2026-07-10T09:49:12-05:00 2025-08-31 363168081 SIKICH LLP 13400 BISHOPS LANE SUITE 300 BROOKFIELD WI 53005 990 2024-09-01 237422786 WISCONSIN MASONS' HEALTH CARE FUND WISC 8003625474 2901 W BELTLINE HIGHWAY 100 MADISON WI 537134226 JIM VICK CHAIRMAN 8003625474 2026-07-07 1 0 AMANDA WHITE P01790293 2627549400 2026-07-07 2024 2025-03-06 01:10:19Z JIM VICK 2901 W BELTLINE HIGHWAY 100 MADISON WI 537134226 43509083 0 X N/A X 1973 WI TO PROVIDE HEALTH, LIFE, DENTAL, AND TEMPORARY DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES, AND DEPENDENTS. 18 11 53 13 0 0 0 0 21906022 21117549 643284 1761593 908247 1244242 23457553 24123384 0 0 19813372 21052203 0 0 0 0 0 4357959 4234291 24171331 25286494 -713778 -1163110 23310010 21288888 8302204 7938334 15007806 13350554 TO PROVIDE HEALTH, LIFE, DENTAL, AND TEMPORARY DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES, AND DEPENDENTS. 0 0 TO PROVIDE HEALTH, LIFE, DENTAL, AND TEMPORARY 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 1 183 0 53 1 0 0 0 0 0 0 0 0 X 18 11 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X BENESYS INC 8003625474 2901 W BELTLINE HWY SUITE 100 MADISON WI 537134226 JIM VICK CHAIR 1.00 40.00 X X 0 125868 85241 MATT QUASIUS SECRETARY/TREASURER 1.00 X X 0 0 0 TOBIN BOYLE TRUSTEE 1.00 40.00 X 0 106774 81756 WILLIAM BONLENDER TRUSTEE 1.00 40.00 X 0 108894 79271 TONY FOX TRUSTEE 1.00 40.00 X 0 106982 81357 WYNN JONES TRUSTEE 1.00 X 0 0 0 JEFF LECKWEE TRUSTEE 1.00 X 0 0 0 MIKE TESTOLIN TRUSTEE 1.00 X 0 0 0 BARRY SCHOLZ THRU 102124 TRUSTEE 1.00 X 0 0 0 DAVID BOHL THRU 51925 TRUSTEE 1.00 X 0 0 0 JEFF STAVER TRUSTEE 1.00 X 0 0 0 JASON MATTILA TRUSTEE 1.00 X 0 0 0 MATT MARCELLIS TRUSTEE 1.00 X 0 0 0 PATRICK MCCABE TRUSTEE 1.00 40.00 X 0 106957 81351 TYLER SWANSON TRUSTEE 1.00 X 0 0 0 JOE PAUSHA TRUSTEE 1.00 X 0 0 0 DOUG GOBLE START 91624 TRUSTEE 1.00 40.00 X 0 107439 80951 ROBERT GOODRICH START 91624 TRUSTEE 1.00 40.00 X 0 103824 79981 CHUCK SPOEHR START 102124 TRUSTEE 1.00 X 0 0 0 CHRIST HELT START 51925 TRUSTEE 1.00 X 0 0 0 0 766738 569908 0 0 1 0 BENEFIT PLAN ADMINISTRATION 2901 WEST BELTLINE HIGHWAY SUITE 1 MADISON WI 53713 CONTRACT ADMINISTRATION 916423 UNITED HEALTHCARE INSURANCE COMPANY PO BOX 88822 MILWAUKEE WI 53228 CLAIMS / PPO EXPENSE 612789 MERCER HEALTH & BENEFITS LLC 155 NORTH WACKER DRIVE STE 1500 CHICAGO IL 60606 CONSULTING 211751 US BANK NATIONAL ASSOCIATION PO BOX 1800 SAINT PAUL MN 55101 BANKING / INVESTMENTS 115770 4 EMPLOYER CONTRIBUTIONS 900099 19203691 19203691 SELF PAY CONTRIBUTIONS 900099 1913858 1913858 21117549 493354 493354 20653938 19385699 1268239 1268239 1268239 CHANGE IN MEMBER DOLLAR BANK 900099 724981 724981 STOP LOSS 900099 390894 390894 SUBROGATION 900099 128367 128367 1244242 24123384 22361791 0 1761593 21052203 848133 123324 28342 313640 130358 35386 29886 17868 MEDICARE ADVANTAGE PREM 873191 PPO SERVICE ADMIN FEES 726824 HRA REIMBURSEMENTS 495401 STOP-LOSS PREMIUMS 313212 298726 25286494 1552956 3120788 3423473 3031271 151707 257154 18181874 14879675 23310010 21288888 707517 673495 7594687 7264839 8302204 7938334 X 0 0 0 0 15007806 13350554 15007806 13350554 23310010 