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PIONEER PRODUCTS INC EMPLOYEES HEALTH & WELFARE TRUST: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
PIONEER PRODUCTS INC EMPLOYEES HEALTH & WELFARE TRUST (EIN 39-1604675)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-05
IRS object ID
201443099349300819
Schema version
2013v3.0
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)
Return2014-11-05T08:44:01-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391423894PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HARMANN & CROSSETT SCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16855 MARINER DRIVEAddressLine1
CityRACINECity
StateWIState
ZIP Code53406ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391604675EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PIONEER PRODUCTS INC EMPLOYEEBusinessNameLine1
Business Name Line2HEALTH & WELFARE TRUSTBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlPIONBusinessNameControlTxt
Phone2626336304PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11917 SOUTH MEMORIAL DRIVEAddressLine1
CityRACINECity
StateWIState
ZIP Code53403ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVALERIE RATKOWSKIPersonNm
Person TitleV PRES & CHIEF FINANCIAL OFFICERPersonTitleTxt
Phone2626336304PhoneNum
Signature2014-11-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonW THOMAS HARMANN CPAPreparerPersonNm
PTINP00176060PTIN
Phone2628868660PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerVALERIE RATKOWSKIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11917 S MEMORIAL DRIVEAddressLine1
CityRACINECity
StateWIState
ZIP Code53403ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$2,240,414GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1988FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTHE ORGANIZATION IS CREATED TO PROVIDE FUNDS FOR THE PAYMENT OF HEALTH CARE BENEFITS TO EMPLOYEES OF PIONEER PRODUCTS, INC., U.S. COMPETITION ARMS, INC. AND TARGET ARMS, INC., ALL OF WHICH ARE WISCONSIN BUSINESS CORPORATIONS. BENEFITS TO BE PROVIDED INCLUDE GROUP LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE, SHORT-TERM DISABILITY INCOME, DENTAL, VISION AND MEDICAL BENEFITS. ALL OF THESE BENEFITS ARE DESCRIBED IN THE "SUMMARY PLAN DESCRIPTION" DOCUMENTS OF THE ORGANIZATION. THE ORGANIZATION WILL PAY PREMIUMS FOR THE INSURED PORTION OF THE PLAN, AND WILL DELIVER PAYMENT DIRECTLY TO MEMBERS UNDER THE SELF-INSURED PORTION OF THE PLAN.ActivityOrMissionDesc
Voting Members Governing Body2VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$2,850,304PYProgramServiceRevenueAmt
CY Program Service Revenue$2,240,414CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,850,304PYTotalRevenueAmt
CY Total Revenue$2,240,414CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$2,850,304PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$2,240,414CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$0PYOtherExpensesAmt
CY Other Expenses$0CYOtherExpensesAmt
PY Total Expenses$2,850,304PYTotalExpensesAmt
CY Total Expenses$2,240,414CYTotalExpensesAmt
PY Revenues Less Expenses$0PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$0CYRevenuesLessExpensesAmt
Total Assets BOY$0TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$0NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$0NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE COMPANY DESIRES TO PROMOTE HEALTH AND EFFICIENCY OF ITS EMPLOYEES. THE COMPANY FROM TIME TO TIME ADOPTS HEALTH CARE AND WELFARE PLANS FOR THE BENEFIT OF ITS EMPLOYEES. THE COMPANY DESIRES TO FUND THE BENEFITS PROVIDED FOR SUCH PLANS BY MEANS OF A VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,240,414ExpenseAmt
Revenue$2,240,414RevenueAmt
DescTO PROVIDE HEALTH CARE BENEFITS FOR THE COMPANY EMPLOYEES THROUGH A VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION.Desc
Total Program Service Expenses$2,240,414TotalProgramServiceExpensesAmt
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 Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
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 EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members2GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing Body0MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PIONEER PRODUCTS INCBusinessNameLine1
FieldValueIRS element (for citing)
Phone2626336304PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11917 SOUTH MEMORIAL DRIVEAddressLine1
CityRACINECity
StateWIState
ZIP Code53403ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (2 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
VALERIE RATKOWSKI
TRUSTEE1.00Yes (X)$0$0$0
DONALD MAINLAND
TRUSTEE1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED HEALTHCARE INSURANCE COMPANYBusinessNameLine1

