WISCONSIN SHEET METAL HEALTH AND BENEFIT TRUST FUND: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WISCONSIN SHEET METAL HEALTH AND BENEFIT TRUST FUND (EIN 35-1638874)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202213189349316066
- Schema version
- 2021v4.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T16:11:06-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391531945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17335 GOLF PARKWAY | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351638874 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN SHEET METAL WORKERS HEALTH | BusinessNameLine1Txt |
| Business Name Line2 | AND BENEFIT FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WISC | BusinessNameControlTxt |
| Phone | 2627981838 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 SPRINGDALE ROAD | AddressLine1Txt |
| City | WAUKESHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 531862855 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT JOSSART | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2627981838 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | JOSSART | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIDGETTE MUGGE | PreparerPersonNm |
| PTIN | P00671418 | PTIN |
| Phone | 2627549400 | PhoneNum |
| Preparation | 2022-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL MOONEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 SPRINGDALE ROAD | AddressLine1Txt |
| City | WAUKESHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 531862855 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $66,165,793 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 152 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $37,747,099 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $39,784,731 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,743,038 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,967,555 | CYInvestmentIncomeAmt |
| PY Other Revenue | $141,202 | PYOtherRevenueAmt |
| CY Other Revenue | $275,415 | CYOtherRevenueAmt |
| PY Total Revenue | $39,631,339 | PYTotalRevenueAmt |
| CY Total Revenue | $44,027,701 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $33,110,292 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $39,247,517 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $45,086 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $52,197 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,593,514 | PYOtherExpensesAmt |
| CY Other Expenses | $6,317,763 | CYOtherExpensesAmt |
| PY Total Expenses | $39,748,892 | PYTotalExpensesAmt |
| CY Total Expenses | $45,617,477 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$117,553 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,589,776 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $47,524,001 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,518,635 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $33,432,847 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $33,857,506 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,091,154 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,661,129 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | HOSPITAL, SURGICAL, MEDICAL, DENTAL, VISION, AND PRESCRIPTION DRUG BENEFITS FOR APPROXIMATELY 2,880 MEMBERS AND THEIR FAMILIES | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROVIDE SUPPLEMENTAL MEDICARE WRAPAROUND INSURANCE BENEFITS FOR APPROXIMATELY 771 MEMBERS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROVIDE COST CONTAINMENT AND CASE MANAGEMENT SERVICES FOR APPROXIMATELY 2,880 MEMBERS | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROVIDE LIFE INSURANCE BENEFITS FOR APPROXIMATELY 2,827 MEMBERS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 218 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 152 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDY HEATH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2627981838 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 SPRINGDALE ROAD | AddressLine1Txt |
