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WISCONSIN MASONS HEALTH CARE FUND: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
WISCONSIN MASONS HEALTH CARE FUND (EIN 23-7422786)
Tax period
2020-09-01 to 2021-08-31
Filed
2022-07-07
IRS object ID
202221889349300632
Schema version
2020v4.2
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)
Return2022-07-07T12:51:53-05:00ReturnTs
Tax Period End2021-08-31TaxPeriodEndDt

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 Line113400 BISHOPS LANE SUITE 300AddressLine1Txt
CityBROOKFIELDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53005ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237422786EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WISCONSIN MASONS' HEALTH CARE FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWISCBusinessNameControlTxt
Phone8003625474PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12901 W BELTLINE HIGHWAY NO 100AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537134226ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID HAHNPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone8003625474PhoneNum
Signature2022-07-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastHAHNPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIDGETTE MUGGEPreparerPersonNm
PTINP00671418PTIN
Phone2627549400PhoneNum
Preparation2022-07-05PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAVID HAHNPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12901 W BELTLINE HIGHWAY NO 100AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537134226ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$38,927,444GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1973FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH, LIFE, DENTAL, AND TEMPORARY DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES, AND DEPENDENTS.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee48TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$26,002,011PYProgramServiceRevenueAmt
CY Program Service Revenue$19,098,014CYProgramServiceRevenueAmt
PY Investment Income$659,976PYInvestmentIncomeAmt
CY Investment Income$1,217,754CYInvestmentIncomeAmt
PY Other Revenue$185,478PYOtherRevenueAmt
CY Other Revenue$3,095,858CYOtherRevenueAmt
PY Total Revenue$26,847,465PYTotalRevenueAmt
CY Total Revenue$23,411,626CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$17,092,670PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$13,737,651CYBenefitsPaidToMembersAmt
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$3,896,976PYOtherExpensesAmt
CY Other Expenses$3,651,008CYOtherExpensesAmt
PY Total Expenses$20,989,646PYTotalExpensesAmt
CY Total Expenses$17,388,659CYTotalExpensesAmt
PY Revenues Less Expenses$5,857,819PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$6,022,967CYRevenuesLessExpensesAmt
Total Assets BOY$28,387,794TotalAssetsBOYAmt
Total Assets EOY$30,780,214TotalAssetsEOYAmt
Total Liabilities BOY$11,789,519TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,645,764TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$16,598,275NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$22,134,450NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH, LIFE, DENTAL, AND TEMPORARY DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES, AND DEPENDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH, LIFE, DENTAL, AND TEMPORARY DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES, AND DEPENDENTS.Desc
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 Equipment0ReportLandBuildingEquipmentInd
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 Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee48EmployeeCnt
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 Members19GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
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 Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
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 Line1BENESYS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8003625474PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12901 W BELTLINE HWY SUITE 100AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537134226ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JIM VICK
TRUSTEE1.0035.00Yes (X)$0$102,012$71,891
WYNN JONES
TRUSTEE1.00Yes (X)$0$93,876$69,291
TOBIN BOYLE
TRUSTEE1.0035.00Yes (X)$0$91,480$71,044
WILLIAM BONLENDER
TRUSTEE1.0035.00Yes (X)$0$93,190$69,411
MIKE HYATT
TRUSTEE1.0035.00Yes (X)$0$97,039$67,514
FELIX RAMIREZ
TRUSTEE1.0042.00Yes (X)$0$86,084$73,789
DAVID HAHN
CHAIRMAN1.002.00Yes (X)$0$0$0Yes (X)
MATT QUASIUS
SECRETARY/TREASURER1.00Yes (X)$0$0$0Yes (X)
JEFF LECKWEE
TRUSTEE1.00Yes (X)$0$0$0
JERRY SHEA
TRUSTEE1.00Yes (X)$0$0$0
BARRY SCHOLZ
TRUSTEE1.00Yes (X)$0$0$0
DAVID BOHL
TRUSTEE1.00Yes (X)$0$0$0
JEFF STAVER
TRUSTEE1.00Yes (X)$0$0$0
DEAN BASTEN
TRUSTEE1.00Yes (X)$0$0$0
LARRY RASCH
TRUSTEE1.00Yes (X)$0$0$0
JASON MATTILA
TRUSTEE1.00Yes (X)$0$0$0
JOHN TOPP THRU 13121
TRUSTEE1.00Yes (X)$0$0$0
JOHN NESSE 2121 - 71921
TRUSTEE1.00Yes (X)$0$0$0
MATT MARCELLIS FROM 71921
TRUSTEE1.00Yes (X)$0$0$0
PATRICK MCCABE FROM 101220
TRUSTEE1.00Yes (X)$0$95,790$67,850
ANDREW REED FROM 101220
TRUSTEE1.00Yes (X)$0$93,876$69,291
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$753,347TotReportableCompRltdOrgAmt
Total Other Compensation$560,081TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BENEFIT PLAN ADMINISTRATION
2901 WEST BELTLINE HIGHWAY SUITE 1MADISONWI53713CONTRACT ADMINISTRATION$958,095
UNITED HEALTHCARE INSURANCE COMPANY
PO BOX 88822MILWAUKEEWI53228CLAIMS / PPO EXPENSE$449,527
MERCER HEALTH & BENEFITS LLC
155 NORTH WACKER DRIVE STE 1500CHICAGOIL60606CONSULTING$204,507
US BANK NATIONAL ASSOCIATION
PO BOX 1800SAINT PAULMN55101BANKING / INVESTMENTS$118,122
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$16,603,438$16,603,438
SELF PAY CONTRIBUTIONS900099$2,494,576$2,494,576
FieldValueIRS element (for citing)
Total Program Service Revenue$19,098,014TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$446,424TotalRevenueColumnAmt
Exclusion$446,424ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$16,287,148SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$15,515,818SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$771,330SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$771,330TotalRevenueColumnAmt
Exclusion$771,330ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CHANGE IN MEMBER DOLLAR BANK900099$2,966,155$2,966,155
SUBROGATION900099$129,621$129,621
MISCELLANEOUS900099$82$82
FieldValueIRS element (for citing)
Other Revenue Total$3,095,858OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,411,626TotalRevenueColumnAmt
Related Or Exempt Func Income$22,193,872RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,217,754ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$13,737,651TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$838,883TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$160,534TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$52,592TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$296,688TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$108,023TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$31,317TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$13,140TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,331TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
HRA REIMBURSEMENTS$771,124
PPO SERVICE ADMIN FEES$583,489
MEDICARE ADVANTAGE PREM$581,253
STOP-LOSS PREMIUMS$161,182

