2022-11-14T10:46:59-06:00 2021-12-31 391531945 SIKICH LLP 17335 GOLF PARKWAY BROOKFIELD WI 53045 990 2021-01-01 396045202 PLUMBERS LOCAL 75 HEALTH FUND PLUM 4145773700 11270 WEST PARK PLACE 950 MILWAUKEE WI 53224 STEVE BREITLOW SECRETARY/TREASURER 4145773700 2022-11-14 1 STEVE BREITLOW 999009999 BRIDGETTE MUGGE P00241858 2627549400 2022-11-07 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z STEVE BREITLOW 11270 WEST PARK PLACE 950 MILWAUKEE WI 53224 14906912 0 X N/A X 1955 WI TO PROVIDE HEALTH BENEFITS TO MEMBERS. 8 4 0 4 0 0 0 0 14081009 14469567 500510 349514 182323 87831 14763842 14906912 0 0 10621857 12343606 0 0 0 0 0 2003528 2425798 12625385 14769404 2138457 137508 20368389 20762705 1843055 1437020 18525334 19325685 TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS OF PLUMBERS LOCAL 75. 0 0 TO PROVIDE MEDICAL, DENTAL, VISION, PRESCRIPTION DRUG, LIFE, AND LOSS OF TIME BENEFITS TO 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 41 0 0 0 0 0 0 0 0 0 0 X 8 4 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X PLUMBERS LOCAL 75 HEALTH FUND 4145773700 11270 WEST PARK PLACE SUITE 950 MILWAUKEE WI 53224 STEVE BREITLOW SECRETARY/TREASURER 1.00 50.00 X X 0 144331 61683 VINCE GALLO LABOR TRUSTEE 1.00 45.00 X 0 127467 55514 DONALD BRUNNER LABOR TRUSTEE 1.00 45.00 X 0 127467 55514 MICHAEL WESTFAHL LABOR TRUSTEE 1.00 1.00 X 0 3054 1519 JOHN BRENNAN III CHAIRMAN 1.00 X X 0 0 0 DAJEN BOHACEK EMPLOYER TRUSTEE 1.00 X 0 0 0 MIKE SCHERER EMPLOYER TRUSTEE 1.00 X 0 0 0 SAL ANGELO EMPLOYER TRUSTEE 1.00 X 0 0 0 0 402319 174230 0 0 1 0 CAREATC W177N9856 RIVERCREST DR SUITE 250 GERMANTOWN WI 53022 CLINCIAL CARE 1130315 BENEFIT PLAN ADMINISTRATION OF WISCONSIN 11270 W PARK PLACE STE 950 MILWAUKEE WI 53224 CLAIMS/PLAN ADMINISTRATION 549439 UNITED HEALTHCARE INSURANCE COMPANY 10701 WEST RESEARCH DR MILWAUKEE WI 53226 CLAIMS ADMINISTRATION 364473 AMALGAMATED LIFE INSURANCE 333 WESTCHESTER AVENUE WHITE PLAINS NY 106042910 CLAIMS ADMINISTRATION 129589 4 EMPLOYER CONTRIBUTIONS 525100 12408604 12408604 SELF-PAY CONTRIBUTIONS 525100 1507933 1507933 CLAIM RECOVERIES 525100 542035 542035 SHARED EXPENSE REIMBURSEMENT 525100 10995 10995 14469567 349514 349514 COBRA SUBSITY 523000 87831 87831 87831 14906912 14469567 0 437345 12343606 85376 21950 122836 17577 16670 11054 8617 CLINIC COSTS 788315 CLAIMS AND FUND ADMINIS 651517 PREFERRED PROVIDER AND 405427 STOP LOSS PREMIUMS 138529 157930 14769404 1273215 1919821 60691 75416 1513344 1284168 79875 81924 442171 16582 436644 425589 17004620 16975787 20368389 20762705 184055 207282 1659000 1229738 1843055 1437020 X 0 0 0 0 18525334 19325685 18525334 19325685 20368389 20762705 137508 662843 0 X X 0 1 X 1 0 442171 16582 425589 425589 BENEFITS PAYABLE 1229738 1229738 X 15547805 662843 662843 14884962 21950 21950 14906912 15176716 0 15176716 21950 -429262 -407312 14769404 PART X, LINE 2: THE INTERNAL REVENUE SERVICE ("IRS") HAS DETERMINED AND INFORMED THE FUND BY A LETTER DATED JUNE 12, 1972, THAT THE FUND AND RELATED TRUST ARE DESIGNED IN ACCORDANCE WITH APPLICABLE SECTIONS OF THE IRC. ALTHOUGH THE FUND HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER, THE FUND ADMINISTRATOR BELIEVES THAT THE FUND IS DESIGNED, AND IS CURRENTLY BEING OPERATED, IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THE FUND IS QUALIFIED, AND THE RELATED TRUST IS TAX-EXEMPT. U.S. GAAP REQUIRES FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND TO RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN TAX 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 PERIOD IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: INCREASE IN CURRENT YEAR BENEFIT OBLIGATIONS CURRENTLY PAYABLE -429,262. 