2026-02-16T13:53:49-06:00 2025-03-31 363168081 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2024-04-01 396048209 LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND LOCA 4145773700 11270 WEST PARK PLACE 950 MILWAUKEE WI 53224 BRETT LARGE SECRETARY/TREASURER 4145773700 2026-02-12 1 0 KURT N WALCUTT P00650229 2627549400 2026-02-12 2024 2025-03-06 01:10:19Z BRETT LARGE 11270 WEST PARK PLACE SUITE 950 MILWAUKEE WI 53224 25910460 0 X N/A X 1952 WI TO PROVIDE DIFFERENT HEALTH COVERAGES TO ELIGIBLE PARTICIPANTS, THEIR DEPENDENTS AND RETIREES. 6 4 17 0 0 0 0 0 10993041 11330427 179977 309442 0 0 11173018 11639869 0 0 7846369 9945054 0 0 0 0 0 370468 401663 8216837 10346717 2956181 1293152 10014383 12332289 5639973 6499545 4374410 5832744 TO PROVIDE ACCIDENT, HEALTH, DENTAL, PRESCRIPTION DRUG, AND LOSS OF TIME BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS AND CERTAIN RETIREES. 0 0 PROVIDED ACCIDENT, HEALTH, DENTAL, PRESCRIPTION DRUG, AND LOSS OF TIME BENEFITS TO APPROXIMATELY 579 MEMBERS. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 50 0 17 1 0 0 0 0 0 0 0 0 X 6 4 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BENESYS INC 2625499190 N27 W23233 ROUNDY DRIVE PEWAUKEE WI 53072 BRETT LARGE SECRETARY/TREASURER 0.10 40.00 X X 0 109127 101580 WILLIAM NARETTA TRUSTEE 0.10 X 0 0 0 JEREMY WICKE TRUSTEE 0.10 50.00 X 0 113334 0 JASON PARNAU TRUSTEE 0.10 45.00 X 0 17988 9881 SCOTT PARNAU CHAIRMAN 0.10 X X 0 0 0 ERICA SCHNEIDER TRUSTEE 0.10 X 0 0 0 TONY WALTER TRUSTEE 0.10 X 0 0 0 0 240449 111461 0 0 1 0 BENESYS INC 11270 WEST PARK PLACE SUITE 950 MILWAUKEE WI 53224 ADMINISTRATION 285858 UNITED HEALTHCARE 115 W WAUSAU AVE WAUSAU WI 54401 CLAIMS PROCESSING 237882 2 EMPLOYER CONTRIBUTIONS-NET 900099 10372225 10372225 SELF-PAYMENT CONTRIBUTIONS-NET 900099 958202 958202 11330427 314073 314073 14265960 14270591 -4631 -4631 -4631 11639869 11330427 0 309442 9945054 203674 37784 20530 23801 64625 11443 13239 5725 BANK SERVICE FEES 7733 MISCELLANEOUS EXPENSE 4900 CLEARINGHOUSE FEES 3300 GOVERNMENTAL FEES AND A 3009 1900 10346717 1330229 2468418 13729 40514 1037993 1725471 99919 110643 7532513 7987243 10014383 12332289 173431 622527 5466542 5877018 5639973 6499545 X 0 0 0 0 4374410 5832744 4374410 5832744 10014383 12332289 1293152 165182 0 X 0 1 X 1 0 0 CLAIMS PAYABLE 99000 MEMBER DOLLAR BANK 453773 CLAIMS INCURRED BUT NOT REPORTED 325000 HRA LIABILITY 4999245 5877018 X 11781250 165182 165182 11616068 23801 23801 11639869 10404916 0 10404916 23801 -82000 -58199 10346717 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AND IS THEREFORE NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE PLAN HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER IN JULY 1955 FROM THE IRS, AND THE TRUSTEES BELIEVE THAT THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF 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. PART XII, LINE 4B - OTHER ADJUSTMENTS: CURRENT YEAR DECREASE IN BENEFIT CLAIMS PAYABLE AND IBNR -82,000. 