2024-11-15T09:52:42-06:00 2023-12-31 391531945 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2023-01-01 396045202 PLUMBERS LOCAL 75 HEALTH FUND PLUM 4145773700 11270 WEST PARK PLACE 950 MILWAUKEE WI 53224 STEVE BREITLOW SECRETARY/TREASURER 4145773700 2024-11-14 1 0 BRIDGETTE MUGGE P00241858 2627549400 2024-11-14 2023 2024-10-15 13:58:12Z STEVE BREITLOW 11270 WEST PARK PLACE 950 MILWAUKEE WI 53224 21481213 0 X N/A X 1955 WI TO PROVIDE HEALTH BENEFITS TO MEMBERS. 8 4 38 5 0 0 0 0 15826953 16673962 -149570 484581 1073 1570 15678456 17160113 0 0 10710860 11125364 0 0 0 0 0 2395306 2766685 13106166 13892049 2572290 3268064 21079206 26281177 1160456 1636738 19918750 24644439 TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS OF PLUMBERS LOCAL 75. 0 0 TO PROVIDE MEDICAL, DENTAL, VISION, PRESCRIPTION DRUG, LIFE, AND LOSS OF TIME BENEFITS TO MEMBERS. 0 0 0 0 0 0 0 0 0 1 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 52 0 38 1 0 0 0 0 0 0 0 0 X 8 4 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X PLUMBERS LOCAL 75 HEALTH FUND 4145773700 11270 WEST PARK PLACE SUITE 950 MILWAUKEE WI 53224 STEVE BREITLOW SECRETARY/TREASURER 1.00 50.00 X X 0 155937 63540 VINCE GALLO LABOR TRUSTEE 1.00 45.00 X 0 137959 57186 DONALD BRUNNER LABOR TRUSTEE 1.00 45.00 X 0 137959 57186 JOHN BRENNAN III CHAIRMAN 1.00 X X 0 0 0 DAJEN BOHACEK EMPLOYER TRUSTEE (THRU 11/11/23) 1.00 X 0 0 0 SAL ANGELO EMPLOYER TRUSTEE 1.00 X 0 0 0 CHRIS HORNER EMPLOYER TRUSTEE 1.00 X 0 0 0 NICHOLAS GASPERETTI LABOR TRUSTEE 1.00 X 0 2726 1557 JONATHAN KOWALSKI EMPLOYER TRUSTEE (START 11/11/23) 1.00 X 0 0 0 0 434581 179469 0 0 1 0 CAREATC W177N9856 RIVERCREST DR SUITE 250 GERMANTOWN WI 53022 CLINCIAL CARE 1113007 BENEFIT PLAN ADMINISTRATION OF WISCONSIN 11270 W PARK PLACE STE 950 MILWAUKEE WI 53224 CLAIMS/PLAN ADMINISTRATION 624766 UNITED HEALTHCARE INSURANCE COMPANY 10701 WEST RESEARCH DR MILWAUKEE WI 53226 CLAIMS ADMINISTRATION 344219 PREVIANT LAW FIRM 310 W WISCONSIN AVE 100MW MILWAUKEE WI 53203 LEGAL 114175 4 EMPLOYER CONTRIBUTIONS 525100 14838802 14838802 SELF-PAY CONTRIBUTIONS 525100 1488971 1488971 CLAIM RECOVERIES 525100 346189 346189 16673962 484581 484581 4321100 4321100 0 COBRA SUBSITY 523000 1570 1570 1570 17160113 16673962 0 486151 11125364 114175 23068 87445 15853 8082 11054 16578 CLINIC COSTS 792847 PREFERRED PROVIDER AND 719602 CLAIMS AND FUND ADMINIS 624476 STOP LOSS PREMIUMS 176095 177410 13892049 2732108 1521127 38755 35082 1909471 2131457 97768 64315 442171 38690 414535 403481 15886569 22125715 21079206 26281177 414734 391872 745722 1244866 1160456 1636738 X 0 0 0 0 19918750 24644439 19918750 24644439 21079206 26281177 3268064 1457625 0 X X 0 1 X 1 0 442171 38690 403481 403481 BENEFITS PAYABLE 1244866 1244866 X 18594670 1457625 1457625 17137045 23068 23068 17160113 13369837 0 13369837 23068 499144 522212 13892049 PART X, LINE 2: THE INTERNAL REVENUE SERVICE ("IRS") HAS DETERMINED AND INFORMED THE FUND BY A LETTER DATED JUNE 12, 1972, THAT THE FUND AND RELATED TRUST ARE DESIGNED IN ACCORDANCE WITH APPLICABLE SECTIONS OF THE IRC AND IS THEREFORE NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. ALTHOUGH THE FUND HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER, THE FUND ADMINISTRATOR BELIEVES THAT THE FUND IS DESIGNED, AND IS CURRENTLY BEING OPERATED, IN COMPLIANCE WITH THE APPLICABLE PROVISIONS OF THE IRC. U.S. GAAP REQUIRES FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND TO RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND 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. PART XII, LINE 4B - OTHER ADJUSTMENTS: INCREASE IN CURRENT YEAR BENEFIT OBLIGATIONS CURRENTLY PAYABLE 499,144. 