21288888 -1163110 -494142 0 X 0 1 X 1 0 0 CLAIMS PAYABLE 1632500 HRA LIABILITY 4770710 CASH OVERDRAFT 861629 7264839 X 22875919 -494142 -494142 23370061 28342 724981 753323 24123384 24549671 0 24549671 28342 708481 736823 25286494 PART X, LINE 2: THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE IRS DATED AUGUST 1976, STATING THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE IRC. HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED FOR THE YEARS ENDED AUGUST 31, 2025 AND 2024 FOR UNRELATED BUSINESS INCOME. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. US 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 XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN MEMBER DOLLAR BANK 724,981. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN MEMBER DOLLAR BANK 724,981. DECREASE IN BENEFIT OBLIGATIONS PAYABLE -16,500. 0 0 0 JIM VICK CHAIR 0 125868 0 0 0 0 0 61017 0 24224 0 211109 0 0 TOBIN BOYLE TRUSTEE 0 106774 0 0 0 0 0 57532 0 24224 0 188530 0 0 DOUG GOBLE START 91624 TRUSTEE 0 107439 0 0 0 0 0 56727 0 24224 0 188390 0 0 TONY FOX TRUSTEE 0 106982 0 0 0 0 0 57133 0 24224 0 188339 0 0 PATRICK MCCABE TRUSTEE 0 106957 0 0 0 0 0 57127 0 24224 0 188308 0 0 WILLIAM BONLENDER TRUSTEE 0 108894 0 0 0 0 0 55143 0 24128 0 188165 0 0 ROBERT GOODRICH START 91624 TRUSTEE 0 103824 0 0 0 0 0 55757 0 24224 0 183805 0 0 FORM 990, SCHEDULE J, PART I LINE 3 THE RELATED ORGANIZATION, OPERATIVE PLASTERERS & CEMENT MASONS LOCAL 599, USES EXECUTIVE BOARD APPROVAL TO ESTABLISH COMPENSATION. FORM 990, PART VI, SECTION B, LINE 11B THE OFFICERS AND ADMINISTRATIVE MANAGER REVIEWS THE FORM 990 WITH THE ACCOUNTANT BEFORE SIGNING AND MAKING A COPY OF THE FORM 990 AVAILABLE FOR ALL TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C THERE ARE ANNUAL TRUSTEE QUESTIONNAIRES. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. BAC DISTRICT COUNCIL PO BOX 510617 NEW BERLIN WI 53151 391590426 LABOR UNION WI 501(C)(5) 0 BOARD OF TRUSTEES WI MASONS' HEALTH CARE FUND 2901 W BELTLINE HIGHWAY STE 100 MADISON WI 537134226 237422786 JOINT BOARD OF TRUSTEES WI 501(C)(9) 0 MILWAUKEE AREA BRICKLAYERS APPRENTICESHIP TRAINING FUND 17125 W CLEVELAND AVENUE NEW BERLIN WI 531510741 391333915 APPRENTICESHIP TRAINING WI 501(C)(3) 0 OPERATIVE PLASTERERS & CEMENT MASONS LOCAL 599 8701 N LAUER STREET MILWAUKEE WI 53224 391960564 LABOR UNION WI 501(C)(5) 0 HANSON MASONRY & CONCRETE MAVID CONSTRUCTION SERVICE LLC WALLY KING MASONRY LLC AGC OF GREATER MILW INC API INC - WI MASON APPLETON LATHING CORP ARTEAGA CONSTRUCTION INC (MASON) BEDROCK FLINT INC BENEFIT PLAN ADMIN OF WI BOLDT OSCAR CONST CO BUKACEK CONSTRUCTION INC CAMOSY INC CAPELLE BROS& DIEDRICH IN CASTELLAN TILE & TERR INC CAULKING PLUS INC CHICAGO MASONRY LOCAL 21 DAROLD BERGER MASONRY DICKOW & CYZAK TILE EDGAR PRAGER & SONS FABCON PRECAST LLC FINDORFF & SON INC FOWLER & HAMMER INC G&W PLASTERING INC GEGARE TILE INC GEORGE SIEGFRIED CONSTRUCTION CO HILLSIDE DAMPROOFING INC IEI GENERAL CONTRACTORS INC INTERIOR INSTALLATION J & J LEE CONSTRUCTION JAC MASONRY INC JP CULLEN & SONS INC (MADISON) JUROWSKI RJ CONST INC KMI CONSTRUCTION LLC KOTZE