2025-11-17T12:03:37-06:00 2024-12-31 363168081 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2024-01-01 390852117 WISCONSIN PIPE TRADES HEALTH FUND WISC 4145773700 11270 WEST PARK PLACE 950 MILWAUKEE WI 53224 DOUG EDWARDS SECRETARY/TREASURER 4145773700 2025-11-17 1 0 BRIDGETTE MUGGE P00671418 2627549400 2025-11-14 2024 2025-03-06 01:10:19Z DOUG EDWARDS 11270 WEST PARK PLACE 950 MILWAUKEE WI 53224 121941398 0 X N/A X 1952 WI TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS 11 5 70 9 0 0 0 0 39917266 45183953 603945 2437408 0 23143 40521211 47644504 0 0 35453730 37579446 0 0 0 0 0 6642380 6931831 42096110 44511277 -1574899 3133227 45514185 54540000 29047364 33596057 16466821 20943943 TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS 0 0 PROVIDES ACCIDENT, HOSPITAL, MEDICAL, SURGICAL, DENTAL, VISION, MAJOR MEDICAL, DISABILITY, AND LIFE INSURANCE BENEFITS 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 157 0 70 1 0 0 0 0 0 0 0 0 X 11 5 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 X WISONSIN PIPE TRADES HEALTH FUND 4145773700 11270 WEST PARK PLACE 950 MILWAUKEE WI 53224 JOEL ZIELKE LABOR SECRETARY/TREASURER (THRU 1/16/24) 2.00 50.00 X X 0 6753 5448 BRIAN TOUTANT LABOR TRUSTEE 2.00 50.00 X 0 167996 110826 DOUGLAS EDWARDS LABOR SECRETARY/TREASURER 2.00 50.00 X 0 179686 113902 JOSHUA BIRONG LABOR TRUSTEE 2.00 44.00 X 0 155779 0 ERIC STEIMLE LABOR TRUSTEE 2.00 44.00 X 0 149374 0 ED TONN JR MANAGEMENT CHAIRMAN 2.00 X X 0 0 0 JONATHAN KOWALSKI MANAGEMENT TRUSTEE 2.00 X 0 0 0 ROB JOSSART MANAGEMENT TRUSTEE 2.00 X 0 0 0 JAMES COLWELL MANAGEMENT TRUSTEE 2.00 X 0 0 0 MIKE GAGGIOLI MANAGEMENT TRUSTEE 2.00 X 0 0 0 ERIK OGREN LABOR TRUSTEE (START 1/16/24) 2.00 X 0 0 0 DEAN JULIEN LABOR TRUSTEE (START 4/16/24) 2.00 X 0 168917 110826 0 828505 341002 0 0 1 0 BENESYS INC 700 TOWER DRIVE SUITE 300 TROY MI 48098 PLAN ADMINISTRATION 1409677 CAREATC INC 4500 S 129TH E AVE SUITE 191 TULSA OK 741345891 CLINIC OPERATIONS 1188929 UNITED HEALTHCARE INSURANCE COMPANY PO BOX 88822 MILWAUKEE WI 532880822 CLAIMS PROCESSING 914548 ZELIS CLAIMS INTEGRITY INC 2 CROSSROADS DR BEDMINSTER NJ 07921 CLAIMS PROCESSING 110827 US BANK NA 800 NICOLLET MALL MINNEAPOLIS MN 55402 BANKING SERVICES 105473 6 EMPLOYER CONTRIBUTIONS 900099 42522099 42522099 SELF-PAYMENT CONTRIBUTIONS 900099 2530850 2530850 CLAIM RECOVERIES 900099 131004 131004 45183953 1102045 1102045 75632257 74296894 1335363 1335363 1335363 MISCELLANEOUS REVENUE 900099 23143 23143 23143 47644504 45183953 0 2460551 37579446 1177803 105299 105473 115520 71572 103564 3436 23651 14510 MEDICARE PREMIUMS 1508435 CLINIC COSTS 1468231 PREFERRED PROVIDER AND 1192683 ORGAN TRANSPLANT INSURA 362978 678676 44511277 4084406 3514184 1833007 18934 6769418 6837272 177278 172703 382271 191089 214834 191182 32435242 43805725 45514185 54540000 283147 318124 28764217 33277933 29047364 33596057 X 0 0 0 0 16466821 20943943 16466821 20943943 