2025-11-13T10:10:40-06:00 2024-12-31 391531945 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2024-01-01 351638874 WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND WISC 2627981838 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 ROBERT JOSSART CHAIRMAN 2627981838 2025-11-13 1 0 BRIDGETTE MUGGE P00671418 2627549400 2025-11-10 2024 2025-03-06 01:10:19Z ROBERT JOSSART 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 75253124 0 X N/A X 1985 WI TO PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES. 16 7 144 9 0 0 0 0 52674102 55591984 291729 2867424 150182 183458 53116013 58642866 0 0 42382498 49861540 49769 47893 0 0 0 6584004 6791836 49016271 56701269 4099742 1941597 53164692 56789506 42546941 44875458 10617751 11914048 X PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES. 0 0 HOSPITAL, SURGICAL, MEDICAL, DENTAL, VISION, AND PRESCRIPTION DRUG BENEFITS FOR APPROXIMATELY 3,100 MEMBERS AND THEIR FAMILIES PROVIDE SUPPLEMENTAL MEDICARE ADVANTAGE PRESCRIPTION DRUG PLAN FOR APPROXIMATELY 777 MEMBERS PROVIDE COST CONTAINMENT AND CASE MANAGEMENT SERVICES FOR APPROXIMATELY 3,100 MEMBERS PROVIDE LIFE INSURANCE BENEFITS FOR APPROXIMATELY 2,827 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 1 189 0 144 1 0 0 0 0 0 0 0 0 X 16 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X SANDY HEATH 2627981838 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 SCOTT KNOCKE SECRETARY 1.00 48.00 X X 0 159196 70311 BRAD KALCIC TRUSTEE 1.00 46.00 X 0 125962 87464 STEUART WILSON TRUSTEE 1.00 44.00 X 0 142404 61743 SCOTT BARTZ THRU 41124 TRUSTEE 1.00 44.00 X 0 62916 36863 MATT VAN DER PUY TRUSTEE 1.00 44.00 X 0 105791 64452 CRAIG WAGNER TRUSTEE 1.00 44.00 X 0 102504 69719 MICHAEL THOMAS TRUSTEE 1.00 44.00 X 0 113508 83670 ROBERT JOSSART CHAIRMAN 1.00 X X 0 0 0 DAVID ALDAG THRU 41124 TRUSTEE 1.00 X 0 0 0 JAN GREEN TRUSTEE 1.00 X 0 0 0 KENNETH GROESCHEL JR TRUSTEE 1.00 X 0 0 0 JACK SCHIRPKE TRUSTEE 1.00 X 0 0 0 JONATHAN KOWALSKI TRUSTEE 1.00 X 0 0 0 ROB WEISE TRUSTEE 1.00 X 0 0 0 JEFFREY GAECKE TRUSTEE 1.00 X 0 0 0 BRANDON LANGENFELD TRUSTEE 1.00 X 0 0 0 BRAD ALDAG STARTED 82224 TRUSTEE 1.00 X 0 0 0 BRIAN NEUMAIER STARTED 82224 TRUSTEE 1.00 44.00 X 0 60720 35002 0 873001 509224 0 0 1 0 BENEFIT PLAN ADMINISTRATION 11270 W PARK PLACE SUITE 950 MILWAUKEE WI 53224 ADMINISTRATION SERVICES 1311376 ANTHEM BLUE CROSS AND BLUE SHIELD 220 VIRGINIA AVENUE INDIANAPOLIS IN 46204 MEDICAL CLAIMS ADMINISTRATION 713332 EXPRESS SCRIPTS 100 PARSONS POND DRIVE FRANKLIN LANES NJ 07417 PRESCRIPTIONS 427305 REINHART BOERNER VAN DUEREN SC 1000 N WATER ST SUITE 2100 MILWAUKEE WI 53201 LEGAL 188294 ZELIS HEALTHCARE 2 CONCOURSE PARKWAY SUITE 300 ATLANTA GA 30328 MEDICAL CLAIMS ADMINISTRATION 147882 6 EMPLOYER CONTRIBUTIONS 900099 50973940 50973940 SELF-PAY CONTRIBUTIONS 900099 4189285 4189285 SASMI 900099 428759 428759 55591984 1044275 1044275 18433407 16610258 1823149 1823149 1823149 COMMISSIONS 900099 82016 82016 SHARED EXPENSE REIMBURSEMENT 900099 51089 51089 CONTRACTOR LATE CHARGES 900099 50338 50338 15 15 183458 58642866 55775442 0 2867424 49861540 