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WISCONSIN PIPE TRADES HEALTH FUND: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WISCONSIN PIPE TRADES HEALTH FUND (EIN 39-0852117)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-14
IRS object ID
202343189349309434
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

FieldValueIRS element (for citing)
Return2023-11-14T14:06:01-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363168081PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SIKICH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line117335 GOLF PARKWAY SUITE 500AddressLine1Txt
CityBROOKFIELDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53045ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN390852117EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WISCONSIN PIPE TRADES HEALTH FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWISCBusinessNameControlTxt
Phone4145773700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111270 WEST PARK PLACE 950AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53224ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOEL ZIELKEPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone4145773700PhoneNum
Signature2023-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOELPersonFirstNm
Person LastZIELKEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIDGETTE MUGGEPreparerPersonNm
PTINP00671418PTIN
Phone2627549400PhoneNum
Preparation2023-11-07PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOEL ZIELKEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line111270 WEST PARK PLACE 950AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53224ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$89,048,181GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1952FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTO PROVIDE BENEFITS TO ELIGIBLE MEMBERSActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee62TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$36,819,263PYProgramServiceRevenueAmt
CY Program Service Revenue$37,517,061CYProgramServiceRevenueAmt
PY Investment Income$2,189,907PYInvestmentIncomeAmt
CY Investment Income$230,851CYInvestmentIncomeAmt
PY Other Revenue$7,500PYOtherRevenueAmt
CY Other Revenue$2,267CYOtherRevenueAmt
PY Total Revenue$39,016,670PYTotalRevenueAmt
CY Total Revenue$37,750,179CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$30,834,261PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$27,494,998CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$6,557,063PYOtherExpensesAmt
CY Other Expenses$7,006,624CYOtherExpensesAmt
PY Total Expenses$37,391,324PYTotalExpensesAmt
CY Total Expenses$34,501,622CYTotalExpensesAmt
PY Revenues Less Expenses$1,625,346PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,248,557CYRevenuesLessExpensesAmt
Total Assets BOY$39,829,983TotalAssetsBOYAmt
Total Assets EOY$39,588,653TotalAssetsEOYAmt
Total Liabilities BOY$23,826,797TotalLiabilitiesBOYAmt
Total Liabilities EOY$25,117,969TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$16,003,186NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$14,470,684NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE BENEFITS TO ELIGIBLE MEMBERSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPROVIDES ACCIDENT, HOSPITAL, MEDICAL, SURGICAL, DENTAL, VISION, MAJOR MEDICAL, DISABILITY, AND LIFE INSURANCE BENEFITSDesc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document176IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee62EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WISONSIN PIPE TRADES HEALTH FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4145773700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111270 WEST PARK PLACE 950AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53224ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JOEL ZIELKE
LABOR SECRETARY/TREASURER2.0050.00Yes (X)Yes (X)$0$164,232$110,964
BRIAN TOUTANT
LABOR TRUSTEE2.0050.00Yes (X)$0$152,516$108,161
DOUGLAS EDWARDS
LABOR TRUSTEE2.0050.00Yes (X)$0$151,951$107,985
JOSHUA BIRONG
LABOR TRUSTEE2.0044.00Yes (X)$0$124,624$46,467
TIMOTHY RAUSCH
LABOR TRUSTEE2.0044.00Yes (X)$0$118,979$46,467
ED TONN JR
MANAGEMENT CHAIRMAN2.00Yes (X)Yes (X)$0$0$0
JONATHAN KOWALSKI
MANAGEMENT TRUSTEE2.00Yes (X)$0$0$0
ROB JOSSART
MANAGEMENT TRUSTEE2.00Yes (X)$0$0$0
JAMES COLWELL
MANAGEMENT TRUSTEE2.00Yes (X)$0$0$0
MIKE GAGGIOLI
MANAGEMENT TRUSTEE2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$712,302TotReportableCompRltdOrgAmt
Total Other Compensation$420,044TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BPA OF WISCONSIN
