2016-09-30T12:40:44-05:00 2015-12-31 391531945 FREYBERG HINKLE ASHLAND POWERS & STOWELL 15420 W CAPITAL DR BROOKFIELD WI 530052621 990 2015-01-01 351638874 WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND WISC 4147780516 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 PATRICK LANDGRAF CHAIRMAN 2627981818 2016-09-01 1 JAMES M ASHLAND CPA P00241858 2627846210 2015 2017-02-10 21:41:12Z PATRICK LANDGRAF 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 52238485 0 X N/A X 1985 WI TO PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES. 16 16 119 0 0 0 0 0 31448287 31208115 1240830 778036 63357 34004 32752474 32020155 0 0 27785996 30363634 44490 34891 0 0 0 6162368 4247546 33992854 34646071 -1240380 -2625916 46135607 44330166 20601499 22070468 25534108 22259698 X PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES. 0 0 30363634 HOSPITAL, SURGICAL, MEDICAL, DENTAL, VISION, AND PRESCRIPTION DRUG BENEFITS FOR APPROXIMATELY 2,629 MEMBERS AND THEIR FAMILIES 1076975 PROVIDE SUPPLEMENTAL MEDICARE WRAPAROUND INSURANCE BENEFITS FOR APPROXIMATELY 494 MEMBERS 124044 PROVIDE LIFE INSURANCE BENEFITS FOR APPROXIMATELY 2,629 MEMBERS 120646 MEDICAL CASE MANAGEMENT AND COST CONTAINMENT 120646 31685299 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 175 0 1 119 1 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X SANDY HEATH 2627981838 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 SCOTT BARTZ TRUSTEE 1.00 44.00 X 0 88920 53846 ROGER JACKSON TRUSTEE 1.00 44.00 X 0 76673 47095 MIKE MOONEY TRUSTEE 1.00 46.00 X 0 97359 48701 KEITH KEMPER TRUSTEE 1.00 44.00 X 0 82272 60815 CRAIG WARNER TRUSTEE 1.00 44.00 X 0 75805 48903 BRIAN BILLMAN TRUSTEE 1.00 44.00 X 0 81365 45498 RYAN STERN TRUSTEE 1.00 X 0 0 0 PATRICK LANDGRAF SECRETARY/TREASURER 1.00 48.00 X X 0 107976 49634 DAVID ALDAG TRUSTEE 1.00 X 0 0 0 KENNETH GROESCHEL TRUSTEE 1.00 X 0 0 0 ROBERT JOSSART CHAIRMAN 1.00 X X 0 0 0 TIM BRAUN TRUSTEE 1.00 X 0 0 0 RICHARD NORTHRUP TRUSTEE 1.00 X 0 0 0 KENDALL RICHARDS TRUSTEE 1.00 X 0 0 0 JEFFREY GAECKE TRUSTEE 1.00 X 0 0 0 LAURI ROLLINGS TRUSTEE 1.00 X 0 0 0 0 610370 354492 0 0 0 0 BENEFIT PLAN ADMINISTRATION 11270 W PARK PLACE SUITE 950 MILWAUKEE WI 53224 ADMINISTRATION SERVICES 1097827 UNITED HEALTHCARE 22703 NETWORK PLACE CHICAGO IL 606731227 MEDICAL CLAIMS ADMINISTRATION 630051 ANTHEM BLUE CROSS AND BLUE SHIELD 220 VIRGINIA AVENUE INDIANAPOLIS IN 46204 MEDICAL CLAIMS ADMINISTRATION 339233 REINHART BOERNER VAN DEUREN SC 1000 N WATER STREET SUITE 1700 MILWAUKEE WI 53202 LEGAL SERVICES 151963 THE SEGAL COMPANY INC 101 N WACKER DRIVE SUITE 500 CHICAGO IL 606061724 ACTUARIAL/CONSULTING 144051 5 EMPLOYER CONTRIBUTIONS 900099 27414122 27414122 SELF-PAY CONTRIBUTIONS 900099 3706470 3706470 SASMI 900099 87523 87523 31208115 936601 936601 20059765 20218330 -158565 -158565 -158565 SHARED EXPENSE REIMBURSEMENT 900099 23534 23534 CONTRACTOR LATE CHARGES 900099 10470 10470 34004 32020155 31083554 0 936601 30363634 30363634 34891 34891 562453 562453 179283 179283 64507 64507 105104 105104 144051 144051 29389 29389 14962 14962 8697 8697 3823 3823 144507 124044 20463 CLAIMS ADMINISTRATOR FE 1567479 1567479 SMW PREMIUMS 1076975 1076975 OTHER GOVT FEES/TAXES 164289 164289 COST CONTAINMENT PROGRA 120646 120646 61381 61381 34646071 31685299 2960772 0 8320137 6126686 2342676 2518301 126458 172570 298022 287069 14776 10953 35138197 35271773 193363 229883 46135607 44330166 756082 596628 19845417 21473840 20601499 22070468 X 0 0 0 0 25534108 22259698 25534108 22259698 46135607 44330166 -2625916 -648494 0 X X 0 1 X 1 0 298022 287069 10953 10953 ESTIMATED HEALTH CLAIMS PAYABLE AND IBNR 2508600 ACCUMULATED BENEFITS - PARTICIPANTS 18095289 DUE TO OTHER FUNDS 869951 21473840 X 31266557 -648494 -648494 31915051 105104 105104 32020155 32954634 0 32954634 105104 1586333 1691437 34646071 PART X, LINE 2: U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE PLAN 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 PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: INCREASE IN HEALTH CLAIMS PAYABLE 189,900. INCREASE IN ACCUMULATED BENEFITS FOR PARTICIPANTS 1,396,433. FORM 990, PART VI, SECTION B, LINE 11 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. 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