CONST CO INC LEWIS CONSTRUCTION INC LIPPERT FLOORING AND TILE MA MORTENSON COMPANY MACCO'S COMMERCIAL INTERIOR MARKET & JOHNSON INC MARTELL CONSTRUCTION MEGAL CONST CO MIRON CONSTRUCTION CO INC (MASON) NATIONAL MACHINERY POELLINGERS INC QUASIUS BROTHERS INC REFRACTORY SERVICE INC RESCH'S TILE INC ROSSI CONSTRUCTION SCHERRER CONST CO INC SCHMITT JOS & SONS CO SCIACHITANO CAULKING INC SERVAIS TILE & STONE INC SID'S SEALANTS SMITH CHARLES D & SON INC(MASONS) STEBBINS ENGINEERING CO SUPERIOR MASONRY BUILDERS SUPERIOR MASONRY INC SUPERIOR MASONRY INC-DULUTH VONASEK & SCHIEFFER INC WALSH MASONRY INC WINKLERS MASONRY INC WISCONSIN TERRAZZO TILE I 0 0 1 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 RESPONDED TO THE FUNDS EFFORT TO OBTAIN THE TAX CLASSIFICATION. THE CONTRIBUTING EMPLOYERS ARE: 8 PINE, INC., AARON KOWALSKI MASONRY LLC, ALBANY NY #2, AXEL H OHMAN INC, B&B MASONRY AND RESTORATION, BAC LOCAL 3 NEW YORK, BAC LOCAL UNION 15 WELFARE FUND, BADGER WASHING, BERGLUND CONSTRUCTION, BINDELLI BROTHERS INC., BRICKLAYERS LOCAL 6 OF INDIANA, CARCIOFINI COMPANY, CARDINAL CONSTRUCTION, CE KORSGARD COMPANY, CEMENT M & P LOCAL 518, CHICAGO TILE #67, CONSTRUCTION & TURNAROUND, CONSTRUCTION INDUSTRY, CONTRACT TILE & CARPET, CORNERSTONE CONSTRUCTION, CR MEYER & SONS, CREATIVE ERECTORS, CROWLEY MASONRY INC., DOUBLE K CONCRETE SERVICES LLC, E&H RESTORATION INC., ELITE CAULKING & TUCKPOINTING, EMPIRE REFRACTORY SERVICES, FA WILHELM CONSTRUCTION CO INC, FOSBEL INC, FRANK O ZEISE CONSTRUCTION CO, INC, FUSE TECH INC, G FONTANA AND SONS CONSTRUCTION INC, GAGNON, INC, GILLESPIE & POWERS INC, H.E.S.S. CAULKING & REST, HARBOR CITY CONST. CO., HAWK'S CONCRETE SERVICES LLC, HEAVY & HWY EDUCATION, HUNZINGER CONST. CO., ICC COMMONWEALTH CORPORATION, IMTEF, INTERNATIONAL HEALTH, IOWA BUILDERS HEALTH FUND, IOWA LABORERS DC HEALTH & WELFARE, IVAN RICE & SONS, J.H. HASSINGER INC., J.P. PHILLIPS,INC, JIMMY Z MASONRY CORPORATION, JMI 2 MASONRY CONTRACTORS, JOHNSON'S CARPET ONE, JS MASONRY LLC, JT THORPE & SON, JW FLOORING INC., JW SEALANTS, KLEIN DICKERT MILWAUKEE, INC, LILJA CORPORATION, MASS BRICKLAYERS, MEL BJURSTROM MASONRY LLC, MICHIGAN BAC HEALTH/PENSION, MIDWEST PRECAST CONCRETE SERVICES, MN & ND BRICKLAYERS, MOUNT HOREB MASONRY LLC, MTM CONSTRUCTION INC, MVP ERECTORS, NORTHERN ILLINOIS TERRAZZ, NPA-COMPLEX STRUCTURE GROUP, NPA-CONTINENTAL ERECTORS, NPA-TRESCO, ERECTION SERVICES LLC, OHIO BRICKLAYERS, QUALITY BUILDING RESTORATION INC, RAM CONSTRUCTION SERVICES, RASCO MASON CONTRACTORS, RAY THEOBALD MASONRY CONSTRUCTION, REEDS POWER WASHING LLC, REVOLUTION INDUSTRIAL SERVICES, RILEY CONSTRUCTION, ROCKFORD CENTRAL TILE & T, SCHLEIS FLOOR COVERING, SEATTLE WASHINGTON #1, STEINHAMMER MASSONRY LLC, STRETAR MASONRY & CONCRETE, STRUCTUREWERKS, INC, SUMMIT MASONRY & STONEWORKS, TAPPING TROWEL MASONRY, THE CAULKERS COMPANY, INC, TVJ MASONRY, INC, TWIN CITY CEMENT MASONS, UNITED REFRACTORIES INC, UNIVERSAL BLASTCO MI TILE, VAN MINSEL BROS, WAUBONSEE DEVELOPMENT, WAUMANDEE CREEK SEALANTS, WELLS SEALANTS & RESTORATION, WI LABORERS FUND, WILLIAM A HEIN CONSTRUCTION COMPANY, AND WILLIAMS REFRACTORY SERVICES, INC.