2014-03-14T10:00:43-05:00 2013-05-31 391531945 FREYBERG HINKLE ASHLAND POWERS & STOWELL 15420 W CAPITOL DR BROOKFIELD WI 530052621 990 2012-06-01 390855190 IRON WORKERS LOCAL 8 WELFARE FUND IRON 4144761529 3333 N MAYFAIR RD NO 201 WAUWATOSA WI 53222 MIKE HENKE 4144761529 2014-03-10 1 THOMAS M POWERS CPA P00241729 2627846210 2012 2015-11-30 17:44:51Z X MIKE HENKE 3333 N MAYFAIR RD SUITE 201 WAUWATOSA WI 53222 16186904 0 X N/A X 1952 WI TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS. 8 0 0 0 0 0 0 0 11594048 11006883 529076 560571 -67836 830 12055288 11568284 0 0 8965201 9458099 0 0 0 0 0 2158647 2194055 11123848 11652154 931440 -83870 24825058 26441549 1164728 824798 23660330 25616751 TO PROVIDE ACCIDENT, HEALTH, DENTAL, VISION, LOSS OF TIME, PRESCRIPTION DRUG, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES AND DEPENDENTS. 0 0 10961072 TO PROVIDE ACCIDENT, HEALTH, DENTAL, VISION, LOSS OF TIME, PRESCRIPTION DRUG, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES AND DEPENDENTS. 10961072 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 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 0.00 X X 0 0 0 TROY MOOSE 1.00 45.00 X 0 78889 80701 MARC LAURET 0.00 X 0 0 0 JOHN TOPP 0.00 X 0 0 0 GLENN FLAHERTY 1.00 50.00 X X 0 51612 44756 BRAD CYGANEK 1.00 2.00 X 0 4057 2207 JOHN TROTTIER 0.00 X 0 0 0 TIM ROMAN 1.00 45.00 X 0 78839 80216 BRIAN MCCAMBRIDGE 1.00 1.00 X 0 94 65 0 213491 207945 0 0 1 0 ZENITH AMERICAN SOLUTIONS 3333 N MAYFAIR RD SUITE 201 WAUWATOSA WI 53222 ADMINISTRATION 326179 UNITED HEALTHCARE 10701 W RESEARCH DRIVE MILWAUKEE WI 53226 CLAIMS ADMINISTRATION 307867 THE SEGAL GROUP 333 WEST 24TH STREET NEW YORK NY 10001 CONSULTING 140308 3 EMPLOYERS' CONTRIB. NET 230000 10203503 10203503 SELF-PAYMENT CONTRIB. 230000 803380 803380 11006883 507488 507488 4671703 4618620 53083 53083 53083 COBRA SUBSIDY 230000 658 658 MISCELLANEOUS INCOME 900099 172 172 830 11568284 11060796 0 507488 9458099 309253 86650 19400 42044 149939 1956 10961 FUTURE BENEFIT PROGRAM 620446 STOP-LOSS PREMIUMS 396362 COST CONTAINMENT EXPENS 349523 LIFE, ACCIDENTAL DEATH 97132 110389 11652154 -34644 123392 1313075 828696 971632 1097779 19861004 22495601 4484041 79394 46637 24825058 26441549 179871 213375 984857 611423 1164728 824798 X 0 0 0 0 23660330 25616751 23660330 25616751 24825058 26441549 -83870 2040291 0 X X 0 1 X 1 0 0 OTHER INVESTMENTS 4484041 F 4484041 EMPLOYERS FICA/UC CONTRIBUTION ACCOUNTS 32695 CLAIMS PAYABLE 140200 RECIPROCITY PAYABLE 403227 HRA LIABILITY 35301 611423 X 13566531 2040291 2040291 11526240 42044 42044 11568284 11643110 0 11643110 42044 -33000 9044 11652154 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2010. PART XII, LINE 4B - OTHER ADJUSTMENTS: DECREASE IN CURRENT YEARS CLAIM PAYABLE -33,000. . 0 0 0 TROY MOOSE 0 78889 0 0 0 0 0 0 0 80701 0 159590 0 0 TIM ROMAN 0 78839 0 0 0 0 0 0 0 80216 0 159055 0 0 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. CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC FORM 990, PART VII MIKE HENKE - N112 W19515 MEQUON ROAD, GERMANTOWN, WI 53022. TROY MOOSE - 12034 WEST ADLER LANE, MILWAUKEE, WI 53214. MARC LAURET - N57 W13500 CARMEN AVENUE, MENOMONEE FALLS, WI 53051. JOHN TOPP - 17100 W. BLUEMOUND RD, #102, BROOKFIELD, WI 53005. GLENN FLAHERTY - 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, 2013. THE PLAN HAD THREE EMPLOYERS PROVIDE "LLC" RATHER THAN THE TAX CLASSIFICATION. THE PLAN MADE A REASONABLE EFFORT TO OBTAIN THE TAX CLASSIFICATION FROM ALL CONTRIBUTING EMPLOYERS, BUT THREE 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 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 ARS CONTRACTING INC AZCO INC BEST ERECTORS INC DUWE METAL PRODUCTS INC NY STRUCTURES INC METCON BUILDING SYSTEMS INC REM INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0