45514185 54540000 3133227 1343895 0 X 0 1 X 1 0 354771 163589 191182 27500 27500 0 191182 PARTICIPANTS BANKED DOLLARS 30657933 BENEFIT OBLIGATIONS CURRENTLY PAYABLE 2620000 33277933 X 48882926 1343895 1343895 47539031 105473 105473 47644504 44130804 0 44130804 105473 275000 380473 44511277 PART X, LINE 2: THE TRUST ESTABLISHED TO HOLD THE PLAN'S ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE IRC AND IS THEREFORE NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE PLAN HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER DATED MARCH 11, 1999 FROM THE INTERNAL REVENUE SERVICE ("IRS"), AND THE TRUSTEES BELIEVE THAT THE PLAN AND TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN TAX 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 DEFERRED BENEFIT OBLIGATION 275,000. 0 0 0 DOUGLAS EDWARDS LABOR SECRETARY/TREASURER 0 179686 0 0 0 0 0 84340 0 29562 0 293588 0 0 DEAN JULIEN LABOR TRUSTEE (START 4/16/24) 0 168917 0 0 0 0 0 81264 0 29562 0 279743 0 0 BRIAN TOUTANT LABOR TRUSTEE 0 167996 0 0 0 0 0 81264 0 29562 0 278822 0 0 JOSHUA BIRONG LABOR TRUSTEE 0 155779 0 0 0 0 0 0 0 0 0 155779 0 0 FORM 990, SCHEDULE J, PART I LINE 3 THE RELATED ORGANIZATIONS, LOCAL UNION #601 AND #118, USE EXECUTIVE BOARD APPROVAL TO ESTABLISH COMPENSATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FIRST REVIEWED BY BPA OF WISCONSIN AND THEN PROVIDED TO THE OFFICERS OF THE ORGANIZATION FOR REVIEW PRIOR TO FILING FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICE OF THE ORGANIZATION BOARD OF TRUSTEES OF WISCONSIN PIPE TRADES HEALTH FUND 11270 WEST PARK PLACE SUITE 950 MILWAUKEE WI 53224 390852117 JOINT BOARD OF TRUSTEES-PLAN SPONSOR AND PLAN ADMINISTRATOR WI 501(C)(9) N/A 0 STEAMFITTERS LOCAL UNION #601 3300 S 103RD ST MILWAUKEE WI 53227 390635400 UNION WI 501(C)(5) N/A 0 PLUMBERS & STEAMFITTERS LOCAL #118 3030 39TH AVE KENOSHA WI 53144 390542900 UNION WI 501(C)(5) N/A 0 WISCONSIN PIPE TRADES ECKHART KENOSHA REFRIGERATION LLC AC SERVICE INC ALL-PRO MECHANICAL SERVICES INC ALPINE PLUMBING INC AUGUST WINTER & SONS INC BADGER OIL EQUIPMENT CO INC BANE-NELSON INC BASSETT INC BEST HEATING & AIR CONDITIONING INC BOLDT CONSTRUCTION BREDAN MECHANICAL SYSTEMS INC BUTTERS-FETTING CO INC CLIMATE PROS INC CONDITIONED AIR DESIGN INC CORNERSTONE PLUMBING LLC DEGARMO PLUMBING INC DILLETT MECHNICAL SERVICE INC ELECTRO KOLD CORPORATION GREAT LAKES MECHANICAL INC GROESCHEL COMPANY INC HARTWIG PLUMBING & HEATING INC HENNES SERVICES INC HORNER PLUMBING CO INC ILLINGWORTH-KILGUST MECHANICAL INC INTERCON CONSTRUCTION INC J&H HEATING INC J&H MECH ASSOCIATION OF WI INC JM BRENNAN INC JF AHERN CO JOE DEBELAK PLUMBING & HEATING CO INC KARLSEN PLUMBING INC KUHLMAN INC LEE PLUMBING MECH CONTRACTORS INC MARED MECHANICAL CONTRACTORS CORPORATION MARTIN PETERSEN INC MECHANICAL MASTERS INC PL FREEMAN COMPANY PETROLEUM EQUIPMENT INC PIEPER ELECTRIC INC PURE MECHANICAL LLC QSP UTILITY LLC REAL REGRIGERATION