0 0 0 STEVE BREITLOW SECRETARY/TREASURER 0 155937 0 0 0 0 0 35590 0 27950 0 219477 0 0 VINCE GALLO LABOR TRUSTEE 0 137959 0 0 0 0 0 32031 0 25155 0 195145 0 0 DONALD BRUNNER LABOR TRUSTEE 0 137959 0 0 0 0 0 32031 0 25155 0 195145 0 0 SCH. J, PART I, LINE 3 THE COMPENSATION IS ESTABLISHED BY A RELATED ORGANIZATION, UNITED ASSN. OF JOURNEYMAN & 75 PPF. THIS IS DONE THROUGH APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 7A THE PMC APPOINTS EMPLOYER REPRESENTATIVES. PLUMBERS LOCAL 75 APPOINTS LABOR REPRSENTATIVES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE FUND'S RECORDKEEPER. THEY REVIEW IT AND APPROVE IT, THEN PRESENT THE FORM 990 TO THE BOARD OF TRUSTEES FOR REVIEW AND FILING APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C AFTER DISCLOSURE OF THE PERSONAL INTEREST AND ALL RELEVANT FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PARTY, HE/SHE WILL LEAVE THE BOARD MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING TRUSTEES OF THE BOARD WILL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION C, LINE 19 THEY ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, THE FUND'S FINANCIAL STATEMENTS, AND FOR THE SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PLUMBERS LOCAL 75 EDUCATION FUND 11175 W PARKLAND AVE MILWAUKEE WI 53224 396146586 TRAINING & EDUCATIONAL PROGRAMS FOR PLUMBERS APPRENTICES, JOURNEYMEN & INSTR WI 501(C)(3) N/A 0 WISCONSIN PIPE TRADES ASSOCIATION PLUMBERS LOCAL 75 401(K) FUND 11175 W PARKLAND AVE MILWAUKEE WI 53224 391712806 401K PLAN FOR MEMBERS WI N/A 0 BOARD OF TRUSTEES OF PLUMBERS LOCAL 75 HEALTH FUND 11175 W PARKLAND AVE MILWAUKEE WI 53224 396045202 JOINT BOARD OF TRUSTEES-PLAN SPONSOR AND PLAN ADMINISTRATOR WI 501(C)(9) N/A 0 PLUMBERS & STEAM LOCAL 50 AQUA TECH PLUMBING LLC BLAU PLUMBING INC MIKE INGRILLI PLUMBING LLC MORRIS PLUMBING LLC MTP PLUMBING LLC WISCONSIN UTILITY EXPOSURE #75333 ZIEN HEATING & AIR COND AAR PLUMBING ALPINE PLUMBING CO INC AZTEC PLUMBING LLC BORKENHAGEN PLBG & HTG CO INC BORTH PLUMBING BRADEN PLUMBING INC BUTTERS-FETTING CO INC CARL'S PLUMBING SERVICES INC CASTLEMAN & SONS PLUMBING INC CLIFF BERGIN & ASSOC INC CORNERSTONE PLUMBINGLLC COUNTY ROAD PLUMBING INC CULLSTER PLUMBING LLC DEGARMO PLUMBING INC DOCTORS OXYGEN SERVICE INC DR PLUMBER LLC FAUST CO INC GENE A WAGNER PLUMBING CO INC GREISCH PLBG & HTG INC GRUNAU COMPANY INC HEIDEN PLUMBING CO INC HEIM PLUMBING INC HERO PLUMBING LLC HJ PERTZBORN PLUMBING & FIRE HOOPER CORPORATION HORNER PLUMBING CO INC ILLINGWORTH-KILGUST MECHANICAL INC JF AHERN COMPANY JM BRENNAN INC JD WILSON SERVICES LLC JOE DEBELAK PLBG & HTG CO INC KLOPATEK PLUMBING INC MARATHON PLUMBING CO INC MARED MECHANICAL CONTRACTORS CORP MARK SCHNEIDER PLUMBING INC MID CITY PLBG & HTG INC MILWAUKEE PLUMBING & PIPING OAK CREEK PLUMBING INC OAKRIDGE PLUMBING INC PL FREEMAN CO PATRIOT PLUMBING INC PIEPER ELECTRIC INC PROCESS PIPING INC RIVER BEND PLUMBING LLC SCHNEIDER & SCHNEIDER MECHANICAL INC SCHOOFS PLUMBING CO INC SCHROEDER PLUMBING CO TIM'S PLUMBING CO TOTAL MECHANICAL INC VINCE INGRILLI & SONS PLBG CO WILLIAM M ZACHOW & SONS INC 0 0 1 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: 1901 INC., ARIZONA PIPE TRADES TRUST AUGUST WINTER & SONS BASSETT INC BV TETZLAFF BRAHM ENTERPRISES, LLC CALIBER PLUMBING C.P. CONWAY PLUMBING, INC. CRAFT MASTER PLUMBING DAIRYLAND ELECTRIC CO INC DS PROPERTY MAINTENANCE & MANAGEMENT EXPRESS PLUMBING, INC. GENERAL REFRIGERATION SERVICE CORP HARTWIG PLUMBING & HEATING HAUCKE PLUMBING & HEATING H&S PLUMBING J. R .PLUMBING, INC LAUER PLUMBING, LLC LEE MECHANICAL LOESCHER HEATING MADISON AREA CONSTRUCTION MARTIN PETERSEN COMPANY MATTOX PLUMBING, LLC MAVERICK MECHANICALS MILITARY CREDIT - PLUMBERS 75 MJ CONSTRUCTION, INC. PORTZEN CONSTRUCTION INC. PRO-CORE INC. QUIGLEY SMART, INC. ROMAN ELECTRIC CO, INC. SCHNEIDER & SCHNEIDER MECHANICAL VESEL SERVICES WISCONSIN PIPE TRADES 401 WISCONSIN WISCONSIN UTILITY EXPOSURE #75200