2021-10-28T12:28:32-05:00 2020-12-31 363168081 SIKICH LLP 13400 BISHOPS LANE SUITE 300 BROOKFIELD WI 53005 990 2020-01-01 390852117 WISCONSIN PIPE TRADES HEALTH FUND WISC 4145773700 11270 WEST PARK PLACE NO 950 MILWAUKEE WI 53224 JOEL ZIELKE SECRETARY/TREASURER 4145773700 2021-10-28 1 JOEL ZIELKE 999009999 JAMES B BOUTELLE CPA P01794129 2627549400 2021-10-27 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JOEL ZIELKE 11270 WEST PARK PLACE NO 950 MILWAUKEE WI 53224 77408919 0 X N/A X 1952 WI TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS 10 5 59 5 0 0 0 0 33758270 33828089 850316 937439 361044 597 34969630 34766125 0 0 30615604 27063087 0 0 0 0 0 4617233 4841301 35232837 31904388 -263207 2861737 29565302 34390413 19139988 20235573 10425314 14154840 TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS 0 0 PROVIDES ACCIDENT, HOSPITAL, MEDICAL, SURGICAL, DENTAL, VISION, MAJOR MEDICAL, DISABILITY, AND LIFE INSURANCE BENEFITS 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 1 373 0 59 1 0 0 0 0 0 0 0 0 X 10 5 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 X WISONSIN PIPE TRADES HEALTH FUND 4145773700 11270 WEST PARK PLACE NO 950 MILWAUKEE WI 53224 JOEL ZIELKE LABOR SECRETARY/TREASURER 2.00 50.00 X X 0 160569 111851 BRIAN TOUTANT LABOR TRUSTEE 2.00 50.00 X 0 149483 108376 DOUGLAS EDWARDS LABOR TRUSTEE 2.00 50.00 X 0 148411 108209 ROGER CLARK LABOR TRUSTEE 2.00 44.00 X 0 116877 0 TIMOTHY RAUSCH LABOR TRUSTEE 2.00 44.00 X 0 112835 0 ED TONN JR MANAGEMENT CHAIRMAN 2.00 X X 0 0 0 JONATHAN KOWALSKI MANAGEMENT TRUSTEE 2.00 X 0 0 0 ROB JOSSART MANAGEMENT TRUSTEE 2.00 X 0 0 0 JAMES COLWELL MANAGEMENT TRUSTEE 2.00 X 0 0 0 TODD MORRIS MANAGEMENT TRUSTEE 2.00 X 0 0 0 0 688175 328436 0 0 1 0 BPA OF WISCONSIN 11270 WEST PARK PLACE STE 950 MILWAUKEE WI 53224 PLAN ADMIN/UNITED HEALTHCARE IMPLEMENTAT 1329976 CAREATC INC 4500 S 129TH E AVE SUITE 191 TULSA OK 741345891 CLINIC OPERATIONS 1242195 UNITED HEALTHCARE INSURANCE COMPANY PO BOX 88822 MILWAUKEE WI 532880822 CLAIMS PROCESSING 791232 3 EMPLOYER CONTRIBUTIONS 900099 31359560 31359560 SELF-PAYMENT CONTRIBUTIONS 900099 2409528 2409528 CLAIM RECOVERIES 900099 59001 59001 33828089 296406 296406 43283827 42642794 641033 641033 641033 MISCELLANEOUS REVENUE 900099 597 597 597 34766125 33828089 0 938036 27063087 1140641 16608 37881 163184 49737 72335 2293 29152 14326 CLINIC COSTS 1441695 PREFERRED PROVIDER AND 996893 ORGAN TRANSPLANT INSURA 297901 DENTAL PREMIUMS 270709 307946 31904388 10340088 12444370 1547211 1540856 2850588 2961272 184179 199871 382271 85026 326397 297245 14316839 16946799 29565302 34390413 348105 416996 18791883 19818577 19139988 20235573 X 0 0 0 0 10425314 14154840 10425314 14154840 29565302 34390413 2861737 867789 0 X 0 1 X 1 0 354771 68984 285787 27500 16042 11458 297245 PARTICIPANTS BANKED DOLLARS 17419277 BENEFIT OBLIGATIONS CURRENTLY PAYABLE 2399300 19818577 X 35596033 867789 867789 34728244 37881 37881 34766125 32614307 747800 747800 31866507 37881 37881 31904388 PART X, LINE 2: THE IRS HAS DETERMINED AND INFORMED THE PLAN BY A LETTER DATED MARCH 11, 1999, THAT THE PLAN AND RELATED TRUST ARE DESIGNED IN ACCORDANCE WITH APPLICABLE SECTIONS OF THE INTERNAL REVENUE CODE ("IRC"). ALTHOUGH THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS DESIGNED, AND IS CURRENTLY BEING OPERATED, IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THE PLAN IS QUALIFIED, AND THE RELATED TRUST IS TAX-EXEMPT. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND TO 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 2D - OTHER ADJUSTMENTS: DECREASE IN DEFERRED BENEFIT OBLIGATION 747,800. 0 0 0 JOEL ZIELKE LABOR SECRETARY/TREASURER 0 160569 0 0 0 0 0 83676 0 28175 0 272420 0 0 BRIAN TOUTANT LABOR TRUSTEE 0 149483 0 0 0 0 0 80201 0 28175 0 257859 0 0 DOUGLAS EDWARDS LABOR TRUSTEE 0 148411 0 0 0 0 0 80034 0 28175 0 256620 0 0 FORM 990, SCHEDULE J, PART I LINE 3 THE RELATED ORGANIZATION LOCAL UNION #601 USES EXECUTIVE BOARD APPROVAL TO ESTABLISH COMPENSATION FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FIRST REVIEWED BY BPA OF WISCONSIN AND THEN PROVIDED TO THE OFFICERS OF THE ORGANIZATION FOR REVIEW PRIOR TO FILING FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICE OF THE ORGANIZATION BOARD OF TRUSTEES OF WISCONSIN PIPE TRADES HEALTH FUND 11270 WEST PARK PLACE SUITE 950 MILWAUKEE WI 53224 390852117 JOINT BOARD OF TRUSTEES-PLAN SPONSOR AND PLAN ADMINISTRATOR WI 501(C)(9) N/A 0 STEAMFITTERS LOCAL UNION #601 3300 S 103RD ST MILWAUKEE WI 53227 390635400 UNION WI 501(C)(5) N/A 0 PLUMBERS & STEAMFITTERS LOCAL #118 3030 39TH AVE KENOSHA WI 53144 390542900 UNION WI 501(C)(5) N/A 0 WISCONSIN PIPE TRADES ECKHART KENOSHA REFRIGERATION LLC AC SERVICE INC ALL-PRO MECHANICAL SERVICES INC ALPINE PLUMBING INC AUGUST WINTER & SONS INC BADGER OIL EQUIPMENT CO INC BANE-NELSON INC BASSETT INC BEST HEATING & AIR CONDITIONING INC BREDAN MECHANICAL SYSTEMS INC BRENNER CORP BUTTERS-FETTING CO INC CLIMATE PROS INC CONDITIONED AIR DESIGN INC CORNERSTONE PLUMBING LLC DEGARMO PLUMBING INC DILLETT MECHNICAL SERVICE INC DUAL TEMP WISCONSIN ELECTRO KOLD CORPORATION ERIC NIENHAUS PLUMBING INC GENERAL HEATING & AIR CONDITION GLACIER REFRIGERATION INC GREAT LAKES MECHANICAL INC GROESCHEL COMPANY INC GRUNAU CO INC HARTWIG PLUMBING & HEATING INC HENNES SERVICES INC HORNER PLUMBING CO INC ILLINGWORTH-KILGUST MECHANICAL INC INTERCON CONSTRUCTION INC J&H HEATING INC J&H MECH ASSOCIATION OF WI INC JM BRENNAN INC JF AHERN CO JOE DEBELAK PLUMBING & HEATING CO INC K&L HEATING AND AIR CONDITIONING INC KARLSEN PLUMBING INC KUHLMAN INC LEE PLUMBING MECH CONTRACTORS INC MARED MECHANICAL CONTRACTORS CORPORATION MARTIN PETERSEN INC MECHANICAL MASTERS INC MICHELS CORPORATION MODERN PIPING INC MONONA PLUMBING & FIRE PROTECTION INC PL FREEMAN COMPANY PETROLEUM EQUIPMENT INC PIEPER ELECTRIC INC PURE MECHANICAL LLC PYRAMID MECHANICAL SERVICES QSP UTILITY LLC REAL REGRIGERATION INC REDELL PIPING INC RMC INC (ACCUTEMP MECHANICAL INC) SOUTHEASTERN MECHANICAL INC SUCCESS PLUMBING COMPANY INC SUMMIT REFRIGERATION GROUP INC THE BOLDT COMPANY THE JAMAR COMPANY THE STATE GROUP INDUSTRIAL (USA) LIMITED TOTAL MECHANICAL INC TRANE US INC (THE TRANE COMPANY) TWEET-GAROT MECHANICAL INC UNITED MECHANICAL INC UNITED PIPING INC URS ENERGY & CONTRUCTION INC WH JACKLIN INC ZIEN SERVICE INC 0 1 0 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 ON FILE AT THE PLAN OFFICE.