2025-10-28T08:36:30-05:00 2024-12-31 363168081 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2024-01-01 396046679 MADISON AREA CONSTRUCTION EMPLOYEES TRUST - HEALTH & WELFARE MADI 6082789500 2901 W BELTLINE HWY SUITE 100 MADISON WI 53713 PAUL CHRISTENSEN CHAIRMAN 6082789500 2025-10-27 1 0 BRIDGETTE MUGGE P00671418 2627549400 2025-10-22 2024 2025-03-06 01:10:19Z PAUL CHRISTENSEN 2901 W BELTLINE HWY SUITE 100 MADISON WI 53713 22482558 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 15791236 15794314 645269 1241302 0 0 16436505 17035616 0 0 12209719 13149378 0 0 0 0 0 3849069 1522073 16058788 14671451 377717 2364165 22663425 25246699 13144767 12396844 9518658 12849855 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 1 292 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 PAUL CHRISTENSEN CHAIRMAIN 0.50 1.00 X X 0 0 0 STEVE BREITLOW SECRETARY-TREASURER 0.50 50.00 X X 0 168808 106876 JOEL ZIELKE TRUSTEE(THRU 1/17/24) 0.50 50.00 X 0 0 0 SPENCER STATZ TRUSTEE 0.50 45.00 X 0 149496 95581 JIM LEMENS TRUSTEE (THRU 10/30/24) 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 (THRU 4/17/24) 0.50 X 0 0 0 BRAD WERLEIN TRUSTEE (STARTED 4/17/24) 0.50 X 0 0 0 BRAIN TOUTANT TRUSTEE (STATED 1/17/24) 0.50 50.00 X 0 167996 110826 DENNIS JOHNSON TRUSTEE (STARTED 10/30/24) 0.50 X 0 0 0 0 486300 313283 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 15406265 15406265 SELF-PAY CONTRIBUTIONS 900099 388049 388049 15794314 578196 578196 6110048 5446942 663106 663106 663106 17035616 15794314 0 1241302 13149378 369934 41644 124288 103641 41211 3921 6713 CLAIMS ADMINISTRATION 320506 STOP LOSS PREMIUMS 261831 DISABILITY PREMIUMS 189189 COST CONTAINMENT 48343 10852 14671451 2368811 3045743 72590 78825 1929714 1740548 119926 115501 18172384 20266082 22663425 25246699 271328 228838 12873439 12168006 13144767 12396844 X 0 0 0 0 9518658 12849855 9518658 12849855 22663425 25246699 2364165 967032 0 X 0 1 X 1 0 0 BENEFIT PROGRAM COSTS PAYABLE 190260 MEMBER DOLLAR BANK 10934946 IBNR 1042800 12168006 X 17878360 967032 967032 16911328 124288 124288 17035616 15739363 0 15739363 124288 -1192200 -1067912 14671451 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 BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. US 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 -1,192,200. 0 0 0 BRAIN TOUTANT TRUSTEE (STATED 1/17/24) 0 167996 0 0 0 0 0 81264 0 29562 0 278822 0 0 STEVE BREITLOW SECRETARY-TREASURER 0 168808 0 0 0 0 0 78926 0 27950 0 275684 0 0 SPENCER STATZ TRUSTEE 0 149496 0 0 0 0 0 70426 0 25155 0 245077 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 STEAMFITTERS TRAINING SCH WI PIPE TRADES HEALTH FUND WI PIPE TRADES ORGANIZING PLUMBERS LOCAL 75 HEALTH FUND ALPHA CONTROLS & SVCS LLC JM AARUD MECHANICAL JM BRENNAN INC 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 BUTTERS-FETTING CO INC COENEN MECHANICAL COMPLETE CONTROL INC DEGARMO PLUMBING E-Z PLUMBING CO INC GREAT LAKES MECHANICAL INC HOOPER CONSTRUCTION CORP HOOPER CORP HORNER PLUMBING CO INC HURCKMAN MECHANICAL JF AHERN CO JAMAR COMPANY JOHNSON CONTROLS INC KJM PLUMBING KUHLMAN INC MECHANICAL INC FREEPORT MECHANICAL TECH INC MONONA PLBG & FIRE PROTCT ORGANIZATION SVCS INC PERTZBORN PLBG & FIRE PRO PIPERS MECHANICAL INC PNEUMATIC SYSTEMS PLUS SCHNEIDER & SCHNEIDER MEC SOUTHWEST TOWN REFRIG-CONTROL WORKS TOTAL MECHANICAL INC TRANE COMPANY TRIGGS PLUMBING CO TWEET GAROT MECHANICAL WALDINGER CORPORATION 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 FORM 990, SCHEDULE R, PARTS II-IV THE PLAN MADE A REASONABLE EFFORT TO OBTAIN THE TAX CLASSIFICATION FROM ALL CONTRIBUTING EMPLOYERS, BUT SOME OF THE CONTRIBUTING EMPLOYERS HAVE NOT YET RESPONDED TO THE MULTIPLE REQUESTS. THE EMPLOYERS ARE: AG MECHANICAL AIRFLOW 360 BUY IN OPTION HUSSMAN CORP IKM BUILDINGS SO JOHNS REFRIGERATION, LLC LEE MECHANICAL LOCAL 400 HW LOCAL 434 HEALTH & WELFARE LOCAL 653 PLUMBERS & PIPEFITTERS MARTIN PETERSEN MCCARTHY BUILDING ME&I CONSTRUCTION NELSON CARLSON MECHANICAL PETROLEUM EQUIP PORTZEN CONSTRUCTION, INC ROBERTS ENVIRONMENT SYNYDER INC UARS (UNITED ASSOC. RECIP. SYSTEM) VR-TESCO ZIEN SERVICE INC