PLUMBERS & STEAMFITTERS LOCAL 400 FOX RIVER VALLEY H & W TR: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PLUMBERS & STEAMFITTERS LOCAL 400 FOX RIVER VALLEY H & W TR (EIN 39-1932533)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202323189349311062
- Schema version
- 2022v5.0
- 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 | 2023-11-14T14:03:30-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 LLP | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391932533 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLUMBERS AND STEAMFITTERS LOCAL 400 AND | BusinessNameLine1Txt |
| Business Name Line2 | MCA N CENTRAL WI HEALTH & WELFARE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLUM | BusinessNameControlTxt |
| Phone | 9204620400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 NORTHRIDGE DRIVE PO BOX 530 | AddressLine1Txt |
| City | KAUKAUNA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 541300530 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUG DOKEY | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 9204620400 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DOUG | PersonFirstNm |
| Person Last | DOKEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | 2023-11-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DOUG DOKEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 NORTHRIDGE DRIVE PO BOX 530 | AddressLine1Txt |
| City | KAUKAUNA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 541300530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $46,846,605 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.UA400.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE BENEFITS TO MEMBERS OF LOCAL 400 | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 206 | TotalEmployeeCnt |
| Total Volunteers | 9 | 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 | $27,510,873 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $31,548,510 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,854,765 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,204,272 | CYInvestmentIncomeAmt |
| PY Other Revenue | $50,088 | PYOtherRevenueAmt |
| CY Other Revenue | $56,145 | CYOtherRevenueAmt |
| PY Total Revenue | $31,415,726 | PYTotalRevenueAmt |
| CY Total Revenue | $35,808,927 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $26,019,502 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $27,553,065 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $70,213 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $122,085 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,786,534 | PYOtherExpensesAmt |
| CY Other Expenses | $4,767,653 | CYOtherExpensesAmt |
| PY Total Expenses | $30,876,249 | PYTotalExpensesAmt |
| CY Total Expenses | $32,442,803 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $539,477 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,366,124 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $75,931,064 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,280,352 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $372,289 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $632,246 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $75,558,775 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $67,648,106 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE BENEFITS TO MEMBERS OF LOCAL 400 | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PLUMBERS AND STEAMFITTERS LOCAL 400 HEALTH AND WELFARE PLAN PROVIDES MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION AND OTHER BENEFITS TO APPROXIMATELY 2,100 PLAN PARTICIPANTS, THEIR DEPENDENTS AND BENEFICIARIES. | 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 | 0 | 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 | 67 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 206 | 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 | 7 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | 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 | BENEFIT PLAN ADMINISTRATORS | 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 SUITE 950 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53224 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 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 |
