PLUMBERS LOCAL 75 HEALTH FUND: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PLUMBERS LOCAL 75 HEALTH FUND (EIN 39-6045202)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-07
- IRS object ID
- 201623129349300992
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-07T10:50:50-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391531945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREYBERG HINKLE ASHLAND POWERS & STOWELL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15420 W CAPITOL DR | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 530052621 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396045202 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLUMBERS LOCAL 75 HEALTH FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLUM | BusinessNameControlTxt |
| Phone | 4143591319 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11175 WEST PARKLAND AVE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532243135 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE BREITLOW | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 4143591319 | PhoneNum |
| Signature | 2016-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES M ASHLAND CPA | PreparerPersonNm |
| PTIN | P00241858 | PTIN |
| Phone | 2627846210 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEVE BREITLOW | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11175 WEST PARKLAND AVE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532243135 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,298,536 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH BENEFITS TO MEMBERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,590,357 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,560,510 | CYProgramServiceRevenueAmt |
| PY Investment Income | $472,072 | PYInvestmentIncomeAmt |
| CY Investment Income | $170,668 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $11,062,429 | PYTotalRevenueAmt |
| CY Total Revenue | $10,731,178 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $9,942,334 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $9,893,868 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,590,557 | PYOtherExpensesAmt |
| CY Other Expenses | $1,568,142 | CYOtherExpensesAmt |
| PY Total Expenses | $11,532,891 | PYTotalExpensesAmt |
| CY Total Expenses | $11,462,010 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$470,462 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$730,832 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,985,579 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,710,387 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,099,008 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $917,024 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,886,571 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,793,363 | NetAssetsOrFundBalancesEOYAmt |
| Mission | NONE | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,169,665 | ExpenseAmt |
| Desc | TO PROVIDE MEDICAL, DENTAL, VISION, PRESCRIPTION DRUG, LIFE, AND LOSS OF TIME BENEFITS TO MEMBERS. | Desc |
| Total Program Service Expenses | $10,169,665 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 235 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLUMBERS LOCAL 75 HEALTH FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4143591319 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11175 WEST PARKLAND AVENUE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53224 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| JOHN BRENNAN III | |||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MIKE SCHERER | |||||||
| EMPLOYER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VINCE GALLO | |||||||
| LABOR TRUSTEE | 1.00 | Yes (X) | $0 | $5,619 | $953 | 1.00 | |
| SCOTT REDMAN | |||||||
| LABOR TRUSTEE | 1.00 | Yes (X) | $0 | $107,086 | $74,708 | 45.00 | |
| MICHAEL HOUSE | |||||||
| LABOR TRUSTEE | 1.00 | Yes (X) | $0 | $107,086 | $74,465 | 45.00 | |
| STEVE BREITLOW | |||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $121,738 | $83,905 | 50.00 |
| LAURI ROLLINGS | |||||||
| EMPLOYER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN REED | |||||||
| EMPLOYER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $341,529 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $234,031 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION OF WISCONSIN | |||||
| 11270 W PARK PLACE STE 950 | MILWAUKEE | WI | 53224 | CLAIMS/PLAN ADMINISTRATION | $665,703 |
| UNITED HEALTHCARE INSURANCE COMPANY | |||||
| 10701 WEST RESEARCH DR | MILWAUKEE | WI | 53226 | CLAIMS ADMINISTRATION | $345,279 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | $8,713,102 | $8,713,102 |
| SELF-PAY CONTRIBUTIONS | 525100 | $1,686,240 | $1,686,240 |
| CLAIM RECOVERIES | 525100 | $126,002 | $126,002 |
| SHARED EXPENSE REIMBURSEMENT | 525100 | $35,166 | $35,166 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,560,510 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $280,070 | TotalRevenueColumnAmt |
| Exclusion | $280,070 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,457,956 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,567,358 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$109,402 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$109,402 | TotalRevenueColumnAmt |
| Exclusion | -$109,402 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,731,178 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,560,510 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $170,668 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,893,868 | TotalAmt |
| Program Services | $9,893,868 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,912 | TotalAmt |
| Management And General | $31,912 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,876 | TotalAmt |
| Management And General | $39,876 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,825 | TotalAmt |
| Management And General | $54,825 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,950 | TotalAmt |
| Management And General | $57,950 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,385 | TotalAmt |
| Management And General | $5,385 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,348 | TotalAmt |
| Management And General | $11,348 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,009 | TotalAmt |
| Management And General | $9,009 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| CLAIMS AND FUND ADMINIS | $1,008,611 | $1,008,611 | |
| STOP LOSS PREMIUMS | $127,661 | $127,661 | |
| ORGAN TRANSPLANT INSURA | $125,032 | $125,032 | |
| GOVERNMENTAL FEES | $51,480 | $51,480 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,053 | TotalAmt |
| Program Services | $23,104 | ProgramServicesAmt |
| Management And General | $21,949 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,462,010 | TotalAmt |
| Program Services | $10,169,665 | ProgramServicesAmt |
| Management And General | $1,292,345 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,730 | BOYAmt |
| EOY | $517,956 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,016,300 | BOYAmt |
| EOY | $826,806 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $767,892 | BOYAmt |
| EOY | $800,392 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,580 | BOYAmt |
| EOY | $67,980 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,086,077 | BOYAmt |
| EOY | $11,497,253 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,985,579 | BOYAmt |
| EOY | $13,710,387 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,107 | BOYAmt |
| EOY | $226,124 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $831,901 | BOYAmt |
| EOY | $690,900 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,099,008 | BOYAmt |
| EOY | $917,024 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,886,571 | BOYAmt |
| EOY | $12,793,363 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,886,571 | BOYAmt |
| EOY | $12,793,363 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,985,579 | BOYAmt |
| EOY | $13,710,387 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$730,832 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$362,376 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BENEFITS PAYABLE | $530,000 |
| CASH OVERDRAFT | $160,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $690,900 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,313,977 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$362,376 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$362,376 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,676,353 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $54,825 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $54,825 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,731,178 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,417,185 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,417,185 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $54,825 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$10,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $44,825 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,462,010 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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: | DECREASE IN CURRENT YEAR CLAIMS PAYABLE -10,000. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT REDMAN | ||||||||||||||
| LABOR TRUSTEE | $0 | $107,086 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $74,708 | $0 | $181,794 | $0 | $0 |
| MICHAEL HOUSE | ||||||||||||||
| LABOR TRUSTEE | $0 | $107,086 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $74,465 | $0 | $181,551 | $0 | $0 |
| STEVE BREITLOW | ||||||||||||||
| SECRETARY/TREASURER | $0 | $121,738 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $83,905 | $0 | $205,643 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 11 | 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 SEVEN OF THE CONTRIBUTING EMPLOYERS HAVE NOT YET RESPONDED TO THE MULTIPLE REQUESTS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| 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 | |||||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (11 entries)
| 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 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (95 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|
| 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 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |