WISCONSIN MASONS HEALTH CARE FUND: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WISCONSIN MASONS HEALTH CARE FUND (EIN 23-7422786)
- Tax period
- 2019-09-01 to 2020-08-31
- Filed
- 2021-07-12
- IRS object ID
- 202111939349301266
- Schema version
- 2019v5.2
- 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 | 2021-07-12T14:54:36-05:00 | ReturnTs |
| Tax Period End | 2020-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363168081 | 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 | 13400 BISHOPS LANE SUITE 300 | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237422786 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN MASONS' HEALTH CARE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WISC | BusinessNameControlTxt |
| Phone | 8003625474 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2901 W BELTLINE HIGHWAY NO 100 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537134226 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HAHN | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 8003625474 | PhoneNum |
| Signature | 2021-07-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES B BOUTELLE CPA | PreparerPersonNm |
| PTIN | P01794129 | PTIN |
| Phone | 2627549400 | PhoneNum |
| Preparation | 2021-07-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID HAHN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2901 W BELTLINE HIGHWAY NO 100 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537134226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $35,697,037 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH, LIFE, DENTAL, AND TEMPORARY DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES, AND DEPENDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 59 | TotalEmployeeCnt |
| Total Volunteers | 11 | 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 | $26,594,353 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $26,002,011 | CYProgramServiceRevenueAmt |
| PY Investment Income | $848,303 | PYInvestmentIncomeAmt |
| CY Investment Income | $659,976 | CYInvestmentIncomeAmt |
| PY Other Revenue | $479,614 | PYOtherRevenueAmt |
| CY Other Revenue | $185,478 | CYOtherRevenueAmt |
| PY Total Revenue | $27,922,270 | PYTotalRevenueAmt |
| CY Total Revenue | $26,847,465 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $20,606,025 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $17,092,670 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,669,981 | PYOtherExpensesAmt |
| CY Other Expenses | $3,896,976 | CYOtherExpensesAmt |
| PY Total Expenses | $24,276,006 | PYTotalExpensesAmt |
| CY Total Expenses | $20,989,646 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,646,264 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,857,819 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,522,832 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,387,794 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,551,578 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,789,519 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,971,254 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,598,275 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH, LIFE, DENTAL, AND TEMPORARY DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES, AND DEPENDENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH, LIFE, DENTAL, AND TEMPORARY DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES, AND DEPENDENTS. | Desc |
| 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 | 0 | 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 | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 59 | 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | 0 | 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 | BENESYS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8003625474 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2901 W BELTLINE HWY SUITE 100 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537134226 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| JIM VICK | |||||||
| TRUSTEE | 1.00 | 35.00 | Yes (X) | $0 | $90,439 | $67,983 | |
