2013-10-11T08:25:00-05:00 2012-12-31 391531945 FREYBERG HINKLE ASHLAND POWERS & STOWELL 15420 W CAPITOL DR BROOKFIELD WI 530052621 990 2012-01-01 351638874 WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND WISC 4147780516 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 PATRICK LANDGRAF 2627981818 2013-10-11 1 JAMES M ASHLAND CPA P00241858 2627846210 2012 2016-02-25 16:41:14Z PATRICK LANDGRAF 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 65652741 0 X N/A X 1985 WI TO PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES. 16 16 106 0 0 0 0 0 25255984 26224587 1895705 1348400 110818 82022 27262507 27655009 0 0 25666269 24600531 50100 50720 0 0 0 3844071 6247160 29560440 30898411 -2297933 -3243402 43150316 41060741 14885668 15031122 28264648 26029619 X PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES. 0 0 26676621 HOSPITAL, SURGICAL, MEDICAL, DENTAL, VISION, AND PRESCRIPTION DRUG BENEFITS FOR APPROXIMATELY 2,597 MEMBERS AND THEIR FAMILIES 1132613 PROVIDE SUPPLEMENTAL MEDICARE WRAPAROUND INSURANCE BENEFITS FOR APPROXIMATELY 800 MEMBERS 251659 PROVIDE MEDICAL CASE MANAGEMENT AND COST MANAGEMENT FOR APPROXIMATELY 2,100 MEMBERS 104633 LIFE INSURANCE PREMIUMS $104,633 104633 28165526 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 1 241 0 1 106 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 1.00 X 0 0 3485 ROGER JACKSON 1.00 X 0 0 0 MIKE MOONEY 1.00 X 0 0 0 KEITH KEMPER 1.00 X 0 79954 15101 RANDALL KROCKA 1.00 X 0 96785 15787 BRIAN BILLMAN 1.00 X 0 79083 15101 STEVEN HARVALA 1.00 X 0 0 0 PATRICK LANDGRAF 1.00 X X 0 108252 16474 DAVID ALDAG 1.00 X 0 0 0 KENNETH GROESCHEL 1.00 X 0 0 0 ROBERT JOSSART 1.00 X X 0 0 0 TIM BRAUN 1.00 X 0 0 0 RICHARD NORTHRUP 1.00 X 0 0 0 KENDALL RICHARDS 1.00 X 0 0 0 JEFFREY GAECKE 1.00 X 0 0 0 LAURI ROLLINGS 1.00 X 0 0 0 0 364074 65948 0 0 0 0 BENEFIT PLAN ADMINISTRATORS 11270 W PARK PLACE SUITE 950 MILWAUKEE WI 53224 RECORDKEEPING AND PAYROLL AUDIT SERVICES 1048381 UNITED HEALTHCARE 22703 NETWORK PLACE CHICAGO IL 606731227 MEDICAL CLAIMS ADMINISTRATION 507781 THE SEGAL COMPANY 101 N WACKER DRIVE SUITE 500 CHICAGO IL 606061724 ACTUARIAL SERVICES 294691 ANTHEM BLUE CROSS AND BLUE SHIELD 220 VIRGINIA AVENUE INDIANAPOLIS IN 46204 MEDICAL CLAIMS ADMINISTRATION 260070 REINHART BOERNER VAN DEUREN 1000 NORTH WATER STREET SUITE 1700 MILWAUKEE WI 53202 LEGAL SERVICES 172978 6 EMPLOYER CONTRIBUTIONS 900099 22022296 22022296 SELF-PAY CONTRIBUTIONS 900099 4068056 4068056 SASMI 900099 134235 134235 26224587 1106314 1106314 38239818 37997732 242086 242086 242086 SHARED EXPENSE REIMBURSEMENT 900099 64158 64158 CONTRACTOR LATE CHARGES 900099 17864 17864 82022 27655009 26548695 0 1106314 24600531 24600531 50720 50720 465922 465922 216724 216724 60701 60701 96745 96745 294691 294691 33670 33670 91299 91299 9462 9462 5416 5416 124370 104633 19737 INSURANCE PREMIUMS FOR 2076090 2076090 CLAIMS ADMINISTRATOR FE 1316977 1316977 SMW PREMIUMS 1132613 1132613 COST CONTAINMENT PROGRA 251659 251659 70821 70821 30898411 28165526 2732885 0 3788118 4657025 1874969 2012275 23619 47211 298854 286122 18148 12732 37094572 33991718 350890 339780 43150316 41060741 469930 566493 14415738 14464629 14885668 15031122 X 0 0 0 0 28264648 26029619 28264648 26029619 43150316 41060741 -3243402 1008373 0 X X 0 1 X 1 0 298854 286122 12732 12732 ESTIMATED HEALTH CLAIMS PAYABLE AND IBNR 2176200 ACCUMULATED BENEFITS - PARTICIPANTS 11648354 DUE TO OTHER FUNDS 640075 14464629 X 28566637 1008373 1008373 27558264 96745 96745 27655009 31273791 0 31273791 96745 -472125 -375380 30898411 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. 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. 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 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 0 0 BLAU PLUMBING INC 0 0 JWR BUILDING SYSTEMS LLC 0 0 KECKEISEN HEATING 0 0 MADISON SHEET METAL LLC 0 0 NATIONS ROOF NORTH LLC 0 0 NAVARRETTE MECHANICAL LLC 0 0 PURE MECHANICAL LLC 0 0 ADJUSTABLE HEATING 0 0 KASMERCHAK GONZALEZ 0 0 1ST CALL MECHANICAL 0 0 ROBERT L VORPAGEL DBA BOB VORPAGEL HEATING 0 0 CADMAN DRAFTINGDETAILING 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