2014-10-24T14:46:41-05:00 2013-12-31 391531945 FREYBERG HINKLE ASHLAND POWERS & STOWELL 15420 W CAPITOL DR BROOKFIELD WI 530052621 990 2013-01-01 396045202 PLUMBERS LOCAL 75 HEALTH FUND PLUM 4143591319 11175 WEST PARKLAND AVE MILWAUKEE WI 532243135 STEVE BREITLOW BUSINESS MANAGER 4143591319 2014-10-24 1 JAMES M ASHLAND CPA P00241858 2627846210 2013 2015-11-30 17:44:51Z STEVE BREITLOW 11175 WEST PARKLAND AVE MILWAUKEE WI 532243135 16742260 0 X N/A X 1955 WI TO PROVIDE HEALTH BENEFITS TO MEMBERS. 8 0 0 0 0 0 0 0 9956545 9918319 583431 333377 -33288 0 10506688 10251696 0 0 9538136 9340791 0 0 0 0 0 1400343 1371034 10938479 10711825 -431791 -460129 16164234 15633509 1059840 1045334 15104394 14588175 NONE 0 0 9486441 TO PROVIDE MEDICAL, DENTAL, VISION, PRESCRIPTION DRUG, LIFE, AND LOSS OF TIME BENEFITS TO MEMBERS. 9486441 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 1 238 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 2370 1131 SCOTT REDMAN LABOR TRUSTEE 1.00 45.00 X 0 98446 69821 MICHAEL HOUSE LABOR TRUSTEE 1.00 45.00 X 0 98446 69821 STEVE BREITLOW SECRETARY/TREASURER 1.00 50.00 X X 0 112086 78476 LAURI ROLLINGS EMPLOYER TRUSTEE 1.00 X 0 0 0 KEVIN REED EMPLOYER TRUSTEE 1.00 X 0 0 0 CHRIS HORNER EMPLOYER TRUSTEE 1.00 X 0 0 0 0 311348 219249 0 0 1 0 BENEFIT PLAN ADMINISTRATION OF WISCONSIN 11270 W PARK PLACE STE 950 MILWAUKEE WI 53224 CLAIMS/PLAN ADMINISTRATION 630886 UNITED HEALTHCARE INSURANCE COMPANY 10701 WEST RESEARCH DR MILWAUKEE WI 53226 CLAIMS ADMINISTRATION 352320 2 EMPLOYER CONTRIBUTIONS 525100 7892927 7892927 SELF-PAY CONTRIBUTIONS 525100 1848780 1848780 CLAIM RECOVERIES 525100 166179 166179 SHARED EXPENSE REIMBURSEMENT 525100 10433 10433 9918319 197503 197503 6626438 6490564 135874 135874 135874 10251696 9918319 0 333377 9340791 9340791 21381 21381 31854 31854 76015 76015 58950 58950 7161 7161 11083 11083 8369 8369 CLAIMS AND FUND ADMINIS 981991 981991 ORGAN TRANSPLANT INSURA 123940 123940 BANK SERVICE FEES 27157 27157 AURORA EAP 21710 21710 1423 1423 10711825 9486441 1225384 0 1292 4776125 4922178 562429 631556 8283 89012 391624 9989471 10265081 160692 0 16164234 15633509 125457 234136 934383 811198 1059840 1045334 X 0 0 0 0 15104394 14588175 15104394 14588175 16164234 15633509 -460129 -56090 0 X X 0 1 X 1 0 0 BENEFITS PAYABLE 675000 CASH OVERDRAFT 136198 811198 X 10119591 -56090 -56090 10175681 76015 76015 10251696 10805810 0 10805810 76015 -170000 -93985 10711825 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 -170,000. 0 0 0 SCOTT REDMAN LABOR TRUSTEE 0 98446 0 0 0 0 0 0 0 69821 0 168267 0 0 MICHAEL HOUSE LABOR TRUSTEE 0 98446 0 0 0 0 0 0 0 69821 0 168267 0 0 STEVE BREITLOW SECRETARY/TREASURER 0 112086 0 0 0 0 0 0 0 78476 0 190562 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: 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 ONE CONTRIBUTING EMPLOYER DID NOT PROVIDE A TAX CLASSIFICATION AS THEY CLOSED OR TERMINATED THEIR UNION AFFILIATION. ONE CONTRIBUTING EMPLOYER RESPONDED AS A SOLE PROPRIETOR. THE PLAN MADE A REASONABLE EFFORT TO OBTAIN THE TAX CLASSIFICATION FROM ALL CONTRIBUTING EMPLOYERS, BUT NINE OF THE CONTRIBUTING EMPLOYERS HAVE NOT YET RESPONDED TO THE MULTIPLE REQUESTS. MACET PIPE TRADES PENSION NORTHERN ROCKY PLUMBERS LOCAL #75 PLUMBERS LOCAL #22 PLUMBERS LOCAL #286 PLUMBERS LOCAL #434 PLUMBERS LOCAL #400 PLUMBERS LOCAL #50 PLUMBERS LOCAL #597 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 TWIN CITIES PIPE TRADES VILLAGE OF BIG BEND PIPE TRADES PENSION OF MINNESOTA WISCONSIN PIPE TRADES ASSOCIATION WISCONSIN PIPE TRADES HEALTH FUND 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 AQUA TECH PLUMBING LLC BLAU PLUMBING INC RESIDENTIAL PLBG SPECIALISTS MIKE INGRILLI PLUMBING LLC MTP PLUMBING LLC PARAMEDIC PLUMBING PREMIER PLUMBING LLC R HALE 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 BUDIAC PLUMBING 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 H&H SOLAR ENERGY SERVICES 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 LINCOLN PLUMBING LORENTZ PLUMBING SERVCIES MAGNUM PLUMBING INC MARED MECHANICAL MOHRHUSEN & ASSOCIATES INC OAK CREEK PLUMBING INC P L FREEMAN CO PLUMBING SERVICE & SALES INC PORTZEN CONSTRUCTION INC PRO-CORE 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 DILLETT MECHANICAL SERV INC DOCTORS OXYGEN SERVICE INC DR PLUMBER FAUST CO INC FOUR LAKES PLUMBING GREISCH PLBG & HTG INC GRUNAU COMPANY INC GURN CO LLC 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 MECHANICAL INC MID CITY PLBG & HTG INC MILWAUKEE PLUMBING & PIPING OAKRIDGE PLUMBING INC PELIKAN PLUMBING PRO SERV PLBG HTG COOL LLC PROCESS PIPING RIVER BEND PLUMBING LLC S&K PUMP & PLUMBING INC SCHOOFS PLUMBING CO INC SCHROEDER PLUMBING CO THE WANASEK CORP TOTAL MECHANICAL TWEET GAROT MECHANICAL VINCE INGRILLI & SONS PLBG CO WISC UTILITY EXPOSURE INC CASTLEMAN & SONS PLUMBING INC REUPERT PLUMBING CO INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0