PLUMBERS & STEAMFITTERS LOCAL 400 FOX RIVER VALLEY H & W TR: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PLUMBERS & STEAMFITTERS LOCAL 400 FOX RIVER VALLEY H & W TR (EIN 39-1932533)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-14
- IRS object ID
- 201342879349300824
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-14T16:46:29-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391531945 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREYBERG HINKLE ASHLAND POWERS & STOWELL | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15420 W CAPITOL DR | AddressLine1 |
| City | BROOKFIELD | City |
| State | WI | State |
| ZIP Code | 530052621 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391932533 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLUMBERS AND STEAMFITTERS LOCAL 400 AND | BusinessNameLine1 |
| Business Name Line2 | MCA N CENTRAL WI HEALTH & WELFARE TRUST | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PLUM | NameControl |
| Phone | 9204620400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 NORTHRIDGE DRIVE PO BOX 530 | AddressLine1 |
| City | KAUKAUNA | City |
| State | WI | State |
| ZIP Code | 541300530 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFF KNAUS | Name |
| Title | CHAIRMAN | Title |
| Phone | 9204620400 | Phone |
| Date Signed | 2013-10-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES M ASHLAND CPA | Name |
| PTIN | P00241858 | PTIN |
| Phone | 2627846210 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JEFF KNAUS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 NORTHRIDGE DRIVE PO BOX 530 | AddressLine1 |
| City | KAUKAUNA | City |
| State | WI | State |
| ZIP Code | 541300530 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 52632541 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.UA400.ORG | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE BENEFITS TO MEMBERS OF LOCAL 400 | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 58 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 18919190 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 19860539 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 958524 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1088329 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 62192 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 19877714 | TotalRevenuePriorYear |
| Total Revenue Current Year | 21011060 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 15816370 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 13912311 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1378 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2194739 | OtherExpensePriorYear |
| Other Expenses Current Year | 4249762 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 18012487 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18162073 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1865227 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2848987 | RevenuesLessExpensesCY |
| Total Assets BOY | 39182703 | TotalAssetsBOY |
| Total Assets EOY | 42395819 | TotalAssetsEOY |
| Total Liabilities BOY | 579635 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 531412 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 38603068 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 41864407 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE BENEFITS TO MEMBERS OF LOCAL 400 | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | PLUMBERS AND STEAMFITTERS LOCAL 400 HEALTH AND WELFARE PLAN PROVIDES MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION AND OTHER BENEFITS TO APPROXIMATELY 1,800 PLAN PARTICIPANTS, THEIR DEPENDENTS AND BENEFICIARIES. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 58 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENEFIT PLAN ADMINISTRATORS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4145773700 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11270 WEST PARK PLACE SUITE 950 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53224 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| KIM BASSETT-HEITZMANN | |||||||
| MANAGEMENT TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAVID ALDAG | |||||||
| MANAGEMENT TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KEN GROESCHEL JR | |||||||
| MANAGEMENT TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| TIMOTHY HOWALD | |||||||
| MANAGEMENT TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JEFF GAECKE | |||||||
| SECRETARY-TREASURER | 1.00 | X | 0 | 0 | 0 | ||
| JEFF KNAUS | |||||||
| CHAIRMAN/LABOR TRUSTEE | 1.00 | X | 0 | 110983 | 73338 | 50.00 | X |
| MARK KOENIGS | |||||||
| LABOR TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MIKE AUGUSTIAN | |||||||
| LABOR TRUSTEE | 1.00 | X | 0 | 99885 | 64094 | 45.00 | |
| SCOTT WENGER | |||||||
| LABOR TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 210868 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 137432 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BENEFIT PLAN ADMINISTRATORS | |||||
| 11270 W PARK PLACE SUITE 950 | MILWAUKEE | WI | 53224 | ADMINISTRATIVE SERVICES | 762681 |
