2021-11-15T13:21:17-06:00 2020-12-31 391531945 SIKICH LLP 13400 BISHOPS LANE SUITE 300 BROOKFIELD WI 53005 990 2020-01-01 396045202 PLUMBERS LOCAL 75 HEALTH FUND PLUM 4145773700 11270 WEST PARK PLACE NO 950 MILWAUKEE WI 53224 STEVE BREITLOW SECRETARY/TREASURER 4145773700 2021-11-10 1 STEVE BREITLOW 999009999 JAMES B BOUTELLE CPA P00241858 2627549400 2021-11-01 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z STEVE BREITLOW 11270 WEST PARK PLACE NO 950 MILWAUKEE WI 53224 14763842 0 X N/A X 1955 WI TO PROVIDE HEALTH BENEFITS TO MEMBERS. 8 4 0 4 0 0 0 0 14471168 14081009 324045 500510 31591 182323 14826804 14763842 0 0 10880932 10621857 0 0 0 0 0 1670494 2003528 12551426 12625385 2275378 2138457 16761863 20368389 1489424 1843055 15272439 18525334 TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS OF PLUMBERS LOCAL 75. 0 0 TO PROVIDE MEDICAL, DENTAL, VISION, PRESCRIPTION DRUG, LIFE, AND LOSS OF TIME BENEFITS TO 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 90 0 0 0 0 0 0 0 0 0 0 X 8 4 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X PLUMBERS LOCAL 75 HEALTH FUND 4145773700 11270 WEST PARK PLACE SUITE 950 MILWAUKEE WI 53224 STEVE BREITLOW SECRETARY/TREASURER 1.00 50.00 X X 0 140030 61360 VINCE GALLO LABOR TRUSTEE 1.00 45.00 X 0 123549 55224 DONALD BRUNNER LABOR TRUSTEE (AS OF 08/17/2020) 1.00 45.00 X 0 71660 26550 MICHAEL WESTFAHL LABOR TRUSTEE 1.00 1.00 X 0 3176 1658 JOHN BRENNAN III CHAIRMAN 1.00 X X 0 0 0 SCOTT REDMAN LABOR TRUSTEE (RETIRED 03/02/20) 1.00 1.00 X 0 0 0 DAJEN BOHACEK EMPLOYER TRUSTEE 1.00 X 0 0 0 MIKE SCHERER EMPLOYER TRUSTEE 1.00 X 0 0 0 SAL ANGELO EMPLOYER TRUSTEE 1.00 X 0 0 0 0 338415 144792 0 0 1 0 BENEFIT PLAN ADMINISTRATION OF WISCONSIN 11270 W PARK PLACE STE 950 MILWAUKEE WI 53224 CLAIMS/PLAN ADMINISTRATION 546947 CAREATC W177N9856 RIVERCREST DR SUITE 250 GERMANTOWN WI 53022 CLINCIAL CARE 444223 UNITED HEALTHCARE INSURANCE COMPANY 10701 WEST RESEARCH DR MILWAUKEE WI 53226 CLAIMS ADMINISTRATION 337083 AMALGAMATED LIFE INSURANCE 333 WESTCHESTER AVENUE WHITE PLAINS NY 106042910 CLAIMS ADMINISTRATION 133796 4 EMPLOYER CONTRIBUTIONS 525100 12327028 12327028 SELF-PAY CONTRIBUTIONS 525100 1474098 1474098 CLAIM RECOVERIES 525100 243974 243974 SHARED EXPENSE REIMBURSEMENT 525100 35909 35909 14081009 500510 500510 SECURITIES LITIGATION SETTLEMENT 523000 182323 182323 182323 14763842 14081009 0 682833 10621857 69412 21031 119729 34585 10449 5527 9903 CLAIMS AND FUND ADMINIS 614177 CLINIC COSTS 444223 PREFERRED PROVIDER AND 377486 STOP LOSS PREMIUMS 142736 154270 12625385 1401663 1273215 66448 60691 1310858 1513344 193013 79875 442171 5527 0 436644 13789881 17004620 16761863 20368389 151424 184055 1338000 1659000 1489424 1843055 X 0 0 0 0 15272439 18525334 15272439 18525334 16761863 20368389 2138457 1114438 0 X X 0 1 X 1 0 442171 5527 436644 436644 BENEFITS PAYABLE 1659000 1659000 X 15857249 1114438 1114438 14742811 21031 21031 14763842 12283354 0 12283354 21031 321000 342031 12625385 PART X, LINE 2: THE INTERNAL REVENUE SERVICE ("IRS") HAS DETERMINED AND INFORMED THE FUND BY A LETTER DATED JUNE 12, 1972, THAT THE FUND AND RELATED TRUST ARE DESIGNED IN ACCORDANCE WITH APPLICABLE SECTIONS OF THE IRC. ALTHOUGH THE FUND HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER, THE FUND ADMINISTRATOR BELIEVES THAT THE FUND IS DESIGNED, AND IS CURRENTLY BEING OPERATED, IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THE FUND IS QUALIFIED, AND THE RELATED TRUST IS TAX-EXEMPT. U.S. GAAP REQUIRES FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND TO RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN TAX 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 PERIOD IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: INCREASE IN CURRENT YEAR BENEFIT OBLIGATIONS CURRENTLY PAYABLE 321,000. 