STRATEGY STUDIO / PUBLIC DATA EXPLORER

WISCONSIN SHEET METAL HEALTH AND BENEFIT TRUST FUND: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
WISCONSIN SHEET METAL HEALTH AND BENEFIT TRUST FUND (EIN 35-1638874)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-10-01
IRS object ID
201542749349300349
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

FieldValueIRS element (for citing)
Return2015-10-01T14:39:42-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391531945PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FREYBERG HINKLE ASHLAND POWERS & STOWELLBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115420 W CAPITOL DRAddressLine1Txt
CityBROOKFIELDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP530052621ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN351638874EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WISCONSIN SHEET METAL WORKERS HEALTHBusinessNameLine1Txt
Business Name Line2AND BENEFIT FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWISCBusinessNameControlTxt
Phone4147780516PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12201 SPRINGDALE ROADAddressLine1Txt
CityWAUKESHACityNm
State AbbreviationWIStateAbbreviationCd
ZIP531862855ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPATRICK LANDGRAFPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone2627981818PhoneNum
Signature2015-10-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES M ASHLAND CPAPreparerPersonNm
PTINP00241858PTIN
Phone2627846210PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPATRICK LANDGRAFPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12201 SPRINGDALE ROADAddressLine1Txt
CityWAUKESHACityNm
State AbbreviationWIStateAbbreviationCd
ZIP531862855ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$66,293,461GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1985FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee115TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$29,359,877PYProgramServiceRevenueAmt
CY Program Service Revenue$31,448,287CYProgramServiceRevenueAmt
PY Investment Income$1,589,790PYInvestmentIncomeAmt
CY Investment Income$1,240,830CYInvestmentIncomeAmt
PY Other Revenue$42,987PYOtherRevenueAmt
CY Other Revenue$63,357CYOtherRevenueAmt
PY Total Revenue$30,992,654PYTotalRevenueAmt
CY Total Revenue$32,752,474CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$24,634,425PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$27,785,996CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$44,762PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$44,490CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$6,337,423PYOtherExpensesAmt
CY Other Expenses$6,162,368CYOtherExpensesAmt
PY Total Expenses$31,016,610PYTotalExpensesAmt
CY Total Expenses$33,992,854CYTotalExpensesAmt
PY Revenues Less Expenses-$23,956PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,240,380CYRevenuesLessExpensesAmt
Total Assets BOY$43,970,820TotalAssetsBOYAmt
Total Assets EOY$46,135,607TotalAssetsEOYAmt
Total Liabilities BOY$17,800,058TotalLiabilitiesBOYAmt
Total Liabilities EOY$20,601,499TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$26,170,762NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$25,534,108NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$29,748,161ExpenseAmt
DescHOSPITAL, SURGICAL, MEDICAL, DENTAL, VISION, AND PRESCRIPTION DRUG BENEFITS FOR APPROXIMATELY 2,692 MEMBERS AND THEIR FAMILIESDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,090,462ExpenseAmt
DescPROVIDE SUPPLEMENTAL MEDICARE WRAPAROUND INSURANCE BENEFITS FOR APPROXIMATELY 650 MEMBERSDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$264,855ExpenseAmt
