2025-07-14T17:08:18-05:00 2024-08-31 363168081 SIKICH LLP 13400 BISHOPS LANE SUITE 300 BROOKFIELD WI 53005 990 2023-09-01 237422786 WISCONSIN MASONS' HEALTH CARE FUND WISC 8003625474 2901 W BELTLINE HIGHWAY 100 MADISON WI 537134226 JIM VICK CHAIRMAN 8003625474 2025-07-14 1 1 BRIDGETTE MUGGE P00671418 2627549400 2025-07-14 2023 2025-03-06 01:10:19Z JIM VICK 2901 W BELTLINE HIGHWAY 100 MADISON WI 537134226 33810831 0 X N/A X 1973 WI TO PROVIDE HEALTH, LIFE, DENTAL, AND TEMPORARY DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES, AND DEPENDENTS. 16 11 54 19 0 0 0 0 19619903 21906022 280598 643284 1118197 908247 21018698 23457553 0 0 20068701 19813372 0 0 0 0 0 4273724 4357959 24342425 24171331 -3323727 -713778 22892728 23310010 8755923 8302204 14136805 15007806 TO PROVIDE HEALTH, LIFE, DENTAL, AND TEMPORARY DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES, AND DEPENDENTS. 0 0 TO PROVIDE HEALTH, LIFE, DENTAL, AND TEMPORARY DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES, AND DEPENDENTS. 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 1 158 0 54 1 0 0 0 0 0 0 0 0 X 16 11 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X BENESYS INC 8003625474 2901 W BELTLINE HWY SUITE 100 MADISON WI 537134226 JIM VICK CHAIR 1.00 40.00 X X 0 116928 80617 MATT QUASIUS SECRETARY/TREASURER 1.00 X X 0 0 0 TOBIN BOYLE TRUSTEE 1.00 40.00 X 0 102249 78943 WILLIAM BONLENDER TRUSTEE 1.00 40.00 X 0 104408 76733 TONY FOX TRUSTEE 1.00 40.00 X 0 102718 78586 JASON HOFFMAN THRU 62724 TRUSTEE 1.00 40.00 X 0 44298 39634 WYNN JONES TRUSTEE 1.00 X 0 0 0 JEFF LECKWEE TRUSTEE 1.00 X 0 0 0 MIKE TESTOLIN START 61924 TRUSTEE 1.00 X 0 0 0 BARRY SCHOLZ TRUSTEE 1.00 X 0 0 0 DAVID BOHL TRUSTEE 1.00 X 0 0 0 JEFF STAVER TRUSTEE 1.00 X 0 0 0 JASON MATTILA TRUSTEE 1.00 X 0 0 0 MATT MARCELLIS TRUSTEE 1.00 X 0 0 0 PATRICK MCCABE TRUSTEE 1.00 40.00 X 0 103592 77840 ANDREW REED THRU 4524 TRUSTEE 1.00 40.00 X 0 27636 27252 TYLER SWANSON TRUSTEE 1.00 X 0 0 0 DEREK ALLEN THRU 61924 TRUSTEE 1.00 X 0 0 0 JOE PAUSHA TRUSTEE 1.00 X 0 0 0 0 601829 459605 0 0 1 0 BENEFIT PLAN ADMINISTRATION 2901 WEST BELTLINE HIGHWAY SUITE 1 MADISON WI 53713 CONTRACT ADMINISTRATION 975675 UNITED HEALTHCARE INSURANCE COMPANY PO BOX 88822 MILWAUKEE WI 53228 CLAIMS / PPO EXPENSE 471272 MERCER HEALTH & BENEFITS LLC 155 NORTH WACKER DRIVE STE 1500 CHICAGO IL 60606 CONSULTING 176491 THE PREVIANT LAW FIRM SC 310 W WISCONSIN AVE MILWAUKEE WI 53203 LEGAL 127482 US BANK NATIONAL ASSOCIATION PO BOX 1800 SAINT PAUL MN 55101 BANKING / INVESTMENTS 114937 6 EMPLOYER CONTRIBUTIONS 900099 20000645 20000645 SELF PAY CONTRIBUTIONS 900099 1905377 1905377 21906022 539484 539484 10457078 10353278 103800 103800 103800 CHANGE IN MEMBER DOLLAR BANK 900099 556518 556518 SUBROGATION 900099 292710 292710 STOP LOSS 900099 58994 58994 25 25 908247 23457553 22814269 0 643284 19813372 914542 170455 42447 276427 122585 27164 30839 17733 MEDICARE ADVANTAGE PREM 949339 PPO SERVICE ADMIN FEES 670198 HRA REIMBURSEMENTS 635027 STOP-LOSS PREMIUMS 259250 241953 24171331 2463323 1552956 2769346 3423473 151344 151707 17508715 18181874 22892728 23310010 732252 707517 8023671 7594687 8755923 8302204 X 0 0 0 0 14136805 15007806 14136805 15007806 22892728 23310010 -713778 1584779 0 X 0 1 X 1 0 0 CLAIMS PAYABLE 1649000 HRA LIABILITY 5495691 CASH OVERDRAFT 449996 7594687 X 24443367 1584779 1584779 22858588 42447 556518 598965 23457553 23648366 0 23648366 42447 480518 522965 24171331 PART X, LINE 2: THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE IRS DATED AUGUST 1976, STATING THE TRUST IS TAX-EXEMPT UNDER PROVISIONS OF SECTION 501(C)(9) OF THE IRC. HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED FOR THE YEARS ENDED AUGUST 31, 2024 AND 2023 FOR UNRELATED BUSINESS INCOME. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN 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 XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN MEMBER DOLLAR BANK 556,518. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN MEMBER DOLLAR BANK 556,518. DECREASE IN BENEFIT OBLIGATIONS PAYABLE -76,000. 0 0 0 JIM VICK CHAIR 0 116928 0 0 0 0 0 58777 0 21840 0 197545 0 0 PATRICK MCCABE TRUSTEE 0 103592 0 0 0 0 0 56000 0 21840 0 181432 0 0 TONY FOX TRUSTEE 0 102718 0 0 0 0 0 56746 0 21840 0 181304 0 0 TOBIN BOYLE TRUSTEE 0 102249 0 0 0 0 0 57103 0 21840 0 181192 0 0 WILLIAM BONLENDER TRUSTEE 0 104408 0 0 0 0 0 54989 0 21744 0 181141 0 0 FORM 990, SCHEDULE J, PART I LINE 3 THE RELATED ORGANIZATION, OPERATIVE PLASTERERS & CEMENT MASONS LOCAL 599, USES EXECUTIVE BOARD APPROVAL TO ESTABLISH COMPENSATION. FORM 990, PART VI, SECTION B, LINE 11B THE OFFICERS AND ADMINISTRATIVE MANAGER REVIEWS THE FORM 990 WITH THE ACCOUNTANT BEFORE SIGNING AND MAKING A COPY OF THE FORM 990 AVAILABLE FOR ALL TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C THERE ARE ANNUAL TRUSTEE QUESTIONNAIRES. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. BAC DISTRICT COUNCIL PO BOX 510617 NEW BERLIN WI 53151 391590426 LABOR UNION WI 501(C)(5) 0 BOARD OF TRUSTEES WI MASONS' HEALTH CARE FUND 2901 W BELTLINE HIGHWAY STE 100 MADISON WI 537134226 237422786 JOINT BOARD OF TRUSTEES WI 501(C)(9) 0 MILWAUKEE AREA BRICKLAYERS APPRENTICESHIP TRAINING FUND 17125 W CLEVELAND AVENUE NEW BERLIN WI 531510741 391333915 APPRENTICESHIP TRAINING WI 501(C)(3) 0 OPERATIVE PLASTERERS & CEMENT MASONS LOCAL 599 8701 N LAUER STREET MILWAUKEE WI 53224 391960564 LABOR UNION WI 501(C)(5) 0 HANSON MASONRY & CONCRETE MAVID CONSTRUCTION SERVICE LLC WALLY KING MASONRY LLC AGC OF GREATER MILWAUKEE APPLETON LATHING CORP ARTEAGA CONSTRUCTION INC BEDROCK FLINT INC BENEFIT PLAN ADMINISTRATOR OF WI BUKACEK CONSTRUCTION INC CAMOSY INC CAPELLE BROTHERS & DIEDRICH INC CASTELLAN TILE & TERRAZZO INC CAULKING PLUS INC CLASSIC MARBLE & GRANITE CORNERSTONE CONSTRUCTION CROWLEY MASONRY INC DAROLD BERGER MASONRY DICKOW & CYZAK TILE EDGAR PRAGER & SONS FABCON INC FINDORFF & SON INC FOWLER & HAMMER INC G&W PLASTERING INC GEGARE TILE INC GEORGE SIEGFRIED CONSTRUCTION CO HARBOR CITY MASONRY INC HILLSIDE DAMPROOFING INC IEI GENERAL CONTRACTORS INC INTERIOR INSTALLATION J&J LEE CONSTRUCTION JAC MASONRY INC JH HASSINGER INC JOHNSON TERRAZZO COMPANY JP CULLEN & SONS INC JUROWSKI RJ CONSTRUCTION INC KMI CONSTRUCTION LLC KOTZE CONSTRUCTION COMPANY INC LEWIS CONSTRUCTION INC LIPPERT TILE CO INC MACCO'S COMMERCIAL INTERIORS MARKET & JOHNSON INC MARTELL CONSTRUCTION MEGAL CONSTRUCTION COMPANY MIRON CONSTRUCTION COMPANY INC NATIONAL MACHINERY POELLINGERS INC QUASIUS BROTHERS INC REFRACTORY SERVICE INC RESCH'S TILE INC RILEY CONSTRUCTION INC ROSSI CONSTRUCTION SCHERRER CONSTRUCTION COMPANY INC SCHMITT JOSEPH & SONS CO SCIACHITANO CAULKING INC SERVAIS TILE & STONE INC SID'S SEALANTS SMITH CD CONSTRUCTION COMPANY INC STEBBIBS ENGINEERING COMPANY STRETAR MASONRY & CONCRETE SUPERIOR MASONRY BUILDERS VONASEK & SCHIEFFER INC WALSH MASONRY INC WINKLER MASONRY INC WISCONSIN TERRAZZO TILE INC BOLDT OSCAR CONSTRUCTION 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 ADDITIONIN 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: AARON KOWALSKI MASONRY LLC, ALBANY NY #2, BAC LOCAL UNION 15 WELFARE, BADGER WASHING, BERGLUND CONSTRUCTION, BINDELLI BROTHERS, CARDINAL CONSTRUCTION, CEMENT M&P LOCAL 518, CHICAGO MASONRY LOCAL 21, CHICAGO TILE #67, COMMERCIAL FLOORING INSTALLATIONS, CONSTRUCTION & TURNAROUND, CONSTRUCTION INDUSTRY, CONTRACT TILE & CARPET, CR MEYER & SONS (MADISON), CREATIVE ERECTORS, DIAMOND MASONRY, FOSBEL, INC., G FONTANA AND SONS, GAGNON, INC., GILLESPIE & POWERS, ICONIC FINISHES LLC, IMTEF, INTERNATIONAL HEALTH, IOWA BUILDERS HEALTH FUND, IOWA LABORERS DC HEALTH & WELFARE, IVAN RICE & SONS, JIMMY Z MASONRY, JOHNSON'S CARPET ONE 55807, JS MASONRY LLC, JT THORPE & SON, JW FLOORING INC, JW SEALANTS, KLEIN DICKERT MILWAUKEE, INC., MASS BRICKLAYERS , MEL BJURSTROM MASONRY LLC, MICHIGAN BAC HEALTH/PENSION, MN & ND BRICKLAYERS, MOUNT HOREB MASONRY, MVP ERECTORS, NORTHERN ILLINOIS TERRAZZ, OHIO BRICKLAYERS, QUALITY BUILDING RESTORATION INC., RASCO MASON CONTRACTORS, RAY THEOBALD MASONRY CONSTRUCTION, REVOLUTION INDUSTRIAL SERVICES, RUDOLPH MASONRY, INC., SCHAEFER GROUP, INC., SCHLEIS FLOOR COVERING, STEINHAMMER MASSORY LLC, TAPPING TROWEL MASONRY, TVJ MASONRY, INC., TWIN CITY CEMENT MASONS, VAN MINSEL BROS., WAUBONSEE DEVELOPMENT, WAUMANDEE CREEK SEALANTS, WELLS SEALANTS & RESTORATION, WESTERN REFACTORY CONSTRUCTION, WI LABORERS FUND, AND WILLIAM HEIN CONSTRUCTION CO. 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: AARON KOWALSKI MASONRY LLC, ALBANY NY #2, BAC LOCAL UNION 15 WELFARE, BADGER WASHING, BERGLUND CONSTRUCTION, BINDELLI BROTHERS, CARDINAL CONSTRUCTION, CEMENT M&P LOCAL 518, CHICAGO MASONRY LOCAL 21, CHICAGO TILE #67, CLASSIC MARBLE & GRANITE, COMMERCIAL FLOORING INSTALLATIONS, CONSTRUCTION & TURNAROUND, CONSTRUCTION INDUSTRY, CONTRACT TILE & CARPET, CR MEYER & SONS (MADISON), CREATIVE ERECTORS, DIAMOND MASONRY, FOSBEL, INC., G FONTANA AND SONS, GAGNON, INC., GILLESPIE & POWERS, HAWK'S CONCRETE SERVICES, ICONIC FINISHES LLC, IMTEF, INTERNATIONAL HEALTH, IOWA BUILDERS HEALTH FUND, IOWA LABORERS DC HEALTH & WELFARE, IVAN RICE & SONS, JIMMY Z MASONRY, JOHNSON'S CARPET ONE 55807, JS MASONRY LLC, JT THORPE & SON, JW FLOORING INC, JW SEALANTS, KLEIN DICKERT MILWAUKEE, INC., MASS BRICKLAYERS , MEL BJURSTROM MASONRY LLC, MICHIGAN BAC HEALTH/PENSION, MN & ND BRICKLAYERS, MOUNT HOREB MASONRY, MVP ERECTORS, NORTHERN ILLINOIS TERRAZZ, OHIO BRICKLAYERS, QUALITY BUILDING RESTORATION INC., RASCO MASON CONTRACTORS, RAY THEOBALD MASONRY CONSTRUCTION, REVOLUTION INDUSTRIAL SERVICES, ROCKFORD CENTRAL TILE & T, RUDOLPH MASONRY, INC., SCHAEFER GROUP, INC., SCHLEIS FLOOR COVERING, STEINHAMMER MASSORY LLC, TAPPING TROWEL MASONRY, TVJ MASONRY, INC., TWIN CITY CEMENT MASONS, VAN MINSEL BROS., WAUBONSEE DEVELOPMENT, WAUMANDEE CREEK SEALANTS, WELLS SEALANTS & RESTORATION, WESTERN REFACTORY CONSTRUCTION, WI LABORERS FUND, AND WILLIAM HEIN CONSTRUCTION CO.