47893 646845 221761 79779 218666 47867 60920 9347 400 314022 MEDICARE PRESCRIPTION D 3029796 CLAIMS ADMINISTRATOR FE 1963831 COST CONTAINMENT PROGRA 147882 POSTAGE 21907 28813 56701269 17375555 19575159 51670 216372 4856610 4305545 136976 132256 57655 57508 547 147 29147954 31823240 1595380 736787 53164692 56789506 494556 1081983 42052385 43793475 42546941 44875458 X 0 0 0 0 10617751 11914048 10617751 11914048 53164692 56789506 1941597 -645300 0 X X 0 1 X 1 0 57655 57508 147 147 ESTIMATED HEALTH CLAIMS PAYABLE AND IBNR 4537900 ACCUMULATED BENEFITS - PARTICIPANTS 36448898 DUE TO OTHER FUNDS 2806677 43793475 X 57917787 -645300 -645300 58563087 79779 79779 58642866 55047090 0 55047090 79779 1574400 1654179 56701269 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE FUND TO HOLD THE FUND'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE IRC. THE FUND HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER DATED JANUARY 7, 1987 FROM THE INTERNAL REVENUE SERVICE (IRS) AND IS THEREFORE NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE FUND SPONSOR BELIEVES THAT THE FUND AND TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND 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 PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: INCREASE IN HEALTH CLAIMS PAYABLE 229,400. INCREASE IN ACCUMULATED BENEFITS FOR PARTICIPANTS 1,345,000. 0 0 0 SCOTT KNOCKE SECRETARY 0 159196 0 0 0 0 0 40820 0 29491 0 229507 0 0 BRAD KALCIC TRUSTEE 0 125962 0 0 0 0 0 59202 0 28262 0 213426 0 0 STEUART WILSON TRUSTEE 0 142404 0 0 0 0 0 34709 0 27034 0 204147 0 0 MICHAEL THOMAS TRUSTEE 0 113508 0 0 0 0 0 56628 0 27042 0 197178 0 0 CRAIG WAGNER TRUSTEE 0 102504 0 0 0 0 0 42685 0 27034 0 172223 0 0 MATT VAN DER PUY TRUSTEE 0 105791 0 0 0 0 0 37418 0 27034 0 170243 0 0 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. FOX VALLEY SHEET METAL HEALTH FUND MILWAUKEE JOINT APPRENTICES SHEET METAL #10 BENEFIT FUND SHEET METAL LOCAL 219 SHEET METAL WORKERS #292 LABOR UNION 501(C)(5) N/A 0 SHEET METAL WORKERS #7ZONE SHEET METAL WORKERS LOCAL UNION #7 ZONE 5 WISCONSIN SHEET METAL HEALTH FUND SHEET METAL WORKERS LOCAL 110 SHEET METAL WORKERS #20 SHEET METAL WORKERS NATIONAL HEALTH FUND SHEET METAL WORKERS LOCAL 98 SHEET METAL WORKERS INTERNATIONAL SHEET METAL LOCAL 85 SHEET METAL WORKERS LOCAL 33 AIR SOLUTIONS FULL SERVICE HEATING & AIR CONDITIONING LLC H&M STAINLESS SPEC LLC MADISON SHEET METAL LLC MIDWEST FLUID BALANCING NATIONS ROOF NORTH LLC PURE MECHANICAL LLC SUPERSKY PRODUCTS ENTERPRISES LLC ADS MECHANICAL LLC AC SERVICE INC ACCUSTAR AIR BALANCE INC ADVANCED HVAC INC AIR QUALITY SYSTEMS INC AIR TEMPERATURE SERVICES ALDAG HONOLD MECHANICAL INC ALL COMFORT SERVICES INC ALL FACETS SHEET METAL INC ALL PRO MECHANICAL INC ALLOY WELDING 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 BREDAN MECHANICAL SYSTEMS INC BUTTERS-FETTING COMPANY INC CARLSON RACINE ROOFING & SHEET METAL INC CENTRAL MECHANICAL SYSTEMS INC CERTIFIED PLUMBING CHRISTIANSEN FJA CO CONDITIONED AIR DESIGN INC CONSTRUCTION SUPPLY & ERECTION INC COUNTRYSIDE PLUMBING & HEATING INC CRAFTS INC