PLUMBERS & STEAMFITTERS LOCAL 400 FOX RIVER VALLEY H & W TR: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PLUMBERS & STEAMFITTERS LOCAL 400 FOX RIVER VALLEY H & W TR (EIN 39-1932533)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-19
- IRS object ID
- 201522929349300607
- Schema version
- 2014v5.0
- 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 | 2015-10-19T09:14:24-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391932533 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLUMBERS AND STEAMFITTERS LOCAL 400 AND | BusinessNameLine1Txt |
| Business Name Line2 | MCA N CENTRAL WI HEALTH & WELFARE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLUM | BusinessNameControlTxt |
| Phone | 9204620400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 NORTHRIDGE DRIVE PO BOX 530 | AddressLine1Txt |
| City | KAUKAUNA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 541300530 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF KNAUS | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 9204620400 | PhoneNum |
| Signature | 2015-10-12 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFF KNAUS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 NORTHRIDGE DRIVE PO BOX 530 | AddressLine1Txt |
| City | KAUKAUNA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 541300530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $51,599,058 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.UA400.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE BENEFITS TO MEMBERS OF LOCAL 400 | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 2 | 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 | $21,794,426 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $22,287,565 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,141,359 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,115,892 | CYInvestmentIncomeAmt |
| PY Other Revenue | $29,706 | PYOtherRevenueAmt |
| CY Other Revenue | $69,398 | CYOtherRevenueAmt |
| PY Total Revenue | $22,965,491 | PYTotalRevenueAmt |
| CY Total Revenue | $23,472,855 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $15,311,544 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $20,827,691 | 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 | $4,681,021 | PYOtherExpensesAmt |
| CY Other Expenses | $3,376,951 | CYOtherExpensesAmt |
| PY Total Expenses | $19,992,565 | PYTotalExpensesAmt |
| CY Total Expenses | $24,204,642 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,972,926 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$731,787 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $46,337,873 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,938,715 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $691,814 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $707,447 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $45,646,059 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $45,231,268 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE BENEFITS TO MEMBERS OF LOCAL 400 | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PLUMBERS AND STEAMFITTERS LOCAL 400 HEALTH AND WELFARE PLAN PROVIDES MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION AND OTHER BENEFITS TO APPROXIMATELY 1,900 PLAN PARTICIPANTS, THEIR DEPENDENTS AND BENEFICIARIES. | Desc |
| 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 | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | BENEFIT PLAN ADMINISTRATORS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4145773700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11270 WEST PARK PLACE SUITE 950 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53224 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| KIM BASSETT-HEITZMANN | |||||||
| MANAGEMENT TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID ALDAG | |||||||
| MANAGEMENT TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEN GROESCHEL JR | |||||||
| MANAGEMENT TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY HOWALD | |||||||
| MANAGEMENT TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF GAECKE | |||||||
| SECRETARY-TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JEFF KNAUS | |||||||
| CHAIRMAN/LABOR TRUSTEE | 1.00 | Yes (X) | $0 | $116,353 | $75,334 | Yes (X) | 50.00 |
| STEVE SHEW | |||||||
| LABOR TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE AUGUSTIAN | |||||||
| LABOR TRUSTEE | 1.00 | Yes (X) | $0 | $104,718 | $67,800 | 45.00 | |
| DUSTIN DELSMAN | |||||||
| LABOR 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 | $221,071 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $143,134 | 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 (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNITED HEALTHCARE INSURANCE COMPANY | |||||
| 9700 HEALTH CARE LANE MN017-E600 | MINNETONKA | MN | 55343 | PPO NETWORK PROVIDER | $850,551 |
| BENEFIT PLAN ADMINISTRATION | |||||
| 11270 W PARK PLACE SUITE 950 | MILWAUKEE | WI | 53224 | ADMINISTRATIVE SERVICES | $828,741 |
| REINHART BOERNER VAN DEUREN SC | |||||
| PO BOX 2965 | MILWAUKEE | WI | 53201 | LEGAL | $149,587 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $18,733,833 | $18,733,833 |
| PARTICIPANT CONTRIBUTIONS | 900099 | $2,753,508 | $2,753,508 |
| STOP LOSS REIMBURSEMENTS | 900099 | $610,180 | $610,180 |
| SUBROGATION | 900099 | $190,044 | $190,044 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $22,287,565 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,311,706 | TotalRevenueColumnAmt |
| Exclusion | $1,311,706 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,930,389 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,126,203 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$195,814 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$195,814 | TotalRevenueColumnAmt |
| Exclusion | -$195,814 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REIMBURSEMENTS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $69,398 | TotalRevenueColumnAmt |
| Exclusion | $69,398 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $69,398 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,472,855 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,287,565 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,185,290 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,827,691 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $839,383 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,587 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,350 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,047 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,330 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,051 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,784 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,655 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PPO ADMIN FEES | $769,651 |
| STOP LOSS PREMIUMS | $636,368 |
| COST CONTAINMENT | $395,762 |
| GOVERNMENTAL FEES AND A | $193,128 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,855 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,204,642 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,668,180 | BOYAmt |
| EOY | $1,962,744 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,390,043 | BOYAmt |
| EOY | $642,468 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,810,239 | BOYAmt |
| EOY | $1,965,945 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,730 | BOYAmt |
| EOY | $84,996 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,390,681 | BOYAmt |
| EOY | $41,282,562 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,337,873 | BOYAmt |
| EOY | $45,938,715 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $563,180 | BOYAmt |
| EOY | $554,454 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,634 | BOYAmt |
| EOY | $152,993 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $691,814 | BOYAmt |
| EOY | $707,447 | 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 | $45,646,059 | BOYAmt |
| EOY | $45,231,268 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,646,059 | BOYAmt |
| EOY | $45,231,268 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,337,873 | BOYAmt |
| EOY | $45,938,715 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$731,787 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $316,996 | 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 |
|---|---|
| DUE TO OTHER LOCALS | $28,258 |
| PREPAID RETIREE PREMIUMS | $124,735 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $152,993 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $23,669,804 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $316,996 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $316,996 | RevenueNotReportedAmt |
| Revenue Subtotal | $23,352,808 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $120,047 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $120,047 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $23,472,855 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,084,595 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,084,595 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $120,047 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $120,047 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $24,204,642 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE PLAN MANAGEMENT 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. THE PLAN'S MANAGEMENT BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011. | ExplanationTxt |
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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEFF KNAUS | ||||||||||||||
| CHAIRMAN/LABOR TRUSTEE | $0 | $116,353 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $75,334 | $0 | $191,687 | $0 | $0 |
