2023-02-07T18:33:42-06:00 2022-03-31 363168081 SIKICH LLP 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2021-04-01 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 2023-02-07 1 BRETT LARGE 999009999 BRIDGETTE MUGGE P00671418 2627549400 2023-02-03 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z BRETT LARGE 11270 WEST PARK PLACE SUITE 950 MILWAUKEE WI 53224 11112491 0 X N/A X 1952 WI TO PROVIDE DIFFERENT HEALTH COVERAGES TO ELIGIBLE PARTICIPANTS, THEIR DEPENDENTS AND RETIREES. 6 4 21 4 0 0 0 0 9021288 9151502 25923 71193 42 0 9047253 9222695 0 0 8253107 8466631 0 0 0 0 0 383600 343711 8636707 8810342 410546 412353 4215584 5120951 4167969 4690014 47615 430937 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 32 0 21 1 0 0 0 0 0 0 0 0 X 6 4 0 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 TRUSTEE 0.10 40.00 X 0 93766 97754 BRETT LARGE SECRETARY/TREASURER 0.10 40.00 X X 0 95036 89241 WILLIAM NARETTA CHAIRMAN 0.10 X X 0 0 0 JIM BARTELT TRUSTEE 0.10 X 0 0 0 MARK BORCHARDT TRUSTEE 0.10 X 0 0 0 JEREMY WICKE TRUSTEE 0.10 50.00 X 0 98264 0 0 287066 186995 0 0 1 0 BENEFIT PLAN ADMINISTRATION OF WISCONSIN 11270 WEST PARK PLACE SUITE 950 MILWAUKEE WI 53224 ADMINISTRATION 268531 UNITED HEALTHCARE 115 W WAUSAU AVE WAUSAU WI 54401 CLAIMS PROCESSING 248289 2 EMPLOYER CONTRIBUTIONS-NET 900099 8290870 8290870 SELF-PAYMENT CONTRIBUTIONS-NET 900099 860632 860632 9151502 23152 23152 1937837 1889796 48041 48041 48041 9222695 9151502 0 71193 8466631 204922 9856 5004 60589 17579 35470 4590 GOVERNMENTAL FEES AND A 2858 BANK SERVICE FEES 1661 EDUCATIONAL PROGRAM FEE 1074 TRUSTEE CONFERENCE & ME 108 8810342 1961784 1226729 11961 282484 744441 912236 98179 95194 1399219 2604308 4215584 5120951 65691 24955 4102278 4665059 4167969 4690014 X 0 0 0 0 47615 430937 47615 430937 4215584 5120951 412353 -29031 0 X 0 1 X 1 0 0 CLAIMS PAYABLE 8500 MEMBER DOLLAR BANK 266325 UNSETTLED INVESTMENT PURCHASES 239504 CLAIMS INCURRED BUT NOT REPORTED 644500 HRA LIABILITY 3506230 4665059 X 9188660 -29031 -29031 9217691 5004 5004 9222695 8655338 0 8655338 5004 150000 155004 8810342 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 INTERNAL REVENUE SERVICE (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 150,000. 0 0 0 FRANK RODRIGUEZ TRUSTEE 0 93766 0 0 0 0 0 68913 0 28841 0 191520 0 0 BRETT LARGE SECRETARY/TREASURER 0 95036 0 0 0 0 0 63605 0 25636 0 184277 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 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 HEAT AND FROST INSULATORS ST LOUIS WELFARE FUND 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 HEAT & FROST LOCAL 19 ADVANCED INDUSTRIAL SERVICE FIRESTOP PLUS LLC ENVIRONMENTAL PLAN SERVICES INC DAY & ZIMMERMANN NPS INC D & G INSULATION INC EXPRESS INSULATION INC MIDWEST THERMAL SERVICES INC L & S INSULATION CO INC TAYLOR INSULATION CO INC CENTRAL STATE MECHANICAL INSULATION LLC MAVO SYSTEMS INC ALL SYSTEMS INSULATION INC BARTELT INSULATION SUPPLY INC SPRINKMANN SONS CORPORATION API INC FIBRE FAB OF LA CROSSE INC MCDERMAID ROOFING & INSULATING CO TEBS INSULATION GAGNON INC INSULATION INDUSTRIES INC HOLIAN INSULATION CO INC 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, ASBESTOS LOCAL 3, BHI SPECIALTY SERVICES, BROCK INDUSTRIAL SERVICES LLC, DULUTH BUILD TRADES #49, DULUTH BUILDING TRADES, HEAT & FROST LOCAL 36, HEAT & FROST LOCAL 47, JADE INSULATION SPECIALTIES, LIFE SAFETY SYSTEMS, NATIONAL ASB MEDICAL FUND, NELSON INSULATION COMPANY, NORTHERN ILLINOIS INSULATION, NORTHWEST INSULATION WORKERS TRUST, PLATINUM SPECIALTY SERVICES, INC., PLATINUM SPECIALTY SVC, AND RAYMER PIPE DUCT INSULATION