2018-10-12T09:27:10-05:00 2017-12-31 391531945 FREYBERG HINKLE ASHLAND POWERS & STOWELL 15420 W CAPITOL DR BROOKFIELD WI 530052621 990 2017-01-01 391932533 PLUMBERS AND STEAMFITTERS LOCAL 400 AND MCA N CENTRAL WI HEALTH & WELFARE TRUST PLUM 9204620400 2700 NORTHRIDGE DRIVE PO BOX 530 KAUKAUNA WI 541300530 JEFF KNAUS CHAIRMAN 9204620400 2018-10-08 1 JAMES M ASHLAND CPA P00241858 2627846210 70.61.53.194 2018-10-08 13:12:35 CD P CCA3FFBDE7687CE42E9EA09D506C5024DA3E21F0 7456D36014A6CBF084659659171A6618C5CD14F2 2017 2018-06-14 16:35:46Z JEFF KNAUS 2700 NORTHRIDGE DRIVE PO BOX 530 KAUKAUNA WI 541300530 102978501 0 X WWW.UA400.ORG X 1998 WI PROVIDE BENEFITS TO MEMBERS OF LOCAL 400 10 10 0 0 0 0 0 0 29363573 28858202 872409 940389 56858 53020 30292840 29851611 0 0 22691463 22324804 0 0 0 0 0 5441323 5372835 28132786 27697639 2160054 2153972 50008192 53893853 588125 340134 49420067 53553719 PROVIDE BENEFITS TO MEMBERS OF LOCAL 400 0 0 26342211 PLUMBERS AND STEAMFITTERS LOCAL 400 HEALTH AND WELFARE PLAN PROVIDES MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION AND OTHER BENEFITS TO APPROXIMATELY 2,100 PLAN PARTICIPANTS, THEIR DEPENDENTS AND BENEFICIARIES. 26342211 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 4 0 1 0 1 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X BENEFIT PLAN ADMINISTRATORS 4145773700 11270 WEST PARK PLACE SUITE 950 MILWAUKEE WI 53224 KIM BASSETT MANAGEMENT TRUSTEE 1.00 X 0 0 0 DAVID ALDAG MANAGEMENT TRUSTEE 1.00 X 0 0 0 KRIS LEVANETZ MANAGEMENT TRUSTEE 1.00 X 0 0 0 JODI MILLER-LARSON MANAGEMENT TRUSTEE 1.00 X 0 0 0 JEFF GAECKE SECRETARY-TREASURER 1.00 X X 0 0 0 JEFF KNAUS CHAIRMAN/LABOR TRUSTEE 1.00 50.00 X X 0 132126 87351 TERRY VAN EPERN LABOR TRUSTEE 1.00 X 0 0 0 MIKE AUGUSTIAN LABOR TRUSTEE 1.00 45.00 X 0 117461 78616 DUSTIN DELSMAN LABOR TRUSTEE 1.00 X 0 7359 0 JOHN KENNEDY LABOR TRUSTEE 1.00 X 0 0 0 0 256946 165967 0 0 1 0 BENEFIT PLAN ADMINISTRATION 11270 W PARK PLACE SUITE 950 MILWAUKEE WI 53224 ADMINISTRATIVE SERVICES 1009752 UNITED HEALTHCARE INSURANCE COMPANY 9700 HEALTH CARE LANE MINNETONKA MN 55343 PPO NETWORK PROVIDER 851464 UMR PO BOX 88822 MILWAUKEE WI 53288 BIOMETRICS 201046 REINHART BOERNER VAN DEUREN SC PO BOX 2965 MILWAUKEE WI 53201 LEGAL 173755 4 EMPLOYER CONTRIBUTIONS 900099 25921077 25921077 PARTICIPANT CONTRIBUTIONS 900099 2793221 2793221 SUBROGATION 900099 143904 143904 28858202 1088008 1088008 72979271 73126890 -147619 -147619 -147619 OTHER REIMBURSEMENTS 900099 53020 53020 53020 29851611 28858202 0 993409 22324804 898447 144269 19100 50191 63322 43871 11991 6457 MEDICARE PREMIUMS 1718257 PPO ADMIN FEES 887299 STOP LOSS PREMIUMS 745849 COST CONTAINMENT 561579 222203 27697639 2176196 2572447 1091065 622688 2315139 2502351 297813 236499 44127979 47959868 50008192 53893853 400695 198448 187430 141686 588125 340134 X 0 0 0 0 49420067 53553719 49420067 53553719 50008192 53893853 2153972 1979680 0 X X 0 1 X 1 0 0 DUE TO OTHER LOCALS 44935 PREPAID RETIREE PREMIUMS 96751 141686 X 31781100 1979680 1979680 29801420 50191 50191 29851611 27647448 0 27647448 50191 50191 27697639 PART X, LINE 2: U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN 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. 0 0 0 JEFF KNAUS CHAIRMAN/LABOR TRUSTEE 0 132126 0 0 0 0 0 0 0 87351 0 219477 0 0 MIKE AUGUSTIAN LABOR TRUSTEE 0 117461 0 0 0 0 0 0 0 78616 0 196077 0 0 FORM 990, PART VI, SECTION A, LINE 6 THERE ARE APPROXIMATELY 2,100 MEMBERS OF LOCAL 400 THAT PARTICIPATE IN THE HEALTH AND WELFARE FUND. EACH MEMBER IS ALLOWED ONE VOTE. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF LOCAL 400 THAT PARTICIPATE IN THE HEALTH AND WELFARE FUND ELECT THE BOARD OF TRUSTEES FOR THE FUND. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE BOARD OF TRUSTEES ARE VOTED ON BY THE MEMBERS OF LOCAL 400 THAT PARTICIPATE IN THE HEALTH AND WELFARE FUND. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST IMMEDIATELY UPON DISCOVERY. EACH PERSON HAS SIGNED AN AGREEMENT STATING THAT HE OR SHE WILL ACT IN ACCORDANCE WITH THE TRUST AGREEMENT. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTATION IS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C NO CHANGES HAVE BEEN MADE SINCE THE PRIOR YEAR PLUMBERS AND STEAMFITTERS LOCAL 400 OF THE UNITED ASSOCIATION 2700 NORTHRIDGE DRIVE KAUKAUNA WI 54130 391915458 0 BOARD OF TRUSTEES OF THE PLUMBERS AND STEAMFITTERS LOCAL 400 HEALTH FUND 2700 NORTHRIDGE DRIVE PO BOX 530 KAUKAUNA WI 541300530 391932533 SPONSORING ORGANIZATION (JOINT BOARD OF TRUSTEES) WI 501(C)(9) 0 FOX RIVER VALLEY PIPE TRADES ED FOUNDATION WISCONSIN PIPE TRADES ASSOCIATION ADVANTAGE REFRIGERATION LLC CFMVR-TESCO LLC MEYER MECHANICAL LLC WAGNER-MEINERT LLC A & J MECHANICAL CONTRACTORS INC A WARP MECHANICAL INC ACCESS CUSTOMER SUPPORT INC ACCESSIBLE BATH SOLUTIONS LLC AG MECHANICAL AIR CONDITIONING REFRIGERATION CORPORATION ALDAG HONOLD MECHANICAL INC ALPINE PLUMBING INC AMES GROUP LLC AUGUST WINTER & SONS INC AZCO INC B & P MECHANICAL INC BASSETT INC BECHTEL CONSTRUCTION COMPANY BENO PLUMBING & HEATING INC BERKEN & MOESCH PLUMBING AND HEATING INC BEST MECHANICAL SERVICES BUTTERS-FETTING CO INC CH KOCH PLUMBING CARRIER CORPORATION COENEN MECHANICAL LLC CORNERSTONE PLUMBING LLC CR MEYER & SONS COMPANY DAN FINNEL PLUMBING LLC DAY & ZIMMERMANN NPS INC ELZINGA & VOLKERS PROFESSIONAL SERVICES INC EARL'S PLUMBING & HEATING INC EDWIN C GAROT COMPANY INC EGI MECHANICAL INC ENERGY CONTROL & DESIGN INC ENERPIPE INC FENNER PLUMBING & HEATING FIVE STAR MECHANICAL FORE-FRONT MECHANICAL INC FORREST PLUMBING LLC GABEL MECHANICAL LLC GMS INC GREAT LAKES MECHANICAL INC GROESCHEL COMPANY INC GRP MECHANICAL INC H & H INDUSTRIES INC HVAC SERVICES INC HAUCKE PLUMBING AND HEATING INC HEIM PLUMBING INC HEIN PLUMBING INC HOOPER CORPORATION HORNER PLUMBING CO INC HURCKMAN MECHANICAL INDUSTRIES INC HVACR OF MARINETTE LLC ILLINGWORTH-KILGUST MECHANICAL INC JF AHERN COMPANY JACK'S PLUMBING SERVICE LLC JAMAR COMPANY JAMES L RADTKE PLUMBING INC JOE DEBELAK PLUMBING & HEATING CO INC JOHN'S REFRIGERATION INC JOHNSON & JONET MECHANICAL CONTRACTORS INC JOHNSON CONTROLS INC KAMPO PLUMBING & HEATING INC KEYSER PLUMBING & HEATING INC KUHLMAN INC MANNENBACH MECHANICAL LLC MATENAER PLUMBING INC MECHANICAL CONNECTIONS MECHANICAL TECHNOLOGIES INC MERCO MECHANICAL INC MODERN MECHANICAL CONTRACTORS MONONA PLUMBING & FIRE PROTECTION INC PIPING SERVICE INC PIPING SYSTEMS LLC PLESHEK'S AIR CONDITIONING & REFRIGERATION INC PLYMOUTH PLUMBING & HEATING INC R & R PLUMBING LLC RJ PARINS PLUMBING & HEATING INC RANGE LINE PLUMBING INC REEKE-MAROLD CO REFRIGERATION SERVICES OF GREEN BAY INC ROB GIESE CONSTRUCTION SERVICES INC SCHNEIDER & SCHNEIDER MECHANICAL INC SCHECK MECHANICAL WISCONSIN CORP SONNTAG PLUMBING INC STAINLESS SPECIALISTS INC STRONG'S PLUMBING & HEATING SUMMIT REFRIGERATION GROUP INC TRANSLOGIC CORPORATION DBA SWISSLOG HEALTHCARE SOLUTIONS TEAM INDUSTRIES INC TRANE US INC TWEET-GAROT MECHANICAL INC VAN ERT ELECTRIC COMPANY INC VDH MECHANICAL SERVICES LLC WOLF & SONS PLUMBING LLC R W WOOLSEY PLUMBING & HEATING INC KURT ZENTNER AND SONS INC PNEUMATIC SYSTEMS PLUS LLC REFRIGERATION INSTALLATION SPECIALISTS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0