2015-10-01T14:39:42-05:00 2014-12-31 391531945 FREYBERG HINKLE ASHLAND POWERS & STOWELL 15420 W CAPITOL DR BROOKFIELD WI 530052621 990 2014-01-01 351638874 WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND WISC 4147780516 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 PATRICK LANDGRAF CHAIRMAN 2627981818 2015-10-01 1 JAMES M ASHLAND CPA P00241858 2627846210 2014 2016-04-25 22:37:26Z PATRICK LANDGRAF 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 66293461 0 X N/A X 1985 WI TO PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES. 16 16 115 0 0 0 0 0 29359877 31448287 1589790 1240830 42987 63357 30992654 32752474 0 0 24634425 27785996 44762 44490 0 0 0 6337423 6162368 31016610 33992854 -23956 -1240380 43970820 46135607 17800058 20601499 26170762 25534108 X PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES. 0 0 29748161 HOSPITAL, SURGICAL, MEDICAL, DENTAL, VISION, AND PRESCRIPTION DRUG BENEFITS FOR APPROXIMATELY 2,692 MEMBERS AND THEIR FAMILIES 1090462 PROVIDE SUPPLEMENTAL MEDICARE WRAPAROUND INSURANCE BENEFITS FOR APPROXIMATELY 650 MEMBERS 264855 PROVIDE MEDICAL CASE MANAGEMENT AND COST MANAGEMENT FOR APPROXIMATELY 2,692 MEMBERS 100227 LIFE INSURANCE PREMIUMS $100,227 100227 31203705 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 256 0 1 115 1 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X SUZANNE TAZALLA 2627981838 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 SCOTT BARTZ TRUSTEE 1.00 44.00 X 0 87710 51755 ROGER JACKSON TRUSTEE 1.00 44.00 X 0 76226 44925 MIKE MOONEY TRUSTEE 1.00 46.00 X 0 93080 46521 KEITH KEMPER TRUSTEE 1.00 44.00 X 0 81462 58413 CRAIG WARNER TRUSTEE 1.00 44.00 X 0 75158 46727 BRIAN BILLMAN TRUSTEE 1.00 44.00 X 0 80509 44182 RYAN STERN TRUSTEE 1.00 X 0 0 0 PATRICK LANDGRAF SECRETARY/TREASURER 1.00 48.00 X X 0 109171 48198 DAVID ALDAG TRUSTEE 1.00 X 0 0 0 KENNETH GROESCHEL TRUSTEE 1.00 X 0 0 0 ROBERT JOSSART CHAIRMAN 1.00 X X 0 0 0 TIM BRAUN TRUSTEE 1.00 X 0 0 0 RICHARD NORTHRUP TRUSTEE 1.00 X 0 0 0 KENDALL RICHARDS TRUSTEE 1.00 X 0 0 0 JEFFREY GAECKE TRUSTEE 1.00 X 0 0 0 LAURI ROLLINGS TRUSTEE 1.00 X 0 0 0 0 603316 340721 0 0 0 0 BENEFIT PLAN ADMINISTRATION 11270 W PARK PLACE SUITE 950 MILWAUKEE WI 53224 ADMINISTRATION SERVICES 1091406 UNITED HEALTHCARE 22703 NETWORK PLACE CHICAGO IL 606731227 MEDICAL CLAIMS ADMINISTRATION 463544 ANTHEM BLUE CROSS AND BLUE SHIELD 220 VIRGINIA AVENUE INDIANAPOLIS IN 46204 MEDICAL CLAIMS ADMINISTRATION 285666 CIGNA BEHAVIORAL HEALTH INC 7400 W 110TH ST SUITE 400 OVERLAND KS 66210 COST CONTAINMENT/CASE MANAGEMENT 162380 THE SEGAL COMPANY INC 101 N WACKER DRIVE SUITE 500 CHICAGO IL 606061724 ACTUARIAL/CONSULTING 156851 7 EMPLOYER CONTRIBUTIONS 900099 27498212 27498212 SELF-PAY CONTRIBUTIONS 900099 3877111 3877111 SASMI 900099 72964 72964 31448287 999477 999477 33782340 33540987 241353 241353 241353 CONTRACTOR LATE CHARGES 900099 27882 27882 SHARED EXPENSE REIMBURSEMENT 900099 27779 27779 RENT REIMBURSEMENT 900099 7696 7696 63357 32752474 31752997 0 999477 27785996 27785996 44490 44490 569668 569668 150298 150298 62625 62625 103919 103919 156851 156851 29753 29753 16488 16488 9807 9807 6966 6966 120959 100227 20732 INSURANCE PREMIUMS FOR 1962165 1962165 CLAIMS ADMINISTRATOR FE 1328839 1328839 SMW PREMIUMS 1090462 1090462 COST CONTAINMENT PROGRA 264855 264855 288713 288713 33992854 31203705 2789149 0 6256012 8320137 2163812 2342676 35310 126458 302545 287769 19529 14776 35294719 35138197 201438 193363 43970820 46135607 450143 756082 17349915 19845417 17800058 20601499 X 0 0 0 0 26170762 25534108 26170762 25534108 43970820 46135607 -1240380 603726 0 X X 0 1 X 1 0 302545 287769 14776 14776 ESTIMATED HEALTH CLAIMS PAYABLE AND IBNR 2318700 ACCUMULATED BENEFITS - PARTICIPANTS 16698856 DUE TO OTHER FUNDS 827861 19845417 X 33252281 603726 603726 32648555 103919 103919 32752474 31419587 0 31419587 103919 2469348 2573267 33992854 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. FORM 990, PART VI, SECTION B, LINE 11 REVIEWED BY THE ADMINISTRATIVE MANAGER AND PRESENTED TO TRUSTEES FOR APPROVAL PRIOR TO SIGNING AND FILING. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES 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 19 THE 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. SHEET METAL WORKERS INTERNATIONAL ASSOCATION LOCAL UNION NO 18 AFL-CIO 5425 W VLIET ST MILWAUKEE WI 532082118 391419063 LABOR UNION WI 501(C)(5) N/A 0 CONSTRUCTION LABOR MANAGEMENT COUNCIL OF GREATER WISCONSIN INC CONTRIBUTING EMPLOYER 0 SHEET METAL LOCAL 416 CONTRIBUTING EMPLOYER 0 SHEET METAL WORKERS LOCAL UNION #7 CONTRIBUTING EMPLOYER 0 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 AJ PYRAMID MECHANICAL INC AG INDUSTRIES LLC AC SERVICE INC ACCUSTAR AIR BALANCE INC ACCUTEMP MECHANICAL ADVANCED 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