WISCONSIN FOX RIVER VALLEY SHEET METAL WORKERS WELFARE TRUST: Form 990, tax year 2009
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- Organization
- WISCONSIN FOX RIVER VALLEY SHEET METAL WORKERS WELFARE TRUST (EIN 39-6095127)
- Tax period
- 2009-06-01 to 2010-05-31
- Filed
- 2011-04-08
- IRS object ID
- 201140989349300514
- Schema version
- 2009v1.7
- 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 | 2011-04-08T12:56:18-05:00 | Timestamp |
| Tax Period End Date | 2010-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAUMAN ASSOCIATES LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1225 | AddressLine1 |
| City | EAU CLAIRE | City |
| State | WI | State |
| ZIP Code | 547021225 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396095127 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fox Valley Sheet Metal HEALTH FUND | BusinessNameLine1 |
| Business Name Line2 | CO BENEFIT PLAN ADMINISTRATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FOXV | NameControl |
| Phone | 4145773700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARK PLAZA 11270 WEST PARK | AddressLine1 |
| Address Line2 | PLACE No 950 | AddressLine2 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532243632 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NICHOLAS LIESCH | Name |
| Title | CHAIRMAN | Title |
| Phone | 4145773700 | Phone |
| Date Signed | 2011-04-01 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREGORY D MLEZIVA CPA | Name |
| Phone | 7158342001 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | NICHOLAS LIESCH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARK PLAZA 11270 WEST PARK | AddressLine1 |
| Address Line2 | PLACE No 95 | AddressLine2 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532243632 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6962949 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1981 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE WELFARE BENEFITS SUCH AS LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT, LOSS OF TIME, DISABILITY, DENTAL, VISION, HOSPITAL, AND SURGICAL BENEFITS FOR UNION MEMBERS AND THEIR SPOUSES AND/OR DEPENDENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7851706 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6631415 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 382916 | InvestmentIncomePriorYear |
| Investment Income Current Year | 331534 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8234622 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6962949 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 6845934 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 7272222 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 491857 | OtherExpensePriorYear |
| Other Expenses Current Year | 460230 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7337791 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7732452 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 896831 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -769503 | RevenuesLessExpensesCY |
| Total Assets BOY | 10123293 | TotalAssetsBOY |
| Total Assets EOY | 9665846 | TotalAssetsEOY |
| Total Liabilities BOY | 3485012 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2865200 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6638281 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6800646 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE WELFARE BENEFITS, SUCH AS LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT, LOSS OF TIME, DISABILITY, DENTAL, VISION, HOSPITAL, AND SURGICAL BENEFITS FOR UNION MEMBERS AND THEIR SPOUSES AND/OR DEPENDENTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | THE WELFARE FUND IS A NON-CONTRIBUTORY PLAN COVERING ALL MEMBERS OF THE FOX VALLEY SHEET METAL LOCAL #18. THE PLAN PROVIDES WELFARE BENEFITS SUCH AS LIFE INSURANCE, ACCIDENTAL DEATH OR DISMEMBERMENT, LOSS OF TIME, DISABILITY, DENTAL, VISION, HOSPITAL, AND SURGICAL BENEFITS. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 0 | 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 | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 4 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| 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 |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 1 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | 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 ADMINISTRATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4145773700 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARK PLAZA 11270 WEST PARK | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532243632 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (6 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| NICHOLAS LIESCH | ||||||
| CHAIRMAN/TRUSTEE | 1.00 | X | X | 0 | 0 | 0 |
| CHARLES SCHUSTER | ||||||
| SECRETARY/TRUSTEE | 1.00 | X | X | 0 | 0 | 0 |
| PATRICK LANDGRAF | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| PAUL HANSEN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| PHIL STEINHOFER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAVID SEITZ | ||||||
| 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 | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CAREMARK | |||||
