2017-11-01T14:59:05-05:00 2016-03-31 391531945 FREYBERG HINKLE ASHLAND POWERS & STOWELL 15420 W CAPITOL DR BROOKFIELD WI 530052621 990 2015-04-01 390859145 MILWAUKEE PAINTERS LOCAL UNION NO 781 HEALTH FUND MILW 4145773700 11270 WEST PARK PLACE NO 950 MILWAUKEE WI 53224 JEFF MEHRHOFF CHAIRMAN 4145773700 2017-11-01 1 THOMAS M POWERS CPA P00241729 2627846210 2015 2021-01-29 14:40:06Z X X JEFF MEHRHOFF 11270 WEST PARK PLACE NO 950 MILWAUKEE WI 53224 47326668 0 X N/A X 1951 WI TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS 6 3 33 0 0 0 0 0 8992477 10570764 1274484 1230384 317 792 10267278 11801940 0 0 8186623 8693152 82537 0 0 0 0 787115 2150716 9056275 10843868 1211003 958072 21922656 21869654 1831 428048 21920825 21441606 TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS 0 0 PROVIDES ACCIDENT, HOSPITAL, MEDICAL, SURGICAL, DENTAL, VISION, MAJOR MEDICAL, DISABILITY, AND INSURANCE BENEFITS 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 5 0 1 33 1 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 X JEFF MEHRHOFF 4145773700 11270 WEST PARK PLACE SUITE 950 MILWAUKEE WI 53224 JOE JAZDZEWSKI SECRETARY/TREASURER 2.00 50.00 X X 0 124602 61474 MICHAEL CHMIELEWSKI CHAIRMAN 2.00 X X 0 0 0 JOEL ALLEN TRUSTEE 2.00 50.00 X 0 76689 47432 JOHN R TOPP TRUSTEE 2.00 X 0 0 0 JEFFREY ARNOLD TRUSTEE 2.00 50.00 X 0 70713 52760 WILL STEVENS TRUSTEE 2.00 X 0 0 0 0 272004 161666 0 0 1 0 BENEFIT PLAN ADMINISTRATION OF WI 11270 WEST PARK PLACE SUITE 950 MILWAUKEE WI 53224 ADMINISTRATOR 466864 UNITED HEALTHCARE INSURANCE COMPANY 10701 WEST RESEARCH DR MILWAUKEE WI 53226 CLAIMS ADMINISTRATION 313823 BMO HARRIS BANK NA PO BOX 755 CHICAGO IL 60690 INVESTMENT MANAGEMENT 105451 3 EMPLOYER CONTRIBUTIONS 900099 10031168 10031168 EMPLOYEE CONTRIBUTIONS 900099 525730 525730 LIQUIDATED DAMAGES 900099 13866 13866 10570764 535191 535191 36219921 35524728 695193 695193 695193 OTHER INCOME 900099 792 792 792 11801940 10571556 0 1230384 8693152 27183 38153 130151 118282 10097 524 3458 12216 DENTAL PREMIUMS 695094 CLAIMS AND FUND ADMINIS 367731 NETWORK FEES 348420 STOP-LOSS PREMIUMS 255341 144066 10843868 389256 497968 176736 1247063 1072501 66643 0 4257 21352407 18985479 21922656 21869654 1831 223348 0 204700 1831 428048 X 0 0 0 0 21920825 21441606 21920825 21441606 21922656 21869654 958072 -1437291 0 X X 0 1 X 1 0 0 CLAIMS PAYABLE 204700 204700 X 10234498 -1437291 -1437291 11671789 130151 130151 11801940 10509017 0 10509017 130151 204700 334851 10843868 PART X, LINE 2: U.S GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE PLAN MANAGEMENT OF AN ORGANIZATION 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. PART XII, LINE 4B - OTHER ADJUSTMENTS: INCREASE IN CURRENT YEAR CLAIMS PAYABLE 204,700. 