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WISCONSIN SHEET METAL HEALTH AND BENEFIT TRUST FUND: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
WISCONSIN SHEET METAL HEALTH AND BENEFIT TRUST FUND (EIN 35-1638874)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-10-11
IRS object ID
201322849349300207
Schema version
2012v2.1
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)
Timestamp2013-10-11T08:25:00-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN391531945EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1FREYBERG HINKLE ASHLAND POWERS & STOWELLBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line115420 W CAPITOL DRAddressLine1
CityBROOKFIELDCity
StateWIState
ZIP Code530052621ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN351638874EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1WISCONSIN SHEET METAL WORKERS HEALTHBusinessNameLine1
Business Name Line2AND BENEFIT FUNDBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlWISCNameControl
Phone4147780516Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line12201 SPRINGDALE ROADAddressLine1
CityWAUKESHACity
StateWIState
ZIP Code531862855ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NamePATRICK LANDGRAFName
TitleCHAIRMANTitle
Phone2627981818Phone
Date Signed2013-10-11DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJAMES M ASHLAND CPAName
PTINP00241858PTIN
Phone2627846210Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonPATRICK LANDGRAFNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line12201 SPRINGDALE ROADAddressLine1
CityWAUKESHACity
StateWIState
ZIP Code531862855ZIPCode
FieldValueIRS element (for citing)
Gross Receipts65652741GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteN/AWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1985YearFormation
State Legal DomicileWIStateLegalDomicile
Activity Or Mission DescriptionTO PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES.ActivityOrMissionDescription
Nbr Voting Members Governing Body16NbrVotingMembersGoverningBody
Nbr Independent Voting Members16NbrIndependentVotingMembers
Total Nbr Employees106TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year25255984ProgramServiceRevenuePriorYear
Program Service Revenue CY26224587ProgramServiceRevenueCY
Investment Income Prior Year1895705InvestmentIncomePriorYear
Investment Income Current Year1348400InvestmentIncomeCurrentYear
Other Revenue Prior Year110818OtherRevenuePriorYear
Other Revenue Current Year82022OtherRevenueCurrentYear
Total Revenue Prior Year27262507TotalRevenuePriorYear
Total Revenue Current Year27655009TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year25666269BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY24600531BenefitsPaidToMembersCY
Salaries Etc Prior Year50100SalariesEtcPriorYear
Salaries Etc Current Year50720SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year3844071OtherExpensePriorYear
Other Expenses Current Year6247160OtherExpensesCurrentYear
Total Expenses Prior Year29560440TotalExpensesPriorYear
Total Expenses Current Year30898411TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-2297933RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-3243402RevenuesLessExpensesCY
Total Assets BOY43150316TotalAssetsBOY
Total Assets EOY41060741TotalAssetsEOY
Total Liabilities BOY14885668TotalLiabilitiesBOY
Total Liabilities EOY15031122TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY28264648NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY26029619NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionPROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense26676621Expense
DescriptionHOSPITAL, SURGICAL, MEDICAL, DENTAL, VISION, AND PRESCRIPTION DRUG BENEFITS FOR APPROXIMATELY 2,597 MEMBERS AND THEIR FAMILIESDescription

Activity2 Activity2

FieldValueIRS element (for citing)
Expense1132613Expense
DescriptionPROVIDE SUPPLEMENTAL MEDICARE WRAPAROUND INSURANCE BENEFITS FOR APPROXIMATELY 800 MEMBERSDescription

Activity3 Activity3

FieldValueIRS element (for citing)
Expense251659Expense
DescriptionPROVIDE MEDICAL CASE MANAGEMENT AND COST MANAGEMENT FOR APPROXIMATELY 2,100 MEMBERSDescription

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense104633Expense
DescriptionLIFE INSURANCE PREMIUMS $104,633Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp104633TotalOfOtherProgramServiceExp
Total Program Service Expense28165526TotalProgramServiceExpense
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096241NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees106NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members16NbrVotingGoverningBodyMembers
Number Independent Voting Members16NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1SUZANNE TAZALLABusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2627981838TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line12201 SPRINGDALE ROADAddressLine1
CityWAUKESHACity
StateWIState
ZIP Code531862855ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (16 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
SCOTT BARTZ
TRUSTEE1.00X003485
ROGER JACKSON
TRUSTEE1.00X000
MIKE MOONEY
TRUSTEE1.00X000
KEITH KEMPER
TRUSTEE1.00X07995415101
RANDALL KROCKA
TRUSTEE1.00X09678515787
BRIAN BILLMAN
TRUSTEE1.00X07908315101
STEVEN HARVALA
TRUSTEE1.00X000
PATRICK LANDGRAF
SECRETARY/TREASURER1.00X010825216474X
DAVID ALDAG
TRUSTEE1.00X000
KENNETH GROESCHEL
TRUSTEE1.00X000
ROBERT JOSSART
CHAIRMAN1.00X000X
TIM BRAUN
TRUSTEE1.00X000
RICHARD NORTHRUP
TRUSTEE1.00X000
KENDALL RICHARDS
TRUSTEE1.00X000
JEFFREY GAECKE
TRUSTEE1.00X000
LAURI ROLLINGS
TRUSTEE1.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs364074TotalReportableCompFrmRltdOrgs
Total Other Compensation65948TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
BENEFIT PLAN ADMINISTRATORS
11270 W PARK PLACE SUITE 950MILWAUKEEWI53224RECORDKEEPING AND PAYROLL AUDIT SERVICES1048381
UNITED HEALTHCARE
22703 NETWORK PLACECHICAGOIL606731227MEDICAL CLAIMS ADMINISTRATION507781
THE SEGAL COMPANY
101 N WACKER DRIVE SUITE 500CHICAGOIL606061724ACTUARIAL SERVICES294691
ANTHEM BLUE CROSS AND BLUE SHIELD
220 VIRGINIA AVENUEINDIANAPOLISIN46204MEDICAL CLAIMS ADMINISTRATION260070
REINHART BOERNER VAN DEUREN
1000 NORTH WATER STREET SUITE 1700MILWAUKEEWI53202LEGAL SERVICES172978
FieldValueIRS element (for citing)
Number Of Contractors GT100 K6NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYER CONTRIBUTIONS9000992202229622022296
SELF-PAY CONTRIBUTIONS90009940680564068056
SASMI900099134235134235
FieldValueIRS element (for citing)
Total Program Service Revenue26224587TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1106314TotalRevenueColumn
Exclusion$1,106,314ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities38239818Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities37997732Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities242086Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column242086TotalRevenueColumn
Related Or Exempt Function Income242086RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
SHARED EXPENSE REIMBURSEMENT9000996415864158
CONTRACTOR LATE CHARGES9000991786417864
FieldValueIRS element (for citing)
Total Other Revenue82022TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column27655009TotalRevenueColumn
Related Or Exempt Function Income26548695RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$1,106,314ExclusionAmount

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total24600531Total
Program Services24600531ProgramServices

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total50720Total
Management And General50720ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total465922Total
Management And General465922ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total216724Total
Management And General216724ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total60701Total
Management And General60701ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total96745Total
Management And General96745ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total294691Total
Management And General294691ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total33670Total
Management And General33670ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total91299Total
Management And General91299ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total9462Total
Management And General9462ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total5416Total
Management And General5416ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total124370Total
Program Services104633ProgramServices
Management And General19737ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
INSURANCE PREMIUMS FOR20760902076090
CLAIMS ADMINISTRATOR FE13169771316977
SMW PREMIUMS11326131132613
COST CONTAINMENT PROGRA251659251659

