2013-08-12T08:42:52-05:00 2012-12-31 391531945 FREYBERG HINKLE ASHLAND POWERS & STOWELL 15420 W CAPITOL DR BROOKFIELD WI 530052621 990 2012-01-01 396063342 WISCONSIN HEALTH FUND WISC 4147715600 6200 WEST BLUEMOUND ROAD MILWAUKEE WI 532134145 MIKE LOVELY 4147715600 2013-08-08 1 JAMES M ASHLAND CPA P00241858 2627846210 2012 2016-02-24 21:20:13Z MIKE LOVELY 6200 WEST BLUEMOUND ROAD MILWAUKEE WI 53213 90459575 0 X WWW.WHFUND.ORG X 1952 WI TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS. 8 8 96 0 0 -1332307 0 0 35147566 36728732 1220201 1718856 -3013471 -3110792 33354296 35336796 0 0 21539066 25338405 4750198 4940701 0 0 0 5866549 6067498 32155813 36346604 1198483 -1009808 42591423 43299201 713110 768314 41878313 42530887 X ENRICHING LIVES THROUGH PROGRESSIVE BENEFITS, COMPASSIONATE CARE, AND EXCEPTIONAL SERVICE. 0 0 33609600 MEDICAL AND DISABILITY CLAIMS - THE NUMBER OF CLAIMS PAID WAS 90,664 MEDICAL CLINIC - THE NUMBER OF PROCEDURES PERFORMED WAS 82,460 DENTAL CLINIC - THE NUMBER OF PATIENTS TREATED WAS 8,808 PHARMACY - THE NUMBER OF PRESCRIPTIONS FILLED WAS 45,305 LIFE INSURANCE - THE MONTHLY AVERAGE OF MEMBERS WAS 1,740 33609600 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 1 534 0 1 96 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 1.00 45.00 X 0 112081 42621 THOMAS MILLONZI 1.00 40.00 X 0 88029 32496 THOMAS BENNETT 1.00 40.00 X 0 88029 32496 RONALD FETTY 0.00 X 0 0 0 GARY A MARSACK 0.00 X 0 0 0 RITCH DEMBINSKY 0.00 X 0 0 0 THOMAS BENVENUTO 1.00 40.00 X 0 83190 32496 GARY KRAUS 0.00 X 0 0 0 MIKE LOVELY 40.00 X 172871 0 28805 MICHAEL STONE 40.00 X 104170 0 25250 RICHARD RITTBERG 40.00 X 120908 0 14618 JAMES VALUSEK 40.00 X 118711 0 26037 THOMAS BRADACH 40.00 X 112449 0 14195 CURTIS TENWINKEL 40.00 X 112416 0 25722 741525 371329 274736 7 0 1 0 COLUMBIA ST MARY'S 4425 N PORT WASHINGTON ROAD GLENDALE WI 53212 MEDICAL 381279 DYNACARE LABORATORIES 9200 W WISCONSIN AVENUE MILWAUKEE WI 53226 OUTSIDE MEDICAL LAB 278271 WHEATON FRANCISCAN MEDICAL GROUP 400 W RIVER WOODS PARKWAY MILWAUKEE WI 53212 MEDICAL 219334 WELLS FARGO ADVISORS 601 LAKE AVENUE STE 100 RACINE WI 53403 INVESTMENT MANAGEMENT 171600 WI RADIOLOGY SPECIALISTS SC 500 W BROWN DEER ROAD BAYSIDE WI 53217 MEDICAL 115683 5 CONTRIBUTIONS 525100 34093647 34093647 OTHER THRID PARTY BILLINGS 525100 1418807 1418807 ADMINISTRATION CHARGES 525100 917344 917344 OTHER 525100 298934 298934 36728732 1113418 1113418 51444731 50839293 605438 605438 605438 1172694 4283486 -3110792 -3110792 35336796 34223378 0 1113418 25338405 25338405 211321 211321 4182858 2871840 1311018 182756 121678 61078 363766 244196 119570 131489 107429 24060 56640 56640 180113 180113 46224 46224 10174 85 10089 679247 537684 141563 180496 26302 154194 734546 531580 202966 10475 622 9853 19032 9583 9449 77596 47655 29941 79387 6198 73189 MEDICAL CENTER CONTRACT 1331854 1331854 CAPITATION FEES 1193775 1193775 HMC 594647 594647 OUTSIDE LABS 357401 357401 384402 288666 95736 36346604 33609600 2737004 0 523298 539265 1287937 3979101 2993100 3047914 221500 236646 138278 130498 3298184 3034707 318526 263477 37108784 35102300 42591423 43299201 713110 768314 713110 768314 X 0 0 0 0 41878313 42530887 41878313 42530887 42591423 43299201 -1009808 1662382 0 X X 0 1 X 1 0 82840 82840 49585 49585 0 449913 421859 28054 2715846 2563263 152583 263477 X 41102551 1662382 1662382 39440169 180113 -4283486 -4103373 35336796 40449977 4283486 4283486 36166491 180113 180113 36346604 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 2009. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -4,283,486. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 4,283,486. X 0 0 0 WAYNE SCHULTZ 0 112081 0 0 0 0 0 26628 0 15993 0 154702 0 0 MIKE LOVELY 172871 0 0 0 0 0 8823 0 19982 0 201676 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. FORM 990, SCHEDULE R: THE FUND MADE A REASONABLE EFFORT TO OBTAIN THE FEDERAL TAX CLASSIFICATION FROM ALL CONTRIBUTING EMPLOYERS. ONE OF THE CONTRIBUTING EMPLOYERS, WASHINGTON GROUP INTERNATIONAL, WAS CREATED FOR ONE SPECIFIC JOB, WHICH HAS BEEN COMPLETED. THE FUND HAS BEEN UNABLE TO CONTACT THIS EMPLOYER. 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