2022-11-14T16:11:06-06:00 2021-12-31 391531945 SIKICH LLP 17335 GOLF PARKWAY BROOKFIELD WI 53045 990 2021-01-01 351638874 WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND WISC 2627981838 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 ROBERT JOSSART CHAIRMAN 2627981838 2022-11-14 1 ROBERT JOSSART 999009999 BRIDGETTE MUGGE P00671418 2627549400 2022-11-09 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MICHAEL MOONEY 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 66165793 0 X N/A X 1985 WI TO PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES. 16 7 152 9 0 0 0 0 37747099 39784731 1743038 3967555 141202 275415 39631339 44027701 0 0 33110292 39247517 45086 52197 0 0 0 6593514 6317763 39748892 45617477 -117553 -1589776 47524001 44518635 33432847 33857506 14091154 10661129 X PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES. 0 0 HOSPITAL, SURGICAL, MEDICAL, DENTAL, VISION, AND PRESCRIPTION DRUG BENEFITS FOR APPROXIMATELY 2,880 MEMBERS AND THEIR FAMILIES PROVIDE SUPPLEMENTAL MEDICARE WRAPAROUND INSURANCE BENEFITS FOR APPROXIMATELY 771 MEMBERS PROVIDE COST CONTAINMENT AND CASE MANAGEMENT SERVICES FOR APPROXIMATELY 2,880 MEMBERS PROVIDE LIFE INSURANCE BENEFITS FOR APPROXIMATELY 2,827 MEMBERS 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 1 218 0 152 1 0 0 0 0 0 0 0 0 X 16 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X SANDY HEATH 2627981838 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 MIKE MOONEY CHAIRMAN 1.00 44.00 X X 141888 0 84855 DON ATHAS TRUSTEE 1.00 44.00 X 124578 0 90582 SCOTT KNOCKE TRUSTEE 1.00 44.00 X 123580 0 85873 SCOTT BARTZ TRUSTEE 1.00 44.00 X 111329 0 83667 BRAD KALCIC TRUSTEE 1.00 44.00 X 97657 0 90507 MATT VAN DER PUY TRUSTEE 1.00 44.00 X 96521 0 78479 CRAIG WAGNER TRUSTEE 1.00 44.00 X 89346 0 84003 GREG FAUST TRUSTEE 1.00 X 0 0 0 DAVID ALDAG TRUSTEE 1.00 X 0 0 0 ROBERT JOSSART SECRETARY 1.00 X X 0 0 0 JAN GREEN TRUSTEE 1.00 X 0 0 0 KENNETH GROESCHEL JR TRUSTEE 1.00 X 0 0 0 JACK SCHIRPKE TRUSTEE 1.00 X 0 0 0 JONATHAN KOWALSKI TRUSTEE 1.00 X 0 0 0 KENDALL RICHARDS TRUSTEE 1.00 X 0 0 0 JEFFREY GAECKA TRUSTEE 1.00 X 0 0 0 784899 0 597966 4 0 1 0 BENEFIT PLAN ADMINISTRATION 11270 W PARK PLACE SUITE 950 MILWAUKEE WI 53224 ADMINISTRATION SERVICES 1195003 ANTHEM BLUE CROSS AND BLUE SHIELD 220 VIRGINIA AVENUE INDIANAPOLIS IN 46204 MEDICAL CLAIMS ADMINISTRATION 1001852 UNITED HEALTHCARE 22703 NETWORK PLACE CHICAGO IL 606731227 MEDICAL CLAIMS ADMINISTRATION 245345 EXPRESS SCRIPTS 100 PARSONS POND DRIVE FRANKLIN LANES NJ 07417 PRESCRIPTIONS 197491 REINHART BOERNER VAN DUEREN SC 1000 N WATER ST SUITE 2100 MILWAUKEE WI 53201 LEGAL 147760 5 EMPLOYER CONTRIBUTIONS 900099 35645685 35645685 SELF-PAY CONTRIBUTIONS 900099 3852494 3852494 SASMI 900099 286552 286552 39784731 834628 834628 25271019 22138092 3132927 3132927 3132927 COBRA PREMIUM CREDIT 900099 124654 124654 COMMISSIONS 900099 91712 91712 CONTRACTOR LATE CHARGES 900099 35127 35127 23922 23922 275415 44027701 40060146 0 3967555 39247517 52197 645203 171746 102720 211044 30377 16682 21702 664 136441 MEDICARE PRESCRIPTION D 2702297 CLAIMS ADMINISTRATOR FE 1912882 COST CONTAINMENT PROGRA 294395 BANK FEES 29198 42412 45617477 4996059 8305430 192365 360842 2908554 3204124 122686 127730 67565 66112 2117 1453 37633814 31615672 1668406 903384 47524001 44518635 550632 743897 32882215 33113609 33432847 33857506 X 0 0 0 0 14091154 10661129 14091154 10661129 47524001 44518635 -1589776 -1840249 0 X X 0 1 X 1 0 67565 66112 1453 1453 ESTIMATED HEALTH CLAIMS PAYABLE AND IBNR 3674500 ACCUMULATED BENEFITS - PARTICIPANTS 27346157 DUE TO OTHER FUNDS 2092952 33113609 X 42084732 -1840249 -1840249 43924981 102720 102720 44027701 45669364 0 45669364 102720 -154607 -51887 45617477 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. 0 0 0 MIKE MOONEY CHAIRMAN 141888 0 0 0 0 0 0 0 84855 0 226743 0 0 0 DON ATHAS TRUSTEE 124578 0 0 0 0 0 0 0 90582 0 215160 0 0 0 SCOTT KNOCKE TRUSTEE 123580 0 0 0 0 0 0 0 85873 0 209453 0 0 0 SCOTT BARTZ TRUSTEE 111329 0 0 0 0 0 0 0 83667 0 194996 0 0 0 BRAD KALCIC TRUSTEE 97657 0 0 0 0 0 0 0 90507 0 188164 0 0 0 MATT VAN DER PUY TRUSTEE 96521 0 0 0 0 0 0 0 78479 0 175000 0 0 0 CRAIG WAGNER TRUSTEE 89346 0 0 0 0 0 0 0 84003 0 173349 0 0 0 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. 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 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 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 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. 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