WISCONSIN PIPE TRADES HEALTH FUND: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WISCONSIN PIPE TRADES HEALTH FUND (EIN 39-0852117)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349321285
- Schema version
- 2023v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T15:48:08-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363168081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17335 GOLF PARKWAY SUITE 500 | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390852117 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN PIPE TRADES HEALTH FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WISC | BusinessNameControlTxt |
| Phone | 4145773700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11270 WEST PARK PLACE 950 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53224 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUG EDWARDS | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 4145773700 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIDGETTE MUGGE | PreparerPersonNm |
| PTIN | P00671418 | PTIN |
| Phone | 2627549400 | PhoneNum |
| Preparation | 2024-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DOUG EDWARDS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11270 WEST PARK PLACE 950 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $110,602,811 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 68 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $37,517,061 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $39,917,266 | CYProgramServiceRevenueAmt |
| PY Investment Income | $230,851 | PYInvestmentIncomeAmt |
| CY Investment Income | $603,945 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,267 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $37,750,179 | PYTotalRevenueAmt |
| CY Total Revenue | $40,521,211 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $27,494,998 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $35,453,730 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,006,624 | PYOtherExpensesAmt |
| CY Other Expenses | $6,642,380 | CYOtherExpensesAmt |
| PY Total Expenses | $34,501,622 | PYTotalExpensesAmt |
| CY Total Expenses | $42,096,110 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,248,557 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,574,899 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $39,588,653 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,514,185 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,117,969 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,047,364 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,470,684 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,466,821 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDES ACCIDENT, HOSPITAL, MEDICAL, SURGICAL, DENTAL, VISION, MAJOR MEDICAL, DISABILITY, AND LIFE INSURANCE BENEFITS | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 138 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 68 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISONSIN PIPE TRADES HEALTH FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4145773700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11270 WEST PARK PLACE 950 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53224 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| JOEL ZIELKE | |||||||
| LABOR SECRETARY/TREASURER | 2.00 | 50.00 | Yes (X) | Yes (X) | $0 | $171,898 | $108,785 |
| BRIAN TOUTANT | |||||||
| LABOR TRUSTEE | 2.00 | 50.00 | Yes (X) | $0 | $159,508 | $105,722 | |
| DOUGLAS EDWARDS | |||||||
| LABOR TRUSTEE | 2.00 | 50.00 | Yes (X) | $0 | $159,010 | $105,581 | |
| JOSHUA BIRONG | |||||||
| LABOR TRUSTEE | 2.00 | 44.00 | Yes (X) | $0 | $128,961 | $0 | |
| ERIC STEIMLE | |||||||
| LABOR TRUSTEE | 2.00 | 44.00 | Yes (X) | $0 | $120,687 | $0 | |
| ED TONN JR | |||||||
| MANAGEMENT CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JONATHAN KOWALSKI | |||||||
| MANAGEMENT TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROB JOSSART | |||||||