DescPROVIDE MEDICAL CASE MANAGEMENT AND COST MANAGEMENT FOR APPROXIMATELY 2,692 MEMBERSDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$100,227ExpenseAmt
DescLIFE INSURANCE PREMIUMS $100,227Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$100,227TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$31,203,705TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document256IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee115EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUZANNE TAZALLABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2627981838PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12201 SPRINGDALE ROADAddressLine1Txt
CityWAUKESHACityNm
State AbbreviationWIStateAbbreviationCd
ZIP531862855ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
SCOTT BARTZ
TRUSTEE1.0044.00Yes (X)$0$87,710$51,755
ROGER JACKSON
TRUSTEE1.0044.00Yes (X)$0$76,226$44,925
MIKE MOONEY
TRUSTEE1.0046.00Yes (X)$0$93,080$46,521
KEITH KEMPER
TRUSTEE1.0044.00Yes (X)$0$81,462$58,413
CRAIG WARNER
TRUSTEE1.0044.00Yes (X)$0$75,158$46,727
BRIAN BILLMAN
TRUSTEE1.0044.00Yes (X)$0$80,509$44,182
RYAN STERN
TRUSTEE1.00Yes (X)$0$0$0
PATRICK LANDGRAF
SECRETARY/TREASURER1.0048.00Yes (X)$0$109,171$48,198Yes (X)
DAVID ALDAG
TRUSTEE1.00Yes (X)$0$0$0
KENNETH GROESCHEL
TRUSTEE1.00Yes (X)$0$0$0
ROBERT JOSSART
CHAIRMAN1.00Yes (X)$0$0$0Yes (X)
TIM BRAUN
TRUSTEE1.00Yes (X)$0$0$0
RICHARD NORTHRUP
TRUSTEE1.00Yes (X)$0$0$0
KENDALL RICHARDS
TRUSTEE1.00Yes (X)$0$0$0
JEFFREY GAECKE
TRUSTEE1.00Yes (X)$0$0$0
LAURI ROLLINGS
TRUSTEE1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$603,316TotReportableCompRltdOrgAmt
Total Other Compensation$340,721TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BENEFIT PLAN ADMINISTRATION
11270 W PARK PLACE SUITE 950MILWAUKEEWI53224ADMINISTRATION SERVICES$1,091,406
UNITED HEALTHCARE
22703 NETWORK PLACECHICAGOIL606731227MEDICAL CLAIMS ADMINISTRATION$463,544
ANTHEM BLUE CROSS AND BLUE SHIELD
220 VIRGINIA AVENUEINDIANAPOLISIN46204MEDICAL CLAIMS ADMINISTRATION$285,666
CIGNA BEHAVIORAL HEALTH INC
7400 W 110TH ST SUITE 400OVERLANDKS66210COST CONTAINMENT/CASE MANAGEMENT$162,380
THE SEGAL COMPANY INC
101 N WACKER DRIVE SUITE 500CHICAGOIL606061724ACTUARIAL/CONSULTING$156,851
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K7CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$27,498,212$27,498,212
SELF-PAY CONTRIBUTIONS900099$3,877,111$3,877,111
SASMI900099$72,964$72,964
FieldValueIRS element (for citing)
Total Program Service Revenue$31,448,287TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$999,477TotalRevenueColumnAmt
Exclusion$999,477ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$33,782,340SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$33,540,987SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$241,353SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$241,353TotalRevenueColumnAmt
Related Or Exempt Func Income$241,353RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONTRACTOR LATE CHARGES900099$27,882$27,882
SHARED EXPENSE REIMBURSEMENT900099$27,779$27,779
RENT REIMBURSEMENT900099$7,696$7,696
FieldValueIRS element (for citing)
Other Revenue Total$63,357OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$32,752,474TotalRevenueColumnAmt
Related Or Exempt Func Income$31,752,997RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$999,477ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$27,785,996TotalAmt
Program Services$27,785,996ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$44,490TotalAmt
Management And General$44,490ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$569,668TotalAmt
