WISCONSIN SHEET METAL HEALTH AND BENEFIT TRUST FUND: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
WISCONSIN SHEET METAL HEALTH AND BENEFIT TRUST FUND (EIN 35-1638874)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-10-15
IRS object ID
201422889349300717
Schema version
2013v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-10-15T08:46:35-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391531945PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FREYBERG HINKLE ASHLAND POWERS & STOWELLBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115420 W CAPITOL DRAddressLine1
CityBROOKFIELDCity
StateWIState
ZIP Code530052621ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN351638874EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WISCONSIN SHEET METAL WORKERS HEALTHBusinessNameLine1
Business Name Line2AND BENEFIT FUNDBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlWISCBusinessNameControlTxt
Phone4147780516PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12201 SPRINGDALE ROADAddressLine1
CityWAUKESHACity
StateWIState
ZIP Code531862855ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPATRICK LANDGRAFPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone2627981818PhoneNum
Signature2014-10-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES M ASHLAND CPAPreparerPersonNm
PTINP00241858PTIN
Phone2627846210PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPATRICK LANDGRAFPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12201 SPRINGDALE ROADAddressLine1
CityWAUKESHACity
StateWIState
ZIP Code531862855ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$70,112,450GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1985FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee117TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$26,224,587PYProgramServiceRevenueAmt
CY Program Service Revenue$29,359,877CYProgramServiceRevenueAmt
PY Investment Income$1,348,400PYInvestmentIncomeAmt
CY Investment Income$1,589,790CYInvestmentIncomeAmt
PY Other Revenue$82,022PYOtherRevenueAmt
CY Other Revenue$42,987CYOtherRevenueAmt
PY Total Revenue$27,655,009PYTotalRevenueAmt
CY Total Revenue$30,992,654CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$24,600,531PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$24,634,425CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$50,720PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$44,762CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$6,247,160PYOtherExpensesAmt
CY Other Expenses$6,337,423CYOtherExpensesAmt
PY Total Expenses$30,898,411PYTotalExpensesAmt
CY Total Expenses$31,016,610CYTotalExpensesAmt
PY Revenues Less Expenses-$3,243,402PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$23,956CYRevenuesLessExpensesAmt
Total Assets BOY$41,060,741TotalAssetsBOYAmt
Total Assets EOY$43,970,820TotalAssetsEOYAmt
Total Liabilities BOY$15,031,122TotalLiabilitiesBOYAmt
Total Liabilities EOY$17,800,058TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$26,029,619NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$26,170,762NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$26,952,395ExpenseAmt
DescHOSPITAL, SURGICAL, MEDICAL, DENTAL, VISION, AND PRESCRIPTION DRUG BENEFITS FOR APPROXIMATELY 2,612 MEMBERS AND THEIR FAMILIESDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,104,522ExpenseAmt
DescPROVIDE SUPPLEMENTAL MEDICARE WRAPAROUND INSURANCE BENEFITS FOR APPROXIMATELY 800 MEMBERSDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$278,272ExpenseAmt
DescPROVIDE MEDICAL CASE MANAGEMENT AND COST MANAGEMENT FOR APPROXIMATELY 2,612 MEMBERSDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$101,269ExpenseAmt