0 0 0 BRETT LARGE SECRETARY/TREASURER 0 109127 0 0 0 0 0 74656 0 26924 0 210707 0 0 FORM 990, SCHEDULE J, PART 1 LINE 3 THE RELATED ORGANIZATION, INTERNATIONAL ASSOCIATION OF HEAT & FROST INSULATORS AND ALLIED WORKERS LOCAL 19, USES EXECUTIVE BOARD APPROVAL TO ESTABLISH COMPENSATION. FORM 990, PART VI, SECTION A, LINE 2 JASON PARNAU AND SCOTT PARNAU HAVE A FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO PLAN MANAGEMENT TO REVIEW AND APPROVE. FORM 990, PART VI, SECTION B, LINE 12C THIS IS UPDATED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS OF THE ORGANIZATION ARE AVAILABLE UPON REQUEST AND ARE AVAILABLE FOR INSPECTION AT THE ORGANIZATION'S OFFICE. INT'L ASSOCIATION OF HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL 19 N27W23155 ROUNDY DRIVE PEWAUKEE WI 53072 390137350 A LABOR UNION TO ORGANIZE THE EMPLOYEES IN THE PIPE INSULATING TRADE WI 501(C)(5) 0 BOARD OF TRUSTEES OF THE LOCAL UNIONS NO 19 AND 127 HEALTH & WELFARE FUND 11270 WEST PARK PLACE MILWAUKEE WI 53224 396048209 SPONSORING ORGANIZATION (JOINT BOARD OF TRUSTEES) WI 501(C)(9) 0 INT'L ASSOC OF HEAT & FROST INSULATORS LOCAL 17 PENSION FUND HEAT AND FROST LOCAL 81 HEAT & FROST LOCAL 34 HEAT & FROST LOCAL 127 HEAT & FROST LOCAL 17 HEAT & FROST ST LOUIS 27 ALEXANDER INSULATION INC ALL SYSTEMS INSULATION INC API INC BARTELT INSULATION SUPPLY INC CENTRAL STATE MECHANICAL INSULATION LLC D & G INSULATION INC DAY & ZIMMERMANN NPS INC ENVIRONMENTAL PLAN SERVICES INC EXPRESS INSULATION INC FIBRE FAB OF LA CROSSE INC FIRESTOP PLUS LLC GAGNON INC HOLIAN INSULATION CO INC INSULATION INDUSTRIES INC L & S INSULATION CO INC MAVO SYSTEMS INC MCDERMAID ROOFING & INSULATING CO MIDWEST THERMAL SERVICES INC SPRINKMANN SONS CORPORATION TAYLOR INSULATION CO INC TEBS INSULATION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990, SCHEDULE R, PARTS II-IV IN ADDITION TO THE CONTRIBUTING EMPLOYERS REPORTED AS RELATED ORGANIZATIONS ON SCHEDULE R, PARTS II-IV, THE FUND HAD ADDITIONAL EMPLOYERS THAT HAVE NOT YET RESPONDEDTO THE FUND'S EFFORT TO OBTAIN THE TAX CLASSIFICATION. THE CONTRIBUTING EMPLOYERS ARE: ABSOLUTE INSULATION, ALL SYSTEMS INSULATION, API, INC., ALLIED POWER LLC, APEX MECHANICAL INSULATION, ARC ENERGY SERVICES, INC., ARM MECHANICAL, BARTELT INSULATION SUPPLY, INC.,BHI SPECIALTY SERVICES, BONDY INSULATION LLC, BRANDSAFWAY SERVICES LLC, BROCK INDUSTRIAL SERVICES LLC, ESW PLANT SERVICES LLC, ESW SPECIALTY SERVICES, GIBBINS INSULATION COMPANY, INSULATION MIDWEST, JADE INSULATION SPECIALTIES, JAMAR COMPANY, KW INSULATION LLC, M&O INSULATION COMPANY, M&O INSULATION MIDWEST, NATIONAL ASB MEDICAL FUND, NELSON INSULATION COMPANY, NORTHERN ILLINOIS INSULATION, PL FREEDMAN, PCI ENERGY SERVICES LLC, RAYMER DUCT INSULATION, ROCKWELL MECHANICAL LLC, SCHECK MECHANICAL.