0 0 0 JOE JAZDZEWSKI SECRETARY/TREASURER 0 124602 0 0 0 0 0 0 0 61474 0 186076 0 0 FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 IS REVIEWED BY THE SECRETARY/TREASURER PRIOR TO FILING FORM 990, PART VI, SECTION B, LINE 12: THE TRUSTEES FOLLOW ERISA REQUIREMENTS REGARDING CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC INSPECTION COPIES OF THE FORM 990, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS ARE AVAILABLE BY REQUEST AT THE ORGANIZATION'S OFFICE. FORM 990, PART XII, LINE 1 THE PLAN CHANGED ITS ACCOUNTING METHOD FROM THE MODIFIED CASH BASIS TO THE ACCRUAL BASIS OF ACCOUNTING FOR THE YEAR ENDING MARCH 31, 2016. FORM 990, PART XII, LINE 2C NO CHANGE IN THE PROCESS FROM PRIOR YEAR FORM 990, LINE B RETURN IS AMENDED TO CORRECT 3/31/16 CLAIMS PAYABLE FROM $341,200 TO $204,700. THE FUND'S ACTUARY CHANGED THE LIABILITY AMOUNT AFTER THE TAX RETURN WAS FILED. THIS AMENDMENT DECREASED THE BENEFIT EXPENSES AND LIABILITIES, AND INCREASED THE NET ASSETS, BY $136,500 AS REPORTED ON 990 PARTS I, IX, X, AND XI, AND SCHEDULE D PARTS X AND XII. FORM 990, SCHEDULE R, PARTS II-IV THE PLAN MADE A REASONABLE EFFORT TO OBTAIN THE TAX CLASSIFICATION FROM ALL CONTRIBUTING EMPLOYERS, BUT 33 OF THE CONTRIBUTING EMPLOYERS HAVE NOT YET RESPONDED TO THE REQUEST. AS THE RESPONSES ARE RECEIVED, THEY WILL BE ON FILE AT THE FUND OFFICE. INTERNATIONAL BROTHERHOOD OF PAINTERS AND ALLIED TRADES LOCAL #781 PAINTERS & ALLIED TRADES DISTRICT COUNCIL NO 7 IUPAT DISTRICT COUNCIL NO 7 JOINT APPRENTICESHIP AND TRAINING TRUST FUND IUPAT ALLIED TRADES GLAZIERS LOCAL UNION 1204 PAINTERS LOCAL 802 HEALTH FUND BOARD OF TRUSTEES OF MILWAUKEE PAINTERS LOCAL UNION NO 781 HEALTH FUND 11270 WEST PARK PLACE SUITE 950 MILWAUKEE WI 53224 390859145 PLAN SPONSOR AND PLAN ADMINISTRATOR WI 501(C)(9) 0 GORDON SOLUTIONS LLC JDR PAINTING APPLETON LATHING CORP B&D CONTRACTORS BALASCH PAINTING AND DECORATING BUILDING SERVICE INC CARDINAL GLASS COMPANY CESARZ DRYWALL INC COMMON LINKS CONSTRUCTION CONRAD SCHMITT STUDIOS DAVCO DEVELOPMENT EAST MOLINE GLASS E&A ENTERPRISES ED WEBER INC FIELDSTONE GLASS INC GLASS SOLUTIONS INC HERITAGE GLASS INC HESS SWEITZER PAINTING LLC HOME GLASS CO INC HOWARD GROTE & SONS INC JAHN & SONS INC KLEIN-DICKERT PEWAUKEE INC LEPPIN DRYWALL CORP THE LURIE COMPANIES INC MAY DECORATING II INC MICHIGAN STATE PAINTERS INS FUND NJ SCHAUB & SONS INC OMNI GLASS & PAINT INC PDC FACILITIES INC PFISTER LLC PORTA-PAINTING INC POSTORINO DECORATING INC PROGRAMMED PAINTING SERVICE INC RELIANT CONTRACT GLASS INC SANCHEZ PAINTING CONTRACTORS SEELE INC SERVICE PAINTING CORP SONAG COMPANY INC STATE PAINTING COMPANY SWANSON & YOUNGDALE INC THOMAS INDUSTRIAL COATING INC THOMAS A MASON CO INC WINGHART INC CREATIVE BUSINESS INTERIORS INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0