DescLIFE INSURANCE PREMIUMS $101,269Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$101,269TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$28,436,458TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document165IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee117EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUZANNE TAZALLABusinessNameLine1
FieldValueIRS element (for citing)
Phone2627981838PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12201 SPRINGDALE ROADAddressLine1
CityWAUKESHACity
StateWIState
ZIP Code531862855ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
SCOTT BARTZ
TRUSTEE1.0044.00Yes (X)$0$42,070$50,015
ROGER JACKSON
TRUSTEE1.0044.00Yes (X)$0$76,982$43,541
MIKE MOONEY
TRUSTEE1.0046.00Yes (X)$0$93,125$42,900
KEITH KEMPER
TRUSTEE1.0044.00Yes (X)$0$82,486$56,811
CRAIG WARNER
TRUSTEE1.0044.00Yes (X)$0$75,670$45,303
BRIAN BILLMAN
TRUSTEE1.0044.00Yes (X)$0$80,610$43,129
RYAN STERN
TRUSTEE1.00Yes (X)$0$0$0
PATRICK LANDGRAF
SECRETARY/TREASURER1.0048.00Yes (X)$0$109,548$50,292Yes (X)
DAVID ALDAG
TRUSTEE1.00Yes (X)$0$0$0
KENNETH GROESCHEL
TRUSTEE1.00Yes (X)$0$0$0
ROBERT JOSSART
CHAIRMAN1.00Yes (X)$0$0$0Yes (X)
TIM BRAUN
TRUSTEE1.00Yes (X)$0$0$0
RICHARD NORTHRUP
TRUSTEE1.00Yes (X)$0$0$0
KENDALL RICHARDS
TRUSTEE1.00Yes (X)$0$0$0
JEFFREY GAECKE
TRUSTEE1.00Yes (X)$0$0$0
LAURI ROLLINGS
TRUSTEE1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$560,491TotReportableCompRltdOrgAmt
Total Other Compensation$331,991TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
BENEFIT PLAN ADMINISTRATION
11270 W PARK PLACE SUITE 950MILWAUKEEWI53224ADMINISTRATION SERVICES$1,003,563
UNITED HEALTHCARE
22703 NETWORK PLACECHICAGOIL606731227MEDICAL CLAIMS ADMINISTRATION$482,856
ANTHEM BLUE CROSS AND BLUE SHIELD
220 VIRGINIA AVENUEINDIANAPOLISIN46204MEDICAL CLAIMS ADMINISTRATION$281,844
REINHART BOERNER VAN DEUREN
1000 NORTH WATER STREET SUITE 1700MILWAUKEEWI53202LEGAL SERVICES$181,905
CARE ALLIES
525 WEST MONROE STCHICAGOIL60661COST CONTAINMENT/CASE MANAGEMENT$167,771
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K6CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$25,126,061$25,126,061
SELF-PAY CONTRIBUTIONS900099$4,127,392$4,127,392
SASMI900099$106,424$106,424
FieldValueIRS element (for citing)
Total Program Service Revenue$29,359,877TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,040,662TotalRevenueColumnAmt
Exclusion$1,040,662ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$39,668,924SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$39,119,796SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$549,128SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$549,128TotalRevenueColumnAmt
Related Or Exempt Func Income$549,128RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SHARED EXPENSE REIMBURSEMENT900099$31,128$31,128
CONTRACTOR LATE CHARGES900099$11,859$11,859
FieldValueIRS element (for citing)
Other Revenue Total$42,987OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$30,992,654TotalRevenueColumnAmt
Related Or Exempt Func Income$29,951,992RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,040,662ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$24,634,425TotalAmt
Program Services$24,634,425ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$44,762TotalAmt
Management And General$44,762ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$474,828TotalAmt
Management And General$474,828ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$220,276TotalAmt
Management And General$220,276ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$61,351TotalAmt
Management And General$61,351ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$108,512TotalAmt