| WYNN JONES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $89,308 | $67,190 | ||
| TOBIN BOYLE | |||||||
| TRUSTEE | 1.00 | 35.00 | Yes (X) | $0 | $86,939 | $68,936 | |
| WILLIAM BONLENDER | |||||||
| TRUSTEE | 1.00 | 35.00 | Yes (X) | $0 | $88,155 | $67,590 | |
| MIKE HYATT | |||||||
| TRUSTEE | 1.00 | 35.00 | Yes (X) | $0 | $89,700 | $65,497 | |
| FELIX RAMIREZ | |||||||
| TRUSTEE | 1.00 | 42.00 | Yes (X) | $0 | $80,574 | $72,240 | |
| GARY BURNS THRU OCT 1ST | |||||||
| PAST TRUSTEE | 1.00 | 35.00 | Yes (X) | $0 | $80,091 | $63,492 | |
| DAVID HAHN | |||||||
| CHAIRMAN | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MATT QUASIUS | |||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JEFF LECKWEE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JERRY SHEA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARRY SCHOLZ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID BOHL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF STAVER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEAN BASTEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY RASCH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON MATTILA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN TOPP | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDY WEYTENS THRU DEC 20TH | |||||||
| PAST TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $605,206 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $472,928 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION | |||||
| 2901 WEST BELTLINE HIGHWAY SUITE 1 | MADISON | WI | 53713 | CONTRACT ADMINISTRATION | $1,008,438 |
| UNITED HEALTHCARE INSURANCE COMPANY | |||||
| PO BOX 88822 | MILWAUKEE | WI | 53228 | CLAIMS / PPO EXPENSE | $628,855 |
| MERCER HEALTH & BENEFITS LLC | |||||
| 155 NORTH WACKER DRIVE STE 1500 | CHICAGO | IL | 60606 | CONSULTING | $232,910 |
| US BANK NATIONAL ASSOCIATION | |||||
| PO BOX 1800 | SAINT PAUL | MN | 55101 | BANKING / INVESTMENTS | $112,653 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $23,261,176 | $23,261,176 |
| SELF PAY CONTRIBUTIONS | 900099 | $2,740,835 | $2,740,835 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $26,002,011 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $376,593 | TotalRevenueColumnAmt |
| Exclusion | $376,593 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,132,955 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,849,572 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $283,383 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $283,383 | TotalRevenueColumnAmt |
| Exclusion | $283,383 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SUBROGATION | 900099 | $183,960 | $183,960 |
| MISCELLANEOUS | 900099 | $1,518 | $1,518 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $185,478 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,847,465 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,187,489 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $659,976 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,092,670 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $879,781 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,855 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,685 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,896 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,107 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,212 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,162 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,281 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| HRA REIMBURSEMENTS | $844,429 |
| PPO SERVICE ADMIN FEES | $802,566 |
| CHANGE IN MEMBER DOLLAR | $443,269 |
| STOP-LOSS PREMIUMS | $168,731 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,002 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,989,646 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $505 | BOYAmt |
| EOY | $21,478 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,074,366 | BOYAmt |
| EOY | $9,826,925 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,095,960 | BOYAmt |
| EOY | $3,118,307 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,384 | BOYAmt |
| EOY | $162,098 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,192,617 | BOYAmt |
| EOY | $15,258,986 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,522,832 | BOYAmt |
| EOY | $28,387,794 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $257,011 | BOYAmt |
| EOY | $233,581 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,497 | BOYAmt |
| EOY | $26,497 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,268,070 | BOYAmt |
| EOY | $11,529,441 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,551,578 | BOYAmt |
| EOY | $11,789,519 | 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 | $9,971,254 | BOYAmt |
| EOY | $16,598,275 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,971,254 | BOYAmt |
| EOY | $16,598,275 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,522,832 | BOYAmt |
| EOY | $28,387,794 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,857,819 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $769,202 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CLAIMS PAYABLE | $1,691,084 |
| MEMBER DOLLAR BANK | $2,771,879 |
| HRA LIABILITY | $7,066,478 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,529,441 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $27,572,982 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $769,202 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $769,202 | RevenueNotReportedAmt |
| Revenue Subtotal | $26,803,780 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $43,685 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $43,685 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $26,847,465 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,127,859 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,181,898 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,181,898 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,945,961 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $43,685 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $43,685 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $20,989,646 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC"). THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS") AND IS THEREFORE NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE PLAN SPONSOR BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE 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 AND WAS BEING AUDITED BY THE DEPARTMENT OF LABOR ("DOL") AND THE CASE WAS CLOSED IN SEPTEMBER 2019. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INCREASE IN BENEFIT OBLIGATIONS PAYABLE 1,181,898. |
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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JIM VICK | ||||||||||||||
| TRUSTEE | $0 | $90,439 | $0 | $0 | $0 | $0 | $0 | $48,483 | $0 | $19,500 | $0 | $158,422 | $0 | $0 |
| WYNN JONES | ||||||||||||||
| TRUSTEE | $0 | $89,308 | $0 | $0 | $0 | $0 | $0 | $47,690 | $0 | $19,500 | $0 | $156,498 | $0 | $0 |
| TOBIN BOYLE | ||||||||||||||
| TRUSTEE | $0 | $86,939 | $0 | $0 | $0 | $0 | $0 | $49,436 | $0 | $19,500 | $0 | $155,875 | $0 | $0 |
| WILLIAM BONLENDER | ||||||||||||||
| TRUSTEE | $0 | $88,155 | $0 | $0 | $0 | $0 | $0 | $48,090 | $0 | $19,500 | $0 | $155,745 | $0 | $0 |
| MIKE HYATT | ||||||||||||||
| TRUSTEE | $0 | $89,700 | $0 | $0 | $0 | $0 | $0 | $46,912 | $0 | $18,585 | $0 | $155,197 | $0 | $0 |
| FELIX RAMIREZ | ||||||||||||||
| TRUSTEE | $0 | $80,574 | $0 | $0 | $0 | $0 | $0 | $65,732 | $0 | $6,508 | $0 | $152,814 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE J, PART I LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE RELATED ORGANIZATION, OPERATIVE PLASTERERS & CEMENT MASONS LOCAL 599, USES EXECUTIVE BOARD APPROVAL TO ESTABLISH COMPENSATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| FORM 990, PART IX, LINE 24E | BIOMETRIC AND WELLNESS EXPENSE 67,826. STORAGE AND UNCLASSIFIED 15,849. EDUCATIONAL PROGRAM EXPENSES 10,080. GOVERNMENTAL FEES AND ASSESSMENTS 7,247. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| OPERATIVE PLASTERERS & CEMENT MASONS LOCAL 599 | ||||||||
