2022-11-03T14:02:08-05:00 2021-12-31 363168081 SIKICH LLP 17335 GOLF PARKWAY BROOKFIELD WI 53045 990 2021-01-01 390859145 MILWAUKEE PAINTERS LOCAL UNION NO 781 HEALTH FUND MILW 4145773700 11270 WEST PARK PLACE 950 MILWAUKEE WI 53224 JEFF MEHRHOFF CHAIRMAN 4145773700 2022-11-02 1 JEFF MEHRHOFF 999009999 BRIDGETTE MUGGE P00671418 2627549400 2022-10-31 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JEFF MEHRHOFF 11270 WEST PARK PLACE 950 MILWAUKEE WI 53224 18434596 0 X N/A X 1951 WI TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS 8 5 20 5 0 0 0 0 10549337 10720783 905996 1265783 179 5382 11455512 11991948 0 0 9070482 7949711 0 0 0 0 0 2334575 2293551 11405057 10243262 50455 1748686 25219514 26245476 1334690 923794 23884824 25321682 TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS 0 0 PROVIDES ACCIDENT, HOSPITAL, MEDICAL, SURGICAL, DENTAL, VISION, MAJOR MEDICAL, DISABILITY, AND INSURANCE BENEFITS 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 39 0 20 1 0 0 0 0 0 0 0 0 X 8 5 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 X JEFF MEHRHOFF 4145773700 11270 WEST PARK PLACE SUITE 950 MILWAUKEE WI 53224 JEFF MEHRHOFF CHAIRMAN 2.00 50.00 X X 0 136361 75951 BRIAN BAUMGARTNER TRUSTEE 2.00 X 0 91724 67002 STEVE SCHREINER TRUSTEE - ENDED 11-12-2021 2.00 X 0 35200 33697 JEFF HENKEL TRUSTEE - STARTED 11-12-2021 2.00 X 0 1057 0 ANGELO MARRONE TRUSTEE 2.00 2.00 X 0 175 0 WILL STEVENS SECRETARY/TREASURER 2.00 X X 0 0 0 JOHN NESSE TRUSTEE - STARTED 3-1-2021 2.00 X 0 0 0 AMY OLSON TRUSTEE 2.00 X 0 0 0 KEVIN CHMIELEWSKI TRUSTEE 2.00 X 0 0 0 JOHN TOPP TRUSTEE - ENDED 3-1-2021 2.00 X 0 0 0 0 264517 176650 0 0 1 0 SAV-RX PRESCRIPTION SERVICES 224 N PARK AVE FREMONT NE 68025 PRESCRIPTON CLAIMS 188717 UNITED HEALTHCARE INSURANCE COMPANY 10701 WEST RESEARCH DR MILWAUKEE WI 53226 CLAIMS ADMINISTRATION 185470 2 EMPLOYER CONTRIBUTIONS 900099 10186187 10186187 EMPLOYEE CONTRIBUTIONS 900099 534596 534596 10720783 490155 490155 7218276 6442648 775628 775628 775628 MISCELLANEOUS INCOME 900099 5382 5382 5382 11991948 10726165 0 1265783 7949711 75951 83148 121586 12261 15857 1504 16295 DENTAL PREMIUMS 706886 NETWORK FEES 469459 CLAIMS AND FUND ADMINIS 354846 STOP-LOSS PREMIUMS 336547 99211 10243262 1778682 2260149 586397 559796 1459498 1104792 42361 64411 21352576 22256328 25219514 26245476 163890 97294 1170800 826500 1334690 923794 X 0 0 0 0 23884824 25321682 23884824 25321682 25219514 26245476 1748686 -311828 0 X 0 1 X 1 0 0 BENEFIT OBLIGATIONS CURRENTLY PAYABLE 826500 826500 X 11596972 -311828 -311828 11908800 83148 83148 11991948 10504414 344300 344300 10160114 83148 83148 10243262 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 PLAN HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER DATED AUGUST 11, 1997 FROM THE IRS AND IS THEREFORE NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE PLAN SPONSOR BELIEVES THAT THE PLAN AND TRUST, AS AMENDED, CONTINUE TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. U.S. GAAP REQUIRE PLAN MANAGEMENT OF AN ORGANIZATION TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND 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: CHANGE IN CURRENT YEAR CLAIMS PAYABLE 344,300. 