2015-10-13T16:36:05-05:00 2014-12-31 391531945 FREYBERG HINKLE ASHLAND POWERS & STOWELL 15420 W CAPITOL DR BROOKFIELD WI 530052621 990 2014-01-01 396045202 PLUMBERS LOCAL 75 HEALTH FUND PLUM 4143591319 11175 WEST PARKLAND AVE MILWAUKEE WI 532243135 STEVE BREITLOW BUSINESS MANAGER 4143591319 2015-10-02 1 JAMES M ASHLAND CPA P00241858 2627846210 2014 2016-02-25 16:41:14Z STEVE BREITLOW 11175 WEST PARKLAND AVE MILWAUKEE WI 532243135 27006965 0 X N/A X 1955 WI TO PROVIDE HEALTH BENEFITS TO MEMBERS. 8 0 0 0 0 0 0 0 9918319 10590357 333377 472072 0 0 10251696 11062429 0 0 9340791 9942334 0 0 0 0 0 1371034 1590557 10711825 11532891 -460129 -470462 15633509 14985579 1045334 1099008 14588175 13886571 NONE 0 0 10222921 TO PROVIDE MEDICAL, DENTAL, VISION, PRESCRIPTION DRUG, LIFE, AND LOSS OF TIME BENEFITS TO MEMBERS. 10222921 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 1 221 0 1 0 0 0 0 0 0 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 4143591319 11175 WEST PARKLAND AVENUE MILWAUKEE WI 53224 JOHN BRENNAN III CHAIRMAN 1.00 X X 0 0 0 MIKE SCHERER EMPLOYER TRUSTEE 1.00 X 0 0 0 VINCE GALLO LABOR TRUSTEE 1.00 1.00 X 0 3960 1949 SCOTT REDMAN LABOR TRUSTEE 1.00 45.00 X 0 101160 72398 MICHAEL HOUSE LABOR TRUSTEE 1.00 45.00 X 0 101160 72398 STEVE BREITLOW SECRETARY/TREASURER 1.00 50.00 X X 0 115101 81340 LAURI ROLLINGS EMPLOYER TRUSTEE 1.00 X 0 0 0 KEVIN REED EMPLOYER TRUSTEE 1.00 X 0 0 0 0 321381 228085 0 0 1 0 BENEFIT PLAN ADMINISTRATION OF WISCONSIN 11270 W PARK PLACE STE 950 MILWAUKEE WI 53224 CLAIMS/PLAN ADMINISTRATION 585756 UNITED HEALTHCARE INSURANCE COMPANY 10701 WEST RESEARCH DR MILWAUKEE WI 53226 CLAIMS ADMINISTRATION 333310 2 EMPLOYER CONTRIBUTIONS 525100 8481223 8481223 SELF-PAY CONTRIBUTIONS 525100 1771164 1771164 STOP LOSS REIMBURSEMENTS 525100 162056 162056 CLAIM RECOVERIES 525100 135068 135068 SHARED EXPENSE REIMBURSEMENT 525100 40846 40846 10590357 943181 943181 15473427 15944536 -471109 -471109 -471109 11062429 10590357 0 472072 9942334 9942334 36023 36023 41526 41526 74029 74029 57950 57950 3808 3808 15738 15738 9026 9026 CLAIMS AND FUND ADMINIS 976485 976485 STOP LOSS PREMIUMS 139247 139247 ORGAN TRANSPLANT INSURA 115926 115926 GOVERNMENTAL FEES 71989 71989 48810 25414 23396 11532891 10222921 1309970 0 1292 21730 4922178 5016300 631556 767892 89012 93580 9989471 9086077 15633509 14985579 234136 267107 811198 831901 1045334 1099008 X 0 0 0 0 14588175 13886571 14588175 13886571 15633509 14985579 -470462 -231142 0 X X 0 1 X 1 0 0 BENEFITS PAYABLE 540000 CASH OVERDRAFT 291901 831901 X 10757258 -231142 -231142 10988400 74029 74029 11062429 11593862 0 11593862 74029 -135000 -60971 11532891 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. THE DOL IS CURRENTLY AUDITING PLAN YEARS 2010-2013. PART XII, LINE 4B - OTHER ADJUSTMENTS: DECREASE IN CURRENT YEAR CLAIMS PAYABLE -135,000. 