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$43,452TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$17,388,659TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$21,478BOYAmt
EOY$21,477EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$9,826,925BOYAmt
EOY$3,987,627EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,118,307BOYAmt
EOY$2,539,367EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$162,098BOYAmt
EOY$242,832EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$15,258,986BOYAmt
EOY$23,988,911EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$28,387,794BOYAmt
EOY$30,780,214EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$233,581BOYAmt
EOY$336,960EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$26,497BOYAmt
EOY$26,497EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$11,529,441BOYAmt
EOY$8,282,307EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$11,789,519BOYAmt
EOY$8,645,764EOYAmt
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$16,598,275BOYAmt
EOY$22,134,450EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,598,275BOYAmt
EOY$22,134,450EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$28,387,794BOYAmt
EOY$30,780,214EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$6,022,967ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,426,274NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,913,066OtherChangesInNetAssetsAmt
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

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
CLAIMS PAYABLE$1,410,105
HRA LIABILITY$6,872,202
FieldValueIRS element (for citing)
Total Liability$8,282,307TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$21,819,153TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,426,274NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,426,274RevenueNotReportedAmt
Revenue Subtotal$20,392,879RevenueSubtotalAmt
Investment Expenses Not Incld$52,592InvestmentExpensesNotIncldAmt
Other Revenues Not Included$2,966,155OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$3,018,747RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$23,411,626TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$14,650,891TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$280,979OtherExpensesIncludedAmt
Expenses Not Reported$280,979ExpensesNotReportedAmt
Expenses Subtotal$14,369,912ExpensesSubtotalAmt
Investment Expenses Not Incld2$52,592InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$2,966,155OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$3,018,747ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$17,388,659TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC"). THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS") AND IS THEREFORE NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE PLAN SPONSOR BELIEVES THAT THE TRUST, 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 XI, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN MEMBER DOLLAR BANK 2,966,155.
PART XII, LINE 2D - OTHER ADJUSTMENTS:INCREASE IN BENEFIT OBLIGATIONS PAYABLE 280,979.
PART XII, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN MEMBER DOLLAR BANK 2,966,155.