0 0 0 JEFF MEHRHOFF CHAIRMAN 0 136361 0 0 0 0 0 55505 0 20446 0 212312 0 0 BRIAN BAUMGARTNER TRUSTEE 0 91724 0 0 0 0 0 45688 0 21314 0 158726 0 0 FORM 990, SCHEDULE J, PART I, LINE 3 THE RELATED ORGANIZATION, PAINTERS & ALLIED TRADES DISTRICT COUNCIL NO 7, PROCESS FOR ESTABLISHING COMPENSATION IS AS FOLLOWS: THE COMPENSATION FOR OFFICERS TO ATTEND EXECUTIVE MEETINGS, RECEIVE EXPENSE ALLOWANCES, AND/OR RECEIVE COMPENSATION FOR WORKING FOR THE DISTRICT COUNCIL, IS DETERMINED BY THE DISTRICT COUNCIL NO 7 BY-LAWS, AND THE LOCAL BARGAINING AGREEMENTS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS REVIEWED BY THE CHAIRMAN AND SECRETARY/TREASURER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12: THE TRUSTEES FOLLOW ERISA REQUIREMENTS REGARDING CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC INSPECTION COPIES OF THE FORM 990, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS ARE AVAILABLE BY REQUEST AT THE ORGANIZATION'S OFFICE. PAINTERS & ALLIED TRADES DISTRICT COUNCIL NO 7 IUPAT DISTRICT COUNCIL NO 7 JOINT APPRENTICESHIP AND TRAINING TRUST FUND PAINTERS LOCAL 802 HEALTH FUND BOARD OF TRUSTEES OF MILWAUKEE PAINTERS LOCAL UNION NO 781 HEALTH FUND 11270 WEST PARK PLACE SUITE 950 MILWAUKEE WI 53224 390859145 PLAN SPONSOR AND PLAN ADMINISTRATOR WI 501(C)(9) 0 GORDON SOLUTIONS LLC JDR PAINTING B&D CONTRACTORS BALASCH PAINTING AND DECORATING BUILDING SERVICE INC CESARZ DRYWALL INC COMMON LINKS CONSTRUCTION CONRAD SCHMITT STUDIOS CREATIVE BUSINESS INTERIORS INC DAVCO DEVELOPMENT FIELDSTONE GLASS INC HERITAGE GLASS INC HESS SWEITZER PAINTING LLC HETZEL-SANFILIPPO INC HOME GLASS CO INC JAHN & SONS INC MILWAUKEE PLATE GLASS INC NJ SCHAUB & SONS INC PFISTER LLC PORTA-PAINTING INC POSTORINO DECORATING INC PROGRAMMED PAINTING SERVICE INC SANCHEZ PAINTING CONTRACTORS SERVICE PAINTING CORP STATE PAINTING COMPANY THOMAS A MASON CO INC THOMAS INDUSTRIAL COATING INC UNIVERSAL INC WINGHART INC ALL-TECH DECORATING COMPANY COMMERCIAL WALLS & CEILING INTERIOR INSTALLATION SERVICE K&J PAINTING LLC LANKFORD CONSTRUCTION COMPANY LURIE GLASS COMPANY MAVID CONSTRUCTION SERVICE MAXCOR INC OLYMPIC COMPANIES ROCKWELL GROUP ROSS HARTRICK INC APPLETON LATHING CORP ASCHER BROTHERS CO INC CHRISTOPHER GLASS AND ALUMINUM DOHERTY CONSTRUCTION GLASS SOLUTIONS INDUSTRIAL SERVICES GROUP INC JEWEL CONSTRUCTION COMPANY INC KLEIN-DICKERT PEWAUKEE OMNI GLASS - SOUTHERN DIVISION SHO-LINK WALL TECH INC WOODS CONTRUCTION INC 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990, SCHEDULE R, PARTS II-IV THE PLAN MADE A REASONABLE EFFORT TO OBTAIN THE TAX CLASSIFICATION FROM ALL CONTRIBUTING EMPLOYERS, BUT SOME OF THE CONTRIBUTING EMPLOYERS HAVE NOT YET RESPONDED TO THE MULTIPLE REQUESTS.