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total70821Total
Management And General70821ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total30898411Total
Program Services28165526ProgramServices
Management And General2732885ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY3788118BOY
EOY4657025EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY1874969BOY
EOY2012275EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY23619BOY
EOY47211EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis298854LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec286122LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY18148BOY
EOY12732EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY37094572BOY
EOY33991718EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY350890BOY
EOY339780EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY43150316BOY
EOY41060741EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY469930BOY
EOY566493EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY14415738BOY
EOY14464629EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY14885668BOY
EOY15031122EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY28264648BOY
EOY26029619EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY28264648BOY
EOY26029619EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY43150316BOY
EOY41060741EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-3243402ReconcilationRevenueExpenses
Reconciliation Unrealized Invest1008373ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis298854OtherCostOrOtherBasis
Depreciation286122Depreciation
Book Value12732BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings12732TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
ESTIMATED HEALTH CLAIMS PAYABLE AND IBNR$2,176,200
ACCUMULATED BENEFITS - PARTICIPANTS$11,648,354
DUE TO OTHER FUNDS$640,075
FieldValueIRS element (for citing)
Total Of Amounts14464629TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt28566637TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments1008373NetUnrealizedGainsInvestments
Revenue Not Rptd F9901008373RevenueNotRptdF990
Revenue Subtotal27558264RevenueSubtotal
Investment Expenses Not Included96745InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt96745RevenueNotRptdOnFinStmt
Total Revenue Per Form99027655009TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt31273791TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal31273791ExpensesSubtotal
Investment Expenses Not Included296745InvestmentExpensesNotIncluded2
Other Expenses Not Included-472125OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt-375380ExpensesNotRptdOnFinStmt
Total Expenses Per Form99030898411TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: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; AND HAS BEEN NOTIFIED BY THE U.S. DEPARTMENT OF LABOR THAT THEY WILL BE EXAMINING THE TAX YEARS 2009 THROUGH THE CURRENT PERIOD. THE FUND ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2009.
PART XII, LINE 4B - OTHER ADJUSTMENTS:DECREASE IN HEALTH CLAIMS PAYABLE -363,300. DECREASE IN ACCUMULATED BENEFITS FOR PARTICIPANTS -108,825.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

Return ReferenceReturnReferenceExplanationExplanation
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.
FORM 990, SCHEDULE R:THE FUND MADE A REASONABLE EFFORT TO OBTAIN THE FEDERAL TAX CLASSIFICATION FROM ALL CONTRIBUTING EMPLOYERS BUT WAS UNABLE TO CONTACT THE FOLLOWING EMPLOYERS: BOB'S SHEET METAL, GALESVILLE EXC PLUMBING & HEATING & A/V, TRESEDDER PLUMBING HEATING & AIR CONDITIONING, AND ZIEN SERVICE

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrg
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

Form990 Schedule R Part III Form990ScheduleRPartIII (27 entries)

Disproportionate AllocationsDisproportionateAllocationsGeneral Or Managing PartnerGeneralOrManagingPartner
ADS MECHANICAL LLC
00
BLAU PLUMBING INC
00
JWR BUILDING SYSTEMS LLC
00
KECKEISEN HEATING
00
MADISON SHEET METAL LLC
00
NATIONS ROOF NORTH LLC
00
NAVARRETTE MECHANICAL LLC
00
PURE MECHANICAL LLC
00
ADJUSTABLE HEATING
00
KASMERCHAK GONZALEZ
00
1ST CALL MECHANICAL
00
ROBERT L VORPAGEL DBA BOB VORPAGEL HEATING
00
CADMAN DRAFTINGDETAILING SERVICE LLC
00
FULL SERVICE HEATING & AIR CONDITIONING LLC
00
H&M STAINLESS SPEC LLC
00
JEFF'S SPM
00
MAX EFFICIENCY HEATING & COOLING LLC
00
MIDWEST FLUID BALANCING
00
PETERS HEATING & COOLING LLC
00
POBLOCKI SIGN CO LLC
00
SUPERSKY PRODUCTS ENTERPRISES LLC
00
VOLLBRECH SHEET METAL LLC
00
CJ CONTRACTING LLC
00
MAP SERVICES LLC
00
MCM III SERVICES LLC
00
MONROE MECHANICAL LLC
00
COMBINED MECHANICAL INDUSTRIES LLC
00

Form990 Schedule R Part IV Form990ScheduleRPartIV (181 entries)