|---|---|---|---|---|---|---|---|
| TREVOR MARTIN | |||||||
| CHAIRMAN | 1.00 | 45.00 | Yes (X) | Yes (X) | $0 | $154,753 | $98,229 |
| DUSTIN DELSMAN | |||||||
| LABOR TRUSTEE | 1.00 | 5.00 | Yes (X) | $0 | $138,297 | $88,406 | |
| MIKE AUGUSTIAN | |||||||
| LABOR TRUSTEE | 1.00 | 45.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF GAECKE | |||||||
| SECRETARY-TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KIM BASSETT | |||||||
| MANAGEMENT TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID ALDAG | |||||||
| MANAGEMENT TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JODI MILLER-LARSON | |||||||
| MANAGEMENT TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIA BLOCHOWIAK | |||||||
| ALTERNATE MANAGEMENT TRUST | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN KENNEDY | |||||||
| LABOR TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRY VAN EPERN | |||||||
| ALTERNATE LABOR TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID KLUMPP | |||||||
| LABOR TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT WENGER | |||||||
| ALTERNATE LABOR TRUSTEE | 1.00 | Yes (X) | $0 | $4,832 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $297,882 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $186,635 | 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 (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION | |||||
| 11270 W PARK PLACE SUITE 950 | MILWAUKEE | WI | 53224 | ADMINISTRATIVE SERVICES | $1,145,923 |
| UNITED HEALTHCARE INSURANCE COMPANY | |||||
| 9700 HEALTH CARE LANE | MINNETONKA | MN | 55343 | PPO NETWORK PROVIDER | $839,619 |
| ELIXIR RX SOLUTIONS LLC | |||||
| 2181 EAST AURORA ROAD SUITE 201 | TWINSBURG | OH | 44087 | PHARMACEUTICALS | $182,258 |
| UNITED MEDICAL RESOURCES | |||||
| 11 SCOTT ST | WAUSAU | WI | 54403 | INSURANCE | $140,308 |
| REINHART BOERNER VAN DEUREN SC | |||||
| PO BOX 2965 | MILWAUKEE | WI | 53201 | LEGAL | $129,719 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $29,558,872 | $29,558,872 |
| PARTICIPANT CONTRIBUTIONS | 900099 | $1,989,638 | $1,989,638 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $31,548,510 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,645,427 | TotalRevenueColumnAmt |
| Exclusion | $1,645,427 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,596,523 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,037,678 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,558,845 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,558,845 | TotalRevenueColumnAmt |
| Exclusion | $2,558,845 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER REIMBURSEMENTS | 900099 | $53,458 | $53,458 |
| MISCELLANEOUS REVENUE | 900099 | $2,687 | $2,687 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $56,145 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,808,927 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,548,510 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,260,417 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,553,065 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,085 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,051,460 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,117 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,314 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,492 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,960 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,361 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,808 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,721 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| MEDICARE PREMIUMS | $1,669,967 |
| PPO ADMIN FEES | $924,120 |
| COST CONTAINMENT | $220,094 |
| DENTAL INSURANCE PREMIU | $127,608 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,631 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,442,803 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,453,482 | BOYAmt |