| MANAGEMENT TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES COLWELL | |||||||
| MANAGEMENT TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE GAGGIOLI | |||||||
| MANAGEMENT TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $740,064 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $320,088 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BENESYS INC | |||||
| 700 TOWER DRIVE SUITE 300 | TROY | MI | 48098 | PLAN ADMINISTRATION | $1,326,338 |
| CAREATC INC | |||||
| 4500 S 129TH E AVE SUITE 191 | TULSA | OK | 741345891 | CLINIC OPERATIONS | $1,167,377 |
| UNITED HEALTHCARE INSURANCE COMPANY | |||||
| PO BOX 88822 | MILWAUKEE | WI | 532880822 | CLAIMS PROCESSING | $906,014 |
| EXPRESS SCRIPTS | |||||
| 1 EXPRESS WAY | ST LOUIS | MO | 63121 | PHARMACY BENEFIT MANAGEMENT | $117,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $36,614,762 | $36,614,762 |
| SELF-PAYMENT CONTRIBUTIONS | 900099 | $3,123,508 | $3,123,508 |
| CLAIM RECOVERIES | 900099 | $178,996 | $178,996 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $39,917,266 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $867,543 | TotalRevenueColumnAmt |
| Exclusion | $867,543 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $69,818,002 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $70,081,600 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$263,598 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$263,598 | TotalRevenueColumnAmt |
| Exclusion | -$263,598 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,521,211 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,917,266 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $603,945 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,453,730 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,140,316 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,366 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,937 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,550 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,729 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,497 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,385 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,111 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,217 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| MEDICARE PREMIUMS | $1,467,666 |
| CLINIC COSTS | $1,454,200 |
| PREFERRED PROVIDER AND | $1,188,948 |
| ORGAN TRANSPLANT INSURA | $346,286 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543,172 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,096,110 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,076,374 | BOYAmt |
| EOY | $4,084,406 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,747,148 | BOYAmt |
| EOY | $1,833,007 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,216,615 | BOYAmt |
| EOY | $6,769,418 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,761 | BOYAmt |
| EOY | $177,278 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $382,271 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $167,437 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,943 | BOYAmt |
| EOY | $214,834 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,127,812 | BOYAmt |
| EOY | $32,435,242 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,588,653 | BOYAmt |
| EOY | $45,514,185 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,495 | BOYAmt |
| EOY | $283,147 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,889,474 | BOYAmt |
| EOY | $28,764,217 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,117,969 | BOYAmt |
| EOY | $29,047,364 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,470,684 | BOYAmt |
| EOY | $16,466,821 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,470,684 | BOYAmt |
| EOY | $16,466,821 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,588,653 | BOYAmt |