Controlled OrgControlledOrg
AJ PYRAMID MECHANICAL INC
0
AG INDUSTRIES LLC
0
AC SERVICE INC
0
ACCUSTAR AIR BALANCE INC
0
ACCUTEMP MECHANICAL
0
ADVANCED HVAC INC
0
AIR QUALITY SYSTEMS INC
0
AIR TEMPERATURE SERVICES
0
AJAX METAL PRODUCTS INC
0
ALDAH HONOLD MECHANICAL INC
0
ALL COMFORT SERVICES INC
0
ALL FACETS SHEET METAL INC
0
ALL PRO MECHANICAL INC
0
ALLOY WELDING INC
0
API INC
0
ARENDS BALANCING & COMMISSIONING INC
0
ARTEAGA CONSTRUCTION INC
0
ATLAS HEATING AND SHEET METAL INC
0
AUGUST WINTER & SONS INC
0
BADGER SHEET METAL LLC
0
BALANCE TECHNOLOGIES INC
0
BANE-NELSON INC
0
BELONGER CORPORATION INC
0
BERGER & KING INC
0
BONANZA HEATING & AIR CONDITIONING INC
0
BREDAN MECHANICAL SYSTEMS INC
0
BRENNER CORPORATION
0
BUTTERS-FETTING COMPANY INC
0
CARLSON RACINE ROOFING & SHEET METAL INC
0
CENTRAL MECHANICAL SYSTEMS INC
0
CERTIFIED INC
0
CHRISTIANSEN HEATING & SHEET METAL INC
0
CLIMATE MAKERS INC
0
COMBINED MECHANICAL INDUSTRIES LLC
0
COMMERCIAL AIR INC
0
COMPLETE CONTROL INC
0
CONDITIONED AIR DESIGN INC
0
CONSTRUCTION SUPPLY & ERECTION INC
0
COUNTRYSIDE PLUMBING & HEATING INC
0
CR MEYER & SONS COMPANY
0
CRAFTS INC
0
DR KOHLMAN INC
0
DAVE'S SHEET METAL INC
0
DAY & ZIMMERMAN NPS INC
0
DEBELAK JOE PLUMBING & HEATING COMPANY INC
0
DELTA MECHANICAL INC DBA RICHER'S REFRIGERATION AND AIR CONDITIONING
0
DILLETT MECHANICAL SERVICE INC
0
DORAL CORPORATION
0
DOUBLE R ERECTING INC
0
DRESSLER & SON INC DBA DRESSLER MECHANICAL INC
0
DROEGKAMP FURNACE CO
0
DUWE METAL PRODUCTS
0
ELECTRO KOLD CORPORATION
0
ENERGY & AIR SYSTEMS INC
0
ENERGY PIONEER SOLUTIONS
0
ENVIRONMENTAL SYSTEMS ANALYSIS INC
0
ERV SMITH SERVICES INC
0
FISCHER INDUSTRIES INC
0
FJA CHRISTIANSEN ROOFING CO INC
0
FLAT RATE PLUMBING INC
0
FORE-FRONT MECHANICAL INC
0
FOREMAN-LANGENFELD HVAC INC
0
GCH INTERNATIONAL INC
0
GENERAL HEATING & AIR CONDITIONING INC
0
GEORGE UTTECH SHEET METAL WORKS INC
0
GOSCHEY MECHANICAL INC
0
GREAT LAKES MECHANICAL INC
0
GREAT LAKES SHEET METAL INC
0
GROESCHEL COMPANY INC
0
GRUNAU COMPANY INC
0
H & H INDUSTRIES INC
0
H & H MECHANICAL CONTRACTORS INC
0
HVAC SERVICES INC
0
HARKER HEATING AND COOLING INC
0
HAZA MECHANICAL INC
0
HENNES SERVICES INC
0
HOLMING FAN & FABRICATION LLC
0
HOOPER CORPORATION
0
HOVLAND'S INC
0
HURCKMAN MECHANICAL INDUSTRIES INC
0
HVA PRODUCTS INC
0
ILLINGWORTH-KILGUST MECHANICAL
0
INSTITUTIONAL EQUIPMENT INC
0
J & H HEATING INC
0
JM BRENNAN INC
0
JAMAR COMPANY
0
JF AHERN
0
JOHN E GREEN COMPANY
0
JOHNSON CONTROLS INC
0
JUST SERVICE INC
0
KEYSTONE HEATING & AIR CONDITIONER COMPANY INC
0
