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WISCONSIN MASONS HEALTH CARE FUND: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
WISCONSIN MASONS HEALTH CARE FUND (EIN 23-7422786)
Tax period
2024-09-01 to 2025-08-31
Filed
2026-07-10
IRS object ID
202621919349300912
Schema version
2024v5.5
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)
Return2026-07-10T09:49:12-05:00ReturnTs
Tax Period End2025-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363168081PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SIKICH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line113400 BISHOPS LANE SUITE 300AddressLine1Txt
CityBROOKFIELDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53005ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237422786EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WISCONSIN MASONS' HEALTH CARE FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWISCBusinessNameControlTxt
Phone8003625474PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12901 W BELTLINE HIGHWAY 100AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537134226ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJIM VICKPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone8003625474PhoneNum
Signature2026-07-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMANDA WHITEPreparerPersonNm
PTINP01790293PTIN
Phone2627549400PhoneNum
Preparation2026-07-07PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJIM VICKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12901 W BELTLINE HIGHWAY 100AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537134226ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$43,509,083GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1973FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH, LIFE, DENTAL, AND TEMPORARY DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES, AND DEPENDENTS.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee53TotalEmployeeCnt
Total Volunteers13TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$21,906,022PYProgramServiceRevenueAmt
CY Program Service Revenue$21,117,549CYProgramServiceRevenueAmt
PY Investment Income$643,284PYInvestmentIncomeAmt
CY Investment Income$1,761,593CYInvestmentIncomeAmt
PY Other Revenue$908,247PYOtherRevenueAmt
CY Other Revenue$1,244,242CYOtherRevenueAmt
PY Total Revenue$23,457,553PYTotalRevenueAmt
CY Total Revenue$24,123,384CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$19,813,372PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$21,052,203CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$4,357,959PYOtherExpensesAmt
CY Other Expenses$4,234,291CYOtherExpensesAmt
PY Total Expenses$24,171,331PYTotalExpensesAmt
CY Total Expenses$25,286,494CYTotalExpensesAmt
PY Revenues Less Expenses-$713,778PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,163,110CYRevenuesLessExpensesAmt
Total Assets BOY$23,310,010TotalAssetsBOYAmt
Total Assets EOY$21,288,888TotalAssetsEOYAmt
Total Liabilities BOY$8,302,204TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,938,334TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$15,007,806NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,350,554NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH, LIFE, DENTAL, AND TEMPORARY DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES, AND DEPENDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH, LIFE, DENTAL, AND TEMPORARY DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES, AND DEPENDENTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
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 RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
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 Document183IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee53EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
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 Body0Form990ProvidedToGvrnBodyInd
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
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BENESYS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8003625474PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12901 W BELTLINE HWY SUITE 100AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537134226ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JIM VICK
CHAIR1.0040.00Yes (X)Yes (X)$0$125,868$85,241
MATT QUASIUS
SECRETARY/TREASURER1.00Yes (X)Yes (X)$0$0$0
TOBIN BOYLE
TRUSTEE1.0040.00Yes (X)$0$106,774$81,756
WILLIAM BONLENDER
TRUSTEE1.0040.00Yes (X)$0$108,894$79,271
TONY FOX
TRUSTEE1.0040.00Yes (X)$0$106,982$81,357
WYNN JONES
TRUSTEE1.00Yes (X)$0$0$0
JEFF LECKWEE
TRUSTEE1.00Yes (X)$0$0$0
MIKE TESTOLIN
TRUSTEE1.00Yes (X)$0$0$0
BARRY SCHOLZ THRU 102124
TRUSTEE1.00Yes (X)$0$0$0
DAVID BOHL THRU 51925
TRUSTEE1.00Yes (X)$0$0$0
JEFF STAVER
TRUSTEE1.00Yes (X)$0$0$0
JASON MATTILA
TRUSTEE1.00Yes (X)$0$0$0
MATT MARCELLIS
TRUSTEE1.00Yes (X)$0$0$0
PATRICK MCCABE
TRUSTEE1.0040.00Yes (X)$0$106,957$81,351
TYLER SWANSON
TRUSTEE1.00Yes (X)$0$0$0
JOE PAUSHA
TRUSTEE1.00Yes (X)$0$0$0
DOUG GOBLE START 91624
TRUSTEE1.0040.00Yes (X)$0$107,439$80,951
ROBERT GOODRICH START 91624
TRUSTEE1.0040.00Yes (X)$0$103,824$79,981
CHUCK SPOEHR START 102124
TRUSTEE1.00Yes (X)$0$0$0
CHRIST HELT START 51925
TRUSTEE1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$766,738TotReportableCompRltdOrgAmt
Total Other Compensation$569,908TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BENEFIT PLAN ADMINISTRATION
2901 WEST BELTLINE HIGHWAY SUITE 1MADISONWI53713CONTRACT ADMINISTRATION$916,423
UNITED HEALTHCARE INSURANCE COMPANY
PO BOX 88822MILWAUKEEWI53228CLAIMS / PPO EXPENSE$612,789
MERCER HEALTH & BENEFITS LLC
155 NORTH WACKER DRIVE STE 1500CHICAGOIL60606CONSULTING$211,751
US BANK NATIONAL ASSOCIATION
PO BOX 1800SAINT PAULMN55101BANKING / INVESTMENTS$115,770
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$19,203,691$19,203,691
SELF PAY CONTRIBUTIONS900099$1,913,858$1,913,858
FieldValueIRS element (for citing)
Total Program Service Revenue$21,117,549TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$493,354TotalRevenueColumnAmt
Exclusion$493,354ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$20,653,938SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$19,385,699SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,268,239SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,268,239TotalRevenueColumnAmt
Exclusion$1,268,239ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CHANGE IN MEMBER DOLLAR BANK900099$724,981$724,981
STOP LOSS900099$390,894$390,894
SUBROGATION900099$128,367$128,367
FieldValueIRS element (for citing)
Other Revenue Total$1,244,242OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,123,384TotalRevenueColumnAmt
Related Or Exempt Func Income$22,361,791RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,761,593ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$21,052,203TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$848,133TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$123,324TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$28,342TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$313,640TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$130,358TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$35,386TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$29,886TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$17,868TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
MEDICARE ADVANTAGE PREM$873,191
PPO SERVICE ADMIN FEES$726,824
HRA REIMBURSEMENTS$495,401
STOP-LOSS PREMIUMS$313,212

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$298,726TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$25,286,494TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,552,956BOYAmt
EOY$3,120,788EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,423,473BOYAmt
EOY$3,031,271EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$151,707BOYAmt
EOY$257,154EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$18,181,874BOYAmt
EOY$14,879,675EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$23,310,010BOYAmt
EOY$21,288,888EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$707,517BOYAmt
EOY$673,495EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,594,687BOYAmt
EOY$7,264,839EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,302,204BOYAmt
EOY$7,938,334EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

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$15,007,806BOYAmt
EOY$13,350,554EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,007,806BOYAmt
EOY$13,350,554EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$23,310,010BOYAmt
EOY$21,288,888EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,163,110ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$494,142NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
CLAIMS PAYABLE$1,632,500
HRA LIABILITY$4,770,710
CASH OVERDRAFT$861,629
FieldValueIRS element (for citing)
Total Liability$7,264,839TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$22,875,919TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$494,142NetUnrealizedGainsInvstAmt
Revenue Not Reported-$494,142RevenueNotReportedAmt
Revenue Subtotal$23,370,061RevenueSubtotalAmt
Investment Expenses Not Incld$28,342InvestmentExpensesNotIncldAmt
Other Revenues Not Included$724,981OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$753,323RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$24,123,384TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$24,549,671TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$24,549,671ExpensesSubtotalAmt
Investment Expenses Not Incld2$28,342InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$708,481OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$736,823ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$25,286,494TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE IRS DATED AUGUST 1976, STATING THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE IRC. HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED FOR THE YEARS ENDED AUGUST 31, 2025 AND 2024 FOR UNRELATED BUSINESS INCOME. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. US GAAP REQUIRES 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 IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN MEMBER DOLLAR BANK 724,981.
PART XII, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN MEMBER DOLLAR BANK 724,981. DECREASE IN BENEFIT OBLIGATIONS PAYABLE -16,500.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JIM VICK
CHAIR$0$125,868$0$0$0$0$0$61,017$0$24,224$0$211,109$0$0
TOBIN BOYLE
TRUSTEE$0$106,774$0$0$0$0$0$57,532$0$24,224$0$188,530$0$0
DOUG GOBLE START 91624
TRUSTEE$0$107,439$0$0$0$0$0$56,727$0$24,224$0$188,390$0$0
TONY FOX
TRUSTEE$0$106,982$0$0$0$0$0$57,133$0$24,224$0$188,339$0$0
PATRICK MCCABE
TRUSTEE$0$106,957$0$0$0$0$0$57,127$0$24,224$0$188,308$0$0
WILLIAM BONLENDER
TRUSTEE$0$108,894$0$0$0$0$0$55,143$0$24,128$0$188,165$0$0
ROBERT GOODRICH START 91624
TRUSTEE$0$103,824$0$0$0$0$0$55,757$0$24,224$0$183,805$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE J, PART I LINE 3FormAndLineReferenceDesc
ExplanationTHE RELATED ORGANIZATION, OPERATIVE PLASTERERS & CEMENT MASONS LOCAL 599, USES EXECUTIVE BOARD APPROVAL TO ESTABLISH COMPENSATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE OFFICERS AND ADMINISTRATIVE MANAGER REVIEWS THE FORM 990 WITH THE ACCOUNTANT BEFORE SIGNING AND MAKING A COPY OF THE FORM 990 AVAILABLE FOR ALL TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 12CTHERE ARE ANNUAL TRUSTEE QUESTIONNAIRES.
FORM 990, PART VI, SECTION C, LINE 19THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
BAC DISTRICT COUNCIL
PO BOX 510617NEW BERLINWI53151391590426LABOR UNIONWI501(C)(5)0
BOARD OF TRUSTEES WI MASONS' HEALTH CARE FUND
2901 W BELTLINE HIGHWAY STE 100MADISONWI537134226237422786JOINT BOARD OF TRUSTEESWI501(C)(9)0
MILWAUKEE AREA BRICKLAYERS APPRENTICESHIP TRAINING FUND
17125 W CLEVELAND AVENUENEW BERLINWI531510741391333915APPRENTICESHIP TRAININGWI501(C)(3)0
OPERATIVE PLASTERERS & CEMENT MASONS LOCAL 599
8701 N LAUER STREETMILWAUKEEWI53224391960564LABOR UNIONWI501(C)(5)0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)

HANSON MASONRY & CONCRETE
MAVID CONSTRUCTION SERVICE LLC
WALLY KING MASONRY LLC

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (59 entries)

AGC OF GREATER MILW INC
API INC - WI MASON
APPLETON LATHING CORP
ARTEAGA CONSTRUCTION INC (MASON)
BEDROCK FLINT INC
BENEFIT PLAN ADMIN OF WI
BOLDT OSCAR CONST CO
BUKACEK CONSTRUCTION INC
CAMOSY INC
CAPELLE BROS& DIEDRICH IN
CASTELLAN TILE & TERR INC
CAULKING PLUS INC
CHICAGO MASONRY LOCAL 21
DAROLD BERGER MASONRY
DICKOW & CYZAK TILE
EDGAR PRAGER & SONS
FABCON PRECAST LLC
FINDORFF & SON INC
FOWLER & HAMMER INC
G&W PLASTERING INC
GEGARE TILE INC
GEORGE SIEGFRIED CONSTRUCTION CO
HILLSIDE DAMPROOFING INC
IEI GENERAL CONTRACTORS INC
INTERIOR INSTALLATION
J & J LEE CONSTRUCTION
JAC MASONRY INC
JP CULLEN & SONS INC (MADISON)
JUROWSKI RJ CONST INC
KMI CONSTRUCTION LLC
KOTZE CONST CO INC
LEWIS CONSTRUCTION INC
LIPPERT FLOORING AND TILE
MA MORTENSON COMPANY
MACCO'S COMMERCIAL INTERIOR
MARKET & JOHNSON INC
MARTELL CONSTRUCTION
MEGAL CONST CO
MIRON CONSTRUCTION CO INC (MASON)
NATIONAL MACHINERY
POELLINGERS INC
QUASIUS BROTHERS INC
REFRACTORY SERVICE INC
RESCH'S TILE INC
ROSSI CONSTRUCTION
SCHERRER CONST CO INC
SCHMITT JOS & SONS CO
SCIACHITANO CAULKING INC
SERVAIS TILE & STONE INC
SID'S SEALANTS
SMITH CHARLES D & SON INC(MASONS)
STEBBINS ENGINEERING CO
SUPERIOR MASONRY BUILDERS
SUPERIOR MASONRY INC
SUPERIOR MASONRY INC-DULUTH
VONASEK & SCHIEFFER INC
WALSH MASONRY INC
WINKLERS MASONRY INC
WISCONSIN TERRAZZO TILE I
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
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

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE R, PARTS II-IVFormAndLineReferenceDesc
ExplanationIN ADDITION TO THE CONTRIBUTING EMPLOYERS REPORTED AS RELATED ORGANIZATIONS ON SCHEDULE R, PARTS II-IV, THE FUND HAD ADDITIONAL EMPLOYERS THAT HAVE NOT YET RESPONDED TO THE FUNDS EFFORT TO OBTAIN THE TAX CLASSIFICATION. THE CONTRIBUTING EMPLOYERS ARE: 8 PINE, INC., AARON KOWALSKI MASONRY LLC, ALBANY NY #2, AXEL H OHMAN INC, B&B MASONRY AND RESTORATION, BAC LOCAL 3 NEW YORK, BAC LOCAL UNION 15 WELFARE FUND, BADGER WASHING, BERGLUND CONSTRUCTION, BINDELLI BROTHERS INC., BRICKLAYERS LOCAL 6 OF INDIANA, CARCIOFINI COMPANY, CARDINAL CONSTRUCTION, CE KORSGARD COMPANY, CEMENT M & P LOCAL 518, CHICAGO TILE #67, CONSTRUCTION & TURNAROUND, CONSTRUCTION INDUSTRY, CONTRACT TILE & CARPET, CORNERSTONE CONSTRUCTION, CR MEYER & SONS, CREATIVE ERECTORS, CROWLEY MASONRY INC., DOUBLE K CONCRETE SERVICES LLC, E&H RESTORATION INC., ELITE CAULKING & TUCKPOINTING, EMPIRE REFRACTORY SERVICES, FA WILHELM CONSTRUCTION CO INC, FOSBEL INC, FRANK O ZEISE CONSTRUCTION CO, INC, FUSE TECH INC, G FONTANA AND SONS CONSTRUCTION INC, GAGNON, INC, GILLESPIE & POWERS INC, H.E.S.S. CAULKING & REST, HARBOR CITY CONST. CO., HAWK'S CONCRETE SERVICES LLC, HEAVY & HWY EDUCATION, HUNZINGER CONST. CO., ICC COMMONWEALTH CORPORATION, IMTEF, INTERNATIONAL HEALTH, IOWA BUILDERS HEALTH FUND, IOWA LABORERS DC HEALTH & WELFARE, IVAN RICE & SONS, J.H. HASSINGER INC., J.P. PHILLIPS,INC, JIMMY Z MASONRY CORPORATION, JMI 2 MASONRY CONTRACTORS, JOHNSON'S CARPET ONE, JS MASONRY LLC, JT THORPE & SON, JW FLOORING INC., JW SEALANTS, KLEIN DICKERT MILWAUKEE, INC, LILJA CORPORATION, MASS BRICKLAYERS, MEL BJURSTROM MASONRY LLC, MICHIGAN BAC HEALTH/PENSION, MIDWEST PRECAST CONCRETE SERVICES, MN & ND BRICKLAYERS, MOUNT HOREB MASONRY LLC, MTM CONSTRUCTION INC, MVP ERECTORS, NORTHERN ILLINOIS TERRAZZ, NPA-COMPLEX STRUCTURE GROUP, NPA-CONTINENTAL ERECTORS, NPA-TRESCO, ERECTION SERVICES LLC, OHIO BRICKLAYERS, QUALITY BUILDING RESTORATION INC, RAM CONSTRUCTION SERVICES, RASCO MASON CONTRACTORS, RAY THEOBALD MASONRY CONSTRUCTION, REEDS POWER WASHING LLC, REVOLUTION INDUSTRIAL SERVICES, RILEY CONSTRUCTION, ROCKFORD CENTRAL TILE & T, SCHLEIS FLOOR COVERING, SEATTLE WASHINGTON #1, STEINHAMMER MASSONRY LLC, STRETAR MASONRY & CONCRETE, STRUCTUREWERKS, INC, SUMMIT MASONRY & STONEWORKS, TAPPING TROWEL MASONRY, THE CAULKERS COMPANY, INC, TVJ MASONRY, INC, TWIN CITY CEMENT MASONS, UNITED REFRACTORIES INC, UNIVERSAL BLASTCO MI TILE, VAN MINSEL BROS, WAUBONSEE DEVELOPMENT, WAUMANDEE CREEK SEALANTS, WELLS SEALANTS & RESTORATION, WI LABORERS FUND, WILLIAM A HEIN CONSTRUCTION COMPANY, AND WILLIAMS REFRACTORY SERVICES, INC.ExplanationTxt