| UNITED HEALTHCARE INSURANCE COMPANY | |||||
| 9700 HEALTH CARE LANE MN017-E600 | MINNETONKA | MN | 55343 | CLAIMS PROCESSING | 603252 |
| REINHART BOERNER VAN DEUREN SC | |||||
| PO BOX 2965 | MILWAUKEE | WI | 53201 | LEGAL | 110898 |
| CATAMARAN | |||||
| 800 KING ROAD BLVD 4TH FLOOR | ROCKVILLE | MD | 20850 | CLAIMS PROCESSING | 103777 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | 16865754 | 16865754 |
| PARTICIPANT CONTRIBUTIONS | 900099 | 2650767 | 2650767 |
| SUBROGATION | 900099 | 301240 | 301240 |
| STOP LOSS REIMBURSEMENTS | 900099 | 42778 | 42778 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 19860539 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1195472 | TotalRevenueColumn |
| Exclusion | $1,195,472 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 31514338 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 31621481 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -107143 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -107143 | TotalRevenueColumn |
| Exclusion | -$107,143 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REIMBURSEMENTS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 62192 | TotalRevenueColumn |
| Exclusion | $62,192 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 62192 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21011060 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19860539 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,150,521 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13912311 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 787488 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110898 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11340 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119859 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69750 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31348 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4818 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4973 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| MDB | 1573436 |
| STOP LOSS PREMIUMS | 721114 |
| PPO ADMIN FEES | 671224 |
| LIFE INSURANCE PREMIUMS | 33968 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109546 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18162073 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 4047180 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4191665 | BOY |
| EOY | 1389511 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1575047 | BOY |
| EOY | 1854169 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130087 | BOY |
| EOY | 85615 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33070208 | BOY |
| EOY | 35019344 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 215696 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39182703 | BOY |
| EOY | 42395819 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 253296 | BOY |
| EOY | 383365 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 326339 | BOY |
| EOY | 148047 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 579635 | BOY |
| EOY | 531412 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38603068 | BOY |
| EOY | 41864407 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38603068 | BOY |
| EOY | 41864407 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39182703 | BOY |
| EOY | 42395819 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 2848987 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 412352 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO OTHER LOCALS | $32,999 |
| PREPAID RETIREE PREMIUMS | $115,048 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 148047 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 21303553 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 412352 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 412352 | RevenueNotRptdF990 |
| Revenue Subtotal | 20891201 | RevenueSubtotal |
| Investment Expenses Not Included | 119859 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 119859 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 21011060 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 18042214 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 18042214 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 119859 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 119859 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 18162073 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) OF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN'S MANAGEMENT BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2009. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEFF KNAUS | ||||||||||||||
| CHAIRMAN/LABOR TRUSTEE | 0 | 110983 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 73338 | 0 | 184321 | 0 | 0 |
| MIKE AUGUSTIAN | ||||||||||||||
