2021-11-12T09:59:18-06:00 2020-12-31 391531945 SIKICH LLP 13400 BISHOPS LANE SUITE 300 BROOKFIELD WI 53005 990 2020-01-01 351638874 WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND WISC 2627981838 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 ROBERT JOSSART CHAIRMAN 2627981838 2021-11-11 1 ROBERT JOSSART 999009999 JAMES B BOUTELLE CPA P01794129 2627549400 2021-11-11 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MICHAEL MOONEY 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 55675608 0 X N/A X 1985 WI TO PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES. 16 9 124 10 0 0 0 0 36937524 37747099 1963855 1743038 158827 141202 39060206 39631339 0 0 36032254 33110292 50651 45086 0 0 0 6183288 6593514 42266193 39748892 -3205987 -117553 44173681 47524001 31535819 33432847 12637862 14091154 X PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES. 0 0 HOSPITAL, SURGICAL, MEDICAL, DENTAL, VISION, AND PRESCRIPTION DRUG BENEFITS FOR APPROXIMATELY 2,827 MEMBERS AND THEIR FAMILIES PROVIDE SUPPLEMENTAL MEDICARE WRAPAROUND INSURANCE BENEFITS FOR APPROXIMATELY 771 MEMBERS PROVIDE COST CONTAINMENT AND CASE MANAGEMENT SERVICES FOR APPROXIMATELY 2,827 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 1 146 0 124 1 0 0 0 0 0 0 0 0 X 16 9 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 SECRETARY/TREASURER 1.00 44.00 X X 0 139087 82173 DON ATHAS TRUSTEE 1.00 44.00 X 0 122076 83289 SCOTT KNOCKE TRUSTEE 1.00 44.00 X 0 121738 81507 SCOTT BARTZ TRUSTEE 1.00 44.00 X 0 110343 80395 BRAD KALCIC TRUSTEE 1.00 44.00 X 0 99300 87197 CRAIG WAGNER TRUSTEE 1.00 44.00 X 0 87855 79777 MATT VAN DER PUY TRUSTEE (STARTING 01/07/20) 1.00 44.00 X 0 93449 66834 ROBERT JOSSART CHAIRMAN 1.00 X X 0 0 0 KENNETH GROESCHEL JR TRUSTEE 1.00 X 0 0 0 KENDALL RICHARDS TRUSTEE 1.00 X 0 0 0 JEFFREY GAECKE TRUSTEE 1.00 X 0 0 0 JAN GREEN 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 DAVID ALDAG TRUSTEE 1.00 X 0 0 0 GREG FAUST TRUSTEE (STARTING 06/01/20) 1.00 X 0 0 0 RYAN STERN TRUSTEE (THROUGH 05/31/20) 1.00 X 0 0 0 0 773848 561172 0 0 1 0 BENEFIT PLAN ADMINISTRATION 11270 W PARK PLACE SUITE 950 MILWAUKEE WI 53224 ADMINISTRATION SERVICES 1243590 UNITED HEALTHCARE 22703 NETWORK PLACE CHICAGO IL 606731227 MEDICAL CLAIMS ADMINISTRATION 641378 ANTHEM BLUE CROSS AND BLUE SHIELD 220 VIRGINIA AVENUE INDIANAPOLIS IN 46204 MEDICAL CLAIMS ADMINISTRATION 430485 THE SEGAL COMPANY INC 101 N WACKER DRIVE SUITE 500 CHICAGO IL 606061724 ACTUARIAL/CONSULTING 174781 REINHART BOERNER VAN DUEREN SC 1000 N WATER ST SUITE 2100 MILWAUKEE WI 53201 LEGAL 137063 5 EMPLOYER CONTRIBUTIONS 900099 33409494 33409494 SELF-PAY CONTRIBUTIONS 900099 4229189 4229189 SASMI 900099 108416 108416 37747099 854318 854318 16932989 16044269 888720 888720 888720 COMMISSIONS 900099 89700 89700 SHARED EXPENSE REIMBURSEMENT 900099 27846 27846 CONTRACTOR LATE CHARGES 900099 23656 23656 141202 39631339 37888301 0 1743038 33110292 45086 652009 156165 108823 251051 39518 14888 2258 662 133633 MEDICARE PRESCRIPTION D 3317519 CLAIMS ADMINISTRATOR FE 1737071 COST CONTAINMENT PROGRA 118923 BANK FEES 26866 34128 39748892 5148742 4996059 267598 192365 2720164 2908554 119771 122686 67565 65448 2779 2117 35713202 37633814 201425 1668406 44173681 47524001 585592 550632 30950227 32882215 31535819 33432847 X 0 0 0 0 12637862 14091154 12637862 14091154 44173681 47524001 -117553 1570845 0 X X 0 1 X 1 0 67565 65448 2117 2117 ESTIMATED HEALTH CLAIMS PAYABLE AND IBNR 4815800 ACCUMULATED BENEFITS - PARTICIPANTS 26359464 DUE TO OTHER FUNDS 1706951 32882215 X 41093361 1570845 1570845 39522516 108823 108823 39631339 37805372 0 37805372 108823 1834697 1943520 39748892 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 1,468,200. INCREASE IN ACCUMULATED BENEFITS FOR PARTICIPANTS 366,497. 0 0 0 MIKE MOONEY SECRETARY/TREASURER 0 139087 0 0 0 0 0 0 0 82173 0 221260 0 0 DON ATHAS TRUSTEE 0 122076 0 0 0 0 0 0 0 83289 0 205365 0 0 SCOTT KNOCKE TRUSTEE 0 121738 0 0 0 0 0 0 0 81507 0 203245 0 0 SCOTT BARTZ TRUSTEE 0 110343 0 0 0 0 0 0 0 80395 0 190738 0 0 BRAD KALCIC TRUSTEE 0 99300 0 0 0 0 0 0 0 87197 0 186497 0 0 CRAIG WAGNER TRUSTEE 0 87855 0 0 0 0 0 0 0 79777 0 167632 0 0 MATT VAN DER PUY TRUSTEE (STARTING 01/07/20) 0 93449 0 0 0 0 0 0 0 66834 0 160283 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 KECKEISEN HEATING L HENDRICKSON HVAC 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 BRENNER CORPORATION BUTTERS-FETTING COMPANY INC CARLSON RACINE ROOFING & SHEET METAL INC CENTRAL MECHANICAL SYSTEMS INC CERTIFIED PLUMBING CHRISTIANSEN HEATING & SHEET METAL INC COMPLETE CONTROL INC 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 FJA CHRISTIANSEN ROOFING CO 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 KEYSTONE HEATING & AIR CONDITIONER COMPANY 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 LEE PLUMBING MECHANICAL 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 RLW LIMITED DBA WIESKE HEATING & AC 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 TOWNE REALTY 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 NAME OF EMPLOYERS ARE ON FILE AT PLAN OFFICE.