| City | WAUKESHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 531862855 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| MIKE MOONEY | |||||||
| CHAIRMAN | 1.00 | 44.00 | Yes (X) | Yes (X) | $141,888 | $0 | $84,855 |
| DON ATHAS | |||||||
| TRUSTEE | 1.00 | 44.00 | Yes (X) | $124,578 | $0 | $90,582 | |
| SCOTT KNOCKE | |||||||
| TRUSTEE | 1.00 | 44.00 | Yes (X) | $123,580 | $0 | $85,873 | |
| SCOTT BARTZ | |||||||
| TRUSTEE | 1.00 | 44.00 | Yes (X) | $111,329 | $0 | $83,667 | |
| BRAD KALCIC | |||||||
| TRUSTEE | 1.00 | 44.00 | Yes (X) | $97,657 | $0 | $90,507 | |
| MATT VAN DER PUY | |||||||
| TRUSTEE | 1.00 | 44.00 | Yes (X) | $96,521 | $0 | $78,479 | |
| CRAIG WAGNER | |||||||
| TRUSTEE | 1.00 | 44.00 | Yes (X) | $89,346 | $0 | $84,003 | |
| GREG FAUST | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID ALDAG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT JOSSART | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAN GREEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH GROESCHEL JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK SCHIRPKE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN KOWALSKI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KENDALL RICHARDS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY GAECKA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $784,899 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $597,966 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION | |||||
| 11270 W PARK PLACE SUITE 950 | MILWAUKEE | WI | 53224 | ADMINISTRATION SERVICES | $1,195,003 |
| ANTHEM BLUE CROSS AND BLUE SHIELD | |||||
| 220 VIRGINIA AVENUE | INDIANAPOLIS | IN | 46204 | MEDICAL CLAIMS ADMINISTRATION | $1,001,852 |
| UNITED HEALTHCARE | |||||
| 22703 NETWORK PLACE | CHICAGO | IL | 606731227 | MEDICAL CLAIMS ADMINISTRATION | $245,345 |
| EXPRESS SCRIPTS | |||||
| 100 PARSONS POND DRIVE | FRANKLIN LANES | NJ | 07417 | PRESCRIPTIONS | $197,491 |
| REINHART BOERNER VAN DUEREN SC | |||||
| 1000 N WATER ST SUITE 2100 | MILWAUKEE | WI | 53201 | LEGAL | $147,760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $35,645,685 | $35,645,685 |
| SELF-PAY CONTRIBUTIONS | 900099 | $3,852,494 | $3,852,494 |
| SASMI | 900099 | $286,552 | $286,552 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $39,784,731 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $834,628 | TotalRevenueColumnAmt |
| Exclusion | $834,628 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,271,019 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,138,092 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,132,927 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,132,927 | TotalRevenueColumnAmt |
| Exclusion | $3,132,927 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| COBRA PREMIUM CREDIT | 900099 | $124,654 | $124,654 |
| COMMISSIONS | 900099 | $91,712 | $91,712 |
| CONTRACTOR LATE CHARGES | 900099 | $35,127 | $35,127 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,922 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,922 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $275,415 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,027,701 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,060,146 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,967,555 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,247,517 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,197 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $645,203 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,746 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,720 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,044 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,377 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,682 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,702 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $664 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,441 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| MEDICARE PRESCRIPTION D | $2,702,297 |
