2026-04-15T15:26:28-05:00 2025-05-31 391531945 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2024-06-01 396095127 FOX VALLEY SHEET METAL HEALTH FUND FOXV 2627179385 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 DAN WIPPICH SECRETARY 2627179385 2026-04-15 1 1 KURT N WALCUTT P00650229 2627549400 2026-04-15 2024 2025-03-06 01:10:19Z CARVEN BLANCK 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 21053601 0 X N/A X 1981 WI PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES. 6 3 0 3 0 0 0 0 14558353 14597562 346597 1166497 4791 6260 14909741 15770319 0 0 13209081 16328476 0 0 0 0 0 642307 616793 13851388 16945269 1058353 -1174950 19805022 19203022 1521944 2089960 18283078 17113062 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 50 0 0 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 2627981838 2201 SPRINGDALE ROAD WAUKESHA WI 53186 DANIEL WIPPICH SECRETARY 1.00 44.00 X X 0 112807 64179 CARVEN BLANCK CHAIRMAN 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 UNTIL 9924 UNION TRUSTEE 1.00 X 0 0 0 SCOTT KNOCKE UNION TRUSTEE 1.00 40.00 X 0 159196 70293 DAN NOVAK START 9924 UNION TRUSTEE 1.00 X 0 5059 0 0 277062 134472 0 0 1 0 BENEFIT PLAN ADMINISTRATION 11270 WEST PARK PLACE STE 950 MILWAUKEE WI 53224 THIRD PARTY ADMINISTRATOR 263887 1 EMPLOYER CONTRIBUTIONS 900099 14119371 14119371 PARTICIPANT CONTRIBUTIONS 900099 478191 478191 14597562 493159 493159 5956620 5283282 673338 673338 673338 SHARED EXPENSE REIMBURSEMENTS 900099 6260 6260 6260 15770319 14603822 0 1166497 16328476 263887 75149 33175 64214 57703 31337 19261 749 16967 TRANSPARENCY COMPLIANCE 28275 BANK CHARGES 20531 GOVERNMENTAL FEES AND A 4317 MISCELLANEOUS 1228 16945269 3725310 2989806 507073 890524 2005749 1725713 35945 36657 13530945 13560322 19805022 19203022 137100 247401 1384844 1842559 1521944 2089960 X 0 0 0 0 18283078 17113062 18283078 17113062 19805022 19203022 -1174950 4934 0 X X 0 1 X 1 0 0 BENEFIT CLAIMS PAYABLE AND IBNR 769000 AMOUNTS DUE TO RELATED FUNDS 1073559 1842559 X 15711039 4934 4934 15706105 64214 64214 15770319 16659655 0 16659655 64214 221400 285614 16945269 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 IN FEBRUARY 1968 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 221,400. X 0 0 0 SCOTT KNOCKE UNION TRUSTEE 0 159196 0 0 0 0 0 40802 0 29491 0 229489 0 0 DANIEL WIPPICH SECRETARY 0 112807 0 0 0 0 0 40234 0 23945 0 176986 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 WORKER LOCAL 98 WELFARE FUND 3033 LAMB AVENUE COLUMBUS OH 431292367 314397633 WELFARE FUND OH 501(C)(9) N/A 0 ANDERSON HVAC LLC COENEN MECHANICAL LLC CORNERSTONE ONE LLC MONROE FABRICATION 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 ILLINGWORTH-KIL IVI NORTH INC JF AHERN COMPANY INC JAMAR COMPANY JOHNSON CONTROLS APPLETON MECHANICAL TECHNOLOGIES INC MUZA SHEET METAL CO TWEET GAROT MECHANICAL #1 VALLEY MECHANICAL 0 0 0 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 EMPLOYER IS: TOTAL MECHANICAL