Management And General$108,512ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$153,872TotalAmt
Management And General$153,872ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$37,394TotalAmt
Management And General$37,394ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$38,014TotalAmt
Management And General$38,014ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$8,120TotalAmt
Management And General$8,120ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,816TotalAmt
Management And General$5,816ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$122,206TotalAmt
Program Services$101,269ProgramServicesAmt
Management And General$20,937ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
INSURANCE PREMIUMS FOR$2,317,970$2,317,970
CLAIMS ADMINISTRATOR FE$1,330,756$1,330,756
SMW PREMIUMS$1,104,522$1,104,522
COST CONTAINMENT PROGRA$278,272$278,272

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$75,514TotalAmt
Management And General$75,514ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$31,016,610TotalAmt
Program Services$28,436,458ProgramServicesAmt
Management And General$2,580,152ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,657,025BOYAmt
EOY$6,256,012EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,012,275BOYAmt
EOY$2,163,812EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$47,211BOYAmt
EOY$35,310EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$300,332LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$280,803LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$12,732BOYAmt
EOY$19,529EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$33,991,718BOYAmt
EOY$35,294,719EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$339,780BOYAmt
EOY$201,438EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$41,060,741BOYAmt
EOY$43,970,820EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$566,493BOYAmt
EOY$450,143EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$14,464,629BOYAmt
EOY$17,349,915EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$15,031,122BOYAmt
EOY$17,800,058EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$26,029,619BOYAmt
EOY$26,170,762EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$26,029,619BOYAmt
EOY$26,170,762EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$41,060,741BOYAmt
EOY$43,970,820EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$23,956ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$165,099NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$300,332OtherCostOrOtherBasisAmt
Depreciation$280,803DepreciationAmt
Book Value$19,529BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$19,529TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
ESTIMATED HEALTH CLAIMS PAYABLE AND IBNR$1,918,400
ACCUMULATED BENEFITS - PARTICIPANTS$14,629,808
DUE TO OTHER FUNDS$801,707
FieldValueIRS element (for citing)
Total Liability$17,349,915TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$31,049,241TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$165,099NetUnrealizedGainsInvstAmt
Revenue Not Reported$165,099RevenueNotReportedAmt
Revenue Subtotal$30,884,142RevenueSubtotalAmt
Investment Expenses Not Incld$108,512InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$108,512RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$30,992,654TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$28,184,444TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$28,184,444ExpensesSubtotalAmt