INC SOUTHEASTERN MECHANICAL INC STATE GROUP INDUSTRIAL (USA) LIMITED SUCCESS PLUMBING CO SUMMIT REFRIGERATION TOTAL MECHANICAL INC TRANE US INC (THE TRANE COMPANY) TWEET-GAROT MECHANICAL INC UNITED MECHANICAL INC ZIEN SERVICE INC 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990, SCHEDULE R, PARTS II-IV IN ADDITION TO THE CONTRIBUTING EMPLOYERS REPORTED AS RELATED ORGANIZATIONS ON SCHEDULE R, PARTS II-IV, THE FUND HAD ADDITIONAL EMPLOYERS THAT HAVE NOT YET RESPONDED TO THE FUNDS EFFORT TO OBTAIN THE TAX CLASSIFICATION. THE CONTRIBUTING EMPLOYERS ARE 1901 INC., ADVANCED CHILLER SERVICE, AERICO INC., AIR TEMPERATURE SERVICES, AIRFLOW 360, ARIZONA PIPE TRADES TRUST, ATOMATIC MECHANICAL SERVICES, INC., AZCO INC., B&P MECHANICAL INC, BELONGER CORP., INC., BIG INCH FABRICATORS, BV TETZLAFF, CBI SERVICES, LLC, C-D-P, INCORPORATED, CHICAGO #597, COENEN MECHANICAL, LLC, CORVAL CONSTRUCTORS, INC., CRANE PLUMBING SERVICE, DEPUE MECHANICAL, INC, DOLLAR BANK CREDIT, DOLLAR BANK REIMBURSEMENT, DULUTH BUILDING TRADES WELFARE, EAST CENTRAL ILLINOIS PIPE TRADES, ELLINGSON TRENCHLESS LLC, F & L UNITED, LLC, FIVE STAR ENERGY SERVICES, LLC, FLEMING MECHANICAL, FORE-FRONT MECHANICAL INC, GENERAL REFRIGERATION, GRIFFITH STAINLESS WELDING, HOOPER CONSTRUCTION CORP., HURCKMAN MECHANICAL, HVA PRODUCTS INC., JM AARUD MECHANICAL, JOHN'S REFRIGERATION INC., JOHNSON CONTROLS, INC., JOSEPH J HENDERSON & SO, KEYSTONE HTG & AIR, KS ENERGY SERVICE, LAKEHEAD CONSTRUCTORS INC, LEE PLUMBING SERVICE, LOCAL 118 EDUCATION FUND, LOCAL NO. 130, LOCAL NO. 190, LOCAL NO. 25, LOCAL NO. 322, LOCAL NO. 400, LOCAL NO. 434, LOCAL 464 HW, MADISON AREA TRUST FUND, MAJOR MECHANICAL, LLC, MASTERS BUILDING SOLUTION, MATTOX PLUMBING, LLC, ME&I CONTRUCTIONS SERVICES-ENERMECH, MCCARTHY BUILDING COMPANIES, MEADE ELECTRIC, MECHANICAL INC, FREEPORT, MECHANICAL TECH INC., MEYER MECHANICAL LLC, MICHELS PIPELINE, INC., MICHELS UTILITIES SERVICES, INC., MIDWEST REFRIGERATION CORPORATION, MJ ELECTRIC, LLC, MK INDUSTRIES, INC., NORTHERN MECHANICAL LLC, NORTHERN PIPELINE CONSTRUCTION, NORTHERN ROCKY MOUNTAIN, NORTHWEST PLBG & PIPEFTG, NW PLUMBING & PIPEFITTERS, PERTZBORN (H.J) PLUMBING & FIRE, PHILADELPHIA LOCAL 420, PIPE TRADES IND 136,157,184, 661, PIPE TRADES SERVICES MN, PIPELINE IND BENEFIT FUND, PIPERS MECHANICAL, INC., PLUMBERS AND PIPEFITTERS #172, PLUMBERS & PIPEFITTERS #118 , PLUMBERS LOCAL 447, PLUMBERS LOCAL NO. 75, PNEUMATIC SYSTEMS PLUS, PORTZEN CONSTRUCTION INC., PRECISION PIPING AND FABRICATION, PROCESS PIPING, INC., Q3 CONTRACTING, ROCKFORD LOCAL 23, ROCKWELL MECHANICAL LLC, SCHECK MECHANICAL COR., SCHNEIDER & SCHNEIDER MEC., SNYDER INC, STEAMFITTERS LOCAL NO.601, STEAMFITTERS TRAINING SCH., STONEHAUS MECHANICAL LLC, STRAIGHT LINE REFRIGERATION, LLC, TOWER ENERGY INTERNATIONAL, UNI-PUMP, INC., UPPER PENINSULA PLUMBERS, VESEL SERVICES, WALDINGER CORPORATION, WPT ORGANIZING & MARKET, ZONE MECHANICAL NORTH.