2024-04-10T18:38:05-05:00 2023-05-31 391531945 SIKICH LLP 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2022-06-01 396095127 FOX VALLEY SHEET METAL HEALTH FUND FOXV 2627179385 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 DAN WIPPICH CHAIRMAN 2627179385 2024-04-10 1 DAN WIPPICH 999009999 1 BRIDGETTE MUGGE P00671418 2627549400 2024-04-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CARVEN BLANCK 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 16096745 0 X N/A X 1981 WI PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES. 6 3 37 3 0 0 0 0 12548679 14154773 374186 363066 39960 5106 12962825 14522945 0 0 11322383 12915009 0 0 0 0 0 535034 594807 11857417 13509816 1105408 1013129 17147311 18187113 1514633 1870945 15632678 16316168 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 SPOUSE AND/OR DEPENDENTS. 0 0 TO PROVIDE HEALTH, LIFE, DENTAL, VISION, PRESCRIPTION DRUG, AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES, AND DEPENDENTS. 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 41 0 37 1 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X BENESYS INC 2627179567 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 MICHAEL MOONEY UNION TRUSTEE (THRU 09/01/22) 1.00 48.00 X 0 100501 60874 DANIEL WIPPICH SECRETARY (START 5/8/23) 1.00 44.00 X X 0 102962 66946 CARVEN BLANCK CHAIRMAN (START 5/8/23) 1.00 X X 0 0 0 JEFFREY GAECKE EMPLOYER TRUSTEE 1.00 X 0 0 0 JODI MILLER-LARSON EMPLOYER TRUSTEE 1.00 X 0 0 0 MATTHEW FORSTER UNION TRUSTEE 1.00 X 0 0 0 SCOTT KNOCKE UNION TRUSTEE (START 9/1/22) 1.00 40.00 X 0 146758 71527 0 350221 199347 0 0 1 0 BENEFIT PLAN ADMINISTRATION 11270 WEST PARK PLACE STE 950 MILWAUKEE WI 53224 THIRD PARTY ADMINISTRATOR 239282 1 EMPLOYER CONTRIBUTIONS 900099 13748129 13748129 PARTICIPANT CONTRIBUTIONS 900099 406644 406644 14154773 378165 378165 1558701 1573800 -15099 -15099 -15099 SHARED EXPENSE REIMBURSEMENTS 900099 5106 5106 5106 14522945 14159879 0 363066 12915009 239282 84076 30700 59647 80758 19929 18508 619 12824 TRANSPARENCY COMPLIANCE 20039 BANK CHARGES 19851 MISCELLANEOUS 4919 GOVERNMENTAL FEES AND A 3655 13509816 2917590 3639811 311575 468638 1442821 1729468 29449 31974 12445876 12317222 17147311 18187113 167076 219297 1347557 1651648 1514633 1870945 X 0 0 0 0 15632678 16316168 15632678 16316168 17147311 18187113 1013129 -329639 0 X X 0 1 X 1 0 0 BENEFIT CLAIMS PAYABLE AND IBNR 819300 AMOUNTS DUE TO RELATED FUNDS 832348 1651648 X 14133659 -329639 -329639 14463298 59647 59647 14522945 13211769 0 13211769 59647 238400 298047 13509816 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 IRC AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE PLAN HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS") AND THE TRUSTEES BELIEVE THAT THE TRUST AND 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: CHANGE IN IBNR VALUE 238,400. X 0 0 0 SCOTT KNOCKE UNION TRUSTEE (START 9/1/22) 0 146758 0 0 0 0 0 42228 0 29299 0 218285 0 0 DANIEL WIPPICH SECRETARY (START 5/8/23) 0 102962 0 0 0 0 0 42060 0 24886 0 169908 0 0 MICHAEL MOONEY UNION TRUSTEE (THRU 09/01/22) 0 100501 0 0 0 0 0 43299 0 17575 0 161375 0 0 PART I, LINE 3 OFFICERS ARE COMPENSATED IN ACCORDANCE WITH THE LOCAL ELECTION STANDARDS. FORM 990, PART VI, SECTION B, LINE 11B REVIEWED BY THE ADMINISTRATIVE MANAGER AND PRESENTED TO TRUSTEES FOR APPROVAL PRIOR TO SIGNING AND FILING. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES ARE EXPECTED TO DISCLOSE ANY OWNERSHIP OR OTHER FINANCIAL RELATIONSHIPS THAT THEY HAVE WITH PARTIES THAT DEAL WITH THE PLAN. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST THROUGH THE PLAN OFFICE. PART XII, LINE 2C THE BOARD OF TRUSTEES REVIEWS AND APPROVES A DRAFT OF THE AUDITED FINANCIAL STATEMENTS AT THE MEETING. THESE ARE PRESENTED BY THE ACCOUNTANT TO THE BOARD. SHEET METAL WORKERS INTERNATIONAL ASSOCIATION LOCAL UNION NO 18 AFL-CIO 2201 SPRINGDALE ROAD WAUKESHA WI 53186 391419063 LABOR UNION WI 501(C)(5) N/A 0 FOX VALLEY AREA SHEET METAL WORKERS JOURNEYMAN & APPRENTICE TRAINING FUND 1981 AMERICAN DRIVE NEENAH WI 54956 391416284 APPRENTICESHIP TRAINING WI 501(C)(3) LINE 2 N/A 0 WISCONSIN SHEET METAL HEALTH FUND 2201 SPRINGDALE ROAD WAUKESHA WI 53186 351638874 HEALTH FUND WI 501(C)(9) N/A 0 SHEET METAL LOCAL 435 AIRFLOW 360 LLC ANDERSON HVAC LLC COENEN MECHANICAL LLC H&M STAINLESS LLC MONROE FABRICATION LLC STATE MECHANICAL SERVICES LLC WISCONSIN MECHANICAL SOLUTIONS LLC FULLER MECHANICAL LLC AUGUST WINTER & SONS INC AZCO INC B&P MECHANICAL INC BASSETT MECHANICAL BAUMGART MECHANICAL BEST MECHANICAL SERVICES EGI MECHANICAL INC EVOLVE MECHANICAL TECHNOLOGIES FOX CITIES SHEET METAL INC GARTMAN HEATING & AC GREAT LAKES MECHANICAL GRP MECHANICAL INC HURCKMAN MECHANICAL INC INSTITUTIONAL EQUIPMENT INC IVI NORTH INC JF AHERN COMPANY INC JAMAR COMPANY JOHNSON CONTROLS APPLETON MARED MECHANICAL CONTRACTORS CORP MECHANICAL TECHNOLOGIES INC MUZA SHEET METAL CO SMART ENVIRONMENT INC SRS ROOFING AND SHEET METAL INC TWEET GAROT MECHANICAL #1 VALLEY MECHANICAL ILLINGWORTH-KIL 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0