| EOY | $45,514,185 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,574,899 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,571,036 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $354,771 | OtherCostOrOtherBasisAmt |
| Depreciation | $139,937 | DepreciationAmt |
| Book Value | $214,834 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,500 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,500 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $214,834 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PARTICIPANTS BANKED DOLLARS | $26,419,217 |
| BENEFIT OBLIGATIONS CURRENTLY PAYABLE | $2,345,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $28,764,217 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $44,000,310 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,571,036 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $3,571,036 | RevenueNotReportedAmt |
| Revenue Subtotal | $40,429,274 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $91,937 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $91,937 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $40,521,211 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $41,901,173 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $41,901,173 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $91,937 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $103,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $194,937 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $42,096,110 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE TRUST ESTABLISHED TO HOLD THE PLAN'S ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE IRC AND IS THEREFORE NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE PLAN HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER DATED MARCH 11, 1999 FROM THE INTERNAL REVENUE SERVICE ("IRS"), AND THE TRUSTEES BELIEVE THAT THE PLAN AND TRUST, 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 TO RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN TAX 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: | INCREASE IN DEFERRED BENEFIT OBLIGATION 103,000. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOEL ZIELKE | ||||||||||||||
| LABOR SECRETARY/TREASURER | $0 | $171,898 | $0 | $0 | $0 | $0 | $0 | $79,291 | $0 | $29,494 | $0 | $280,683 | $0 | $0 |
| BRIAN TOUTANT | ||||||||||||||
| LABOR TRUSTEE | $0 | $159,508 | $0 | $0 | $0 | $0 | $0 | $76,228 | $0 | $29,494 | $0 | $265,230 | $0 | $0 |
| DOUGLAS EDWARDS | ||||||||||||||
| LABOR TRUSTEE | $0 | $159,010 | $0 | $0 | $0 | $0 | $0 | $76,087 | $0 | $29,494 | $0 | $264,591 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE J, PART I LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE RELATED ORGANIZATIONS, LOCAL UNION #601 AND #118, USE EXECUTIVE BOARD APPROVAL TO ESTABLISH COMPENSATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS FIRST REVIEWED BY BPA OF WISCONSIN AND THEN PROVIDED TO THE OFFICERS OF THE ORGANIZATION FOR REVIEW PRIOR TO FILING |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND FINANCIAL STATMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICE OF THE ORGANIZATION |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| BOARD OF TRUSTEES OF WISCONSIN PIPE TRADES HEALTH FUND | |||||||||
| 11270 WEST PARK PLACE SUITE 950 | MILWAUKEE | WI | 53224 | 390852117 | JOINT BOARD OF TRUSTEES-PLAN SPONSOR AND PLAN ADMINISTRATOR | WI | 501(C)(9) | N/A | 0 |
| STEAMFITTERS LOCAL UNION #601 | |||||||||
| 3300 S 103RD ST | MILWAUKEE | WI | 53227 | 390635400 | UNION | WI | 501(C)(5) | N/A | 0 |
| PLUMBERS & STEAMFITTERS LOCAL #118 | |||||||||
| 3030 39TH AVE | KENOSHA | WI | 53144 | 390542900 | UNION | WI | 501(C)(5) | N/A | 0 |
| WISCONSIN PIPE TRADES | |||||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECKHART KENOSHA REFRIGERATION LLC | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (56 entries)
| AC SERVICE INC |
| ALL-PRO MECHANICAL SERVICES INC |
| ALPINE PLUMBING INC |
| AUGUST WINTER & SONS INC |
| BADGER OIL EQUIPMENT CO INC |