| CLAIMS ADMINISTRATOR FE | $1,912,882 |
| COST CONTAINMENT PROGRA | $294,395 |
| BANK FEES | $29,198 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,412 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,617,477 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,996,059 | BOYAmt |
| EOY | $8,305,430 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,365 | BOYAmt |
| EOY | $360,842 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,908,554 | BOYAmt |
| EOY | $3,204,124 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,686 | BOYAmt |
| EOY | $127,730 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $67,565 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $66,112 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,117 | BOYAmt |
| EOY | $1,453 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,633,814 | BOYAmt |
| EOY | $31,615,672 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,668,406 | BOYAmt |
| EOY | $903,384 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,524,001 | BOYAmt |
| EOY | $44,518,635 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,632 | BOYAmt |
| EOY | $743,897 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,882,215 | BOYAmt |
| EOY | $33,113,609 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,432,847 | BOYAmt |
| EOY | $33,857,506 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,091,154 | BOYAmt |
| EOY | $10,661,129 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,091,154 | BOYAmt |
| EOY | $10,661,129 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,524,001 | BOYAmt |
| EOY | $44,518,635 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,589,776 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,840,249 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $67,565 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,112 | DepreciationAmt |
| Book Value | $1,453 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,453 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ESTIMATED HEALTH CLAIMS PAYABLE AND IBNR | $3,674,500 |
| ACCUMULATED BENEFITS - PARTICIPANTS | $27,346,157 |
| DUE TO OTHER FUNDS | $2,092,952 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $33,113,609 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $42,084,732 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,840,249 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$1,840,249 | RevenueNotReportedAmt |
| Revenue Subtotal | $43,924,981 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $102,720 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $102,720 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $44,027,701 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $45,669,364 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $45,669,364 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $102,720 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$154,607 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$51,887 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $45,617,477 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE TRUST ESTABLISHED UNDER THE FUND TO HOLD THE FUND'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE IRC AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE FUND HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS), AND THE TRUSTEES BELIEVE THAT THE FUND, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE AS DESIGNED. U.S. GAAP, REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND 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 HEALTH CLAIMS PAYABLE -1,141,300. INCREASE IN ACCUMULATED BENEFITS FOR PARTICIPANTS 986,693. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MIKE MOONEY | ||||||||||||||
