2019-10-14T08:43:06-05:00 2018-12-31 391531945 FREYBERG HINKLE ASHLAND POWERS & STOWELL 15420 W CAPITAL DR BROOKFIELD WI 530052621 990 2018-01-01 351638874 WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND WISC 2627981838 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 MICHAEL MOONEY CHAIRMAN 2627981818 2019-10-14 1 JAMES M ASHLAND CPA P00241858 2627846210 70.61.53.194 2019-10-14 08:38:54 CD P CCA3FFBDE7687CE42E9EA09D506C5024DA3E21F0 CCA3FFBDE7687CE42E9EA09D506C5024DA3E21F0 2018 2020-01-14 16:20:31Z MICHAEL MOONEY 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 50810979 0 X N/A X 1985 WI TO PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES. 16 16 148 0 0 0 0 0 35574127 36886591 1722969 1276818 212956 53414 37510052 38216823 0 0 31894992 35825749 52867 49924 0 0 0 5882145 6230059 37830004 42105732 -319952 -3888909 45750294 43251540 25216609 28138949 20533685 15112591 X PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES. 0 0 35825749 HOSPITAL, SURGICAL, MEDICAL, DENTAL, VISION, AND PRESCRIPTION DRUG BENEFITS FOR APPROXIMATELY 2,851 MEMBERS AND THEIR FAMILIES 3035566 PROVIDE SUPPLEMENTAL MEDICARE WRAPAROUND INSURANCE BENEFITS FOR APPROXIMATELY 777 MEMBERS 88483 PROVIDE COST CONTAINMENT AND CASE MANAGEMENT SERVICES FOR APPROXIMATELY 2,851 MEMBERS 100470 PROVIDE LIFE INSURANCE BENEFITS FOR APPROXIMATELY 2,851 MEMBERS 100470 39050268 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 148 0 1 148 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X SANDY HEATH 2627981838 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 SCOTT BARTZ TRUSTEE 1.00 44.00 X 0 95223 61308 MIKE MOONEY CHAIRMAN 1.00 44.00 X 0 108433 56319 DON ATHAS TRUSTEE 1.00 X 0 103633 53520 CRAIG WAGNER TRUSTEE 1.00 44.00 X 0 75612 56595 LAURI ROLLINGS TRUSTEE 1.00 X 0 0 0 RYAN STERN TRUSTEE 1.00 X 0 0 0 PATRICK LANDGRAF FORMER SECRETARY/TREASURER 1.00 44.00 X X 0 120093 49850 DAVID ALDAG TRUSTEE 1.00 X 0 0 0 KENNETH GROESCHEL JR TRUSTEE 1.00 X 0 0 0 ROBERT JOSSART SECRETARY/TREASURER 1.00 X X 0 0 0 TIM BRAUN 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 SCOTT KNOCKE TRUSTEE 1.00 44.00 X 0 44606 51628 JAN GREEN TRUSTEE 1.00 X 0 0 0 BRAD KALCIC TRUSTEE 1.00 X 0 0 10257 JOSH GARNER TRUSTEE 1.00 44.00 X X 0 83601 65798 0 631201 405275 0 0 0 0 BENEFIT PLAN ADMINISTRATION 11270 W PARK PLACE SUITE 950 MILWAUKEE WI 53224 ADMINISTRATION SERVICES 1143606 UNITED HEALTHCARE 22703 NETWORK PLACE CHICAGO IL 606731227 MEDICAL CLAIMS ADMINISTRATION 644774 ANTHEM BLUE CROSS AND BLUE SHIELD 220 VIRGINIA AVENUE INDIANAPOLIS IN 46204 MEDICAL CLAIMS ADMINISTRATION 399885 REINHART BOERNER VAN DUEREN SC 1000 N WATER ST SUITE 2100 MILWAUKEE WI 53201 LEGAL 143497 THE SEGAL COMPANY INC 101 N WACKER DRIVE SUITE 500 CHICAGO IL 606061724 ACTUARIAL/CONSULTING 125112 6 EMPLOYER CONTRIBUTIONS 900099 33152252 33152252 SELF-PAY CONTRIBUTIONS 900099 3640254 3640254 SASMI 900099 94085 94085 36886591 937278 937278 12933696 12594156 339540 339540 339540 SHARED EXPENSE REIMBURSEMENT 900099 26938 26938 CONTRACTOR LATE CHARGES 900099 26476 26476 53414 38216823 37279545 0 937278 35825749 35825749 49924 49924 602117 602117 170409 170409 71213 71213 103720 103720 125113 125113 27388 27388 8761 8761 16025 16025 2522 2522 119620 100470 19150 MEDICARE PRESCRIPTION D 3035566 3035566 CLAIMS ADMINISTRATOR FE 1725725 1725725 COST CONTAINMENT PROGRA 88483 88483 EMPLOYER WITHDRAWAL LIA 74967 74967 58430 58430 42105732 39050268 3055464 