| LABOR TRUSTEE | 0 | 99885 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 64094 | 0 | 163979 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THERE ARE APPROXIMATELY 1,800 MEMBERS OF LOCAL 400 THAT PARTICIPATE IN THE HEALTH AND WELFARE FUND. EACH MEMBER IS ALLOWED ONE VOTE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS OF LOCAL 400 THAT PARTICIPATE IN THE HEALTH AND WELFARE FUND ELECT THE BOARD OF TRUSTEES FOR THE FUND. |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS OF THE BOARD OF TRUSTEES ARE VOTED ON BY THE MEMBERS OF LOCAL 400 THAT PARTICIPATE IN THE HEALTH AND WELFARE FUND. |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO THE RETURN BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST IMMEDIATELY UPON DISCOVERY. EACH PERSON HAS SIGNED AN AGREEMENT STATING THAT HE OR SHE WILL ACT IN ACCORDANCE WITH THE TRUST AGREEMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTATION IS AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | NO CHANGES HAVE BEEN MADE SINCE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Controlled OrgControlledOrg | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection |
|---|---|---|---|---|---|---|---|---|
| PLUMBERS AND STEAMFITTERS LOCAL 400 OF THE UNITED ASSOCIATION | ||||||||
| 2700 NORTHRIDGE DRIVE | KAUKAUNA | WI | 54130 | 391915458 | 0 | |||
| BOARD OF TRUSTEES OF THE PLUMBERS AND STEAMFITTERS LOCAL 400 HEALTH FUND | ||||||||
| 2700 NORTHRIDGE DRIVE PO BOX 530 | KAUKAUNA | WI | 541300530 | 391932533 | 0 | SPONSORING ORGANIZATION (JOINT BOARD OF TRUSTEES) | WI | 501(C)(9) |
| FOX RIVER VALLEY PIPE TRADES ED FOUNDATION | ||||||||
| 0 | ||||||||
| WISCONSIN PIPE TRADES ASSOCIATION | ||||||||
| 0 | ||||||||
Form990 Schedule R Part III Form990ScheduleRPartIII (4 entries)
| Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner |
|---|---|
| ADVANTAGE REFRIGERATION LLC | |
| 0 | 0 |
| CFMVR-TESCO LLC | |
| 0 | 0 |
| MEYER MECHANICAL LLC | |
| 0 | 0 |
| WAGNER-MEINERT LLC | |
| 0 | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (93 entries)
| Controlled OrgControlledOrg |
|---|
| A & J MECHANICAL CONTRACTORS INC |
| 0 |
| A WARP MECHANICAL INC |
| 0 |
| ACCESS CUSTOMER SUPPORT INC |
| 0 |
| ACCESSIBLE BATH SOLUTIONS LLC |
| 0 |
| AG MECHANICAL |
| 0 |
| AIR CONDITIONING REFRIGERATION CORPORATION |
| 0 |
| ALDAG HONOLD MECHANICAL INC |
| 0 |
| ALPINE PLUMBING INC |
| 0 |
| AMES GROUP LLC |
| 0 |
| AUGUST WINTER & SONS INC |
| 0 |
| AZCO INC |
| 0 |
| B & P MECHANICAL INC |
| 0 |
| BASSETT INC |
| 0 |
| BECHTEL CONSTRUCTION COMPANY |
| 0 |
| BENO PLUMBING & HEATING INC |
| 0 |
| BERKEN & MOESCH PLUMBING AND HEATING INC |
| 0 |
| BEST MECHANICAL SERVICES |
| 0 |
| BUTTERS-FETTING CO INC |
| 0 |
| CH KOCH PLUMBING |
| 0 |
| CARRIER CORPORATION |
| 0 |
| COENEN MECHANICAL LLC |
| 0 |
| CORNERSTONE PLUMBING LLC |
| 0 |
| CR MEYER & SONS COMPANY |
| 0 |
| DAN FINNEL PLUMBING LLC |
| 0 |
| DAY & ZIMMERMANN NPS INC |
| 0 |
| ELZINGA & VOLKERS PROFESSIONAL SERVICES INC |
| 0 |
| EARL'S PLUMBING & HEATING INC |
| 0 |
| EDWIN C GAROT COMPANY INC |
| 0 |
| EGI MECHANICAL INC |
| 0 |
| ENERGY CONTROL & DESIGN INC |
| 0 |
| ENERPIPE INC |
| 0 |
| FENNER PLUMBING & HEATING |
| 0 |
| FIVE STAR MECHANICAL |
| 0 |
| FORE-FRONT MECHANICAL INC |
| 0 |
| FORREST PLUMBING LLC |
| 0 |
| GABEL MECHANICAL LLC |
| 0 |
| GMS INC |
| 0 |
| GREAT LAKES MECHANICAL INC |
| 0 |
| GROESCHEL COMPANY INC |
| 0 |
| GRP MECHANICAL INC |
| 0 |
| H & H INDUSTRIES INC |
| 0 |
| HVAC SERVICES INC |
| 0 |
| HAUCKE PLUMBING AND HEATING INC |
| 0 |
| HEIM PLUMBING INC |
| 0 |
| HEIN PLUMBING INC |
| 0 |
| HOOPER CORPORATION |
| 0 |
| HORNER PLUMBING CO INC |
| 0 |
| HURCKMAN MECHANICAL INDUSTRIES INC |
| 0 |
| HVACR OF MARINETTE LLC |
| 0 |
| ILLINGWORTH-KILGUST MECHANICAL INC |
| 0 |
| JF AHERN COMPANY |
| 0 |
| JACK'S PLUMBING SERVICE LLC |
| 0 |
| JAMAR COMPANY |
| 0 |
| JAMES L RADTKE PLUMBING INC |
| 0 |
| JOE DEBELAK PLUMBING & HEATING CO INC |
| 0 |
| JOHN'S REFRIGERATION INC |
| 0 |
| JOHNSON & JONET MECHANICAL CONTRACTORS INC |
| 0 |
| JOHNSON CONTROLS INC |
| 0 |
| KAMPO PLUMBING & HEATING INC |
| 0 |
| KEYSER PLUMBING & HEATING INC |
| 0 |
| KUHLMAN INC |
| 0 |
| MANNENBACH MECHANICAL LLC |
| 0 |
| MATENAER PLUMBING INC |
| 0 |
| MECHANICAL CONNECTIONS |
| 0 |
| MECHANICAL TECHNOLOGIES INC |
| 0 |
| MERCO MECHANICAL INC |
| 0 |
| MODERN MECHANICAL CONTRACTORS |
| 0 |
| MONONA PLUMBING & FIRE PROTECTION INC |
| 0 |
| PIPING SERVICE INC |
| 0 |
| PIPING SYSTEMS LLC |
| 0 |
| PLESHEK'S AIR CONDITIONING & REFRIGERATION INC |
| 0 |
| PLYMOUTH PLUMBING & HEATING INC |
| 0 |
| R & R PLUMBING LLC |
| 0 |
| RJ PARINS PLUMBING & HEATING INC |
| 0 |
| RANGE LINE PLUMBING INC |
| 0 |
| REEKE-MAROLD CO |
| 0 |
| REFRIGERATION SERVICES OF GREEN BAY INC |
| 0 |
| ROB GIESE CONSTRUCTION SERVICES INC |
| 0 |
| SCHNEIDER & SCHNEIDER MECHANICAL INC |
| 0 |
| SCHECK MECHANICAL WISCONSIN CORP |
| 0 |
| SONNTAG PLUMBING INC |
| 0 |
| STAINLESS SPECIALISTS INC |
| 0 |
| STRONG'S PLUMBING & HEATING |
| 0 |
| SUMMIT REFRIGERATION GROUP INC |
| 0 |
| TRANSLOGIC CORPORATION DBA SWISSLOG HEALTHCARE SOLUTIONS |
| 0 |
| TEAM INDUSTRIES INC |
| 0 |
| TRANE US INC |
| 0 |
| TWEET-GAROT MECHANICAL INC |
| 0 |
| VAN ERT ELECTRIC COMPANY INC |
| 0 |
| VDH MECHANICAL SERVICES LLC |
| 0 |
| WOLF & SONS PLUMBING LLC |
| 0 |
| R W WOOLSEY PLUMBING & HEATING INC |
| 0 |
| KURT ZENTNER AND SONS INC |
| 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |