2021-10-07T14:27:49-05:00 2020-12-31 363168081 SIKICH LLP 13400 BISHOPS LANE SUITE 300 BROOKFIELD WI 53005 990 2020-01-01 390859145 MILWAUKEE PAINTERS LOCAL UNION NO 781 HEALTH FUND MILW 4145773700 11270 WEST PARK PLACE NO 950 MILWAUKEE WI 53224 JEFF MEHRHOFF CHAIRMAN 4145773700 2021-10-05 1 JEFF MEHRHOFF 999009999 JAMES B BOUTELLE CPA P01794129 2627549400 2021-10-05 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JEFF MEHRHOFF 11270 WEST PARK PLACE NO 950 MILWAUKEE WI 53224 16255303 0 X N/A X 1951 WI TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS 8 4 36 4 0 0 0 0 11304702 10549337 566280 905996 0 179 11870982 11455512 0 0 8874988 9070482 0 0 0 0 0 2195236 2334575 11070224 11405057 800758 50455 24053644 25219514 1108536 1334690 22945108 23884824 TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS 0 0 PROVIDES ACCIDENT, HOSPITAL, MEDICAL, SURGICAL, DENTAL, VISION, MAJOR MEDICAL, DISABILITY, AND INSURANCE BENEFITS 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 47 0 36 1 0 0 0 0 0 0 0 0 X 8 4 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 X JEFF MEHRHOFF 4145773700 11270 WEST PARK PLACE SUITE 950 MILWAUKEE WI 53224 JEFF MEHRHOFF CHAIRMAN 2.00 50.00 X X 0 133488 75570 STEVE SCHREINER TRUSTEE 2.00 50.00 X 0 91416 68232 BRIAN BAUMGARTNER TRUSTEE 2.00 50.00 X 0 91446 64692 ANGELO MARRONE TRUSTEE 2.00 2.00 X 0 595 0 WILL STEVENS SECRETARY/TREASURER 2.00 X X 0 0 0 JOHN R TOPP TRUSTEE 2.00 X 0 0 0 AMY OLSON TRUSTEE 2.00 X 0 0 0 KEVIN CHMIELEWSKI TRUSTEE 2.00 X 0 0 0 0 316945 208494 0 0 1 0 UNITED HEALTHCARE INSURANCE COMPANY 10701 WEST RESEARCH DR MILWAUKEE WI 53226 CLAIMS ADMINISTRATION 362249 BENEFIT PLAN ADMINISTRATION OF WI 11270 WEST PARK PLACE SUITE 950 MILWAUKEE WI 53224 ADMINISTRATOR 101187 2 EMPLOYER CONTRIBUTIONS 900099 10085985 10085985 EMPLOYEE CONTRIBUTIONS 900099 463352 463352 10549337 472559 472559 5233228 4799791 433437 433437 433437 MISCELLANEOUS INCOME 900099 179 179 179 11455512 10549516 0 905996 9070482 78045 75005 140336 10880 49357 1850 16238 DENTAL PREMIUMS 684354 NETWORK FEES 504718 CLAIMS AND FUND ADMINIS 355859 STOP-LOSS PREMIUMS 306189 111744 11405057 2768397 1778682 628056 586397 1004247 1459498 67843 42361 19585101 21352576 24053644 25219514 222536 163890 886000 1170800 1108536 1334690 X 0 0 0 0 22945108 23884824 22945108 23884824 24053644 25219514 50455 889261 0 X 0 1 X 1 0 0 BENEFIT OBLIGATIONS CURRENTLY PAYABLE 1170800 1170800 X 12269768 889261 889261 11380507 75005 75005 11455512 11045252 0 11045252 75005 284800 359805 11405057 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 DATED AUGUST 11, 1997 FROM THE 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. GAAP REQUIRE PLAN MANAGEMENT OF AN ORGANIZATION TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN TAX 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 XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CURRENT YEAR CLAIMS PAYABLE 284,800. 0 0 0 JEFF MEHRHOFF CHAIRMAN 0 133488 0 0 0 0 0 0 0 75570 0 209058 0 0 STEVE SCHREINER TRUSTEE 0 91416 0 0 0 0 0 0 0 68232 0 159648 0 0 BRIAN BAUMGARTNER TRUSTEE 0 91446 0 0 0 0 0 0 0 64692 0 156138 0 0 FORM 990, SCHEDULE J, PART I, LINE 3 THE RELATED ORGANIZATION, PAINTERS & ALLIED TRADES DISTRICT COUNCIL NO 7, PROCESS FOR ESTABLISHING COMPENSATION IS AS FOLLOWS: THE COMPENSATION FOR OFFICERS TO ATTEND EXECUTIVE MEETINGS, RECEIVE EXPENSE ALLOWANCES, AND/OR RECEIVE COMPENSATION FOR WORKING FOR THE DISTRICT COUNCIL, IS DETERMINED BY THE DISTRICT COUNCIL NO 7 BY-LAWS, AND THE LOCAL BARGAINING AGREEMENTS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS REVIEWED BY THE CHAIRMAN AND SECRETARY/TREASURER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12: THE TRUSTEES FOLLOW ERISA REQUIREMENTS REGARDING CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC INSPECTION COPIES OF THE FORM 990, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS ARE AVAILABLE BY REQUEST AT THE ORGANIZATION'S OFFICE. PAINTERS & ALLIED TRADES DISTRICT COUNCIL NO 7 IUPAT DISTRICT COUNCIL NO 7 JOINT APPRENTICESHIP AND TRAINING TRUST FUND PAINTERS LOCAL 802 HEALTH FUND BOARD OF TRUSTEES OF MILWAUKEE PAINTERS LOCAL UNION NO 781 HEALTH FUND 11270 WEST PARK PLACE SUITE 950 MILWAUKEE WI 53224 390859145 PLAN SPONSOR AND PLAN ADMINISTRATOR WI 501(C)(9) 0 GORDON SOLUTIONS LLC JDR PAINTING B&D CONTRACTORS BALASCH PAINTING AND DECORATING BUILDING SERVICE INC CESARZ DRYWALL INC COMMON LINKS CONSTRUCTION CONRAD SCHMITT STUDIOS CREATIVE BUSINESS INTERIORS INC DAVCO DEVELOPMENT FIELDSTONE GLASS INC HERITAGE GLASS INC HESS SWEITZER PAINTING LLC HETZEL-SANFILIPPO INC HOME GLASS CO INC HOWARD GROTE & SONS INC JAHN & SONS INC MILWAUKEE PLATE GLASS INC NJ SCHAUB & SONS INC PFISTER LLC PORTA-PAINTING INC POSTORINO DECORATING INC PROGRAMMED PAINTING SERVICE INC SANCHEZ PAINTING CONTRACTORS SERVICE PAINTING CORP STATE PAINTING COMPANY THOMAS A MASON CO INC THOMAS INDUSTRIAL COATING INC UNIVERSAL INC VER HALEN INC WINGHART INC ALL-TECH DECORATING COMPANY COMMERCIAL WALLS & CEILING INTERIOR INSTALLATION SERVICE K&J PAINTING LLC LANKFORD CONSTRUCTION COMPANY LURIE GLASS COMPANY MAVID CONSTRUCTION SERVICE MAXCOR INC NAPERVILLE-CHICAGO PAINTING ODLE INC OLYMPIC COMPANIES ROCKWELL GROUP ROSS HARTRICK 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 NAME OF EMPLOYERS ARE ON FILE AT PLAN OFFICE.