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 30555AddressLine1
CitySALT LAKE CITYCity
StateUTState
ZIP Code841306730ZIPCode
FieldValueIRS element (for citing)
ServicesCONTRACT ADMIN. MEDICALServicesDesc
Compensation$141,950CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescHEALTH BENEFIT CONTRIBDesc
Business900099BusinessCd
Total Revenue Column$2,240,414TotalRevenueColumnAmt
Related Or Exempt Func Income$2,240,414RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,240,414TotalProgramServiceRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,240,414TotalRevenueColumnAmt
Related Or Exempt Func Income$2,240,414RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$2,240,414TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,240,414TotalAmt

Total Assets TotalAssetsGrp

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

Total Liabilities TotalLiabilitiesGrp

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

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

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

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$0ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
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 Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$2,240,414TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$2,240,414RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,240,414TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,319,153TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$78,739OtherExpensesIncludedAmt
Expenses Not Reported$78,739ExpensesNotReportedAmt
Expenses Subtotal$2,240,414ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,240,414TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART XII, LINE 2D - OTHER ADJUSTMENTS:FormAndLineReferenceDesc
ExplanationTO ADJUST CASH BASIS FORM 990 TO ACCRUAL BASIS FINANCIAL STATEMENTSExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3OPERATIONAL MANAGEMENT IS DELEGATED TO THE HUMAN RESOURCE PERSONNEL.
FORM 990, PART VI, SECTION A, LINE 7ATHE TRUSTEES ARE THE GOVERNING BODY OF THE ORGANIZATION AND ALSO DIRECTORS OF THE PLAN SPONSOR.
FORM 990, PART VI, SECTION A, LINE 7BTHE TRUSTEES HAVE DELEGATED THE GOVERNANCE DECISIONS TO THE HUMAN RESOURCE PERSONNEL.
FORM 990, PART VI, SECTION A, LINE 8ATHE HUMAN RESOURCE PERSONNEL MAKE DECISIONS ON THE PLAN/TRUST. THEY SEEK GUIDANCE ON ISSUES FROM PROFESSIONAL ADVISORS IF NEEDED.
FORM 990, PART VI, SECTION A, LINE 8BTHE HUMAN RESOURCE PERSONNEL MAKE THE DAY TO DAY DECISIONS OF THE PLAN/TRUST.
FORM 990, PART VI, SECTION B, LINE 11THE HUMAN RESOURCE PERSONNEL REVIEW FORM 990 BEFORE FILING.
FORM 990, PART VI, SECTION C, LINE 18PIONEER PRODUCTS, INC. 1917 S MEMORIAL DRIVE, RACINE, WI 53403, 262-633-6304, VALERIE RATKOWSKI.
FORM 990, PART VI, SECTION C, LINE 19THE HUMAN RESOURCE PERSONNEL MAKE THE ORGANIZATION'S DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
PIONEER PRODUCTS INC
1917 S MEMORIAL DRIVERACINEWI53403391078454MANUFACTURINGWIN/ASYes (1)
US COMPETITION ARMS INC
1925 ROOSEVELT AVENUERACINEWI53406391644703MANUFACTURINGWIN/ASYes (1)
TARGET ARMS INC
1925 ROOSEVELT AVENUERACINEWI53406391371478MANUFACTURINGWIN/ASYes (1)
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 OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
ALL RELATED COMPANIES LISTED ON SCHEDULE R PART IV
Q$2,240,414CASH PAYMENT
ALL RELATED COMPANIES LISTED ON SCHEDULE R PART IV
S$2,240,414CASH PAYMENT