Investment Expenses Not Incld2$108,512InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$2,723,654OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$2,832,166ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$31,016,610TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN 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. THE U.S. DEPARTMENT OF LABOR DID INVESTIGATE THE FUND FOR THE TAX YEARS 2009 THROUGH 2013 AND IDENTIFIED SEVERAL ERISA VIOLATIONS. THE FUND WAS NOTIFIED ON SEPTEMBER 16, 2013 THAT THE APPROPRIATE CORRECTIVE ACTIONS WERE TAKEN AND THE INVESTIGATION WAS CONCLUDED WITHOUT THE ISSUANCE OF PENALTIES.
PART XII, LINE 4B - OTHER ADJUSTMENTS:DECREASE IN HEALTH CLAIMS PAYABLE -257,800. INCREASE IN ACCUMULATED BENEFITS FOR PARTICIPANTS 2,981,454.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11REVIEWED BY THE ADMINISTRATIVE MANAGER AND PRESENTED TO TRUSTEES FOR APPROVAL PRIOR TO SIGNING AND FILING.
FORM 990, PART VI, SECTION B, LINE 12CTRUSTEES ARE EXPECTED TO DISCLOSE ANY OWNERSHIP OR OTHER FINANCIAL RELATIONSHIPS THAT THEY HAVE WITH PARTIES THAT DEAL WITH THE PLAN.
FORM 990, PART VI, SECTION C, LINE 19THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST THROUGH THE PLAN OFFICE.
PART XII, LINE 2C:THE BOARD OF TRUSTEES REVIEWS AND APPROVES A DRAFT OF THE AUDITED FINANCIAL STATEMENTS AT THE MEETING. THESE ARE PRESENTED BY THE ACCOUNTANT TO THE BOARD.
FORM 990, SCHEDULE R:THE FUND MADE A REASONABLE EFFORT TO OBTAIN THE FEDERAL TAX CLASSIFICATION FROM ALL CONTRIBUTING EMPLOYERS BUT WAS UNABLE TO CONTACT THE FOLLOWING EMPLOYERS: BOB'S SHEET METAL, GALESVILLE EXC PLUMBING & HEATING & A/V, TRESEDDER PLUMBING HEATING & AIR CONDITIONING, AND ZIEN SERVICE

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
SHEET METAL WORKERS INTERNATIONAL ASSOCATION LOCAL UNION NO 18 AFL-CIO
5425 W VLIET STMILWAUKEEWI532082118391419063LABOR UNIONWI501(C)(5)N/A0
CONSTRUCTION LABOR MANAGEMENT COUNCIL OF GREATER WISCONSIN INC
CONTRIBUTING EMPLOYER0
SHEET METAL LOCAL 416
CONTRIBUTING EMPLOYER0
SHEET METAL WORKERS LOCAL UNION #7
CONTRIBUTING EMPLOYER0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (27 entries)

ADS MECHANICAL LLC
BLAU PLUMBING INC
JWR BUILDING SYSTEMS LLC
KECKEISEN HEATING
MADISON SHEET METAL LLC
NATIONS ROOF NORTH LLC
NAVARRETTE MECHANICAL LLC
PURE MECHANICAL LLC
ADJUSTABLE HEATING
KASMERCHAK GONZALEZ
1ST CALL MECHANICAL
ROBERT L VORPAGEL DBA BOB VORPAGEL HEATING
CADMAN DRAFTINGDETAILING SERVICE LLC
FULL SERVICE HEATING & AIR CONDITIONING LLC
H&M STAINLESS SPEC LLC
JEFF'S SPM
MAX EFFICIENCY HEATING & COOLING LLC
MIDWEST FLUID BALANCING
PETERS HEATING & COOLING LLC
POBLOCKI SIGN CO LLC
SUPERSKY PRODUCTS ENTERPRISES LLC
VOLLBRECH SHEET METAL LLC
CJ CONTRACTING LLC
MAP SERVICES LLC
MCM III SERVICES LLC
MONROE MECHANICAL LLC
COMBINED MECHANICAL INDUSTRIES LLC

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (182 entries)

AJ PYRAMID MECHANICAL INC
AG INDUSTRIES LLC
AC SERVICE INC
ACCUSTAR AIR BALANCE INC
ACCUTEMP MECHANICAL
ADVANCED HVAC INC
AIR QUALITY SYSTEMS INC
AIR TEMPERATURE SERVICES
AJAX METAL PRODUCTS INC
ALDAH HONOLD MECHANICAL INC
ALL COMFORT SERVICES INC
ALL FACETS SHEET METAL INC
ALL PRO MECHANICAL INC
ALLOY WELDING INC
API INC
ARENDS BALANCING & COMMISSIONING INC
ARTEAGA CONSTRUCTION INC
ATLAS HEATING AND SHEET METAL INC
AUGUST WINTER & SONS INC
BADGER SHEET METAL LLC
BALANCE TECHNOLOGIES INC
BANE-NELSON INC
BELONGER CORPORATION INC
BERGER & KING INC
BONANZA HEATING & AIR CONDITIONING INC
BREDAN MECHANICAL SYSTEMS INC
BRENNER CORPORATION
BUTTERS-FETTING COMPANY INC
CARLSON RACINE ROOFING & SHEET METAL INC
CENTRAL MECHANICAL SYSTEMS INC
CERTIFIED INC
CHRISTIANSEN HEATING & SHEET METAL INC
CLIMATE MAKERS INC
COMBINED MECHANICAL INDUSTRIES LLC
COMMERCIAL AIR INC
COMPLETE CONTROL INC
CONDITIONED AIR DESIGN INC
CONSTRUCTION SUPPLY & ERECTION INC
COUNTRYSIDE PLUMBING & HEATING INC
CR MEYER & SONS COMPANY
CRAFTS INC
DR KOHLMAN INC
DAVE'S SHEET METAL INC