| EOY | $1,308,995 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $525,953 | BOYAmt |
| EOY | $400,619 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,538,999 | BOYAmt |
| EOY | $4,155,730 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $323,312 | BOYAmt |
| EOY | $129,100 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,089,318 | BOYAmt |
| EOY | $62,285,908 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,931,064 | BOYAmt |
| EOY | $68,280,352 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,261 | BOYAmt |
| EOY | $492,976 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,028 | BOYAmt |
| EOY | $139,270 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $372,289 | BOYAmt |
| EOY | $632,246 | 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 | $75,558,775 | BOYAmt |
| EOY | $67,648,106 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,558,775 | BOYAmt |
| EOY | $67,648,106 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,931,064 | BOYAmt |
| EOY | $68,280,352 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,366,124 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$11,276,793 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO OTHER PLANS | $49,719 |
| PREPAID RETIREE PREMIUMS | $89,551 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $139,270 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $24,483,820 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$11,276,793 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$11,276,793 | RevenueNotReportedAmt |
| Revenue Subtotal | $35,760,613 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $48,314 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $48,314 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $35,808,927 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $32,394,489 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $32,394,489 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $48,314 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $48,314 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $32,442,803 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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 APRIL 25, 2000 FROM THE INTERNAL REVENUE SERVICE ("IRS"), AND THE TRUSTEES BELIEVE THAT THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE AS DESIGNED. 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. | ExplanationTxt |
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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TREVOR MARTIN | ||||||||||||||
| CHAIRMAN | $0 | $154,753 | $0 | $0 | $0 | $0 | $0 | $70,841 | $0 | $27,388 | $0 | $252,982 | $0 | $0 |
| DUSTIN DELSMAN | ||||||||||||||
| LABOR TRUSTEE | $0 | $138,297 | $0 | $0 | $0 | $0 | $0 | $63,757 | $0 | $24,649 | $0 | $226,703 | $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 ORGANIZATION PLUMBERS AND STEAMFITTERS LOCAL 400 USES A WRITTEN EMPLOYMENT CONTRACT TO ESTABLISH THE OFFICER COMPENSATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THERE ARE APPROXIMATELY 2,000 MEMBERS OF LOCAL 400 THAT PARTICIPATE IN THE HEALTH AND WELFARE FUND. EACH MEMBER IS ALLOWED ONE VOTE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS OF LOCAL 400 THAT PARTICIPATE IN THE HEALTH AND WELFARE FUND ELECT THE BOARD OF TRUSTEES FOR THE FUND. |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS OF THE BOARD OF TRUSTEES ARE VOTED ON BY THE MEMBERS OF LOCAL 400 THAT PARTICIPATE IN THE HEALTH AND WELFARE FUND. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO THE RETURN BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST IMMEDIATELY UPON DISCOVERY. EACH PERSON HAS SIGNED AN AGREEMENT STATING THAT HE OR SHE WILL ACT IN ACCORDANCE WITH THE TRUST AGREEMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTATION IS AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| BOARD OF TRUSTEES OF THE PLUMBERS AND STEAMFITTERS LOCAL 400 HEALTH FUND | ||||||||
| 2700 NORTHRIDGE DRIVE PO BOX 530 | KAUKAUNA | WI | 541300530 | 391932533 | SPONSORING ORGANIZATION (JOINT BOARD OF TRUSTEES) | WI | 501(C)(9) | 0 |