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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
JIM VICK
TRUSTEE$0$102,012$0$0$0$0$0$51,611$0$20,280$0$173,903$0$0
MIKE HYATT
TRUSTEE$0$97,039$0$0$0$0$0$48,149$0$19,365$0$164,553$0$0
PATRICK MCCABE FROM 101220
TRUSTEE$0$95,790$0$0$0$0$0$47,570$0$20,280$0$163,640$0$0
WYNN JONES
TRUSTEE$0$93,876$0$0$0$0$0$49,011$0$20,280$0$163,167$0$0
ANDREW REED FROM 101220
TRUSTEE$0$93,876$0$0$0$0$0$49,011$0$20,280$0$163,167$0$0
WILLIAM BONLENDER
TRUSTEE$0$93,190$0$0$0$0$0$49,131$0$20,280$0$162,601$0$0
TOBIN BOYLE
TRUSTEE$0$91,480$0$0$0$0$0$50,764$0$20,280$0$162,524$0$0
FELIX RAMIREZ
TRUSTEE$0$86,084$0$0$0$0$0$53,718$0$20,071$0$159,873$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE J, PART I LINE 3FormAndLineReferenceDesc
ExplanationTHE RELATED ORGANIZATION, OPERATIVE PLASTERERS & CEMENT MASONS LOCAL 599, USES EXECUTIVE BOARD APPROVAL TO ESTABLISH COMPENSATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE OFFICERS AND ADMINISTRATIVE MANAGER REVIEWS THE FORM 990 WITH THE ACCOUNTANT BEFORE SIGNING AND MAKING A COPY OF THE FORM 990 AVAILABLE FOR ALL TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 12CTHERE ARE ANNUAL TRUSTEE QUESTIONNAIRES.
FORM 990, PART VI, SECTION C, LINE 19THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:TRANSFER OF NET ASSETS -1,913,066.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
BAC DISTRICT COUNCIL
PO BOX 510617NEW BERLINWI53151391590426LABOR UNIONWI501(C)(5)0
BOARD OF TRUSTEES WI MASONS' HEALTH CARE FUND
2901 W BELTLINE HIGHWAY STE 100MADISONWI537134226237422786JOINT BOARD OF TRUSTEESWI501(C)(9)0
MILWAUKEE AREA BRICKLAYERS APPRENTICESHIP TRAINING FUND
17125 W CLEVELAND AVENUENEW BERLINWI531510741391333915APPRENTICESHIP TRAININGWI501(C)(3)0
OPERATIVE PLASTERERS & CEMENT MASONS LOCAL 599
8701 N LAUER STREETMILWAUKEEWI53224391960564LABOR UNIONWI501(C)(5)0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)

HANSON MASONRY & CONCRETE
LLOYD HAMM MASONRY
MAVID CONSTRUCTION SERVICE LLC
WALLY KING MASONRY LLC

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (99 entries)