0 0 0 SCOTT REDMAN LABOR TRUSTEE 0 101160 0 0 0 0 0 0 0 72398 0 173558 0 0 MICHAEL HOUSE LABOR TRUSTEE 0 101160 0 0 0 0 0 0 0 72398 0 173558 0 0 STEVE BREITLOW SECRETARY/TREASURER 0 115101 0 0 0 0 0 0 0 81340 0 196441 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 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 SIX 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 VILLAGE OF BIG BEND 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 AQUA TECH PLUMBING LLC BLAU PLUMBING INC RESIDENTIAL PLBG SPECIALISTS MIKE INGRILLI PLUMBING LLC MTP PLUMBING LLC PARAMEDIC PLUMBING PREMIER PLUMBING LLC RBI MECHANICAL CONT GERRITSON PLUMBING LLC PROFORM CONTRACTING LLC-PLBRS AAR PLUMBING AG MECHANICAL ALBIERO PLUMBING INC ANDERSEN PLUMBING AUGUST WINTERS & SONS BARBER PLUMBING INC BEST PRICE PLUMBING INC BORKENHAGEN PLBG & HTG CO INC BORTH PLUMBING BRADEN PLUMBING INC B&E AQUATICS BURTON PLUMBING CO BUTTERS-FETTING CO INC CP CONWAY PLUMBING INC CARL'S PLUMBING SERVICES INC CLEAR VIEW PLUMBING INC CLIFF BERGIN & ASSOC INC CLOW PLUMBING CULLSTER PLUMBING DJ LAWN SPRINKLERS DON MACHT PLUMBING CO INC FLAT RATE PLUMBING INC FLAT RATE SEWER & DRAIN CLEAN GENE A WAGNER PLUMBING CO INC HEIDEN PLUMBING CO INC HEIM PLUMBING HERO PLUMBING LLC HOOPER CORPORATION IDEAL PLUMBING ILLINGWORTHKILGUST MECH JR PLUMBING INC JM DEMERATH INC JOHNSON CONTROLS JUST SERVICE KNAUER PLUMBING & HEATING CO KRISCHAN PLUMBING INC CASTLEMAN & SONS PLUMBING INC LORENTZ PLUMBING SERVCIES MAGNUM PLUMBING INC MARED MECHANICAL CON COR CO INC OAK CREEK PLUMBING INC P L FREEMAN CO PLUMBING SERVICE & SALES INC PORTZEN CONSTRUCTION INC HARTWIG PLUMBING & HEATING INC TADYSAK PLUMBING INC THE TROY COMPANY WILLIAM M ZACHOW & SONS INC ZIEN MECHANICAL SERVICE ALLSTAR PLUMBING ALPINE PLUMBING CO INC ALTMANN PLBG & PIPEFITTING ANCHOR PLUMBING IN AZTEC PLUMBING LLC BEDROCK SEWER & WATER INC BELONGER CORP LLC BOHMANN & VICK INC CLEARWATER PLUMBING INC CORNERSTONE PLUMBINGLLC COUNTY ROAD PLUMBING INC DAIRYLAND ELECTRIC CO INC DEGARMO PLUMBING MATENAER PLUMBING INC DOCTORS OXYGEN SERVICE INC DR PLUMBER FAUST CO INC MBW PLUMBING GREISCH PLBG & HTG INC GRUNAU COMPANY INC ROGERS PLUMBING INC HJ PERTZBORN PLUMBING & FIRE HORNER PLUMBING CO INC JD WILSON PLUMBING JESMOK PLUMBING INC JF AHERN COMPANY JM BRENNAN INC JOE DEBELAK PLBG & HTG CO INC KLOPATEK PLUMBING MARATHON PLUMBING CO INC MARK SCHNEIDER PLUMBING S&S MECHANICAL MID CITY PLBG & HTG INC MILWAUKEE PLUMBING & PIPING OAKRIDGE PLUMBING INC PELIKAN PLUMBING TRIGG'S PLUMBING PROCESS PIPING RIVER BEND PLUMBING LLC SCHOOFS PLUMBING CO INC SCHROEDER PLUMBING CO THE WANASEK CORP TOTAL MECHANICAL TWEET GAROT MECHANICAL VINCE INGRILLI & SONS PLBG CO WISC UTILITY EXPOSURE INC BASSETT MECHANICAL 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0