| FOX RIVER VALLEY PIPE TRADES ED FOUNDATION | ||||||||
| ILLINOIS PIPE TRADES | ||||||||
| MADISON AREA CONSTRUCTION | ||||||||
| PLUMBERS AND STEAMFITTERS LOCAL 400 OF THE UNITED ASSOCIATION | ||||||||
| 2700 NORTHRIDGE DRIVE | KAUKAUNA | WI | 54130 | 391915458 | 0 | |||
| TEXAS PIPE TRADES | ||||||||
| WISCONSIN PIPE TRADES ASSOCIATION | ||||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEYER MECHANICAL LLC | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (52 entries)
| A & J MECHANICAL CONTRACTORS INC |
| ACCESS CUSTOMER SUPPORT INC |
| AG MECHANICAL |
| ALDAG HONOLD MECHANICAL INC |
| AUGUST WINTER & SONS INC |
| AZCO INC |
| B & P MECHANICAL INC |
| BASSETT INC |
| BENO PLUMBING & HEATING INC |
| CH KOCH PLUMBING |
| CLIMATE PROS INC |
| COENEN MECHANICAL |
| DAN FINNEL PLUMBING LLC |
| EDWIN C GAROT COMPANY INC |
| ENERGY CONTROL & DESIGN INC |
| ENERPIPE INC |
| FENNER PLUMBING & HEATING |
| FORREST PLUMBING LLC |
| GREAT LAKES MECHANICAL INC |
| GROESCHEL COMPANY INC |
| GRP MECHANICAL INC |
| HAUCKE PLUMBING AND HEATING INC |
| HEIM PLUMBING INC |
| HOOPER CORPORATION |
| HURCKMAN MECHANICAL INDUSTRIES INC |
| ILLINGWORTH-KILGUST MECHANICAL INC |
| JF AHERN COMPANY |
| JAMAR COMPANY |
| JOHN'S REFRIGERATION INC |
| JOHNSON & JONET MECHANICAL CONTRACTORS INC |
| JOHNSON CONTROLS INC |
| KUHLMAN INC |
| MANNENBACH MECHANICAL LLC |
| MASTERS BUILDING SOLUTIONS INC |
| MATENAER PLUMBING INC |
| MECHANICAL TECHNOLOGIES INC |
| MONONA PLUMBING & FIRE PROTECTION INC |
| PIPING SERVICE INC |
| PIPING SYSTEMS LLC |
| PLESHEK'S AIR CONDITIONING & REFRIGERATION INC |
| PLYMOUTH PLUMBING & HEATING INC |
| PNEUMATIC SYSTEMS PLUS LLC |
| R & R PLUMBING LLC |
| RANGE LINE PLUMBING INC |
| REEKE-MAROLD CO |
| REFRIGERATION SERVICES OF GREEN BAY INC |
| ROB GIESE CONSTRUCTION SERVICES INC |
| SUMMIT REFRIGERATION GROUP INC |
| TEAM INDUSTRIES INC |
| TWEET-GAROT MECHANICAL INC |
| VDH MECHANICAL SERVICES LLC |
| WOLF & SONS PLUMBING LLC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | 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, WHICH ARE LISTED BELOW. ANDERSON HVAC LLC, ARIZONA PIPE TRADES TRUST, BADGER BALANCING LLC, BEST MECHANICAL, BHI ENERGY/ SPECIALTY SERVICES LLC, BIG MIKE'S PLUMBING LLC, BMWC CONSTRUCTORS, BOLDT COMPANY (400), BUILDING TRADES PENSION FUND, CARRIER BUILDING SERVICES, CFM/VR TESCO, COLORADO PIPE INDUSTRY, COOK PLUMBING LLC, CR MEYER & SON, DULUTH BUILDING TRADES, EGI MECHANICAL, FORE-FRONT MECHANICAL, GARTMAN MECHANICAL SERVICE, HAYES COMMERCIAL, LLC, HJ PERTZBORN, JOE DEBELAK PLUMBING, KS ENERGY SERVICES, MARED MECHANICAL CONTRACTORS, MIDWEST REFIGERATION CORP., MIRON CONSTRUCTION CO., INC., MJ ELECTRIC LLC, NATIONAL PENSION FUND, NORTHERN ROCKY MOUNT, NORTHWEST PLUMBING & PIPE PCI ENERGY SERVICES, PEVCO SYSTEMS INTL INC, PIPE TRADES SERVICES MN, PIPEFITTERS LOCAL 597, PIPELINE INDUSTRY BENEFIT, PLUMBERS & PIPE 572, PLUMBERS & STEAM 10, PLUMBERS & STEAM 400, PLUMBERS LOCAL 13, PLUMBERS LOCAL 25, PLUMBERS LOCAL 290, PLUMBERS LOCAL 286, PLUMBERS LOCAL 295, PLUMBERS LOCAL 350, PLUMBERS LOCAL 33, PLUMBERS LOCAL 43, PLUMBERS LOCAL 51, PLUMBERS LOCAL 52, PLUMBERS LOCAL 73, PLUMBERS LOCAL 125, PLUMBERS LOCAL 353, PLUMBERS LOCAL 357, PLUMBERS LOCAL 420, PLUMBERS LOCAL 434, PLUMBERS LOCAL 520, PLUMBERS LOCAL 562, PLUMBERS LOCAL 597, PLUMBERS LOCAL 636, PLUMBERS LOCAL 671, PLUMBERS LOCAL 75, PLUMBERS LOCAL 85, PLUMBERS LOCAL UNION 716, PLUMBRS&STEAMFTS LOCAL 10, RIVERVIEW PLUMBING INC., RJ PARINS PLUMBING & HTG, S & S MECHANICAL, SABEL INDUSTRIAL LLC, SCOUR SEWER AND DRAIN LLC, SKYWRITE GROUP LLC, SONNTAG PLUMBING INC, SOUTHERN CALIFORNIA PIPE, STATE MECHANICAL SERVICES, STEAMFITTERS 421, STRAIGHT LINE REFRIGERATION, LLC, TECHVISIONS & SOLUTIONS LLC, TRANE TECHNOLOGIES, U A LOCAL NO 23, ON LOCAL 118, U A LOCAL 125, VETERANS PLUMBING LLC, UNION LOCAL 150, UNION LOCAL 85, UNION LOCAL 94, UNION LOCAL 150, UNION LOCAL 524, UPPER PENINSULA PLUMBERS, VALLEY MECHANICAL, INC, VETERANS PLUMBING LLC, WISCONSIN PIPE TRADES ORG, WISCONSIN MECHANICAL SOLUTIONS, WOOLSEY PLUMBING & HEATIN, ZENTNER & SONS | ExplanationTxt |