Management And General$569,668ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$150,298TotalAmt
Management And General$150,298ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$62,625TotalAmt
Management And General$62,625ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$103,919TotalAmt
Management And General$103,919ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$156,851TotalAmt
Management And General$156,851ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$29,753TotalAmt
Management And General$29,753ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$16,488TotalAmt
Management And General$16,488ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$9,807TotalAmt
Management And General$9,807ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$6,966TotalAmt
Management And General$6,966ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$120,959TotalAmt
Program Services$100,227ProgramServicesAmt
Management And General$20,732ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
INSURANCE PREMIUMS FOR$1,962,165$1,962,165
CLAIMS ADMINISTRATOR FE$1,328,839$1,328,839
SMW PREMIUMS$1,090,462$1,090,462
COST CONTAINMENT PROGRA$264,855$264,855

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$288,713TotalAmt
Management And General$288,713ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$33,992,854TotalAmt
Program Services$31,203,705ProgramServicesAmt
Management And General$2,789,149ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$6,256,012BOYAmt
EOY$8,320,137EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,163,812BOYAmt
EOY$2,342,676EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$35,310BOYAmt
EOY$126,458EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$302,545LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$287,769LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$19,529BOYAmt
EOY$14,776EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$35,294,719BOYAmt
EOY$35,138,197EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$201,438BOYAmt
EOY$193,363EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$43,970,820BOYAmt
EOY$46,135,607EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$450,143BOYAmt
EOY$756,082EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$17,349,915BOYAmt
EOY$19,845,417EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$17,800,058BOYAmt
EOY$20,601,499EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$26,170,762BOYAmt
EOY$25,534,108EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$26,170,762BOYAmt
EOY$25,534,108EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$43,970,820BOYAmt
EOY$46,135,607EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,240,380ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$603,726NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$302,545OtherCostOrOtherBasisAmt
Depreciation$287,769DepreciationAmt
Book Value$14,776BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$14,776TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
ESTIMATED HEALTH CLAIMS PAYABLE AND IBNR$2,318,700
ACCUMULATED BENEFITS - PARTICIPANTS$16,698,856
DUE TO OTHER FUNDS$827,861
FieldValueIRS element (for citing)
Total Liability$19,845,417TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$33,252,281TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$603,726NetUnrealizedGainsInvstAmt
Revenue Not Reported$603,726RevenueNotReportedAmt
Revenue Subtotal$32,648,555RevenueSubtotalAmt