0 0 0 STEVE BREITLOW SECRETARY/TREASURER 0 140030 0 0 0 0 0 33670 0 27690 0 201390 0 0 VINCE GALLO LABOR TRUSTEE 0 123549 0 0 0 0 0 30303 0 24921 0 178773 0 0 SCH. J, PART I, LINE 3 THE COMPENSATION IS ESTABLISHED BY A RELATED ORGANIZATION, UNITED ASSN. OF JOURNEYMAN & 75 PPF. THIS IS DONE THROUGH APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 7A THE PMC APPOINTS EMPLOYER REPRESENTATIVES. PLUMBERS LOCAL 75 APPOINTS LABOR REPRSENTATIVES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE FUND'S RECORDKEEPER. THEY REVIEW IT AND APPROVE IT, THEN PRESENT THE FORM 990 TO THE BOARD OF TRUSTEES FOR REVIEW AND FILING APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C AFTER DISCLOSURE OF THE PERSONAL INTEREST AND ALL RELEVANT FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PARTY, HE/SHE WILL LEAVE THE BOARD MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING TRUSTEES OF THE BOARD WILL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION C, LINE 19 THEY ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, THE FUND'S FINANCIAL STATEMENTS, AND FOR THE SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PLUMBERS LOCAL #75 PLUMBERS LOCAL #434 PLUMBERS LOCAL #400 PLUMBERS LOCAL 75 EDUCATION FUND 11175 W PARKLAND AVE MILWAUKEE WI 53224 396146586 TRAINING & EDUCATIONAL PROGRAMS FOR PLUMBERS APPRENTICES, JOURNEYMEN & INSTR WI 501(C)(3) N/A 0 WISCONSIN PIPE TRADES ASSOCIATION PIPE TRADES TRUST N ROCKY PLUMBERS LOCAL 773 PLUMBERS LOCAL 75 401(K) FUND 11175 W PARKLAND AVE MILWAUKEE WI 53224 391712806 401K PLAN FOR MEMBERS WI N/A 0 BOARD OF TRUSTEES OF PLUMBERS LOCAL 75 HEALTH FUND 11175 W PARKLAND AVE MILWAUKEE WI 53224 396045202 JOINT BOARD OF TRUSTEES-PLAN SPONSOR AND PLAN ADMINISTRATOR WI 501(C)(9) N/A 0 AQUA TECH PLUMBING LLC RESIDENTIAL PLBG SPECIALISTS MIKE INGRILLI PLUMBING LLC MTP PLUMBING LLC GERRITSON PLUMBING LLC MORRIS PLUMBING LLC BLAU PLUMBING INC AAR PLUMBING ALBIERO PLUMBING INC ALPINE PLUMBING CO INC AZTEC PLUMBING LLC BEST PRICE PLUMBING INC BOHMANN & VICK INC BORKENHAGEN PLBG & HTG CO INC BORTH PLUMBING BRADEN PLUMBING INC BURTON PLUMBING CO BUTTERS-FETTING CO INC CARL'S PLUMBING SERVICES INC CASTLEMAN & SONS PLUMBING INC CLIFF BERGIN & ASSOC INC CLOW PLUMBING INC CORNERSTONE PLUMBINGLLC COUNTY ROAD PLUMBING INC CULLSTER PLUMBING LLC DAIRYLAND ENERGY SOLUTIONS INC DEGARMO PLUMBING INC DOCTORS OXYGEN SERVICE INC DR PLUMBER LLC FAUST CO INC GENE A WAGNER PLUMBING CO INC GREISCH PLBG & HTG INC GRUNAU COMPANY INC HEIDEN PLUMBING CO INC HEIM PLUMBING INC HERO PLUMBING LLC HJ PERTZBORN PLUMBING & FIRE HOOPER CORPORATION HORNER PLUMBING CO INC ILLINGWORTH-KILGUST MECHANICAL INC JR PLUMBING INC JD WILSON SERVICES LLC JF AHERN COMPANY JM BRENNAN INC JOE DEBELAK PLBG & HTG CO INC KLOPATEK PLUMBING INC KNAUER PLUMBING & HEATING CO KRISCHAN PLUMBING INC MARATHON PLUMBING CO INC MARED MECHANICAL CONTRACTORS CORP MARK SCHNEIDER PLUMBING INC MID CITY PLBG & HTG INC MILWAUKEE PLUMBING & PIPING OAK CREEK PLUMBING INC OAKRIDGE PLUMBING INC PL FREEMAN CO PROCESS PIPING INC RIVER BEND PLUMBING LLC SCHNEIDER & SCHNEIDER MECHANICAL INC SCHOOFS PLUMBING CO INC SCHROEDER PLUMBING CO THE TROY COMPANY INC TOTAL MECHANICAL INC VINCE INGRILLI & SONS PLBG CO WILLIAM M ZACHOW & SONS INC WISC UTILITY EXPOSURE INC ZIEN SERVICE INC PIEPER ELECTRIC INC PATRIOT PLUMBING INC TIM'S PLUMBING 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 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.