0 6370740 5200479 2955303 2940247 115202 116609 66777 64026 5272 2751 36064891 34794358 238886 197096 45750294 43251540 817233 521552 24399376 27617397 25216609 28138949 X 0 0 0 0 20533685 15112591 20533685 15112591 45750294 43251540 -3888909 -1532185 0 X X 0 1 X 1 0 66777 64026 2751 2751 ESTIMATED HEALTH CLAIMS PAYABLE AND IBNR 2712100 ACCUMULATED BENEFITS - PARTICIPANTS 23366287 DUE TO OTHER FUNDS 1539010 27617397 X 36580918 -1532185 -1532185 38113103 103720 103720 38216823 38957010 0 38957010 103720 3045003 3148723 42105733 PART X, LINE 2: U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE 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. THE DEPARTMENT OF LABOR IS CURRENTLY EXAMINING THE 2015 TAX YEAR AND HAS NOT CONCLUDED THEIR EXAMINATION AT THE DATE OF THIS REPORT. PART XII, LINE 4B - OTHER ADJUSTMENTS: INCREASE IN HEALTH CLAIMS PAYABLE 198,400. INCREASE IN ACCUMULATED BENEFITS FOR PARTICIPANTS 2,846,603. 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 #33 SHEET METAL LOCAL #36 SHEET METAL LOCAL #85 SHEET METAL LOCAL #435 NATIONAL HEALTH FUND SHEET METAL LOCAL #26 SHEET METAL LOCAL #177 SHEET METAL LOCAL #100 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 JJ MECHANICAL 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 STATE MECHANICAL SERVICES LLC VANTAGE MECHANICAL LLC YALE MECHANICAL LLC MONROE MECHANICAL LLC INDUSTRIAL AIR & MECHANICAL LLC AC SERVICE INC ACCUSTAR AIR BALANCE INC ACCUTEMP MECHANICAL ADVANCED HVAC INC AIR QUALITY SYSTEMS INC AIR TEMPERATURE SERVICES AJAX METAL PRODUCTS INC ALDAQ HONOLD MECHANICAL INC ALL COMFORT SERVICES INC ALL FACETS SHEET METAL INC ALL PRO MECHANICAL INC ALLOY WELDING INC ALPINE PLUMBING 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 BONANZA HEATING & AIR CONDITIONING 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 COMMERCIAL AIR 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 INDUSTRIES INC H & H MECHANICAL CONTRACTORS INC HVAC SERVICES INC HARKER HEATING AND COOLING INC HARRIS MECHANICAL CONTRACTING COMPANY HAZA MECHANICAL INC HOLMING FAN & FABRICATION LLC HOOPER CORPORATION HORWITZ INC HOVLAND'S INC HURCKMAN MECHANICAL INDUSTRIES INC HVA PRODUCTS INC ILLINGWORTH-KILGUST MECHANICAL INSTITUTIONAL EQUIPMENT INC IVI NORTH J & H HEATING INC JM BRENNAN INC JAMAR COMPANY JF AHERN JOHNSON CONTROLS INC JUST SERVICE 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 CONCEPTS INC MECHANICAL INC MEP MECHANICAL CONTRACTORS LLC MG MCGRATH INC MID CITY PLUMBING & HEATING INC MID-STATE CONTRACTORING LLC MILWAUKEE INSULATION DBA SPIRAL DUCTS MUZA SHEET METAL COMPANY LLC NORTHWEST SHEET METAL PL FREEMAN COMPANY PERFORMANCE CONTRACTING PIEPER ELECTRIC INC PROFESSIONAL SYSTEM ANALYSIS INC QUALITY HEATING & SHEET METAL CO INC RAPIDS SHEET METAL WORKS INC REINKE AND SCHOMANN INC RICK'S MECHANICAL CONTRACTORS INC RLW LIMITED DBA WIESKE HEATING & AC ROHLOFF MECHANICAL LLC RSH SHEET METAL INC DBA SHEET METAL ENTERPRISES SCHUETTE'S HEATING AND AIR SCHUMACHER HEATING AND AIR CONDITIONING SERVICE LLC 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 THE OLD SHEET METAL SHOP INC TOTAL MECHANICAL INC TOWNE REALTY INC TRANE US 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 B&B SHEET METAL & ROOFING INC CR MEYER & SONS COMPANY KAEMMERLEN FACILITIES SOLUTIONS NASSEFF MECHANICAL CONTRACTORS INC NESTEROWICZ & ASSOCIATES INC THE WALDINGER CORPORATION 1901 INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0