DAY & ZIMMERMAN NPS INC
DEBELAK JOE PLUMBING & HEATING COMPANY INC
DELTA MECHANICAL INC DBA RICHER'S REFRIGERATION AND AIR CONDITIONING
DILLETT MECHANICAL SERVICE INC
DORAL CORPORATION
DOUBLE R ERECTING INC
DRESSLER & SON INC DBA DRESSLER MECHANICAL INC
DROEGKAMP FURNACE CO
DUWE METAL PRODUCTS
ELECTRO KOLD CORPORATION
ENERGY & AIR SYSTEMS INC
ENERGY PIONEER SOLUTIONS
ENVIRONMENTAL SYSTEMS ANALYSIS INC
ERV SMITH SERVICES INC
FISCHER INDUSTRIES INC
FJA CHRISTIANSEN ROOFING CO INC
FLAT RATE PLUMBING INC
FORE-FRONT MECHANICAL INC
FOREMAN-LANGENFELD HVAC INC
GCH INTERNATIONAL INC
GENERAL HEATING & AIR CONDITIONING INC
GEORGE UTTECH SHEET METAL WORKS INC
GOSCHEY MECHANICAL INC
GREAT LAKES MECHANICAL INC
GREAT LAKES SHEET METAL INC
GROESCHEL COMPANY INC
GRUNAU COMPANY INC
H & H INDUSTRIES INC
H & H MECHANICAL CONTRACTORS INC
HVAC SERVICES INC
HARKER HEATING AND COOLING INC
HAZA MECHANICAL INC
HENNES SERVICES INC
HOLMING FAN & FABRICATION LLC
HOOPER CORPORATION
HOVLAND'S INC
HURCKMAN MECHANICAL INDUSTRIES INC
HVA PRODUCTS INC
ILLINGWORTH-KILGUST MECHANICAL
INSTITUTIONAL EQUIPMENT INC
J & H HEATING INC
JM BRENNAN INC
JAMAR COMPANY
JF AHERN
JOHN E GREEN COMPANY
JOHNSON CONTROLS INC
JUST SERVICE INC
KEYSTONE HEATING & AIR CONDITIONER COMPANY INC
KITCHEN SPECIALISTS INC
KMB METAL ERECTORS INC
KOPP BROTHERS INC
LANGER ROOFING AND SHEET METAL
LEDEGAR SHEET METAL INC
LEE HEATING & COOLING INC
LOUIS HOFFMANN COMPANY
LYONS MECHANICAL CONTRACTORS INC
MM SCHRANZ ROOFING INC
MADISON MECHANICAL INC
MALBRIT MECHANICAL INC
MANNENBACH MECHANICAL LLC
MARTEN PETERSEN COMPANY IMC
MCDOUGALL JOHN W CO INC
MECHANICAL ASSOCIATES OF WISC INC
MECHANICAL CONCEPTS INC
MECHANICAL INC
MEP MECHANICAL CONTRACTORS LLC
METAL BUILDINGS OF WI INC
MFC MECHANICAL INC
MG MCGRATH INC
MICHAEL'S SIGNS INC
MID CITY PLUMBING & HEATING INC
MID-STATE CONTRACTORING LLC
MILWAUKEE INSULATION DBA SPIRAL DUCTS
MJ INSTALLATIONS MIDWEST LLC
MSI GENERAL CORPORATION
MUZA SHEET METAL COMPANY LLC
PL FREEMAN COMPANY
PIEPER ELECTRIC INC
POLAR REFRIGERATION & HEATING INC
PRO SERV PLUMBING HEATING COOLING LLC
PROFESSIONAL SYSTEM ANALYSIS INC
QUALITY HEATING & SHEET METAL CO INC
RAAB MECHANICAL INC
RAPIDS SHEET METAL WORKS INC
REINKE AND SCHOMANN INC
RICK'S MECHANICAL CONTRACTORS INC
RLW LIMITED DBA WIESKE HEATING & AC
ROHLOFF MECHANICAL LLC
S & S PANEL SALES CORPORATION OF IL
SCHADEGG MECHANICAL INC
SCHUETTE'S HEATING AND AIR
SCHUMACHER HEATING AND AIR CONDITIONING SERVICE LLC
SHEET METAL ENTERPRISES INC
SHEET METAL SERVICES INC
SIKORA COMPANY INC
SOUTHEASTERN MECHANICAL INC
SRS ROOFING AND SHEET METAL INC
STAINLESS SPECIALISTS INC
STAINLESS STEEL & SHEET METAL PRODUCTS INC
SUNSET MECHANICAL CORP
SVEE METALWORKS INC
T & B SERVICES LTD
TM FUCHS INC
THE OLD SHEET METAL SHOP INC
THERMO-TECH SERVICES INC
TOTAL MECHANICAL INC
TOWNE REALTY INC
TRI-CITY REFRIGERATION INC
TRI-COR MECHANICAL INC
TWEET GAROT MECHANICAL INC
UNITED CONTRACTORS INC
UNITED MECHANICAL INC
UZELAC INDUSTRIES INC
VALLEY MECHANICAL INC
VAN'S ROOFING INC
VELCHECK & FINGER ROOF CONSULTING & SERVICE
VETER SHEET METAL AND HEATING
VICTORY MACHINE & FAB LLC
VORPAGEL SERVICE INC
WH JACKLIN INC
WALTERS SHEET METAL CORPORATION
WIERSGALLA COMPANY INC
WINDING ROOFING COMPANY INC
WINONA HEATING & VENTILATING CO INC
ZIEGELBAUER HVAC INC
2 B COOL INC
APPLIED MECHANICAL INC
BRAND ENERGY SERVICES
CUDAHY ROOFING & SUPPLY
DYNACOIL INC
EGI MECHANICAL INC
KLEEMAN
MARED MECHANICAL
MIDWESTERN ROOFING & CONSTRUCTION
MILWAUKEE TRANE SERVICE
RIVERSIDE FURNACE INC
DESIGN HEATING & COOLING
PROFESSIONAL HEATING AND COOLING LLC
COENEN MECHANICAL
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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