2022-11-09T16:52:14-06:00 2021-12-31 363168081 SIKICH LLP 17335 GOLF PARKWAY BROOKFIELD WI 53045 990 2021-01-01 390852117 WISCONSIN PIPE TRADES HEALTH FUND WISC 4145773700 11270 WEST PARK PLACE 950 MILWAUKEE WI 53224 JOEL ZIELKE SECRETARY/TREASURER 4145773700 2022-11-09 1 JOEL ZIELKE 999009999 BRIDGETTE MUGGE P00671418 2627549400 2022-11-07 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JOEL ZIELKE 11270 WEST PARK PLACE 950 MILWAUKEE WI 53224 104172346 0 X N/A X 1952 WI TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS 10 5 67 5 0 0 0 0 33828089 36819263 937439 2189907 597 7500 34766125 39016670 0 0 27063087 30834261 0 0 0 0 0 4841301 6557063 31904388 37391324 2861737 1625346 34390413 39829983 20235573 23826797 14154840 16003186 TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS 0 0 PROVIDES ACCIDENT, HOSPITAL, MEDICAL, SURGICAL, DENTAL, VISION, MAJOR MEDICAL, DISABILITY, AND LIFE INSURANCE BENEFITS 0 0 0 0 0 0 0 0 0 1 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 1 225 0 67 1 0 0 0 0 0 0 0 0 X 10 5 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 X WISONSIN PIPE TRADES HEALTH FUND 4145773700 11270 WEST PARK PLACE 950 MILWAUKEE WI 53224 JOEL ZIELKE LABOR SECRETARY/TREASURER 2.00 50.00 X X 0 160771 111979 BRIAN TOUTANT LABOR TRUSTEE 2.00 50.00 X 0 149782 108512 DOUGLAS EDWARDS LABOR TRUSTEE 2.00 50.00 X 0 148573 108326 JOSHUA BIRONG LABOR TRUSTEE 2.00 44.00 X 0 118544 45760 TIMOTHY RAUSCH LABOR TRUSTEE 2.00 44.00 X 0 114429 45760 ED TONN JR MANAGEMENT CHAIRMAN 2.00 X X 0 0 0 JONATHAN KOWALSKI MANAGEMENT TRUSTEE 2.00 X 0 0 0 ROB JOSSART MANAGEMENT TRUSTEE 2.00 X 0 0 0 JAMES COLWELL MANAGEMENT TRUSTEE 2.00 X 0 0 0 TODD MORRIS MANAGEMENT TRUSTEE 2.00 X 0 0 0 0 692099 420337 0 0 1 0 BPA OF WISCONSIN 11270 WEST PARK PLACE STE 950 MILWAUKEE WI 53224 PLAN ADMIN/UNITED HEALTHCARE IMPLEMENTAT 1343153 CAREATC INC 4500 S 129TH E AVE SUITE 191 TULSA OK 741345891 CLINIC OPERATIONS 1090388 UNITED HEALTHCARE INSURANCE COMPANY PO BOX 88822 MILWAUKEE WI 532880822 CLAIMS PROCESSING 819336 THE PREVIANT LAW FIRM SC 310 WEST WISCONSIN AVE MILWAUKEE WI 53203 LEGAL SERVICES 153451 4 EMPLOYER CONTRIBUTIONS 900099 33834501 33834501 SELF-PAYMENT CONTRIBUTIONS 900099 2521662 2521662 CLAIM RECOVERIES 900099 463100 463100 36819263 584224 584224 66761359 65155676 1605683 1605683 1605683 MISCELLANEOUS REVENUE 7500 7500 7500 39016670 36819263 0 2197407 30834261 1133698 153451 73997 143352 58977 73657 8247 29152 14034 CLINIC COSTS 1432388 MEDICARE PREMIUMS 1370887 PREFERRED PROVIDER AND 1063675 ORGAN TRANSPLANT INSURA 330774 670774 37391324 12444370 695671 1540856 2367010 2961272 3297061 199871 267182 382271 114178 297245 268093 16946799 32934966 34390413 39829983 416996 198927 19818577 23627870 20235573 23826797 X 0 0 0 0 14154840 16003186 14154840 16003186 34390413 39829983 1625346 223000 0 X 0 1 X 1 0 354771 92635 262136 27500 21543 5957 268093 PARTICIPANTS BANKED DOLLARS 20495870 BENEFIT OBLIGATIONS CURRENTLY PAYABLE 3132000 23627870 X 39165673 223000 223000 38942673 73997 73997 39016670 36584627 0 36584627 73997 732700 806697 37391324 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 4B - OTHER ADJUSTMENTS: INCREASE IN DEFERRED BENEFIT OBLIGATION 732,700. 