0 8806477 TO PROVIDE ACCIDENT, HEALTH, DENTAL, VISION, LOSS OF TIME, PRESCRIPTION DRUG, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES AND DEPENDENTS. 8806477 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 0 1 0 0 0 0 0 0 0 X 8 0 0 0 0 0 0 1 0 1 1 1 0 1 1 1 1 1 1 0 0 0 X ZENITH AMERICAN SOLUTIONS 4144761220 3333 N MAYFAIR RD SUITE 201 WAUWATOSA WI 53222 MIKE HENKE CHAIRMAN 0.00 X X 0 0 0 MARC LAURET TRUSTEE 0.00 X 0 0 0 JOHN TOPP TRUSTEE 0.00 X 0 0 0 ANTHONY MAYRHOFER SECRETARY/TREASURER 1.00 45.00 X X 0 3662 0 BRAD CYGANEK TRUSTEE 1.00 2.00 X 0 1351 1214 JOHN TROTTIER TRUSTEE 0.00 X 0 0 0 TIM ROMAN TRUSTEE 1.00 45.00 X 0 77079 79209 BRIAN MCCAMBRIDGE TRUSTEE 1.00 45.00 X 0 60222 55890 0 142314 136313 0 0 0 0 ZENITH AMERICAN SOLUTIONS 3333 N MAYFAIR RD SUITE 201 WAUWATOSA WI 53222 ADMINISTRATION 335747 UNITED HEALTHCARE 10701 W RESEARCH DRIVE MILWAUKEE WI 53226 CLAIMS ADMINISTRATION 307352 THE SEGAL GROUP 333 WEST 24TH STREET NEW YORK NY 10001 CONSULTING 122611 3 EMPLOYERS' CONTRIB. NET 230000 12496766 12496766 SELF-PAYMENT CONTRIB. 230000 727950 727950 13224716 431292 431292 3258084 2830770 427314 427314 427314 MISCELLANEOUS INCOME 900099 2 2 2 14083324 13652032 0 431292 8806477 314773 90946 19580 38621 132992 440 11242 FUTURE BENEFIT PROGRAM 613872 STOP-LOSS PREMIUMS 406412 COST CONTAINMENT EXPENS 332927 LIFE, ACCIDENTAL DEATH 96704 111499 10976485 123392 1503226 828696 698526 1097779 1437821 19861004 21379795 4484041 5010345 46637 485745 26441549 30515458 213375 367344 611423 230224 824798 597568 X 0 0 0 0 25616751 29917890 25616751 29917890 26441549 30515458 3106839 1194300 0 X X 0 1 X 1 0 0 NIS INTERMEDIATE FIXED INCOME FUND, LLC 5010345 F 5010345 EMPLOYERS FICA/UC CONTRIBUTION ACCOUNTS 27289 CLAIMS PAYABLE 155800 HRA LIABILITY 47135 230224 X 15239003 1194300 1194300 14044703 38621 38621 14083324 10922264 0 10922264 38621 15600 54221 10976485 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 INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO MAY 31, 2011. PART XII, LINE 4B - OTHER ADJUSTMENTS: INCREASE IN CURRENT YEARS CLAIM PAYABLE 15,600. FORM 990, PART VI, SECTION A, LINE 7A BOARD OF TRUSTEE MEMBERS ARE CHOSEN AND APPROVED BY BOARD. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PRESENTED A TRUSTEE AND THE PLAN ADMINISTRATOR BY THE CPA AND REVIEWED BEFORE SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C SERVICE PROVIDERS ARE EXPECTED TO DISCLOSE ALL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE ON FILE AT THE FUND OFFICE AND ARE AVAILABLE UPON REQUEST. FORM 990, PART VII MIKE HENKE - N112 W19515 MEQUON ROAD, GERMANTOWN, WI 53022. MARC LAURET - N57 W13500 CARMEN AVENUE, MENOMONEE FALLS, WI 53051. JOHN TOPP - 17100 W. BLUEMOUND RD, #102, BROOKFIELD, WI 53005. ANTHONY MAYRHOFER - 12034 WEST ADLER LANE, MILWAUKEE, WI 53214. BRAD CYGANEK - W347 S21794 SPRAGUE ROAD, EAGLE, WI 53119. JOHN TROTTIER - 806 VALLEY ROAD, MENASHA, WI 54952. TIM ROMAN - 119 SOUTH FRONT