KITCHEN SPECIALISTS INC
0
KMB METAL ERECTORS INC
0
KOPP BROTHERS INC
0
LANGER ROOFING AND SHEET METAL
0
LEDEGAR SHEET METAL INC
0
LEE HEATING & COOLING INC
0
LOUIS HOFFMANN COMPANY
0
LYONS MECHANICAL CONTRACTORS INC
0
MM SCHRANZ ROOFING INC
0
MADISON MECHANICAL INC
0
MALBRIT MECHANICAL INC
0
MANNENBACH MECHANICAL LLC
0
MARTEN PETERSEN COMPANY IMC
0
MCDOUGALL JOHN W CO INC
0
MECHANICAL ASSOCIATES OF WISC INC
0
MECHANICAL CONCEPTS INC
0
MECHANICAL INC
0
MEP MECHANICAL CONTRACTORS LLC
0
METAL BUILDINGS OF WI INC
0
MFC MECHANICAL INC
0
MG MCGRATH INC
0
MICHAEL'S SIGNS INC
0
MID CITY PLUMBING & HEATING INC
0
MID-STATE CONTRACTORING LLC
0
MILWAUKEE INSULATION DBA SPIRAL DUCTS
0
MJ INSTALLATIONS MIDWEST LLC
0
MSI GENERAL CORPORATION
0
MUZA SHEET METAL COMPANY LLC
0
PL FREEMAN COMPANY
0
PIEPER ELECTRIC INC
0
POLAR REFRIGERATION & HEATING INC
0
PRO SERV PLUMBING HEATING COOLING LLC
0
PROFESSIONAL SYSTEM ANALYSIS INC
0
QUALITY HEATING & SHEET METAL CO INC
0
RAAB MECHANICAL INC
0
RAPIDS SHEET METAL WORKS INC
0
REINKE AND SCHOMANN INC
0
RICK'S MECHANICAL CONTRACTORS INC
0
RLW LIMITED DBA WIESKE HEATING & AC
0
ROHLOFF MECHANICAL LLC
0
S & S PANEL SALES CORPORATION OF IL
0
SCHADEGG MECHANICAL INC
0
SCHUETTE'S HEATING AND AIR
0
SCHUMACHER HEATING AND AIR CONDITIONING SERVICE LLC
0
SHEET METAL ENTERPRISES INC
0
SHEET METAL SERVICES INC
0
SIKORA COMPANY INC
0
SOUTHEASTERN MECHANICAL INC
0
SRS ROOFING AND SHEET METAL INC
0
STAINLESS SPECIALISTS INC
0
STAINLESS STEEL & SHEET METAL PRODUCTS INC
0
SUNSET MECHANICAL CORP
0
SVEE METALWORKS INC
0
T & B SERVICES LTD
0
TM FUCHS INC
0
THE OLD SHEET METAL SHOP INC
0
THERMO-TECH SERVICES INC
0
TOTAL MECHANICAL INC
0
TOWNE REALTY INC
0
TRI-CITY REFRIGERATION INC
0
TRI-COR MECHANICAL INC
0
TWEET GAROT MECHANICAL INC
0
UNITED CONTRACTORS INC
0
UNITED MECHANICAL INC
0
UZELAC INDUSTRIES INC
0
VALLEY MECHANICAL INC
0
VAN'S ROOFING INC
0
VELCHECK & FINGER ROOF CONSULTING & SERVICE
0
VETER SHEET METAL AND HEATING
0
VICTORY MACHINE & FAB LLC
0
VORPAGEL SERVICE INC
0
WH JACKLIN INC
0
WALTERS SHEET METAL CORPORATION
0
WIERSGALLA COMPANY INC
0
WINDING ROOFING COMPANY INC
0
WINONA HEATING & VENTILATING CO INC
0
ZIEGELBAUER HVAC INC
0
2 B COOL INC
0
APPLIED MECHANICAL INC
0
BRAND ENERGY SERVICES
0
CUDAHY ROOFING & SUPPLY
0
DYNACOIL INC
0
EGI MECHANICAL INC
0
KLEEMAN
0
MARED MECHANICAL
0
MIDWESTERN ROOFING & CONSTRUCTION
0
MILWAUKEE TRANE SERVICE
0
RIVERSIDE FURNACE INC
0
DESIGN HEATING & COOLING
0
PROFESSIONAL HEATING AND COOLING LLC
0
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg