2024-02-08T16:45:10-06:00 2023-03-31 363168081 SIKICH LLP 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2022-04-01 396048209 LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND LOCA 4145773700 11270 WEST PARK PLACE 950 MILWAUKEE WI 53224 BRETT LARGE SECRETARY/TREASURER 4145773700 2024-02-08 1 BRETT LARGE 999009999 0 BRIDGETTE MUGGE P00671418 2627549400 2024-02-05 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRETT LARGE 11270 WEST PARK PLACE SUITE 950 MILWAUKEE WI 53224 11010081 0 X N/A X 1952 WI TO PROVIDE DIFFERENT HEALTH COVERAGES TO ELIGIBLE PARTICIPANTS, THEIR DEPENDENTS AND RETIREES. 6 4 25 4 0 0 0 0 9151502 9396502 71193 45874 0 0 9222695 9442376 0 0 8466631 8320961 0 0 0 0 0 343711 353542 8810342 8674503 412353 767873 5120951 5909731 4690014 4805074 430937 1104657 TO PROVIDE ACCIDENT, HEALTH, DENTAL, PRESCRIPTION DRUG, AND LOSS OF TIME BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS AND CERTAIN RETIREES. 0 0 PROVIDED ACCIDENT, HEALTH, DENTAL, PRESCRIPTION DRUG, AND LOSS OF TIME BENEFITS TO APPROXIMATELY 531 MEMBERS. 0 0 0 0 0 0 0 0 0 0 0 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 66 0 25 1 0 0 0 0 0 0 0 0 X 6 4 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BENESYS INC 2625499190 N27 W23233 ROUNDY DRIVE PEWAUKEE WI 53072 FRANK RODRIGUEZ THRU 0822 TRUSTEE 0.10 45.00 X 0 81636 95019 BRETT LARGE SECRETARY/TREASURER 0.10 40.00 X X 0 99011 94097 WILLIAM NARETTA CHAIRMAN 0.10 X X 0 0 0 JIM BARTELT TRUSTEE 0.10 X 0 0 0 MARK BORCHARDT THRU 1222 TRUSTEE 0.10 X 0 0 0 JEREMY WICKE TRUSTEE 0.10 X 0 104624 0 JASON PARNAU START 822 TRUSTEE 0.10 45.00 X 0 4881 1891 SCOTT PARNAU START 0123 TRUSTEE 0.10 X 0 0 0 0 290152 191007 0 0 1 0 UNITED HEALTHCARE 115 W WAUSAU AVE WAUSAU WI 54401 CLAIMS PROCESSING 310102 BENEFIT PLAN ADMINISTRATION OF WISCONSIN 11270 WEST PARK PLACE SUITE 950 MILWAUKEE WI 53224 ADMINISTRATION 286864 2 EMPLOYER CONTRIBUTIONS-NET 900099 8517995 8517995 SELF-PAYMENT CONTRIBUTIONS-NET 900099 878507 878507 9396502 62496 62496 1551083 1567705 -16622 -16622 -16622 9442376 9396502 0 45874 8320961 205052 43248 7686 55685 8190 14750 5055 TRUSTEE CONFERENCE & ME 3821 CLEARINGHOUSE FEES 3300 GOVERNMENTAL FEES AND A 2945 BANK SERVICE FEES 1719 2091 8674503 1226729 2250298 282484 6793 912236 977024 95194 88296 2604308 2587320 5120951 5909731 24955 118216 4665059 4686858 4690014 4805074 X 0 0 0 0 430937 1104657 430937 1104657 5120951 5909731 767873 -94153 0 X 0 1 X 1 0 0 CLAIMS PAYABLE 2900 MEMBER DOLLAR BANK 423587 CLAIMS INCURRED BUT NOT REPORTED 323000 HRA LIABILITY 3937371 4686858 X 9340537 -94153 -94153 9434690 7686 7686 9442376 8993917 0 8993917 7686 -327100 -319414 8674503 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC") AND IS THEREFORE NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE PLAN HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER IN JULY 1955 FROM THE IRS, AND THE TRUSTEES BELIEVE THAT THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. U.S. 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 XII, LINE 4B - OTHER ADJUSTMENTS: CURRENT YEAR DECREASE IN BENEFIT CLAIMS PAYABLE AND IBNR -327,100. 0 0 0 BRETT LARGE SECRETARY/TREASURER 0 99011 0 0 0 0 0 67993 0 26104 0 193108 0 0 FRANK RODRIGUEZ THRU 0822 TRUSTEE 0 81636 0 0 0 0 0 67807 0 27212 0 176655 0 0 FORM 990, SCHEDULE J, PART 1 LINE 3 THE RELATED ORGANIZATION, INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL 19, USES EXECUTIVE BOARD APPROVAL TO ESTABLISH COMPENSATION. FORM 990, PART VI, SECTION A, LINE 2 JASON PARNAU AND SCOTT PARNAU HAVE A FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO PLAN MANAGEMENT TO REVIEW AND APPROVE. FORM 990, PART VI, SECTION B, LINE 12C THIS IS UPDATED ANNUALLY. 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. INT'L ASSOCIATION OF HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL 19 N27W23155 ROUNDY DRIVE PEWAUKEE WI 53072 390137350 A LABOR UNION TO ORGANIZE THE EMPLOYEES IN THE PIPE INSULATING TRADE WI 501(C)(5) 0 BOARD OF TRUSTEES OF THE LOCAL UNIONS NO 19 AND 127 HEALTH & WELFARE FUND 11270 WEST PARK PLACE MILWAUKEE WI 53224 396048209 SPONSORING ORGANIZATION (JOINT BOARD OF TRUSTEES) WI 501(C)(9) 0 INT'L ASSOC OF HEAT & FROST INSULATORS LOCAL 17 PENSION FUND HEAT AND FROST LOCAL 81 HEAT & FROST LOCAL 2 HEAT & FROST LOCAL 34 HEAT & FROST LOCAL 127 ALEXANDER INSULATION INC ALL SYSTEMS INSULATION INC API INC BARTELT INSULATION SUPPLY INC CENTRAL STATE MECHANICAL INSULATION LLC D & G INSULATION INC DAY & ZIMMERMANN NPS INC ENVIRONMENTAL PLAN SERVICES INC EXPRESS INSULATION INC FIBRE FAB OF LA CROSSE INC FIRESTOP PLUS LLC GAGNON INC HOLIAN INSULATION CO INC INSULATION INDUSTRIES INC L & S INSULATION CO INC MAVO SYSTEMS INC MCDERMAID ROOFING & INSULATING CO MIDWEST THERMAL SERVICES INC SPRINKMANN SONS CORPORATION TAYLOR INSULATION CO INC TEBS INSULATION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990, SCHEDULE R, PARTS II-IV IN 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: ABSOLUTE INSULATION, ALLIED POWER LLC, ARM MECHANICAL, BHI SPECIALTY SERVICES, BONDY INSULATION LLC, BRANDSAFWAY SERVICES LLC, BROCK INDUSTRIAL SERVICES LLC, CBI SERVICES, INC., DULUTH BUILD TRADES #49, DULUTH BUILDING TRADES, HUDSON BAY INSULATION CO, JADE INSULATION SPECIALTIES, JAMAR COMPANY, NELSON INSULATION COMPANY, NORTHERN ILLINOIS INSULATION, AND RAYMER PIPE DUCT INSULATION.