2012-03-02T06:18:06-08:00 2011-05-31 Levinson Simon Hein & Bilkey PC 566 West Lake Street Suite 300 Chicago IL 606611414 990 2010-06-01 237166771 OPERATING ENGINEERS LOCAL 139 HEALTH BENEFIT FUND OPER 2625499190 PO BOX 160 PEWAUKEE WI 53072 RICHARD WANTA 2011-01-09 Andrew Hein 3126550037 2010 2016-02-24 21:20:13Z 214922831 false false X N/A X 1970 WI TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER THE PLAN 10 10 1 0 0 93384246 94825625 7759020 5254076 0 101143266 100079701 0 85779750 88672270 0 0 0 5651442 5812426 91431192 94484696 9712074 5595005 213118907 240446991 25707455 28269196 187411452 212177795 TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER THE PLAN false false THE PLAN PROVIDES MEDICAL, DENTAL, VISION, LIFE, AND ACCIDENTAL DEATH & DISMEMBERMENT BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS. false false false false false false false false false false true false false false true false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false true 2864 0 true 1 true false false false false false false false false false false false false false false false X 10 10 false true false false false false false true true false false false false true true true true true false false false false X CARDAY ASSOCIATES 2625499190 N27 W23233 ROUNDY DRIVE PEWAUKEE WI 530720130 X TOM WOLF 3.00 X 0 0 0 TIM PETERSON 3.00 X 0 0 0 TERRY MCGOWAN 3.00 X 0 0 0 RICHARD WANTA 3.00 X 0 0 0 JOHN TOPP 3.00 X 0 0 0 DENNIS LUCIANI 3.00 X 0 0 0 DAVID BOHL 3.00 X 0 0 0 DAN SPERBERG 3.00 X 0 0 0 CHARLES WARNER 3.00 X 0 0 0 CHARLES BOWEN 3.00 X 0 0 0 0 false false false UNITED HEALTH CARE 3100 AMS BLVD GREEN BAY WI 54307 PPO ACCESS FEES 349354 CVS CAREMARK 2211 SANDERS ROAD NBT-5 NORTHBROOK IL 60062 RX ADMIN FEE 300550 CASE MANAGEMENT SPECIALISTS INC PO BOX 102 NASHOTAH WI 53058 CONSULTING FEES 288212 CARDAY ASSOCIATES INC N27 W23233 ROUNDY DR PEWAUKEE WI 53072 THIRD PARTY ADMIN 1972499 ANTHEMBCBS 4361 IRWIN SIMPSON RD MASON OH 45040 PPO ACCESS AND ADMIN 1487025 10 0 SUBROGATION RECOVERIES 900099 275500 275500 SELF-PAY CONTRIBUTIONS 900099 12956287 12956287 MEDICARE SUBSIDY 900099 1430187 1430187 EMPLOYER CONTRIBUTIONS 900099 78886885 78886885 EARLY RETIREE SUBSIDY 900099 1276766 1276766 94825625 8255481 8255481 0 0 0 111841725 114843130 -3001405 -3001405 -3001405 0 0 0 0 100079701 94825625 5254076 0 0 0 88672270 0 0 0 0 0 0 1865492 159137 24033 0 0 361972 2865599 0 65484 150173 0 184524 0 0 40232 0 0 75744 20036 0 94484696 0 0 0 2055243 3816378 0 0 9390713 9617746 0 0 0 0 38603 41972 1323594 1035299 345144 288295 199007592 224654318 0 0 0 2281612 2028282 213118907 240446991 343197 600210 176636 249391 25187622 27419595 25707455 28269196 X 187411452 212177795 187411452 212177795 213118907 240446991 X 5595005 19171338 X false true true X false false 939275 872576 66699 384319 162723 221596 288295 CLAIMS PAYABLE 2070400 CLAIMS INCURRED BUT NOT REPORTED 8281800 ACCUM PART HEALTH SAV ACCOUNTS 17067395 27419595 100079701 94484696 5595005 19171338 19171338 24766343 118889067 19171338 19171338 99717729 361972 361972 100079701 91890751 91890751 361972 2231973 2593945 94484696 Part XIII, Line 4b Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S INC IN PART. ACCUM HEALTH REIMB ACCOUNTS $2857073 DEC IN EST CLAIMS INCURRED BUT NOT RPTD $-500000 DEC IN EST CLAIMS PAYABLE $-125100 Part XI, Line 8 Part XI, Line 8: Other Changes in Net Assets or Fund Balances DEC IN EST CLAIMS PAYABLE $ -0 DEC IN CLAIMS INCURRED BUT NOT REPORTED $ -0 Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available A SUMMARY ANNUAL REPORT IS DISTRIBUTED TO ALL PARTICIPANTS. PARTICIPANTS ARE ABLE TO REQUEST THE AUDITOR'S REPORT AND OTHER FINANCIAL INFORMATION FROM THE PLAN ADMINISTRATOR AND/OR THE U.S. DEPARTMENT OF LABOR. ALSO, FORM 5500 IS OPEN TO PUBLIC INSPECTION THROUGH THE U.S. DEPARTMENT OF LABOR. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts THE ACTIONS OF THE TRUSTEES ARE GOVERNED BY THE TRUST DOCUMENT AND ERISA. BOTH ESTABLISH STANDARDS OF CONDUCT FOR PLAN FIDUCIARIES. THE TRUSTEES ARE REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST TO THE ENTIRE BOARD. Form 990, Part VI, Line 11 Form 990, Part VI, Line 11: Form 990 Review Process THE BOARD OF TRUSTEES HAVE AUTHORIZED DESIGNATED TRUSTEES (THE CHAIRMAN AND/OR SECRETARY TREASURER) TO REVIEW THE FORM 990 PRIOR TO FILING. A COPY OF THE FILED RETURN IS MADE AVAILABLE TO ALL TRUSTEES TO REVIEW SUBSEQUENT TO FILING. Form 990, Part VI, Line 3 Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company IN ACCORDANCE WITH THE PLAN'S TRUST AGREEMENT, THE TRUSTEES HAVE CONTRACTED THE SERVICES OF A THRID PARTY ADMINISTRATOR, CARDAY ASSOCIATES. THE THIRD PARTY ADMINISTRATOR, UNDER THE DIRECTION OF THE TRUSTEES, ADMINISTERS THE OFFICES OF THE TRUST FUND. LMCT of Operating Engineers Local 139 PO Box 160 Pewaukee WI 53072 364656562 Labor/Management Cooperation Trust WI 501(c)(5) N/A false Wis Oper Eng Skill Improvement & Apprent PO Box 160 Pewaukee WI 53072 391102559 Operating Engineers Training Fund WI 501(c)(3) 2 N/A false false false false false false false false false false false false false false false false false false false