0 0 0 STEVE BREITLOW SECRETARY/TREASURER 0 144331 0 0 0 0 0 33993 0 27690 0 206014 0 0 VINCE GALLO LABOR TRUSTEE 0 127467 0 0 0 0 0 30593 0 24921 0 182981 0 0 DONALD BRUNNER LABOR TRUSTEE 0 127467 0 0 0 0 0 30593 0 24921 0 182981 0 0 SCH. J, PART I, LINE 3 THE COMPENSATION IS ESTABLISHED BY A RELATED ORGANIZATION, UNITED ASSN. OF JOURNEYMAN & 75 PPF. THIS IS DONE THROUGH APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 7A THE PMC APPOINTS EMPLOYER REPRESENTATIVES. PLUMBERS LOCAL 75 APPOINTS LABOR REPRSENTATIVES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE FUND'S RECORDKEEPER. THEY REVIEW IT AND APPROVE IT, THEN PRESENT THE FORM 990 TO THE BOARD OF TRUSTEES FOR REVIEW AND FILING APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C AFTER DISCLOSURE OF THE PERSONAL INTEREST AND ALL RELEVANT FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PARTY, HE/SHE WILL LEAVE THE BOARD MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING TRUSTEES OF THE BOARD WILL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION C, LINE 19 THEY ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, THE FUND'S FINANCIAL STATEMENTS, AND FOR THE SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PLUMBERS LOCAL #75 PLUMBERS LOCAL #434 PLUMBERS LOCAL #400 PLUMBERS LOCAL 75 EDUCATION FUND 11175 W PARKLAND AVE MILWAUKEE WI 53224 396146586 TRAINING & EDUCATIONAL PROGRAMS FOR PLUMBERS APPRENTICES, JOURNEYMEN & INSTR WI 501(C)(3) N/A 0 WISCONSIN PIPE TRADES ASSOCIATION PIPE TRADES TRUST N ROCKY PLUMBERS LOCAL 773 PLUMBERS LOCAL 75 401(K) FUND 11175 W PARKLAND AVE MILWAUKEE WI 53224 391712806 401K PLAN FOR MEMBERS WI N/A 0 BOARD OF TRUSTEES OF PLUMBERS LOCAL 75 HEALTH FUND 11175 W PARKLAND AVE MILWAUKEE WI 53224 396045202 JOINT BOARD OF TRUSTEES-PLAN SPONSOR AND PLAN ADMINISTRATOR WI 501(C)(9) N/A 0 PLUMBERS LOCAL #8 PLUMBERS LOCAL 597 AQUA TECH PLUMBING LLC RESIDENTIAL PLBG SPECIALISTS MIKE INGRILLI PLUMBING LLC MTP PLUMBING LLC GERRITSON PLUMBING LLC MORRIS PLUMBING LLC BLAU PLUMBING INC WISCONSIN UTILITY EXPOSURE #75333 ZIEN HEATING & AIR COND AAR PLUMBING ALBIERO PLUMBING INC ALPINE PLUMBING CO INC AZTEC PLUMBING LLC BORKENHAGEN PLBG & HTG CO INC BORTH PLUMBING BRADEN PLUMBING INC BUTTERS-FETTING CO INC CARL'S PLUMBING SERVICES INC CASTLEMAN & SONS PLUMBING INC CLIFF BERGIN & ASSOC INC CORNERSTONE PLUMBINGLLC COUNTY ROAD PLUMBING INC CULLSTER PLUMBING LLC DAIRYLAND ENERGY SOLUTIONS INC DEGARMO PLUMBING INC DOCTORS OXYGEN SERVICE INC DR PLUMBER LLC FAUST CO INC GENE A WAGNER PLUMBING CO INC GREISCH PLBG & HTG INC GRUNAU COMPANY INC HEIDEN PLUMBING CO INC HEIM PLUMBING INC HERO PLUMBING LLC HJ PERTZBORN PLUMBING & FIRE HOOPER CORPORATION HORNER PLUMBING CO INC ILLINGWORTH-KILGUST MECHANICAL INC JD WILSON SERVICES LLC JF AHERN COMPANY JM BRENNAN INC JOE DEBELAK PLBG & HTG CO INC KLOPATEK PLUMBING INC KNAUER PLUMBING & HEATING CO MARATHON PLUMBING CO INC MARED MECHANICAL CONTRACTORS CORP MARK SCHNEIDER PLUMBING INC MID CITY PLBG & HTG INC MILWAUKEE PLUMBING & PIPING OAK CREEK PLUMBING INC OAKRIDGE PLUMBING INC PL FREEMAN CO PROCESS PIPING INC RIVER BEND PLUMBING LLC SCHNEIDER & SCHNEIDER MECHANICAL INC SCHOOFS PLUMBING CO INC SCHROEDER PLUMBING CO TOTAL MECHANICAL INC VINCE INGRILLI & SONS PLBG CO WILLIAM M ZACHOW & SONS INC PIEPER ELECTRIC INC PATRIOT PLUMBING INC TIM'S PLUMBING CO 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 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 A.G. MECHANICAL, BASSETT INC, BV TETZLAFF, CHICAGO #597, C.P. CONWAY PLUMBING, INC., CRAFT MASTER PLUMBING, DS PROPERTY MAINTENANCE & MANAGEMENT, EAST CENTRAL ILLINOIS PIPE TRADES, EXPRESS PLUMBING, INC., E-Z PLUMBING CO, FIVE STAR ENERGY SERVICES, LLC, GENERAL REFRIGERATION SERVICE CORP, GROESCHEL COMPANY, J. R .PLUMBING, INC, JUST SERVICE, LAUER PLUMBING, LLC, LEE PLUMBING, LOCAL 602, LOESCHER HEATING, MADISON AREA CONSTRUCTION, MARTIN PETERSEN COMPANY, MATTOX PLUMBING, LLC, MAVERICK MECHANICALS, PORTZEN CONSTRUCTION INC., PRO-CORE INC., QUIGLEY SMART, INC, ROMAN ELECTRIC CO, INC., AND TWEET GAROT MECHANICAL