STREET, MARQUETTE, MI 49855. BRIAN MCCAMBRIDGE - 12034 WEST ADLER LANE, MILWAUKEE, WI 53214. FORM 990, PART XII, LINE 2C 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 PLAN ALSO HAD ONE SOLE PROPRIETOR AS A CONTRIBUTING EMPLOYER DURING THE PLAN YEAR ENDING MAY 31, 2014. THE PLAN HAD THREE EMPLOYERS PROVIDE "LLC" RATHER THAN THE TAX CLASSIFICATION. THE PLAN HAD TWO EMPLOYERS WHO RESPONDED BUT DID NOT SPECIFY ANY TAX CLASSIFICATION. THE PLAN MADE A REASONABLE EFFORT TO OBTAIN THE TAX CLASSIFICATION FROM ALL CONTRIBUTING EMPLOYERS, BUT FOURTEEN OF THE CONTRIBUTING EMPLOYERS HAVE NOT YET RESPONDED TO THE MULTIPLE REQUESTS. BOARD OF TRUSTEES OF IRON WORKERS LOCAL 8 WELFARE FUND 3333 N MAYFAIR RD SUITE 201 WAUWATOSA WI 53222 390855190 SPONSORING ORGANIZATION (JOINT BOARD OF TRUSTEES) WI 501(C)(9) 0 BRIDGE STRUCTURAL ORNAMENTAL AND REINFORCING IRON WORKERS LOCAL #8 IRON WORKERS LOCAL 8 JOINT APPRENTICESHIP TRAINING COMPANY IRON WORKERS LOCAL 8 DEFENSE FUND MICHIGAN BUILDING & CONSTRUCTION TRADES COUNCIL RIDGWAY LLC HAMPTON SERVICES HARRIS DAVIS REBAR SELDEN STEEL LLC A & A ERECTING COMPANY INC A LINDBERG & SONS INC ACE CONSTRUCTION INC AGM ERECTING LLC B & D CONTRACTORS INC BADGERLAND METAL BUILDING BANE NELSON INC BARNHART CRANE AND RIGGING CO BEST MECHANICAL SERVICES LLC CR MEYER AND SONS CAPITAL STEEL ERECTORS INC CHARLES D SMITH & SON INC CHILSTROM ERECTING CO CHOICE CONSTRUCTION CO INC CLOSNER CONSTRUCTION & SALES INC CONSTRUCTION SUPPLY & ERECTION DAY & ZIMMERMANN NPS INC DON R FRUCHEY INC DORAL CORPORATIONINDUSTRIAL EDWARD KRAEMER & SONS INC FA INDUSTRIAL SERVICES INC GRAYCOR INDUST CONST INC GRUNAU COMPANY INC GRUNDLACH CHAMPION H & H MACHINERY MOVERS HENNES TRUCKING CO HI-BOOM ERECTING INC INDUSTRIAL MAINTENANCE SERVICE INTERNATIONAL ERECTORS INC INTERSTATE ERECTING INC JP CULLEN & SONS INC LAKEHEAD CONSTRUCTORS INC LILJA CORP MARSHALL ERECTING INC MARSHALL HANES STEEL ERECTORS METAL BUILDINGS OF WI INC MIDWEST STAIRS & IRON INC MIRON CORPORATION CO INC MSI GENERAL CORPORATION NATIONAL MACHINERY & CONVEYOR PW WALSH & COMPANY PRIME INDUSTRIAL CONTRACTORS INC R OLSON CONSTRUCTION CO CONTRACTORS INC RJ ALHOLM ERECTING CO INC RED CEDAR STEEL ERECTORS INC REYNOLDS RIGGING & CRANE SERVICE INC REYNOLDS TRANSFER & STORAGE INC ROY NESS CONTRACTING & SALES INC SPE INC STANDING STONE ERECTING INC STRONGHOLD INDUSTRIES INC TNT REBAR LLC THE BOLDT COMPANY USA HOIST COMPANY INC VIKING ERECTORS CORPORATION VMI LLC WAUKESHA CRANE SALES & SERVICE INC AZCO INC BEST ERECTORS INC DUWE METAL PRODUCTS INC METCON BUILDING SYSTEMS INC REM INC HAMON-CUSTODIS COTTRELL INC JJB STEEL INC KENNETH F SULLIVAN COMPANY LUNDA CONSTRUCTION INC PL FREEMAN WOLVERINE STEEL ERECTORS AREA ERECTORS INC J H FINDORFF & SON INC J&L STEEL ERECTORS KLEIN-DICKERT MILWAUKEE INC MODERN CRANE SERVICE PRECISION SURVEILLANCE CORP QUALITY RE-STEEL INC URBANSKI BUILDERS INC WALSH CONSTRUCTION COMPANY WISCONSIN REBAR INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0