2020-11-12T15:55:11-06:00 2019-12-31 363168081 SIKICH LLP 13400 BISHOPS LANE SUITE 300 BROOKFIELD WI 53005 990 2019-01-01 390852117 WISCONSIN PIPE TRADES HEALTH FUND WISC 4145773700 11270 WEST PARK PLACE NO 950 MILWAUKEE WI 53224 JOEL ZIELKE SECRETARY/TREASURER 4145773700 2020-11-12 1 JAMES B BOUTELLE CPA P01794129 2627549400 2020-11-05 24.209.117.46 2020-11-12 09:03:59 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 934FC65FEE8495E85B690041CFEAE27130F8D972 2019 2021-04-22 16:20:28Z JOEL ZIELKE 11270 WEST PARK PLACE NO 950 MILWAUKEE WI 53224 87272779 0 X N/A X 1952 WI TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS 10 5 0 5 0 0 0 0 33285361 33758270 1181416 850316 182005 361044 34648782 34969630 0 0 27202973 30615604 0 0 0 0 0 4370849 4617233 31573822 35232837 3074960 -263207 27973537 29565302 18591075 19139988 9382462 10425314 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 1 383 0 0 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 153912 107901 BRIAN TOUTANT LABOR TRUSTEE 2.00 50.00 X 0 142822 104580 DOUGLAS EDWARDS LABOR TRUSTEE 2.00 50.00 X 0 142265 104416 ROGER CLARK LABOR TRUSTEE 2.00 44.00 X 0 112323 0 TIMOTHY RAUSCH LABOR TRUSTEE 2.00 44.00 X 0 108441 0 JONATHAN KOWALSKI LABOR TRUSTEE 2.00 X 0 0 0 ED TONN JR MANAGEMENT CHAIRMAN 2.00 X 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 659763 316897 0 0 1 0 BPA OF WISCONSIN 11270 WEST PARK PLACE STE 950 MILWAUKEE WI 53224 PLAN ADMIN/UNITED HEALTHCARE IMPLEMENTAT 1478791 CAREATC INC 4500 S 129TH E AVE SUITE 191 TULSA OK 741345891 CLINIC OPERATIONS 1137352 UNITED HEALTHCARE INSURANCE COMPANY PO BOX 88822 MILWAUKEE WI 532880822 CLAIMS PROCESSING 874621 3 EMPLOYER CONTRIBUTIONS 900099 31630433 31630433 SELF-PAYMENT CONTRIBUTIONS 900099 1978831 1978831 CLAIM RECOVERIES 900099 149006 149006 33758270 389840 389840 52763625 52303149 460476 460476 460476 SECURITIES LITIGATION SETTLEMENT 900099 361044 361044 361044 34969630 33758270 0 1211360 30615604 1127642 20471 38407 155857 44793 74690 2506 29152 14326 PREFERRED PROVIDER AND 1303907 CLINIC COSTS 1114872 ORGAN TRANSPLANT INSURA 285597 STOP LOSS PREMIUMS 135436 269577 35232837 7959605 10340088 1662265 1547211 3291836 2850588 85111 184179 382271 55874 355549 326397 14619171 14316839 27973537 29565302 372964 348105 18218111 18791883 18591075 19139988 X 0 0 0 0 9382462 10425314 9382462 10425314 27973537 29565302 -263207 1306059 0 X 0 1 X 1 0 354771 45332 309439 27500 10542 16958 326397 PARTICIPANTS BANKED DOLLARS 15644783 BENEFIT OBLIGATIONS CURRENTLY PAYABLE 3147100 18791883 X 36237209 1306059 1306059 34931150 38407 73 38480 34969630 34585257 0 34585257 38407 609173 647580 35232837 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 XI, LINE 4B - OTHER ADJUSTMENTS: MISCELLANEOUS EXPENSE INCLUDED ON REVENUE 73. PART XII, LINE 4B - OTHER ADJUSTMENTS: MISCELLANEOUS EXPENSE INCLUDED ON REVENUE 73. INCREASE IN DEFERRED BENEFIT OBLIGATION 609,100. 0 0 0 JOEL ZIELKE LABOR SECRETARY/TREASURER 0 153912 0 0 0 0 0 81588 0 26313 0 261813 0 0 BRIAN TOUTANT LABOR TRUSTEE 0 142822 0 0 0 0 0 78267 0 26313 0 247402 0 0 DOUGLAS EDWARDS LABOR TRUSTEE 0 142265 0 0 0 0 0 78103 0 26313 0 246681 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 FAUST COMPANY 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 HONEYWELL 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 JUST SERVICE 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.