2014-08-06T08:35:06-05:00 2013-12-31 391531945 FREYBERG HINKLE ASHLAND POWERS & STOWELL 15420 W CAPITOL DR BROOKFIELD WI 530052621 990 2013-01-01 396063342 WISCONSIN HEALTH FUND WISC 4147715600 6200 WEST BLUEMOUND ROAD MILWAUKEE WI 532134145 MIKE LOVELY EXECUTIVE DIRECTOR 4147715600 2014-08-05 1 JAMES M ASHLAND CPA P00241858 2627846210 2013 2015-11-30 17:44:51Z MIKE LOVELY 6200 WEST BLUEMOUND ROAD MILWAUKEE WI 53213 80936598 0 X WWW.WHFUND.ORG X 1952 WI TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS. 8 8 95 0 0 -1731646 0 0 36728732 33271895 1718856 1500379 -3110792 -2773477 35336796 31998797 0 0 25338405 20094997 4940701 4951188 0 0 0 6067498 5645734 36346604 30691919 -1009808 1306878 43299201 47579925 768314 686208 42530887 46893717 X ENRICHING LIVES THROUGH PROGRESSIVE BENEFITS, COMPASSIONATE CARE, AND EXCEPTIONAL SERVICE. 0 0 27968405 MEDICAL AND DISABILITY CLAIMS - THE NUMBER OF CLAIMS PAID WAS 79,318 MEDICAL CLINIC - THE NUMBER OF PROCEDURES PERFORMED WAS 92,593 DENTAL CLINIC - THE NUMBER OF PATIENTS TREATED WAS 8,206 PHARMACY - THE NUMBER OF PRESCRIPTIONS FILLED WAS 42,778 LIFE INSURANCE - THE MONTHLY AVERAGE OF MEMBERS WAS 1,639 27968405 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 1 442 0 1 95 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 45.00 X 0 115664 44245 THOMAS MILLONZI TRUSTEE 1.00 40.00 X 0 87892 34232 THOMAS BENNETT TRUSTEE 1.00 40.00 X 0 88886 34232 RONALD FETTY TRUSTEE 0.00 X 0 0 0 GARY A MARSACK TRUSTEE 0.00 X 0 0 0 RITCH DEMBINSKY TRUSTEE 0.00 X 0 0 0 THOMAS BENVENUTO TRUSTEE 1.00 40.00 X 0 87585 34232 GARY KRAUS TRUSTEE 0.00 X 0 0 0 MIKE LOVELY EXECUTIVE DIRECTOR 40.00 X 177420 0 35796 MICHAEL STONE EMPLOYEE 40.00 X 107345 0 32292 RICHARD RITTBERG EMPLOYEE 40.00 X 122888 0 17532 JAMES VALUSEK EMPLOYEE 40.00 X 122501 0 33050 THOMAS BRADACH EMPLOYEE 40.00 X 114717 0 17124 NOAH SINGH EMPLOYEE 40.00 X 104898 0 15821 749769 380027 298556 8 0 1 0 COLUMBIA ST MARY'S 4425 N PORT WASHINGTON ROAD GLENDALE WI 53212 MEDICAL 517651 WHEATON FRANCISCAN MEDICAL GROUP 400 W RIVER WOODS PARKWAY MILWAUKEE WI 53212 MEDICAL 195032 THE PREVIANT LAW FIRM 1555 N RIVERCENTER DRIVE SUITE 202 MILWAUKEE WI 53212 LEGAL ADVISOR 176259 WELLS FARGO ADVISORS 601 LAKE AVENUE STE 100 RACINE WI 53403 INVESTMENT MANAGEMENT 169150 INNOVATIVE SOFTWARE SOLUCITONS INC 3000 SOUTH LENOLA ROAD MAPLE SHADE NJ 08052 SOFTWARE 124365 5 CONTRIBUTIONS 525100 30422347 30422347 OTHER THRID PARTY BILLINGS 525100 1590540 1590540 ADMINISTRATION CHARGES 525100 991769 991769 OTHER 525100 267239 267239 33271895 1222201 1222201 45329156 45050978 278178 278178 278178 1113346 3886823 -2773477 -2773477 31998797 30776596 0 1222201 20094997 214076 4190095 182560 364457 202176 57950 169150 82718 7463 716105 173527 735756 12737 16823 68278 76642 MEDICAL CENTER CONTRACT 1222132 CAPITATION FEES 1041818 HMC 431300 OUTSIDE LABS 272451 358708 30691919 539265 591819 3979101 1705860 3047914 2479174 236646 229496 130498 126948 3109757 2731741 263477 378016 35102300 42068612 43299201 47579925 768314 686208 768314 686208 X 0 0 0 0 42530887 46893717 42530887 46893717 43299201 47579925 1306878 3055952 0 X X 0 1 X 1 0 82840 82840 49585 49585 0 452583 433946 18637 2524749 2248210 276539 378016 X 38772422 3055952 3055952 35716470 169150 -3886823 -3717673 31998797 34409592 3886823 3886823 30522769 169150 169150 30691919 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. THE FUND'S MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2010. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -3,886,823. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 3,886,823. X 0 0 0 WAYNE SCHULTZ TRUSTEE 0 115664 0 0 0 0 0 27274 0 16971 0 159909 0 0 MIKE LOVELY EXECUTIVE DIRECTOR 177420 0 0 0 0 0 8991 0 26805 0 213216 0 0 0 JAMES VALUSEK EMPLOYEE 122501 0 0 0 0 0 6245 0 26805 0 155551 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. 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