2022-09-09T09:00:07-05:00 2021-12-31 363168081 SIKICH LLP 13400 BISHOPS LANE SUITE 300 BROOKFIELD WI 53005 990 2021-01-01 396046679 MADISON AREA CONSTRUCTION EMPLOYEES TRUST - HEALTH & WELFARE MADI 6082789500 2901 W BELTLINE HWY SUITE 100 MADISON WI 53713 PAUL CHRISTENSEN CHAIRMAN 6082789500 2022-09-09 1 PAUL CHRISTENSEN 999009999 BRIDGETTE MUGGE P00671418 2627549400 2022-09-01 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z PAUL CHRISTENSEN 2901 W BELTLINE HWY SUITE 100 MADISON WI 53713 22929604 0 X N/A X 1966 WI TO PROVIDE REASONABLY COST EFFECTIVE GROUP HEALTH COVERAGE TO THE MEMBERS. 8 5 0 5 0 0 0 0 11858759 13030448 463461 1378031 0 0 12322220 14408479 0 0 7730417 9182076 0 0 0 0 0 2090403 3008296 9820820 12190372 2501400 2218107 14097987 17112386 8946517 9710957 5151470 7401429 TO PROVIDE REASONABLY COST EFFECTIVE GROUP HEALTH COVERAGE TO THE MEMBERS. 0 0 GROUP INSURANCE BENEFITS PAID TO MEMBER 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 58 0 0 0 0 0 0 0 0 0 0 X 8 5 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X JENNIFER HASLAM 6082789500 2901 BELTLINE HWY SUITE 100 MADISON WI 53713 JOEL ZIELKE TRUSTEE 0.50 50.00 X 0 160771 111979 STEVE BREITLOW SECRETARY-TREASURER 0.50 50.00 X X 0 144331 61683 SPENCER STATZ TRUSTEE 0.50 45.00 X 0 127447 55514 PAUL CHRISTENSEN CHAIRMAIN 0.50 1.00 X X 0 0 0 JIM LEMENS TRUSTEE 0.50 X 0 0 0 MELISSA WOOD TRUSTEE 0.50 X 0 0 0 BRENT WILLIAMS TRUSTEE 0.50 X 0 0 0 BOB SCHALLER TRUSTEE 0.50 X 0 0 0 0 432549 229176 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 12573426 12573426 SELF-PAY CONTRIBUTIONS 900099 457022 457022 13030448 297295 297295 9601861 8521125 1080736 1080736 1080736 14408479 13030448 0 1378031 9182076 376472 21007 101112 91180 31885 1461 6149 MDB REIMBURSEMENT 1360551 STOP LOSS PREMIUMS 521934 CLAIMS ADMINISTRATION 332020 DISABILITY PREMIUMS 144822 19703 12190372 1389252 3150959 543723 107174 1387253 1271358 109107 114886 10668652 12468009 14097987 17112386 137449 116132 8809068 9594825 8946517 9710957 X 0 0 0 0 5151470 7401429 5151470 7401429 14097987 17112386 2218107 31852 0 X 0 1 X 1 0 0 BENEFIT PROGRAM COSTS PAYABLE 204191 MEMBER DOLLAR BANK 8374634 IBNR 1016000 9594825 X 14339219 31852 31852 14307367 101112 101112 14408479 11798460 0 11798460 101112 290800 391912 12190372 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE TRUST TO HOLD THE TRUST'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE IRC AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER DATED SEPTEMBER 14, 1992 FROM THE INTERNAL REVENUE SERVICE ("IRS") AND THE BOARD OF TRUSTEES BELIEVE THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. U.S. GAAP REQUIRES TRUST MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE TRUST HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE TRUST 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: CHANGE IN IBNR 290,800. 