2020-11-11T09:08:59-06:00 2019-12-31 391531945 SIKICH LLP 13400 BISHOPS LANE SUITE 300 BROOKFIELD WI 53005 990 2019-01-01 396045202 PLUMBERS LOCAL 75 HEALTH FUND PLUM 4145773700 11270 WEST PARK PLACE NO 950 MILWAUKEE WI 53224 STEVE BREITLOW SECRETARY/TREASURER 4145773700 2020-11-10 1 JAMES B BOUTELLE CPA P00241858 2627549400 2020-11-09 24.209.117.46 2020-11-10 14:20:17 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 934FC65FEE8495E85B690041CFEAE27130F8D972 2019 2021-04-22 16:20:28Z STEVE BREITLOW 11270 WEST PARK PLACE NO 950 MILWAUKEE WI 53224 14826804 0 X N/A X 1955 WI TO PROVIDE HEALTH BENEFITS TO MEMBERS. 8 4 0 4 0 0 0 0 14100170 14471168 -44623 324045 60872 31591 14116419 14826804 0 0 11178360 10880932 0 0 0 0 0 1682922 1670494 12861282 12551426 1255137 2275378 13699291 16761863 1886891 1489424 11812400 15272439 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 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 1 240 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 129766 61360 SCOTT REDMAN LABOR TRUSTEE 1.00 45.00 X 0 115259 55224 VINCE GALLO LABOR TRUSTEE 1.00 45.00 X 0 114359 55224 MICHAEL WESTFAHL LABOR TRUSTEE 1.00 1.00 X 0 4015 2065 JOHN BRENNAN III CHAIRMAN 1.00 X 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 363399 173873 0 0 1 0 BENEFIT PLAN ADMINISTRATION OF WISCONSIN 11270 W PARK PLACE STE 950 MILWAUKEE WI 53224 CLAIMS/PLAN ADMINISTRATION 585774 UNITED HEALTHCARE INSURANCE COMPANY 10701 WEST RESEARCH DR MILWAUKEE WI 53226 CLAIMS ADMINISTRATION 328510 AMALGAMATED LIFE INSURANCE 333 WESTCHESTER AVENUE WHITE PLAINS NY 106042910 CLAIMS ADMINISTRATION 150775 PREVIANT & GOLDBERG 1555 N RIVER CENTER DR 202 MILWAUKEE WI 53212 LEGAL SERVICES 103646 4 EMPLOYER CONTRIBUTIONS 525100 12543350 12543350 SELF-PAY CONTRIBUTIONS 525100 1566996 1566996 CLAIM RECOVERIES 525100 341019 341019 SHARED EXPENSE REIMBURSEMENT 525100 19803 19803 14471168 324045 324045 SECURITIES LITIGATION SETTLEMENT 523000 31591 31591 31591 14826804 14471168 0 355636 10880932 103646 21076 105794 43608 11844 9286 CLAIMS AND FUND ADMINIS 692379 PREFERRED PROVIDER AND 371560 STOP LOSS PREMIUMS 159715 ORGAN TRANSPLANT INSURA 109659 41927 12551426 1677111 1401663 70984 66448 1309600 1310858 58925 193013 10582671 13789881 13699291 16761863 208891 151424 1678000 1338000 1886891 1489424 X 0 0 0 0 11812400 15272439 11812400 15272439 13699291 16761863 2275378 1184661 0 X X 0 1 X 1 0 0 BENEFITS PAYABLE 1338000 1338000 X 15990389 1184661 1184661 14805728 21076 21076 14826804 12870350 340000 340000 12530350 21076 21076 12551426 PART X, LINE 2: THE 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 INTERNAL REVENUE CODE ("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. PART XII, LINE 2D - OTHER ADJUSTMENTS: DECREASE IN CURRENT YEAR BENEFIT OBLIGATIONS CURRENTLY PAYABLE 340,000. 0 0 0 STEVE BREITLOW SECRETARY/TREASURER 0 129766 0 0 0 0 0 33670 0 27690 0 191126 0 0 SCOTT REDMAN LABOR TRUSTEE 0 115259 0 0 0 0 0 30303 0 24921 0 170483 0 0 VINCE GALLO LABOR TRUSTEE 0 114359 0 0 0 0 0 30303 0 24921 0 169583 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 ALLSTAR PLUMBING INC ALPINE PLUMBING CO INC AUGUST WINTERS & SONS INC AZTEC PLUMBING LLC BELONGER CORPORATION INC 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 JUST SERVICE 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 TWENTY-THREE OF THE CONTRIBUTING EMPLOYERS HAVE NOT YET RESPONDED TO THE MULTIPLE REQUESTS. THE NAME OF EMPLOYERS ARE ON FILE AT PLAN OFFICE.