AGC OF GREATER MILWAUKEE
API INC
APPLETON LATHING CORP
ARNIE MACKEY CONSTRUCTION
ARTEAGA CONSTRUCTION INC
BANE NELSON
BEDROCK FLINT INC
BENEFIT PLAN ADMINISTRATOR OF WI
BERGHAMMER CORP
BOLDT OSCAR CONSTRUCTION CO
BORTH-WILSON INC
BUKACEK CONSTRUCTION INC
C&S CONSTRUCTION INC
CAMOSY INC
CAPELLE BROTHERS & DIEDRICH INC
CASTELLAN TILE & TERRAZZO INC
CAULKING PLUS INC
CH SCHMIDT INC
CLASSIC MARBLE & GRANITE
CM MORRIS GROUP INC
CONCRETE MASONRY INC
CORNERSTONE CONSTRUCTION
CROWLEY MASONRY INC
D&M MASONRY LLC
DAROLD BERGER MASONRY
DICKOW & CYZAK TILE
DOYLE CONTRACTORS INC
EDGAR PRAGER & SONS
EXECUTIVE PLASTERING CO
FABCON INC
FINDORFF & SON INC
FOWLER & HAMMER INC
FOX VALLEY & CONSTRUCTION
G&W PLASTERING INC
GAGNON INC
GEGARE TILE INC
GEORGE SIEGFRIED CONSTRUCTION CO
HARBOR CITY MASONRY INC
HAROLD ARDNT
HEIN WILLIAM CONSTRUCTION INC
HETZEL TILE
HEULER TILE COMPANY
HILLSIDE DAMPROOFING INC
HOMBURG CONTRACTORS INC
HUNZINGER CONSTRUCTION CO
IEI GENERAL CONTRACTORS INC
INTERIOR INSTALLATION
J&J LEE CONSTRUCTION
JAC MASONRY INC
JH HASSINGER INC
JOHNSON TERRAZZO COMPANY
JP CULLEN & SONS INC
JUROWSKI RJ CONSTRUCTION INC
KENNETH F SULLIVAN INC
KMI CONSTRUCTION LLC
KOTZE CONSTRUCTION COMPANY INC
LEWIS CONSTRUCTION INC
LIPPERT TILE CO INC
LUNDA CONSTRUCTION
MA MORTENSON CO
MAAS BROS CONSTRUCTION COMPANY
MACCO'S COMMERCIAL INTERIORS
MARKET & JOHNSON INC
MARTELL CONSTRUCTION
MEGAL CONSTRUCTION COMPANY
MEYER CR & SONS CO
MIDDLETON CONSTRUCTION INC
MIRON CONSTRUCTION COMPANY INC
MORTL RESTORATIONT
NATIONAL MACHINERY
PLATT CONSTRUCTION COMPANY
POELLINGERS INC
PUKALL COMPANY INC
QUASIUS BROTHERS INC
RASCH CONSTRUCTION & ENGINE
REFRACTORY SERVICE INC
RESCH'S TILE INC
RICE IVAN & SONS
RILEY CONSTRUCTION INC
ROSSI CONSTRUCTION
SCHERRER CONSTRUCTION COMPANY INC
SCHLEIS FLOOR COVERING
SCHMITT JOSEPH & SONS CO
SCIACHITANO CAULKING INC
SERVAIS TILE & STONE INC
SID'S SEALANTS
SMITH CD CONSTRUCTION COMPANY INC
STEBBIBS ENGINEERING COMPANY
STRETAR MASONRY & CONCRETE
STRUCTURAL APPLICATORS INC
SUPERIOR MASONRY BUILDERS
TRI NORTH BUILDERS INC
TRIERWEILER CONSTRUCTION
VOGEL BROTHERS BUILDING COMPANY
VONASEK & SCHIEFFER INC
WALSH MASONRY INC
WINKLER MASONRY INC
WISCONSIN TERRAZZO TILE INC
ZEISE FRANK CONSTRUCTION INC
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
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: AARON KOWALSKI MASONRY LLC, ACOUSTICS ASSOCIATES INC., ALBANY NY #2, B&D ASSOCIATES, BAC LOCAL UNION 15 WELFARE, BADGER WASHING, BARTHENHEIER CONSTRUCTION, BERGLUND CONSTRUCTION, THE CAULKING COMPANY, INC., CEMENT M&P LOCAL 518, CENTRAL ILLINOIS BRICKLAYERS HEALTH, CENTRAL ILLINOIS BRICKLAYERS, CHICAGO MASONRY LOCAL 21, CHICAGO TILE #67, COMMERCIAL FLOORING INSTALLATIONS, CONSTRUCTION & TURNAROUND, CONTRACT TILE & CARPET, COUNTERTOP DESIGNS, CREATIVE ERECTORS, CUTTIN EDGE TILE SERVICE CUTTING, EMPIRE REFRACTORY SERVICES, EMPRESS SURFACE SOLUTIONS, G FONTANA AND SONS, GILLESPIE & POWERS, HEELEIN & SONS 86471, HOUSE OF STONE, ICONIC FINISHES LLC, IMTEF, INTERNATIONAL HEALTH, INTERNATIONAL PENSION, IOWA LABORERS DC HEALTH & WELFARE, JIMMY Z MASONRY, JOHNSON'S CARPET ONE 55807, JT THORPE & SON, JW FLOORING INC, JW SEALANTS, KINGSTON TILE CO., KOCH KNIGHT LLC, LIFE SAFETY SYSTEMS INC., LOCAL 7 TILE INDUSTRY, LOCAL #502 ILLINOIS, MASONRY WELFARE TRUST, MASS BRICKLAYERS, MASTERFOAM INSULATION LLC, MAXIMUM PRECAST, MEL BJURSTROM MASONRY LLC, MICHIGAN BAC HEALTH/PENSION, MN & ND BRICKLAYERS, MR DAVIDS FLOORING INTERNATIONAL, MOUNT HOREB MASONRY, NORTHERN ILL & IOWA LAB, O'CONNOR CONTRACTORS, INC, OHIO BRICKLAYERS, OPCMIA 21046, CONSTRUCTION INDUSTRY, POWERWASHING PROFESSIONALS LLC, QUALITY BUILDING RESTORATION INC., R&T SPECIALISTS, RAY THEOBALD MASONRY CONSTRUCTION, REVOLUTION INDUSTRIAL SERVICES, SCHAEFER GROUP, INC., SEATTLE WASHINGTON #1, SPRAY INSULATIONS, INC., STUCKEY CONSTRUCTION, SWANSON SPRAY SYSTEMS, SYMBIONT CONSTRUCTION, TAPPING TROWEL MASONRY, TVJ MASONRY, INC., TWIN CITY CEMENT MASONS, UNIVERSAL BLASTCO MI TILE, US VET GENERAL CONTRACTING, LLC, VAN MINSEL BROS, WI LABORERS FUND.ExplanationTxt