0 0 0 JOEL ZIELKE TRUSTEE 0 160771 0 0 0 0 0 83379 0 28600 0 272750 0 0 STEVE BREITLOW SECRETARY-TREASURER 0 144331 0 0 0 0 0 33993 0 27690 0 206014 0 0 SPENCER STATZ TRUSTEE 0 127447 0 0 0 0 0 30593 0 24921 0 182961 0 0 FORM 990, SCHEDULE J LINE 3 THE RELATED ORGANIZATIONS ESTABLISH THE COMPENSATION THROUGH THE APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES AT A REGULAR MEETING. FORM 990, PART VI, SECTION C, LINE 19 THESE ITEMS ARE MADE AVAILABLE UPON INDIVIDUAL REQUEST. BOARD OF TRUSTEES OF MADISON AREA CONSTRUCTION EMPLOYEES TRUST - HEALTH 2901 W BELTLINE HWY SUITE 100 MADISON WI 53713 396046679 JOINT BOARD OF TRUSTEES - PLAN SPONSOR AND PLAN ADMINISTRATOR WI 501(C)(9) 0 MADISON ASSOCIATION OF PLUMBING CONTRACTORS INC 5940 SEMINOLE CENTRE CT NO 102 MADISON WI 53711 390782826 0 MADISON AREA MECHANICAL AND SHEET METAL CONTRACTORS ASSOCIATION 5940 SEMINOLE CENTRE CT NO 102 MADISON WI 53711 390782790 0 PLUMBERS AND GASFITTERS LOCAL 75 11175 W PARKLAND AVENUE MILWAUKEE WI 53224 390542915 0 STEAMFITTERS LOCAL UNION 601 3300 S 103RD STREET MILWAUKEE WI 53227 390635400 0 DULUTH BUILDING TRADES FUND LOCAL 344 PLUMBERS AND PIPEFITTERS LOCAL 434 HEALTH AND WELFARE PLUMBERS 75 EDUCATION FUND STEAMFITTERS TRAINING SCH UNITED ASSOCIATION RECIPIENT SYSTEM PLUMBERS AND STEAMFITTERS LOCAL 33 WI PIPE TRADES HEALTH FUND WI PIPE TRADES ORGANIZING ALPHA CONTROLS & SVCS LLC JM AARUD MECHANICAL JM BRENNAN INC LOESCHER HEATING & AC MASTERS BLDG SOLUTIONS MATTOX PLUMBING 2B COOL INC 4 LAKES PLUMBING INC 1901 INC 1901 MECHANICAL & PLUMBING AIR TEMPERATURE SERVICES ALL COMFORT SERVICES INC ALL COMFORT INC ALPINE PLUMBING AUGUST WINTER & SONS INC AZCO INC BASSETT MECHANICAL BELONGER CORP INC BOLDT CONSTRUCTION BRENNAN JM CORP BUTTERS-FETTING CO INC BUTTERS-FETTING CO INC COENEN MECHANICAL COMPLETE CONTROL INC CONTROL WORKS INC DEGARMO PLUMBING DEGARMO PLUMBING DUAL-TEMP E-Z PLUMBING CO INC GENERAL HEATING & AIR INC GREAT LAKES MECHANICAL INC HARTWIG PLBG & HTG INC HONEYWELL INC HONEYWELL INC HOOPER CONSTRUCTION CORP HOOPER CORP HORNER PLUMBING CO INC HURCKMAN MECHANICAL ILLINGWORTH-KILGUST MECH JF AHERN CO JF AHERN CO JAMAR COMPANY JAMAR COMPANY JOHNSON CONTROLS INC KJM PLUMBING KUHLMAN INC MARTIN PETERSEN CO MECHANICAL INC FREEPORT MECHANICAL TECH INC MODERN PIPING INC MONONA PLBG & FIRE PROTCT ORGANIZATION SVCS INC PERTZBORN PLBG & FIRE PRO PIPERS MECHANICAL INC PL FREEMAN CO PNEUMATIC SYSTEMS PLUS SCHECK MECHANICAL CORP SCHNEIDER & SCHNEIDER MEC SEITHER & CHERRY COMPANY SOUTHWEST TOWN REFRIG-CONTROL WORKS SUMMIT REFRIGERATION TOTAL MECHANICAL INC TOTAL MECHANICAL INC TRANE COMPANY TRIGGS PLUMBING CO TWEET GAROT MECHANICAL VANTAGE MECHANICAL INC WALDINGER CORPORATION WINONA CONTROLS INC 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0