0 0 0 JOEL ZIELKE LABOR SECRETARY/TREASURER 0 160771 0 0 0 0 0 83379 0 28600 0 272750 0 0 BRIAN TOUTANT LABOR TRUSTEE 0 149782 0 0 0 0 0 79912 0 28600 0 258294 0 0 DOUGLAS EDWARDS LABOR TRUSTEE 0 148573 0 0 0 0 0 79726 0 28600 0 256899 0 0 JOSHUA BIRONG LABOR TRUSTEE 0 118544 0 0 0 0 0 22880 0 22880 0 164304 0 0 TIMOTHY RAUSCH LABOR TRUSTEE 0 114429 0 0 0 0 0 22880 0 22880 0 160189 0 0 FORM 990, SCHEDULE J, PART I LINE 3 THE RELATED ORGANIZATIONS, LOCAL UNION #601 AND #118, USE EXECUTIVE BOARD APPROVAL TO ESTABLISH COMPENSATION. FORM 990, PART VI, SECTION B, LINE 11B THE 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 19 GOVERNING DOCUMENTS AND FINANCIAL STATMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICE OF THE ORGANIZATION BOARD OF TRUSTEES OF WISCONSIN PIPE TRADES HEALTH FUND 11270 WEST PARK PLACE SUITE 950 MILWAUKEE WI 53224 390852117 JOINT BOARD OF TRUSTEES-PLAN SPONSOR AND PLAN ADMINISTRATOR WI 501(C)(9) N/A 0 STEAMFITTERS LOCAL UNION #601 3300 S 103RD ST MILWAUKEE WI 53227 390635400 UNION WI 501(C)(5) N/A 0 PLUMBERS & STEAMFITTERS LOCAL #118 3030 39TH AVE KENOSHA WI 53144 390542900 UNION WI 501(C)(5) N/A 0 WISCONSIN PIPE TRADES ECKHART KENOSHA REFRIGERATION LLC 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 MICHELS CORPORATION MODERN PIPING INC MONONA PLUMBING & FIRE PROTECTION INC PL FREEMAN COMPANY PETROLEUM EQUIPMENT INC PIEPER ELECTRIC INC PURE MECHANICAL LLC PYRAMID MECHANICAL SERVICES QSP UTILITY LLC REAL REGRIGERATION INC RMC INC (ACCUTEMP MECHANICAL INC) SOUTHEASTERN MECHANICAL INC SUCCESS PLUMBING COMPANY INC SUMMIT REFRIGERATION GROUP INC THE BOLDT COMPANY THE JAMAR COMPANY THE STATE GROUP INDUSTRIAL (USA) LIMITED TOTAL MECHANICAL INC TRANE US INC (THE TRANE COMPANY) TWEET-GAROT MECHANICAL INC UNITED MECHANICAL INC WH JACKLIN INC ZIEN SERVICE INC 0 1 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 1901 INC., ADVANCED CHILLER SERVICE, AECOM ENERGY & CONSTRUCTION, AERICO INC., AG MECHANICAL, AIR TEMPERATURE SERVICES, AIRFLOW 360, ATOMATIC MECHANICAL SERVICES, INC., AZCO INC., BELONGER CORP., INC., BENO PLUMBING & HEATING, BIG INCH FABRICATORS, C-D-P, INCORPORATED, CARRIER BUILDING SYSTEMS & SER., CHICAGO #597, COBIAN UTILITY, COENEN MECHANICAL, LLC, COLORADO PIPE INDUSTRY, CORVAL CONSTRUCTORS, INC., CR MEYER & SONS CO. (LOCAL 400), CRANE PLUMBING SERVICE, DULUTH BUILDING TRADES WELFARE, EAST CENTRAL ILLINOIS PIPE TRADES, ELLINGSON TRENCHLESS LLC, FIVE STAR ENERGY SERVICES, LLC, FLEMING MECHANICAL, FOUR STAR ENERGY SERVICES, LLC, GENERAL REFRIGERATION, HOOPER CONSTRUCTION CORP., HURCKMAN MECHANICAL, HVA PRODUCTS INC., JM AARUD MECHANICAL, JOHN'S REFRIGERATION INC., JONSON CONTROLS, INC. KNAUER PLUMBING & HEATING CO., KS ENERGY SERVICE, LEE PLUMBING SERVICE, LOCAL #99, BLOOMINGTON IL, LOCAL 118 EDUCATION FUND, LOCAL 449 WELFARE FUND, LOCAL NO. 123, LOCAL 166, LOCAL NO. 174 HEALTH FUND, LOCAL NO. 190, LOCAL NO. 25, LOCAL NO. 333, LOCAL NO. 357 H/W FUND, LOCAL NO. 400, LOCAL NO. 434, LOCAL NO. 60, M.J. ELECTRIC, LLC, MADISON AREA TRUST FUND, MASTERS BUILDING SOLUTION, MATTOX PLUMBING, LLC, MEADE ELECTRIC, MECHANICAL INC., FREEPORT, MEYER MECHANICAL LLC, MICHELS PIPELINE, INC., MICHELS UTILITIES SERVICES, INC., NEW BERLIN INVESTMENTS, NORTHERN MECHANICAL LLC, NORTHERN PIPELINE CONSTRUCTION, PERTZBORN (H.J) PLUMBING & FIRE, PIPE TRADES IND 136,157,184,661, PIPE TRADES SERVICES MN, PIPELINE IND BENEFIT FUND, PIPERS MECHANICAL, INC., PLUMBERS AND PIPEFITTERS #172, PLUMBERS AND PIPEFITTERS #553, PLUMBERS LOCAL 562, PLUMBERS LOCAL NO. 72, 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., SEITHER & CHERRY COMPANY, STEAMFITTERS TRAINING SCH., TOWER ENERGY INTERNATIONAL, UNION LOCAL 150, UNI-PUMP, INC., UPPER PENINSULA PLUMBERS, VORPAGEL SERVICE INC., VR TESCO, WEST MI PLUMBERS & PIPEFITTERS, WPT ORGANIZING & MARKET, ZONE MECHANICAL NORTH.