2019-10-15T16:09:53-05:00 2018-12-31 391531945 FREYBERG HINKLE ASHLAND POWERS & STOWELL 15420 W CAPITOL DR BROOKFIELD WI 530052621 990 2018-01-01 396045202 PLUMBERS LOCAL 75 HEALTH FUND PLUM 4145773700 11270 WEST PARK PLACE NO 950 MILWAUKEE WI 53224 STEVE BREITLOW SECRETARY/TREASURER 4145773700 2019-10-11 1 JAMES M ASHLAND CPA P00241858 2627846210 70.61.53.194 2019-10-11 14:58:35 CD P CCA3FFBDE7687CE42E9EA09D506C5024DA3E21F0 ED42B8B0193C8C57348281BF71C0FD4607DA50A0 2018 2020-03-31 21:24:44Z STEVE BREITLOW 11270 WEST PARK PLACE NO 950 MILWAUKEE WI 53224 27612627 0 X N/A X 1955 WI TO PROVIDE HEALTH BENEFITS TO MEMBERS. 8 0 0 0 0 0 0 0 12439955 14100170 239068 -44623 2632 60872 12681655 14116419 0 0 11225895 11223003 0 0 0 0 0 1610927 1638279 12836822 12861282 -155167 1255137 12148063 13699291 1501114 1886891 10646949 11812400 NONE 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 0 0 1 0 0 0 0 0 0 0 0 0 X 8 0 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 JOHN BRENNAN III CHAIRMAN 1.00 X X 0 0 0 DAJEN BOHACEK EMPLOYER TRUSTEE 1.00 X 0 0 0 VINCE GALLO LABOR TRUSTEE 1.00 45.00 X 0 109646 87429 SCOTT REDMAN LABOR TRUSTEE 1.00 45.00 X 0 109646 87429 MICHAEL WESTFAHL LABOR TRUSTEE 1.00 1.00 X 0 3495 1963 STEVE BREITLOW SECRETARY/TREASURER 1.00 50.00 X X 0 124530 98058 LAURI ROLLINGS EMPLOYER TRUSTEE 1.00 X 0 0 0 MIKE SCHERER EMPLOYER TRUSTEE 1.00 X 0 0 0 SAL ANGELO EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 0 347317 274879 0 0 1 0 BENEFIT PLAN ADMINISTRATION OF WISCONSIN 11270 W PARK PLACE STE 950 MILWAUKEE WI 53224 CLAIMS/PLAN ADMINISTRATION 604900 UNITED HEALTHCARE INSURANCE COMPANY 10701 WEST RESEARCH DR MILWAUKEE WI 53226 CLAIMS ADMINISTRATION 431359 2 EMPLOYER CONTRIBUTIONS 525100 12403284 12403284 SELF-PAY CONTRIBUTIONS 525100 1392661 1392661 CLAIM RECOVERIES 525100 259873 259873 SHARED EXPENSE REIMBURSEMENT 525100 44352 44352 14100170 264299 264299 13187286 13496208 -308922 -308922 -308922 SECURITIES LITIGATION SETTLEMENT 523000 60688 60688 MISCELLANEOUS INCOME 525100 184 184 60872 14116419 14100354 0 16065 11223003 44770 47101 21109 64200 21601 6736 9150 CLAIMS AND FUND ADMINIS 1122674 STOP LOSS PREMIUMS 144751 ORGAN TRANSPLANT INSURA 114866 AURORA EAP 23612 17709 12861282 1032933 1677111 94172 70984 1244282 1309600 83412 58925 9693264 10582671 12148063 13699291 188199 208891 1312915 1678000 1501114 1886891 X 0 0 0 0 10646949 11812400 10646949 11812400 12148063 13699291 1255137 -89686 0 X X 0 1 X 1 0 0 BENEFITS PAYABLE 1678000 1678000 X 14005624 -89686 -89686 14095310 21109 21109 14116419 12277173 0 12277173 21109 563000 584109 12861282 PART X, LINE 2: U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE FUND 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; 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 563,000. 0 0 0 VINCE GALLO LABOR TRUSTEE 0 109646 0 0 0 0 0 0 0 87429 0 197075 0 0 SCOTT REDMAN LABOR TRUSTEE 0 109646 0 0 0 0 0 0 0 87429 0 197075 0 0 STEVE BREITLOW SECRETARY/TREASURER 0 124530 0 0 0 0 0 0 0 98058 0 222588 0 0 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. FORM 990, SCHEDULE R, PARTS II-IV THE PLAN MADE A REASONABLE EFFORT TO OBTAIN THE TAX CLASSIFICATION FROM ALL CONTRIBUTING EMPLOYERS, BUT TWENTY-SIX OF THE CONTRIBUTING EMPLOYERS HAVE NOT YET RESPONDED TO THE MULTIPLE REQUESTS. MACET 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 PIPE TRADES PENSION OF MONTANA WISCONSIN PIPE TRADES ASSOCIATION WISCONSIN PIPE TRADES ORG PIPE TRADES TRUST N ROCKY PLUMBERS LOCAL 773 PLUMBERS LOCAL 286 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 RBI MECHANICAL CONT GERRITSON PLUMBING LLC R&B MASTER PLUMBERS LLC MORRIS PLUMBING LLC BLAU PLUMBING INC AAR PLUMBING ALBIERO PLUMBING INC ALLSTAR PLUMBING INC ALPINE PLUMBING CO INC ALTMANN PLBG & PIPEFITTING AUGUST WINTERS & SONS INC AZTEC PLUMBING LLC BEDROCK SEWER & WATER INC 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 CLEARWATER 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 JESMOK PLUMBING INC JF AHERN COMPANY JM BRENNAN INC JM DEMERATH INC JOE DEBELAK PLBG & HTG CO INC JUST SERVICE INC KLOPATEK PLUMBING INC KNAUER PLUMBING & HEATING CO KRISCHAN PLUMBING INC MAGNUM 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 TADYSAK PLUMBING INC 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 RIVERVIEW PLUMBING INC TIM'S PLUMBING CO 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0