| CHAIRMAN | $141,888 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $84,855 | $0 | $226,743 | $0 | $0 | $0 |
| DON ATHAS | ||||||||||||||
| TRUSTEE | $124,578 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $90,582 | $0 | $215,160 | $0 | $0 | $0 |
| SCOTT KNOCKE | ||||||||||||||
| TRUSTEE | $123,580 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $85,873 | $0 | $209,453 | $0 | $0 | $0 |
| SCOTT BARTZ | ||||||||||||||
| TRUSTEE | $111,329 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $83,667 | $0 | $194,996 | $0 | $0 | $0 |
| BRAD KALCIC | ||||||||||||||
| TRUSTEE | $97,657 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $90,507 | $0 | $188,164 | $0 | $0 | $0 |
| MATT VAN DER PUY | ||||||||||||||
| TRUSTEE | $96,521 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $78,479 | $0 | $175,000 | $0 | $0 | $0 |
| CRAIG WAGNER | ||||||||||||||
| TRUSTEE | $89,346 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $84,003 | $0 | $173,349 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | REVIEWED BY THE ADMINISTRATIVE MANAGER AND PRESENTED TO TRUSTEES FOR APPROVAL PRIOR TO SIGNING AND FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEES ARE EXPECTED TO DISCLOSE ANY OWNERSHIP OR OTHER FINANCIAL RELATIONSHIPS THAT THEY HAVE WITH PARTIES THAT DEAL WITH THE PLAN. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST THROUGH THE PLAN OFFICE. |
| PART XII, LINE 2C: | THE BOARD OF TRUSTEES REVIEWS AND APPROVES A DRAFT OF THE AUDITED FINANCIAL STATEMENTS AT THE MEETING. THESE ARE PRESENTED BY THE ACCOUNTANT TO THE BOARD. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| SHEET METAL WORKERS INTERNATIONAL ASSOCATION LOCAL UNION NO 18 AFL-CIO | |||
| LABOR UNION | 501(C)(5) | N/A | 0 |
| SHEET METAL WORKERS LOCAL UNION #7 | |||
| SHEET METAL #10 BENEFIT FUND | |||
| SHEET METAL WORKERS #7 ZONE 3 | |||
| SHEET METAL LOCAL UNION #7 ZONE 5 JATC | |||
| SHEET METAL LOCAL #85 | |||
| MILWAUKEE JOINT APPRENTICES | |||
| WISCONSIN SHEET METAL HEALTH | |||
| FOX VALLEY SHEET METAL HEALTH FUND | |||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (10 entries)
| ADS MECHANICAL LLC |
| AIR SOLUTIONS |
| FULL SERVICE HEATING & AIR CONDITIONING LLC |
| H&M STAINLESS SPEC LLC |
| MADISON SHEET METAL LLC |
| MIDWEST FLUID BALANCING |
| NATIONS ROOF NORTH LLC |
| PURE MECHANICAL LLC |
| SUPERSKY PRODUCTS ENTERPRISES LLC |
| VANTAGE MECHANICAL LLC |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (128 entries)
| AC SERVICE INC |
| ACCUSTAR AIR BALANCE INC |
| ACCUTEMP MECHANICAL |
| ADVANCED HVAC INC |
| AIR QUALITY SYSTEMS INC |
| AIR TEMPERATURE SERVICES |
| ALDAQ HONOLD MECHANICAL INC |
| ALL COMFORT SERVICES INC |
| ALL FACETS SHEET METAL INC |
| ALL PRO MECHANICAL INC |
| ALLOY WELDING INC |
| API INC |
| ARTEAGA CONSTRUCTION INC |
| ATLAS HEATING AND SHEET METAL INC |
| AUGUST WINTER & SONS INC |
| BADGER SHEET METAL LLC |
| BALANCE TECHNOLOGIES INC |
| BANE-NELSON INC |
| BASSETT MECHANICAL |
| BELONGER CORPORATION INC |
| BERGER & KING INC |
| BREDAN MECHANICAL SYSTEMS INC |
| BUTTERS-FETTING COMPANY INC |
| CARLSON RACINE ROOFING & SHEET METAL INC |
| CENTRAL MECHANICAL SYSTEMS INC |
| CERTIFIED PLUMBING |
| CHRISTIANSEN FJA CO |
| CONDITIONED AIR DESIGN INC |
| CONSTRUCTION SUPPLY & ERECTION INC |
| COUNTRYSIDE PLUMBING & HEATING INC |
| CRAFTS INC |
| CUDAHY ROOFING & SUPPLY |
| DR KOHLMAN INC |
| DAVE'S SHEET METAL INC |
| DEBELAK JOE PLUMBING & HEATING COMPANY INC |
| DELTA MECHANICAL INC DBA RICHER'S REFRIGERATION AND AIR CONDITIONING |
| DILLETT MECHANICAL SERVICE INC |
| DORAL CORPORATION |
| DOUBLE R ERECTING INC |
| DRESSLER & SON INC DBA DRESSLER MECHANICAL INC |
| DROEGKAMP FURNACE CO |
| DUWE METAL PRODUCTS |
| EGI MECHANICAL INC |
| ENERGY & AIR SYSTEMS INC |
| ENVIRONMENTAL SYSTEMS ANALYSIS INC |
| ERV SMITH SERVICES INC |
| FISCHER INDUSTRIES INC |
| FORE-FRONT MECHANICAL INC |
| FOREMAN SLAASTED HVAC INC |
| GENERAL HEATING & AIR CONDITIONING INC |
| GOSCHEY MECHANICAL INC |
| GREAT LAKES MECHANICAL INC |
| GROESCHEL COMPANY INC |
| GRUNAU COMPANY INC |
| H & H MECHANICAL CONTRACTORS INC |
| HVAC SERVICES INC |
| HARKER HEATING AND COOLING INC |
| HAZA MECHANICAL INC |
| HOLMING FAN & FABRICATION LLC |
| HOOPER CORPORATION |
| HOVLAND'S INC |
| HURCKMAN MECHANICAL INDUSTRIES INC |
| HVA PRODUCTS INC |
| ILLINGWORTH-KILGUST MECHANICAL |
| INSTITUTIONAL EQUIPMENT INC |
| J & H HEATING INC |
| JM BRENNAN INC |
| JAMAR COMPANY |
| JF AHERN |
| JOHNSON CONTROLS INC |
| KITCHEN SPECIALISTS INC |
| KLEEMAN MECHANICAL INC |
| KMB METAL ERECTORS INC |
| KOPP BROTHERS INC |
| LANGER ROOFING AND SHEET METAL |
| LEDEGAR SHEET METAL INC |
| LEE HEATING & COOLING INC |
| LOUIS HOFFMANN COMPANY |
| MM SCHRANZ ROOFING INC |
| MADISON AREA SHEET METAL |
| MALBRIT MECHANICAL INC |
| MANNENBACH MECHANICAL LLC |
| MARED MECHANICAL |
| MARTEN PETERSEN COMPANY IMC |
| MECHANICAL INC |
| MG MCGRATH INC |
| MID CITY PLUMBING & HEATING INC |
| MID-STATE CONTRACTORING LLC |
| MILWAUKEE INSULATION DBA SPIRAL DUCTS |
| MUZA SHEET METAL COMPANY LLC |
| PL FREEMAN COMPANY |
| PIEPER ELECTRIC INC |
| PROFESSIONAL SYSTEM ANALYSIS INC |
| QUALITY HEATING & SHEET METAL CO INC |
| RAPIDS SHEET METAL WORKS INC |
| REINKE AND SCHOMANN INC |
| ROHLOFF MECHANICAL LLC |
| RSH SHEET METAL INC DBA SHEET METAL ENTERPRISES |
| SCHUETTE'S HEATING AND AIR |
| SHEET METAL SERVICES INC |
| SIKORA COMPANY INC |
| SOUTHEASTERN MECHANICAL INC |
| SRS ROOFING AND SHEET METAL INC |
| STAINLESS SPECIALISTS INC |
| STAINLESS STEEL & SHEET METAL PRODUCTS INC |
| SUNSET MECHANICAL CORP |
| SVEE METALWORKS INC |
| T & B SERVICES LTD |
| TOTAL MECHANICAL INC |
| TRI-CITY REFRIGERATION INC |
| TWEET GAROT MECHANICAL INC |
| UNITED CONTRACTORS INC |
| UNITED MECHANICAL INC |
| UZELAC INDUSTRIES INC |
| V&F ROOF CONSULTING & SERVICE |
| VALLEY MECHANICAL INC |
| VAN'S ROOFING INC |
| VORPAGEL SERVICE INC |
| WALTERS SHEET METAL CORPORATION |
| WH JACKLIN INC |
| WIERSGALLA COMPANY INC |
| WINDING ROOFING COMPANY INC |
| WINONA HEATING & VENTILATING CO INC |
| WISCONSIN MECHANICAL SOLUTIONS |
| ZIEGELBAUER HVAC INC |
| ZIEN SERVICES |
| THE WALDINGER CORPORATION |
| 1901 INC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE R, PARTS II-IV | FormAndLineReferenceDesc |
| Explanation | 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. THE EMPLOYERS ARE : INTERNATIONAL TEST AND BALANCE INC COOKE SHEET METAL PRIME MECHANICAL CONTRACTING MICHIGAN BUILDING TRADES COUNCIL APPLEGATE FRANKLING HOLWERDA CO HELM SERVICE SHUMACHER HTG & AIR CONF MILWAUKEE TRANE SERVICE BOB VORPAGEL HEATING HENNES SERVICES INC BLAU PLUMBING INC SPECIAL OPERATIONS DUCTWORK INC O HARE ENGINEERING INC ALX METAL WORKS LLC CORNERSTONE ONE, LLC ZONE MECHANICAL NORTH INC SHEET METAL WORKERS #292 CHRISTIANSEN HEATING JUST SERVICE INC LEE PLUMING MECHANICAL CONT KEYSTONE HEATING & AC COMPANY AIR DOCTORS HEATING AND AIT GENERAL REFRIGERATION NORTHERN MECHANICAL LLC LEE MECHANICAL CONTRACTORS INC ILLERSVILLE SHEET METAL AND FABRIC MM MECHANICAL LLC PRECISION BALANCING GROUP EAST CENTRAL WISCONSIN SM JATC LIGHTHART HVAC INC MASTER MECHANICAL INC FULLER MECHANICAL LLC COMPLETE CONTROL INC EAU CLAIRE/LACROSSE, WAUSAU JATC TOTAL HEATING AND COOLING LLC DJM DESMITH HOLDINGS INC GILBERT MECHANICAL RTS ROOFING INC MECHANICAL INC INTL ASSOC OF S/M AIR, RAIL INTL TRAINING INST FOR S/M TOTAL PLUMBING AND HEATING LTD LOESCHER HVAC QUIGLEY SMART INC SHEET METAL LOCAL #17 NORTHWEST SHEET METAL MOKAN SHEET METAL SHEET METAL LOCAL 7 ZONE 1 SHEET METAL LOCAL 219 SHEET METAL LOCAL #12 PETERS HEATING & COOLING | ExplanationTxt |