| MIKE AUGUSTIAN | ||||||||||||||
| LABOR TRUSTEE | $0 | $104,718 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $67,800 | $0 | $172,518 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THERE ARE APPROXIMATELY 1,900 MEMBERS OF LOCAL 400 THAT PARTICIPATE IN THE HEALTH AND WELFARE FUND. EACH MEMBER IS ALLOWED ONE VOTE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS OF LOCAL 400 THAT PARTICIPATE IN THE HEALTH AND WELFARE FUND ELECT THE BOARD OF TRUSTEES FOR THE FUND. |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS OF THE BOARD OF TRUSTEES ARE VOTED ON BY THE MEMBERS OF LOCAL 400 THAT PARTICIPATE IN THE HEALTH AND WELFARE FUND. |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO THE RETURN BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST IMMEDIATELY UPON DISCOVERY. EACH PERSON HAS SIGNED AN AGREEMENT STATING THAT HE OR SHE WILL ACT IN ACCORDANCE WITH THE TRUST AGREEMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTATION IS AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | NO CHANGES HAVE BEEN MADE SINCE THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Controlled OrganizationControlledOrganizationInd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt |
|---|---|---|---|---|---|---|---|---|
| PLUMBERS AND STEAMFITTERS LOCAL 400 OF THE UNITED ASSOCIATION | ||||||||
| 2700 NORTHRIDGE DRIVE | KAUKAUNA | WI | 54130 | 391915458 | 0 | |||
| BOARD OF TRUSTEES OF THE PLUMBERS AND STEAMFITTERS LOCAL 400 HEALTH FUND | ||||||||
| 2700 NORTHRIDGE DRIVE PO BOX 530 | KAUKAUNA | WI | 541300530 | 391932533 | 0 | SPONSORING ORGANIZATION (JOINT BOARD OF TRUSTEES) | WI | 501(C)(9) |
| FOX RIVER VALLEY PIPE TRADES ED FOUNDATION | ||||||||
| WISCONSIN PIPE TRADES ASSOCIATION | ||||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)
| ADVANTAGE REFRIGERATION LLC |
| CFMVR-TESCO LLC |
| MEYER MECHANICAL LLC |
| WAGNER-MEINERT LLC |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (95 entries)
| A & J MECHANICAL CONTRACTORS INC |
| A WARP MECHANICAL INC |
| ACCESS CUSTOMER SUPPORT INC |
| ACCESSIBLE BATH SOLUTIONS LLC |
| AG MECHANICAL |
| AIR CONDITIONING REFRIGERATION CORPORATION |
| ALDAG HONOLD MECHANICAL INC |
| ALPINE PLUMBING INC |
| AMES GROUP LLC |
| AUGUST WINTER & SONS INC |
| AZCO INC |
| B & P MECHANICAL INC |
| BASSETT INC |
| BECHTEL CONSTRUCTION COMPANY |
| BENO PLUMBING & HEATING INC |
| BERKEN & MOESCH PLUMBING AND HEATING INC |
| BEST MECHANICAL SERVICES |
| BUTTERS-FETTING CO INC |
| CH KOCH PLUMBING |
| CARRIER CORPORATION |
| COENEN MECHANICAL LLC |
| CORNERSTONE PLUMBING LLC |
| CR MEYER & SONS COMPANY |
| DAN FINNEL PLUMBING LLC |
| DAY & ZIMMERMANN NPS INC |
| ELZINGA & VOLKERS PROFESSIONAL SERVICES INC |
| EARL'S PLUMBING & HEATING INC |
| EDWIN C GAROT COMPANY INC |
| EGI MECHANICAL INC |
| ENERGY CONTROL & DESIGN INC |
| ENERPIPE INC |
| FENNER PLUMBING & HEATING |
| FIVE STAR MECHANICAL |
| FORE-FRONT MECHANICAL INC |
| FORREST PLUMBING LLC |
| GABEL MECHANICAL LLC |
| GMS INC |
| GREAT LAKES MECHANICAL INC |
| GROESCHEL COMPANY INC |
| GRP MECHANICAL INC |
| H & H INDUSTRIES INC |
| HVAC SERVICES INC |
| HAUCKE PLUMBING AND HEATING INC |
| HEIM PLUMBING INC |
| HEIN PLUMBING INC |
| HOOPER CORPORATION |
| HORNER PLUMBING CO INC |
| HURCKMAN MECHANICAL INDUSTRIES INC |
| HVACR OF MARINETTE LLC |
| ILLINGWORTH-KILGUST MECHANICAL INC |
| JF AHERN COMPANY |
| JACK'S PLUMBING SERVICE LLC |
| JAMAR COMPANY |
| JAMES L RADTKE PLUMBING INC |
| JOE DEBELAK PLUMBING & HEATING CO INC |
| JOHN'S REFRIGERATION INC |
| JOHNSON & JONET MECHANICAL CONTRACTORS INC |
| JOHNSON CONTROLS INC |
| KAMPO PLUMBING & HEATING INC |
| KEYSER PLUMBING & HEATING INC |
| KUHLMAN INC |
| MANNENBACH MECHANICAL LLC |
| MATENAER PLUMBING INC |
| MECHANICAL CONNECTIONS |
| MECHANICAL TECHNOLOGIES INC |
| MERCO MECHANICAL INC |
| MODERN MECHANICAL CONTRACTORS |
| MONONA PLUMBING & FIRE PROTECTION INC |
| PIPING SERVICE INC |
| PIPING SYSTEMS LLC |
| PLESHEK'S AIR CONDITIONING & REFRIGERATION INC |
| PLYMOUTH PLUMBING & HEATING INC |
| R & R PLUMBING LLC |
| RJ PARINS PLUMBING & HEATING INC |
| RANGE LINE PLUMBING INC |
| REEKE-MAROLD CO |
| REFRIGERATION SERVICES OF GREEN BAY INC |
| ROB GIESE CONSTRUCTION SERVICES INC |
| SCHNEIDER & SCHNEIDER MECHANICAL INC |
| SCHECK MECHANICAL WISCONSIN CORP |
| SONNTAG PLUMBING INC |
| STAINLESS SPECIALISTS INC |
| STRONG'S PLUMBING & HEATING |
| SUMMIT REFRIGERATION GROUP INC |
| TRANSLOGIC CORPORATION DBA SWISSLOG HEALTHCARE SOLUTIONS |
| TEAM INDUSTRIES INC |
| TRANE US INC |
| TWEET-GAROT MECHANICAL INC |
| VAN ERT ELECTRIC COMPANY INC |
| VDH MECHANICAL SERVICES LLC |
| WOLF & SONS PLUMBING LLC |
| R W WOOLSEY PLUMBING & HEATING INC |
| KURT ZENTNER AND SONS INC |
| PNEUMATIC SYSTEMS PLUS LLC |
| REFRIGERATION INSTALLATION SPECIALISTS |
| 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 |