| PO BOX 847830 | DALLAS | TX | 75284 | PRESCRIPTION DRUG PROVIDER | 833849 |
| RELIASTAR LIFE INSURANCE COMPANY | |||||
| 3702 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | STOP-LOSS AND LIFE AND ACCIDENTAL DEATH | 649895 |
| ZENITH ADMINISTRATORS | |||||
| 18861 90TH AVENUE SUITE A | MOKENA | IL | 60448 | THIRD PARTY ADMINISTRATOR | 152286 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | 5479324 | 5479324 |
| STOP-LOSS REIMBURSEMEN | 900099 | 623988 | 623988 |
| PARTICIPANT CONTRIBUTI | 900099 | 405631 | 405631 |
| SUBROGATION | 900099 | 86847 | 86847 |
| Cobra Subsidy Reimburs | 900099 | 20190 | 20190 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15435 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15435 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6631415 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 331534 | TotalRevenueColumn |
| Exclusion | $331,534 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6962949 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6631415 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $331,534 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7272222 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48751 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22489 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 214128 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5643 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| PPO SERVICE ADMINISTRAT | 74495 |
| MISCELLANEOUS EXPENSES | 50992 |
| PAYMENTS TO LOCALS | 23392 |
| FICA PAID ON DISABILITY | 13010 |
| BANK FEES | 7145 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7732452 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2836223 | BOY |
| EOY | 1548978 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63286 | BOY |
| EOY | 59389 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6496659 | BOY |
| EOY | 7419777 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 727125 | BOY |
| EOY | 637702 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10123293 | BOY |
| EOY | 9665846 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 765012 | BOY |
| EOY | 77200 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2720000 | BOY |
| EOY | 2788000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3485012 | BOY |
| EOY | 2865200 | 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 | 6638281 | BOY |
| EOY | 6800646 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6638281 | BOY |
| EOY | 6800646 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10123293 | BOY |
| EOY | 9665846 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| CONTRIBUTIONS RECEIVABLE | 532928 |
| STOP-LOSS RECEIVABLE | 78204 |
| OTHER RECEIVABLES | 26570 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 637702 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ESTIMATED LIABILITY FOR FUTURE BENEFITS | $2,332,000 |
| Health Claims Payable and Claims IBNR | $456,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2788000 | TotalOfAmounts |
| Total Revenue | 6962949 | TotalRevenue |
| Total Expenses | 7732452 | TotalExpenses |
| Excess Or Deficit For Year | -769503 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 319468 | NetUnrealizedGLOnInvestments |
| Other | $612,400 | OtherAmount |
| Total Adjustments | 931868 | TotalAdjustments |
| Excess Or Deficit Per FS | 162365 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 7282417 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 319468 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 319468 | RevenueNotRptdF990 |
| Revenue Subtotal | 6962949 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6962949 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7732452 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7732452 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7732452 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part XI, Line 8 - Other Adjustments: | Identifier |
| Explanation | CHANGE IN ESTIMATED LIABILITY FOR FUTURE BENEFITS: 388000. INCREASE (DECREASE) IN IBNR: 224400. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | THE FUND'S ATTORNEY REVIEWS FORM 990 BEFORE IT IS FILED. THE CHAIRMAN OF THE BOARD OF TRUSTEES SIGNS FORM 990 ONCE IT HAS BEEN REVIEWED BY THE ATTORNEY. | |
| Form 990, Part VI, Section B, line 12c | THE TRUSTEES ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST IMMEDIATELY UPON DISCOVERY. EACH TRUSTEE HAS SIGNED AN AGREEMENT STATING THAT HE WILL ACT IN ACCORDANCE WITH THE TRUST AGREEMENT. | |
| Form 990, Part VI, Section C, line 19 | DOCUMENTATION IS AVAILABLE UPON REQUEST BY CONTACTING THE FUND OR THE FUND'S ADMINISTRATOR. | |
| Form 990, Part VII | NICHOLAS LIESCH - 2901 WELHOUSE DRIVE, KAUKAUNA, WI 54130-3541. CHARLES SCHUSTER - 51 WEST FERNAU AVENUE, OSHKOSH, WI 54901. PATRICK LANDGRAF - 5425 WEST VLIET STREET, MILWAUKEE, WI 53208. PAUL HANSEN - 625 SAINT MARY'S STREET, DE PERE, WI 54115-1069. PHIL STEINHOFER - P.O. BOX 109077, GREEN BAY, WI 54307. DAVID SEITZ - 3315 NORTH BALLARD ROAD, SUITE D, APPLETON, WI 54911-8988. | Contact Addresses for Officers, Directors, Etc |
| FORM 990, PART XI, LINE 2C: | NO CHANGES HAVE BEEN MADE SINCE PRIOR YEAR. |