| BANE-NELSON INC |
| BASSETT INC |
| BEST HEATING & AIR CONDITIONING INC |
| BREDAN MECHANICAL SYSTEMS INC |
| BUTTERS-FETTING CO INC |
| CLIMATE PROS INC |
| CONDITIONED AIR DESIGN INC |
| CORNERSTONE PLUMBING LLC |
| DEGARMO PLUMBING INC |
| DILLETT MECHNICAL SERVICE INC |
| DUAL TEMP WISCONSIN |
| ELECTRO KOLD CORPORATION |
| GLACIER REFRIGERATION INC |
| GREAT LAKES MECHANICAL INC |
| GROESCHEL COMPANY INC |
| GRUNAU CO INC |
| HARTWIG PLUMBING & HEATING INC |
| HENNES SERVICES INC |
| HORNER PLUMBING CO INC |
| ILLINGWORTH-KILGUST MECHANICAL INC |
| INTERCON CONSTRUCTION INC |
| J&H HEATING INC |
| J&H MECH ASSOCIATION OF WI INC |
| JM BRENNAN INC |
| JF AHERN CO |
| JOE DEBELAK PLUMBING & HEATING CO INC |
| KARLSEN PLUMBING INC |
| KUHLMAN INC |
| LEE PLUMBING MECH CONTRACTORS INC |
| MARED MECHANICAL CONTRACTORS CORPORATION |
| MARTIN PETERSEN INC |
| MECHANICAL MASTERS INC |
| MONONA PLUMBING & FIRE PROTECTION INC |
| PL FREEMAN COMPANY |
| PETROLEUM EQUIPMENT INC |
| PIEPER ELECTRIC INC |
| PURE MECHANICAL LLC |
| QSP UTILITY LLC |
| REAL REGRIGERATION INC |
| SOUTHEASTERN MECHANICAL INC |
| SUCCESS PLUMBING COMPANY INC |
| SUMMIT REFRIGERATION GROUP INC |
| STATE GROUP INDUSTRIAL (USA) LIMITED |
| TOTAL MECHANICAL INC |
| TRANE US INC (THE TRANE COMPANY) |
| TWEET-GAROT MECHANICAL INC |
| UNITED MECHANICAL INC |
| ZIEN SERVICE INC |
| BOLDT CONSTRUCTION |
| JAMAR COMPANY |
| MODERN PIPING INC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE R, PARTS II-IV | FormAndLineReferenceDesc |
| Explanation | 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 1901 INC., ADVANCED CHILLER SERVICE, AERICO INC., AIR TEMPERATURE SERVICES, AIRFLOW 360, ARIZONA PIPE TRADES TRUST, ATOMATIC MECHANICAL SERVICES, INC., AZCO INC., B&P MECHANICAL INC, BELONGER CORP., INC., BIG INCH FABRICATORS, BV TETZLAFF, CBI SERVICES, LLC, C-D-P, INCORPORATED, CHICAGO #597, COENEN MECHANICAL, LLC, CORVAL CONSTRUCTORS, INC., CRANE PLUMBING SERVICE, DEPUE MECHANICAL, INC, DOLLAR BANK CREDIT, DOLLAR BANK REIMBURSEMENT, DULUTH BUILDING TRADES WELFARE, EAST CENTRAL ILLINOIS PIPE TRADES, ELLINGSON TRENCHLESS LLC, F & L UNITED, LLC, FIVE STAR ENERGY SERVICES, LLC, FLEMING MECHANICAL, FORE-FRONT MECHANICAL INC, GENERAL REFRIGERATION, GRIFFITH STAINLESS WELDING, HOOPER CONSTRUCTION CORP., HURCKMAN MECHANICAL, HVA PRODUCTS INC., JM AARUD MECHANICAL, JOHN'S REFRIGERATION INC., JOHNSON CONTROLS, INC., JOSEPH J HENDERSON & SO, KEYSTONE HTG & AIR, KS ENERGY SERVICE, LAKEHEAD CONSTRUCTORS INC, LEE PLUMBING SERVICE, LOCAL 118 EDUCATION FUND, LOCAL NO. 130, LOCAL NO. 190, LOCAL NO. 25, LOCAL NO. 322, LOCAL NO. 400, LOCAL NO. 434, LOCAL 464 HW, MADISON AREA TRUST FUND, MAJOR MECHANICAL, LLC, MASTERS BUILDING SOLUTION, MATTOX PLUMBING, LLC, ME&I CONTRUCTIONS SERVICES-ENERMECH, MCCARTHY BUILDING COMPANIES, MEADE ELECTRIC, MECHANICAL INC, FREEPORT, MECHANICAL TECH INC., MEYER MECHANICAL LLC, MICHELS PIPELINE, INC., MICHELS UTILITIES SERVICES, INC., MIDWEST REFRIGERATION CORPORATION, MJ ELECTRIC, LLC, MK INDUSTRIES, INC., NORTHERN MECHANICAL LLC, NORTHERN PIPELINE CONSTRUCTION, NORTHERN ROCKY MOUNTAIN, NORTHWEST PLBG & PIPEFTG, NW PLUMBING & PIPEFITTERS, PERTZBORN (H.J) PLUMBING & FIRE, PHILADELPHIA LOCAL 420, PIPE TRADES IND 136,157,184, 661, PIPE TRADES SERVICES MN, PIPELINE IND BENEFIT FUND, PIPERS MECHANICAL, INC., PLUMBERS AND PIPEFITTERS #172, PLUMBERS & PIPEFITTERS #118 , PLUMBERS LOCAL 447, PLUMBERS LOCAL NO. 75, PNEUMATIC SYSTEMS PLUS, PORTZEN CONSTRUCTION INC., PRECISION PIPING AND FABRICATION, PROCESS PIPING, INC., Q3 CONTRACTING, ROCKFORD LOCAL 23, ROCKWELL MECHANICAL LLC, SCHECK MECHANICAL COR., SCHNEIDER & SCHNEIDER MEC., SNYDER INC, STEAMFITTERS LOCAL NO.601, STEAMFITTERS TRAINING SCH., STONEHAUS MECHANICAL LLC, STRAIGHT LINE REFRIGERATION, LLC, TOWER ENERGY INTERNATIONAL, UNI-PUMP, INC., UPPER PENINSULA PLUMBERS, VESEL SERVICES, WALDINGER CORPORATION, WPT ORGANIZING & MARKET, ZONE MECHANICAL NORTH. | ExplanationTxt |