CUDAHY ROOFING & SUPPLY DAVE'S SHEET METAL INC DILLETT MECHANICAL SERVICE INC DORAL CORPORATION DRESSLER & SON INC DBA DRESSLER MECHANICAL INC DROEGKAMP FURNACE CO DUWE METAL PRODUCTS EGI MECHANICAL INC ENVIRONMENTAL SYSTEMS ANALYSIS INC ERV SMITH SERVICES INC FISCHER INDUSTRIES INC FORE-FRONT MECHANICAL INC FOREMAN SLAASTED HVAC INC GOSCHEY MECHANICAL INC GREAT LAKES MECHANICAL INC GROESCHEL COMPANY INC GRUNAU COMPANY INC H & H MECHANICAL CONTRACTORS INC HARKER HEATING AND COOLING INC HAZA MECHANICAL INC HOLMING FAN & FABRICATION LLC HOOPER CORPORATION HOVLAND'S INC HURCKMAN MECHANICAL INDUSTRIES INC HVA PRODUCTS INC ILLINGWORTH-KILGUST MECHANICAL INSTITUTIONAL EQUIPMENT INC J & H HEATING INC JAMAR COMPANY JF AHERN JOHNSON CONTROLS INC KITCHEN SPECIALISTS INC KLEEMAN MECHANICAL INC KOPP BROTHERS INC LANGER ROOFING AND SHEET METAL LEDEGAR SHEET METAL INC LOUIS HOFFMANN COMPANY MADISON AREA SHEET METAL MALBRIT MECHANICAL INC MANNENBACH MECHANICAL LLC MARED MECHANICAL MG MCGRATH INC MID CITY PLUMBING & HEATING INC MID-STATE CONTRACTORING LLC MUZA SHEET METAL COMPANY LLC PL FREEMAN COMPANY PIEPER ELECTRIC INC QUALITY HEATING & SHEET METAL CO INC RAPIDS SHEET METAL WORKS INC REINKE AND SCHOMANN INC ROHLOFF MECHANICAL LLC SCHUETTE'S HEATING AND AIR 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 TOTAL MECHANICAL 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 WALTERS SHEET METAL CORPORATION WIERSGALLA COMPANY INC WINDING ROOFING COMPANY INC WINONA HEATING & VENTILATING CO INC WISCONSIN MECHANICAL SOLUTIONS ZIEGELBAUER HVAC INC ZIEN SERVICES 1901 INC BRENNAN J M INC JOE DEBELAK PLUMBING & HEATING RICHERS REFRIGERATION SCHRANZ ROOFING SPIRAL DUCT 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 EMPLOYERS ARE: A-1 ROOFING CO ABC MIDWEST SOLUTIONS LLC ADVANCED MECHANICAL AIR DOCTORS HEATING AND AIT AIR FLOW 360 LLC ALL AMERICAN COMMERCIAL ROOFING ALL SERVICE HEATING LLC ALLIED MECHANICAL ALX METAL WORKS LLC BENNETT & BROSSEAU ROFF BEST MECHANICAL BUSINESS LLC B&P MECHANICAL BLAU PLUMBING INC COLD CORE GROUP COLONNA DAUM PRICE INC CEI MICHIGAN LLC CHRISTIANSEN HEATING COMPLETE CONTROL INC CORNERSTONE ONE, LLC COENEN MECHANICAL LLC CS MECHANICAL LLC EAST CENTRAL WISCONSIN SM JATC EAU CLAIRE/LACROSSE, WAUSAU JATC FIVCO FORWARD MECHANICAL INC. FULLER MECHANICAL LLC GEISLER BROTHER GENERAL REFRIGERATION HENNES SERVICES INC HORNBUCKLE HEATING INDIANA ROOFERS INTL ASSOC OF S/M AIR, RAIL INTL TRAINING INST FOR S/M INTERNATIONAL TEST AND BALANCE INC JT HEATING & COOLING KEYSTONE HEATING & AC COMPANY LEE MECHANICAL CONTRACTORS INC LOESCHER HVAC MAJOR MECHANICAL MAPLE VALLEY HEATING & COOLING LLC. MARTIN PETERSEN MECHANICAL INC. MECHANICAL TECHNOLOGIES MERCHANTS REFRIGERATION SALE & SERVICE MICHIGAN BUILDING TRADES COUNCIL MILLERSVILLE SHEET METAL AND FABRIC MOKAN SHEET METAL P&R PLUMBING PRECISION BALANCING GROUP PRIME MECHANICAL CONTRACTING PREMISTAR QUIGLEY SMART INC RTS ROOFING INC SCHUMACHER HTG SPECIAL OPERATIONS DUCTWORK INC TOTAL HEATING AND COOLING LLC TRANE U.S. INC. VISION DRAFTING, LLC. YALE MECHANICAL LLC ZONE MECHANICAL NORTH INC