2022-02-07T14:18:36-06:00 2021-03-31 363168081 SIKICH LLP 13400 BISHOPS LANE SUITE 300 BROOKFIELD WI 53005 990 2020-04-01 396048209 LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND LOCA 4145773700 11270 WEST PARK PLACE NO 950 MILWAUKEE WI 53224 BRETT LARGE SECRETARY/TREASURER 4145773700 2022-02-04 1 BRETT LARGE 999009999 JILL M BOYLE CPA P01246734 2627549400 2022-02-02 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z BRETT LARGE 11270 WEST PARK PLACE SUITE 950 MILWAUKEE WI 53224 10145447 0 X N/A X 1952 WI TO PROVIDE DIFFERENT HEALTH COVERAGES TO ELIGIBLE PARTICIPANTS, THEIR DEPENDENTS AND RETIREES. 6 4 16 4 0 0 0 0 9099275 9021288 37231 25923 70404 42 9206910 9047253 0 0 8375471 8253107 0 0 0 0 0 315265 383600 8690736 8636707 516174 410546 3935842 4215584 4443945 4167969 -508103 47615 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 545 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 28 0 16 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 91377 94834 BRETT LARGE SECRETARY/TREASURER 0.10 40.00 X X 0 91931 86481 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 X 0 0 0 0 183308 181315 0 0 1 0 BENEFIT PLAN ADMINISTRATION OF WISCONSIN 11270 WEST PARK PLACE SUITE 950 MILWAUKEE WI 53224 ADMINISTRATION 271799 UNITED HEALTHCARE 115 W WAUSAU AVE WAUSAU WI 54401 CLAIMS PROCESSING 216393 2 EMPLOYER CONTRIBUTIONS-NET 900099 8191381 8191381 SELF-PAYMENT CONTRIBUTIONS-NET 900099 829907 829907 9021288 29974 29974 1094143 1098194 -4051 -4051 -4051 MISCELLANEOUS 900099 42 42 42 9047253 9021330 0 25923 8253107 205775 12256 4081 75748 10839 62587 5860 GOVERNMENTAL FEES AND A 2788 BANK SERVICE FEES 2302 EDUCATIONAL PROGRAM FEE 1065 TRUSTEE CONFERENCE & ME 299 8636707 1854070 1961784 14097 11961 738471 744441 103840 98179 1225364 1399219 3935842 4215584 112445 65691 4331500 4102278 4443945 4167969 X 0 0 0 0 -508103 47615 -508103 47615 3935842 4215584 410546 145172 0 X 0 1 X 1 0 0 CLAIMS PAYABLE 62000 MEMBER DOLLAR BANK 331798 UNSETTLED INVESTMENT PURCHASES 137 CLAIMS INCURRED BUT NOT REPORTED 441000 HRA LIABILITY 3267343 4102278 X 9188344 145172 145172 9043172 4081 4081 9047253 8674626 42000 42000 8632626 4081 4081 8636707 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 AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE PLAN HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER 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. PART XII, LINE 2D - OTHER ADJUSTMENTS: CURRENT YEAR INCREASE IN BENEFIT CLAIMS PAYABLE AND IBNR 42,000. 0 0 0 FRANK RODRIGUEZ TRUSTEE 0 91377 0 0 0 0 0 67079 0 27755 0 186211 0 0 BRETT LARGE SECRETARY/TREASURER 0 91931 0 0 0 0 0 61803 0 24678 0 178412 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 33 ASBESTOS WORKERS LOCAL 6 INSULATORS LOCAL 87 HEALTH FUND LOCAL 17 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 HUSSMAN CORPORATION 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: ALLIED POWER LLC, ARM MECHANICAL, BHI SPECIALTY SERVICES, BRANDSAFWAY SERVICES LLC, BROCK INDUSTRIAL SERVICES LLC, JADE INSULATION SPECIALTIES, JAMAR COMPANY, LIFE SAFETY SYSTEMS, M & O INSULATION COMPANY, NATIONAL ASB MEDICAL FUND, NELSON INSULATION COMPANY, NORTHERN ILLINOIS INSULATION, AND RAYMER PIPE DUCT INSULATION