11270 WEST PARK PLACE STE 950MILWAUKEEWI53224PLAN ADMIN/UNITED HEALTHCARE IMPLEMENTAT$1,344,145
CAREATC INC
4500 S 129TH E AVE SUITE 191TULSAOK741345891CLINIC OPERATIONS$1,207,119
UNITED HEALTHCARE INSURANCE COMPANY
PO BOX 88822MILWAUKEEWI532880822CLAIMS PROCESSING$854,776
THE PREVIANT LAW FIRM SC
310 WEST WISCONSIN AVEMILWAUKEEWI53203LEGAL SERVICES$138,311
EXPRESS SCRIPTS
1 EXPRESS WAYST LOUISMO63121PHARMACY BENEFIT MANAGEMENT$103,777
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$34,335,848$34,335,848
SELF-PAYMENT CONTRIBUTIONS900099$2,788,163$2,788,163
CLAIM RECOVERIES900099$393,050$393,050
FieldValueIRS element (for citing)
Total Program Service Revenue$37,517,061TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$677,608TotalRevenueColumnAmt
Exclusion$677,608ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$50,851,245SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$51,298,002SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$446,757SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$446,757TotalRevenueColumnAmt
Exclusion-$446,757ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS REVENUEDesc
Business900099BusinessCd
Total Revenue Column$2,267TotalRevenueColumnAmt
Exclusion$2,267ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,267OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$37,750,179TotalRevenueColumnAmt
Related Or Exempt Func Income$37,517,061RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$233,118ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$27,494,998TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,129,064TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$149,532TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$85,474TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$101,613TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$58,744TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$78,494TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,488TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$29,152TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$14,858TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
MEDICARE PREMIUMS$1,694,612
CLINIC COSTS$1,549,119
PREFERRED PROVIDER AND$1,118,613
ORGAN TRANSPLANT INSURA$337,664

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$658,197TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$34,501,622TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$695,671BOYAmt
EOY$3,076,374EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,367,010BOYAmt
EOY$1,747,148EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,297,061BOYAmt
EOY$4,216,615EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$267,182BOYAmt
EOY$181,761EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$382,271LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$143,328LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$268,093BOYAmt
EOY$238,943EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$32,934,966BOYAmt
EOY$30,127,812EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$39,829,983BOYAmt
EOY$39,588,653EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$198,927BOYAmt
EOY$228,495EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$23,627,870BOYAmt
EOY$24,889,474EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$23,826,797BOYAmt
EOY$25,117,969EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$16,003,186BOYAmt
EOY$14,470,684EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,003,186BOYAmt
EOY$14,470,684EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$39,829,983BOYAmt
EOY$39,588,653EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,248,557ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$4,781,059NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$354,771OtherCostOrOtherBasisAmt
Depreciation$116,286DepreciationAmt
Book Value$238,485BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$27,500OtherCostOrOtherBasisAmt
Depreciation$27,042DepreciationAmt
Book Value$458BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$238,943TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
PARTICIPANTS BANKED DOLLARS$22,647,474
BENEFIT OBLIGATIONS CURRENTLY PAYABLE$2,242,000
FieldValueIRS element (for citing)
Total Liability$24,889,474TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$32,883,646TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$4,781,059NetUnrealizedGainsInvstAmt
Revenue Not Reported-$4,781,059RevenueNotReportedAmt
Revenue Subtotal$37,664,705RevenueSubtotalAmt
Investment Expenses Not Incld$85,474InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$85,474RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$37,750,179TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$35,306,148TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$890,000OtherExpensesIncludedAmt