| 8701 N LAUER STREET | MILWAUKEE | WI | 53224 | 391960564 | LABOR UNION | WI | 501(C)(5) | 0 |
| BAC DISTRICT COUNCIL | ||||||||
| PO BOX 510617 | NEW BERLIN | WI | 53151 | 391590426 | LABOR UNION | WI | 501(C)(5) | 0 |
| MILWAUKEE AREA BRICKLAYERS APPRENTICESHIP TRAINING FUND | ||||||||
| 17125 W CLEVELAND AVENUE | NEW BERLIN | WI | 531510741 | 391333915 | APPRENTICESHIP TRAINING | WI | 501(C)(3) | 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 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)
| LLOYD HAMM MASONRY |
| HANSON MASONRY & CONCRETE |
| MAVID CONSTRUCTION SERVICE LLC |
| WALLY KING MASONRY LLC |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (118 entries)
| AW OAKES & SON |
| AGC OF GREATER MILWAUKEE |
| APPLETON LATHING CORP |
| ARNIE MACKEY CONSTRUCTION |
| ARTEAGA CONSTRUCTION INC |
| AUGELLI CONCRETE & EXCAVATING |
| BANE NELSON |
| BENEFIT PLAN ADMINISTRATOR OF WI |
| BOLDT OSCAR CONSTRUCTION CO |
| BORTH-WILSON INC |
| BUKACEK CONSTRUCTION INC |
| CG SCHMIDT INC |
| C&S CONSTRUCTION INC |
| CAMOSY INC |
| CAPELLE BROTHERS & DIEDRICH INC |
| CARDINAL CONSTRUCTION |
| CASTELLAN TILE & TERRAZZO INC |
| CATTELL RAYMOND INC |
| CAULKING PLUS INC |
| CLASSIC MARBLE & GRANITE |
| CM MORRIS GROUP INC |
| CONCRETE MASONRY INC |
| CORNERSTONE CONSTRUCTION |
| CORNERSTONE PAVERS LLC |
| CROWLEY MASONRY INC |
| JP CULLEN & SONS INC |
| D&M MASONRY LLC |
| DAROLD BERGER MASONRY |
| DICKOW & CYZAK TILE |
| DOYLE CONTRACTORS INC |
| EDGAR PRAGER & SONS |
| FABCON INC |
| FINDORFF & SON INC |
| FIVE STAR MASONRY LLC |
| FOWLER & HAMMER INC |
| FOX VALLEY & CONSTRUCTION |
| G&W PLASTERING INC |
| GAGNON INC |
| GEGARE TILE INC |
| HARBOR CITY MASONRY INC |
| HEIN WILLIAM CONSTRUCTION INC |
| HETZEL TILE |
| HEULER TILE COMPANY |
| HILLSIDE DAMPROOFING INC |
| HOMBURG CONTRACTORS INC |
| HUNZINGER CONSTRUCTION CO |
| IEI GENERAL CONTRACTORS INC |
| INTERIOR INSTALLATION |
| J&J LEE CONSTRUCTION |
| JH HASSINGER INC |
| JW SCHULTZ CONSTRUCTION INC |
| JAC MASONRY INC |
| JOHNSON TERRAZZO COMPANY |
| JUROWSKI RJ CONSTRUCTION INC |
| KMI CONSTRUCTION LLC |
| KOTZE CONSTRUCTION COMPANY INC |
| KRAEMER EDWARD |
| LEWIS CONSTRUCTION INC |
| LUNDA CONSTRUCTION |
| MA MORTENSON CO |
| MAAS BROS CONSTRUCTION COMPANY |
| MACCO'S COMMERCIAL INTERIORS |
| MARKET & JOHNSON INC |
| MEGAL CONSTRUCTION COMPANY |
| MEYER CR & SONS CO |
| MICHELS CORPORATIONS |
| MIDDLETON CONSTRUCTION INC |
| MIRON CONSTRUCTION COMPANY INC |
| MORTL RESTORATIONT |
| NATIONAL MACHINERY |
| PARISI CONSTRUCTION COMPANY |
| PLATT CONSTRUCTION COMPANY |
| POELLINGERS INC |
| PUKALL COMPANY INC |
| QUASIUS CONSTRUCTION INC |
| RASCH CONSTRUCTION & ENGINE |
| REFRACTORY SERVICE INC |
| RESCH'S TILE INC |
| RICE IVAN & SONS |
| RILEY CONSTRUCTION INC |
| SCHERRER CONSTRUCTION COMPANY INC |
| SCHLEIS FLOOR COVERING |
| SCHMITT JOSEPH & SONS CO |
| SCIACHITANO CAULKING INC |
| SERVAIS TILE & STONE INC |
| SID'S SEALANTS |
| SMITH CD CONSTRUCTION COMPANY INC |
| SOMMERS CONSTRUCTION COMPANY INC |
| SPANCRETE INC |
| SPEEDWAY SAND & GRAVEL |
| STEBBIBS ENGINEERING COMPANY |
| STRETAR MASONRY & CONCRETE |
| STRUCTURAL APPLICATORS INC |
| KENNETH F SULLIVAN INC |
| SUPERIOR MASONRY BUILDERS |
| THOMAS A MASON COMPANY INC |
| TRI NORTH BUILDERS INC |
| TRIERWEILER CONSTRUCTION |
| VINTON CONSTRUCTION COMPANY |
| VOGEL BROTHERS BUILDING COMPANY |
| VONASEK & SCHIEFFER INC |
| WALSH MASONRY INC |
| WINKLER MASONRY INC |
| WISCONSIN TERRAZZO TILE INC |
| ZEISE FRANK CONSTRUCTION INC |
| ZENITH TECH |
| API INC |
| BERHAMMER CORP |
| LIPPERT TILE CO INC |
| ROSSI CONSTRUCTION |
| MARTELL CONSTRUCTION |
| J&A POHL INC |
| AECOM ENERGY & CONSTRUCTION INC |
| BEDROCK FLINT INC |
| EXECUTIVE PLASTERING CO |
| GEORGE SIEGFRIED CONSTRUCTION CO |
| HAROLD ARDNT |
| HEIMBROCK 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 | 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 ON FILE AT THE PLAN OFFICE. | ExplanationTxt |