2017-11-13T13:57:55-06:00 2016-12-31 391531945 FREYBERG HINKLE ASHLAND POWERS & STOWELL 15420 W CAPITOL DR BROOKFIELD WI 530052621 990 2016-01-01 396045202 PLUMBERS LOCAL 75 HEALTH FUND PLUM 4145773700 11270 WEST PARK PLACE NO 950 MILWAUKEE WI 53224 STEVE BREITLOW SECRETARY/TREASURER 4145773700 2017-11-03 1 JAMES M ASHLAND CPA P00241858 2627846210 70.61.53.194 2017-11-03 10:59:45 CD P 2A3F482710C69FCCEFE18B634FA3E25425E25BFA 3972137AB098234AFA465114004C73B0D1EF18AE 2016 2017-02-10 21:41:12Z X STEVE BREITLOW 11270 WEST PARK PLACE NO 950 MILWAUKEE WI 53224 15165473 0 X N/A X 1955 WI TO PROVIDE HEALTH BENEFITS TO MEMBERS. 8 0 0 0 0 0 0 0 10560510 11607510 170668 318661 0 0 10731178 11926171 0 0 9893868 13168748 0 0 0 0 0 1568142 1627806 11462010 14796554 -730832 -2870383 13710387 11697386 917024 1416368 12793363 10281018 NONE 0 0 13473009 TO PROVIDE MEDICAL, DENTAL, VISION, PRESCRIPTION DRUG, LIFE, AND LOSS OF TIME BENEFITS TO MEMBERS. 13473009 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 1 214 0 1 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 107431 72511 SCOTT REDMAN LABOR TRUSTEE 1.00 45.00 X 0 107431 77415 MICHAEL WESTFAHL LABOR TRUSTEE 1.00 1.00 X 0 1923 792 STEVE BREITLOW SECRETARY/TREASURER 1.00 50.00 X X 0 122069 86914 LAURI ROLLINGS EMPLOYER TRUSTEE 1.00 X 0 0 0 MIKE SCHERER EMPLOYER TRUSTEE 1.00 X 0 0 0 0 338854 237632 0 0 1 0 BENEFIT PLAN ADMINISTRATION OF WISCONSIN 11270 W PARK PLACE STE 950 MILWAUKEE WI 53224 CLAIMS/PLAN ADMINISTRATION 609704 UNITED HEALTHCARE INSURANCE COMPANY 10701 WEST RESEARCH DR MILWAUKEE WI 53226 CLAIMS ADMINISTRATION 423497 2 EMPLOYER CONTRIBUTIONS 525100 9697626 9697626 SELF-PAY CONTRIBUTIONS 525100 1705994 1705994 CLAIM RECOVERIES 525100 165925 165925 SHARED EXPENSE REIMBURSEMENT 525100 37965 37965 11607510 307212 307212 3250751 3239302 11449 11449 11449 11926171 11607510 0 318661 13168748 13168748 19102 19102 41776 41776 21837 21837 56450 56450 15457 15457 12874 12874 9091 9091 CLAIMS AND FUND ADMINIS 1083029 1083029 STOP LOSS PREMIUMS 141398 141398 ORGAN TRANSPLANT INSURA 133115 133115 GOVERNMENTAL FEES 36958 36958 56719 29748 26971 14796554 13473009 1323545 0 517956 493632 826806 99865 800392 1006913 67980 112498 11497253 9984478 13710387 11697386 226124 211631 690900 1204737 917024 1416368 X 0 0 0 0 12793363 10281018 12793363 10281018 13710387 11697386 -2870383 358038 0 X X 0 1 X 1 0 0 BENEFITS PAYABLE 1110000 CASH OVERDRAFT 94737 1204737 X 12262372 358038 358038 11904334 21837 21837 11926171 14194717 0 14194717 21837 580000 601837 14796554 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 AND WAS AUDITED BY THE DOL FOR THE PLAN YEARS 2010-2013. THE AUDIT WAS CONCLUDED MAY 15, 2015 AND IDENTIFIED CERTAIN CORRECTIVE ACTIONS BUT NO PENALTIES. PART XII, LINE 4B - OTHER ADJUSTMENTS: INCREASE IN CURRENT YEAR CLAIMS PAYABLE 580,000. 0 0 0 VINCE GALLO LABOR TRUSTEE 0 107431 0 0 0 0 0 0 0 72511 0 179942 0 0 SCOTT REDMAN LABOR TRUSTEE 0 107431 0 0 0 0 0 0 0 77415 0 184846 0 0 STEVE BREITLOW SECRETARY/TREASURER 0 122069 0 0 0 0 0 0 0 86914 0 208983 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 TWELVE OF THE CONTRIBUTING EMPLOYERS HAVE NOT YET RESPONDED TO THE MULTIPLE REQUESTS. MACET PIPE TRADES PENSION NORTHERN ROCKY PLUMBERS LOCAL #75 DULUTH BUILDING TRADES DULUTH BUILDING TRADES WELFARE PLUMBERS LOCAL #434 PLUMBERS LOCAL #400 PLUMBERS LOCAL #50 PLUMBERS LOCAL #60 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 MARKET RECOVERY 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 PIPE TRADES TRUST N ROCKY PLUMBERS & STEAMFITTERS LOCAL 171 PLUMBERS LOCAL 773 UA LOCAL 125 PLUMBERS AND PIPEFITTERS LOCAL #464 PLUMBERS LOCAL #520 PLUMBERS LOCAL 25 PLUMBERS LOCAL 172 LOCAL NO 7 UA LOCAL 22 BENEFIT FUND AQUA TECH PLUMBING LLC RESIDENTIAL PLBG SPECIALISTS MIKE INGRILLI PLUMBING LLC MTP PLUMBING LLC RBI MECHANICAL CONT GERRITSON PLUMBING LLC PROFORM CONTRACTING LLC-PLBRS R&B MASTER PLUMBERS LLC MORRIS PLUMBING LLC BLAU PLUMBING INC PARAMEDIC PLUMBING AAR PLUMBING ALBIERO PLUMBING INC ALLSTAR PLUMBING INC ALPINE PLUMBING CO INC ALTMANN PLBG & PIPEFITTING ANCHOR PLUMBING INC ANDERSEN PLUMBING INC AUGUST WINTERS & SONS INC AZTEC PLUMBING LLC B&E AQUATICS INC BARBER PLUMBING INC BASSETT INC 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 CP CONWAY PLUMBING INC CARL'S PLUMBING SERVICES INC CASTLEMAN & SONS PLUMBING INC CLEAR VIEW 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 FLAT RATE PLUMBING INC FLAT RATE SEWER & DRAIN CLEAN 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 IDEAL PLUMBING 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 JOHNSON CONTROLS INC JUST SERVICE INC KLOPATEK PLUMBING INC KNAUER PLUMBING & HEATING CO KRISCHAN PLUMBING INC LORENTZ 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 H&H INDUSTRIES INC PIEPER ELECTRIC INC ROCK RIVER PLUMBING LLC MORGAN CONTRACTORS INC PATRIOT PLUMBING INC 4 LAKES PLUMBING INC RIVERVIEW PLUMBING INC MONONA PLUMBING & FIRE PROTECTION WAUKESHA PLUMBING LLC TIM'S PLUMBING CO 1 0 A-PLUS PLUMBING INC RS PLUMBING INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0