Expenses Not Reported$890,000ExpensesNotReportedAmt
Expenses Subtotal$34,416,148ExpensesSubtotalAmt
Investment Expenses Not Incld2$85,474InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$85,474ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$34,501,622TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE IRS HAS DETERMINED AND INFORMED THE PLAN BY A LETTER DATED MARCH 11, 1999, THAT THE PLAN AND RELATED TRUST ARE DESIGNED IN ACCORDANCE WITH APPLICABLE SECTIONS OF THE INTERNAL REVENUE CODE ("IRC"). ALTHOUGH THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS DESIGNED, AND IS CURRENTLY BEING OPERATED, IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THE PLAN IS QUALIFIED, AND THE RELATED TRUST IS TAX-EXEMPT. 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 2D - OTHER ADJUSTMENTS:DECREASE IN DEFERRED BENEFIT OBLIGATION 890,000.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JOEL ZIELKE
LABOR SECRETARY/TREASURER$0$164,232$0$0$0$0$0$81,858$0$29,106$0$275,196$0$0
BRIAN TOUTANT
LABOR TRUSTEE$0$152,516$0$0$0$0$0$79,145$0$29,016$0$260,677$0$0
DOUGLAS EDWARDS
LABOR TRUSTEE$0$151,951$0$0$0$0$0$78,969$0$29,016$0$259,936$0$0
JOSHUA BIRONG
LABOR TRUSTEE$0$124,624$0$0$0$0$0$23,190$0$23,277$0$171,091$0$0
TIMOTHY RAUSCH
LABOR TRUSTEE$0$118,979$0$0$0$0$0$23,190$0$23,277$0$165,446$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE J, PART I LINE 3FormAndLineReferenceDesc
ExplanationTHE 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 19GOVERNING 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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
BOARD OF TRUSTEES OF WISCONSIN PIPE TRADES HEALTH FUND
11270 WEST PARK PLACE SUITE 950MILWAUKEEWI53224390852117JOINT BOARD OF TRUSTEES-PLAN SPONSOR AND PLAN ADMINISTRATORWI501(C)(9)N/A0
STEAMFITTERS LOCAL UNION #601
3300 S 103RD STMILWAUKEEWI53227390635400UNIONWI501(C)(5)N/A0
PLUMBERS & STEAMFITTERS LOCAL #118
3030 39TH AVEKENOSHAWI53144390542900UNIONWI501(C)(5)N/A0
WISCONSIN PIPE TRADES

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ECKHART KENOSHA REFRIGERATION LLCBusinessNameLine1Txt

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (58 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
ERIC NIENHAUS PLUMBING INC
GENERAL HEATING & AIR CONDITION
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
K&L HEATING AND AIR CONDITIONING 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
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE R, PARTS II-IVFormAndLineReferenceDesc
ExplanationIN 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, AZCO INC., BELONGER CORP., INC., BENO PLUMBING & HEATING, BIG INCH FABRICATORS, BV TETZLAFF, C-D-P, INCORPORATED, CHICAGO #597, COENEN MECHANICAL, LLC, COMPLETE CONTROL INC, CONTINENTAL FIELD SYSTEMS, INC, COOLING EQUIPMENT SERVICE, CORVAL CONSTRUCTORS, INC., CR MEYER & SONS CO. (LOCAL 400), CRANE PLUMBING SERVICE, DOLLAR BANK CREDIT, DOLLAR BANK REIMBURSEMENT, DR PLUMBER LLC, DULUTH BUILDING TRADES WELFARE, ELLINGSON TRENCHLESS LLC, F & L UNITED, LLC, FIVE STAR ENERGY SERVICES, LLC, FLEMING MECHANICAL, FORE-FRONT MECHANICAL INC, GENERAL REFRIGERATION, HOOPER CONSTRUCTION CORP., HURCKMAN MECHANICAL, HUSSMAN CORPORATION, HVA PRODUCTS INC., JM AARUD MECHANICAL, JOHN'S REFRIGERATION INC., JOHNSON CONTROLS, INC., KEYSTONE HTG & AIR, KNAUER PLUMBING & HEATING CO., KRK MECHANICAL INC, KS ENERGY SERVICE, LAKEHEAD CONSTRUCTORS INC, LEE PLUMBING SERVICE, LOCAL 118 EDUCATION FUND, LOCAL 449 WELFARE FUND, LOCAL NO. 130, LOCAL NO. 190, LOCAL NO. 25, LOCAL NO. 290, LOCAL NO. 322, LOCAL NO. 357 H/W FUND, LOCAL NO. 400, LOCAL NO. 434, LOCAL NO. 50 H&W FUND, LOCAL NO. 671, MADISON AREA TRUST FUND, MASTERS BUILDING SOLUTION, MATTOX PLUMBING, LLC, MEADE ELECTRIC, MECHANICAL INC., FREEPORT, MECHANICAL TECH INC, MEYER MECHANICAL LLC, MICHELS PIPELINE, INC., MICHELS UTILITIES SERVICES, INC., MIDWEST REFRIGERATION CORPORATION, MK INDUSTRIES, INC., NEW BERLIN INVESTMENTS, NORTHERN MECHANICAL LLC, NORTHERN PIPELINE CONSTRUCTION, NPL CONSTRUCTION CO, 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 & STEAM LOCAL 50, PLUMBERS AND PIPEFITTERS #553, PLUMBERS LOCAL NO. 75, PNEUMATIC SYSTEMS PLUS, PORTZEN CONSTRUCTION INC., 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, UNION LOCAL 150, UNI-PUMP, INC., UPPER PENINSULA PLUMBERS, V SPECIALTY SERVICES, LLC, VESEL SERVICES, VORPAGEL SERVICE INC., VR TESCO, W. SOULE & COMPANY, WALDINGER CORPORATION, WEST MI PLUMBERS & PIPEFITTERS, WPT ORGANIZING & MARKET, ZONE MECHANICAL NORTH.ExplanationTxt