Investment Expenses Not Incld$103,919InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$103,919RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$32,752,474TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$31,419,587TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$31,419,587ExpensesSubtotalAmt
Investment Expenses Not Incld2$103,919InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$2,469,348OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$2,573,267ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$33,992,854TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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. THE U.S. DEPARTMENT OF LABOR DID INVESTIGATE THE FUND FOR THE TAX YEARS 2009 THROUGH 2012 AND IDENTIFIED SEVERAL ERISA VIOLATIONS. THE FUND WAS NOTIFIED ON SEPTEMBER 16, 2013 THAT THE APPROPRIATE CORRECTIVE ACTIONS WERE TAKEN AND THE INVESTIGATION WAS CONCLUDED WITHOUT THE ISSUANCE OF PENALTIES.
PART XII, LINE 4B - OTHER ADJUSTMENTS:INCREASE IN HEALTH CLAIMS PAYABLE 400,300. INCREASE IN ACCUMULATED BENEFITS FOR PARTICIPANTS 2,069,048.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11REVIEWED BY THE ADMINISTRATIVE MANAGER AND PRESENTED TO TRUSTEES FOR APPROVAL PRIOR TO SIGNING AND FILING.
FORM 990, PART VI, SECTION B, LINE 12CTRUSTEES 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 19THE 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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
SHEET METAL WORKERS INTERNATIONAL ASSOCATION LOCAL UNION NO 18 AFL-CIO
5425 W VLIET STMILWAUKEEWI532082118391419063LABOR UNIONWI501(C)(5)N/A0
CONSTRUCTION LABOR MANAGEMENT COUNCIL OF GREATER WISCONSIN INC
CONTRIBUTING EMPLOYER0
SHEET METAL LOCAL 416
CONTRIBUTING EMPLOYER0
SHEET METAL WORKERS LOCAL UNION #7
CONTRIBUTING EMPLOYER0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (21 entries)

ADS MECHANICAL LLC
BLAU PLUMBING INC
JWR BUILDING SYSTEMS LLC
KECKEISEN HEATING
MADISON SHEET METAL LLC
NATIONS ROOF NORTH LLC
NAVARRETTE MECHANICAL LLC
PURE MECHANICAL LLC
1ST CALL MECHANICAL
ROBERT L VORPAGEL DBA BOB VORPAGEL HEATING
CADMAN DRAFTINGDETAILING SERVICE LLC
FULL SERVICE HEATING & AIR CONDITIONING LLC
H&M STAINLESS SPEC LLC
JEFF'S SPM
MAX EFFICIENCY HEATING & COOLING LLC
MIDWEST FLUID BALANCING
PETERS HEATING & COOLING LLC
POBLOCKI SIGN CO LLC
SUPERSKY PRODUCTS ENTERPRISES LLC
VOLLBRECH SHEET METAL LLC
CJ CONTRACTING LLC

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (192 entries)

AJ PYRAMID MECHANICAL INC
AG INDUSTRIES LLC
AC SERVICE INC
ACCUSTAR AIR BALANCE INC
ACCUTEMP MECHANICAL
ADVANCED HVAC INC
AIR QUALITY SYSTEMS INC
AIR TEMPERATURE SERVICES
AJAX METAL PRODUCTS INC
ALDAH HONOLD MECHANICAL INC
ALL COMFORT SERVICES INC
ALL FACETS SHEET METAL INC
ALL PRO MECHANICAL INC
ALLOY WELDING INC
API INC
ARENDS BALANCING & COMMISSIONING INC
ARTEAGA CONSTRUCTION INC
ATLAS HEATING AND SHEET METAL INC
AUGUST WINTER & SONS INC
BADGER SHEET METAL LLC
BALANCE TECHNOLOGIES INC
BANE-NELSON INC
BELONGER CORPORATION INC
BERGER & KING INC
BONANZA HEATING & AIR CONDITIONING INC
BREDAN MECHANICAL SYSTEMS INC
BRENNER CORPORATION
BUTTERS-FETTING COMPANY INC
CARLSON RACINE ROOFING & SHEET METAL INC
CENTRAL MECHANICAL SYSTEMS INC
CERTIFIED INC
CHRISTIANSEN HEATING & SHEET METAL INC
CLIMATE MAKERS INC
COMBINED MECHANICAL INDUSTRIES LLC
COMMERCIAL AIR INC
COMPLETE CONTROL INC
CONDITIONED AIR DESIGN INC
CONSTRUCTION SUPPLY & ERECTION INC
COUNTRYSIDE PLUMBING & HEATING INC
CR MEYER & SONS COMPANY
CRAFTS INC
DR KOHLMAN INC
DAVE'S SHEET METAL INC
DAY & ZIMMERMAN NPS INC
DEBELAK JOE PLUMBING & HEATING COMPANY INC
DELTA MECHANICAL INC DBA RICHER'S REFRIGERATION AND AIR CONDITIONING
DILLETT MECHANICAL SERVICE INC
DORAL CORPORATION
DOUBLE R ERECTING INC
DRESSLER & SON INC DBA DRESSLER MECHANICAL INC
DROEGKAMP FURNACE CO
DUWE METAL PRODUCTS
ELECTRO KOLD CORPORATION
ENERGY & AIR SYSTEMS INC
ENERGY PIONEER SOLUTIONS
ENVIRONMENTAL SYSTEMS ANALYSIS INC
ERV SMITH SERVICES INC
FISCHER INDUSTRIES INC
FJA CHRISTIANSEN ROOFING CO INC
FLAT RATE PLUMBING INC
FORE-FRONT MECHANICAL INC
FOREMAN-LANGENFELD HVAC INC
GCH INTERNATIONAL INC
GENERAL HEATING & AIR CONDITIONING INC
GEORGE UTTECH SHEET METAL WORKS INC
GOSCHEY MECHANICAL INC
GREAT LAKES MECHANICAL INC
GREAT LAKES SHEET METAL INC
GROESCHEL COMPANY INC
GRUNAU COMPANY INC
H & H INDUSTRIES INC
H & H MECHANICAL CONTRACTORS INC
HVAC SERVICES INC
HARKER HEATING AND COOLING INC
HAZA MECHANICAL INC
HENNES SERVICES INC
HOLMING FAN & FABRICATION LLC
HOOPER CORPORATION
HOVLAND'S INC
HURCKMAN MECHANICAL INDUSTRIES INC
HVA PRODUCTS INC
ILLINGWORTH-KILGUST MECHANICAL
INSTITUTIONAL EQUIPMENT INC
J & H HEATING INC
JM BRENNAN INC
JAMAR COMPANY
JF AHERN
JOHN E GREEN COMPANY
JOHNSON CONTROLS INC
JUST SERVICE INC
KEYSTONE HEATING & AIR CONDITIONER COMPANY INC
KITCHEN SPECIALISTS INC
KMB METAL ERECTORS INC
KOPP BROTHERS INC
LANGER ROOFING AND SHEET METAL
LEDEGAR SHEET METAL INC
LEE HEATING & COOLING INC
LOUIS HOFFMANN COMPANY
LYONS MECHANICAL CONTRACTORS INC
MM SCHRANZ ROOFING INC
MADISON MECHANICAL INC
MALBRIT MECHANICAL INC
MANNENBACH MECHANICAL LLC
MARTEN PETERSEN COMPANY IMC
MCDOUGALL JOHN W CO INC
MECHANICAL ASSOCIATES OF WISC INC
MECHANICAL CONCEPTS INC
MECHANICAL INC
MEP MECHANICAL CONTRACTORS LLC
METAL BUILDINGS OF WI INC
MFC MECHANICAL INC
MG MCGRATH INC
MICHAEL'S SIGNS INC
MID CITY PLUMBING & HEATING INC
MID-STATE CONTRACTORING LLC
MILWAUKEE INSULATION DBA SPIRAL DUCTS
MJ INSTALLATIONS MIDWEST LLC
MSI GENERAL CORPORATION
MUZA SHEET METAL COMPANY LLC
PL FREEMAN COMPANY
PIEPER ELECTRIC INC
POLAR REFRIGERATION & HEATING INC
PRO SERV PLUMBING HEATING COOLING LLC
PROFESSIONAL SYSTEM ANALYSIS INC
QUALITY HEATING & SHEET METAL CO INC
RAAB MECHANICAL INC
RAPIDS SHEET METAL WORKS INC
REINKE AND SCHOMANN INC
RICK'S MECHANICAL CONTRACTORS INC
RLW LIMITED DBA WIESKE HEATING & AC
ROHLOFF MECHANICAL LLC
S & S PANEL SALES CORPORATION OF IL
SCHADEGG MECHANICAL INC
SCHUETTE'S HEATING AND AIR
SCHUMACHER HEATING AND AIR CONDITIONING SERVICE LLC
SHEET METAL ENTERPRISES INC
SHEET METAL SERVICES INC
SIKORA COMPANY INC
SOUTHEASTERN MECHANICAL INC
SRS ROOFING AND SHEET METAL INC
STAINLESS SPECIALISTS INC
STAINLESS STEEL & SHEET METAL PRODUCTS INC
SUNSET MECHANICAL CORP
SVEE METALWORKS INC
T & B SERVICES LTD
TM FUCHS INC
THE OLD SHEET METAL SHOP INC
THERMO-TECH SERVICES INC
TOTAL MECHANICAL INC
TOWNE REALTY INC
TRI-CITY REFRIGERATION INC
TRI-COR MECHANICAL INC
TWEET GAROT MECHANICAL INC
UNITED CONTRACTORS INC
UNITED MECHANICAL INC
UZELAC INDUSTRIES INC
VALLEY MECHANICAL INC
VAN'S ROOFING INC
VELCHECK & FINGER ROOF CONSULTING & SERVICE
VETER SHEET METAL AND HEATING
VICTORY MACHINE & FAB LLC
VORPAGEL SERVICE INC
WH JACKLIN INC
WALTERS SHEET METAL CORPORATION
WIERSGALLA COMPANY INC
WINDING ROOFING COMPANY INC
WINONA HEATING & VENTILATING CO INC
ZIEGELBAUER HVAC INC
2 B COOL INC
APPLIED MECHANICAL INC
BRAND ENERGY SERVICES
CUDAHY ROOFING & SUPPLY
DYNACOIL INC
EGI MECHANICAL INC
MARED MECHANICAL
MIDWESTERN ROOFING & CONSTRUCTION
DESIGN HEATING & COOLING
PROFESSIONAL HEATING AND COOLING LLC
COENEN MECHANICAL
TRAINE US INC
BENNETT & BROSSEAU ROOFING
CLOSNER CONSTRUCTION
CORVAL GROUP
DEE CRAMER INC
GUNDLACH CHAMPION
J & L INSTALLATIONS LLC
MECHANICAL CONCEPTS INC
PETRIE MECHANICAL
PSF MECHANICAL
SG MECHANICAL
SULLIVAN ROOFING INC
TOWER ENERGY MECHANICAL
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd