2023-11-10T13:23:07-06:00 2022-12-31 391531945 SIKICH LLP 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2022-01-01 396045202 PLUMBERS LOCAL 75 HEALTH FUND PLUM 4145773700 11270 WEST PARK PLACE 950 MILWAUKEE WI 53224 STEVE BREITLOW SECRETARY/TREASURER 4145773700 2023-11-10 1 STEVE BREITLOW 999009999 0 BRIDGETTE MUGGE P00241858 2627549400 2023-11-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEVE BREITLOW 11270 WEST PARK PLACE 950 MILWAUKEE WI 53224 26336598 0 X N/A X 1955 WI TO PROVIDE HEALTH BENEFITS TO MEMBERS. 8 4 37 4 0 0 0 0 14469567 15826953 349514 -149570 87831 1073 14906912 15678456 0 0 12343606 10710860 0 0 0 0 0 2425798 2395306 14769404 13106166 137508 2572290 20762705 21079206 1437020 1160456 19325685 19918750 TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS OF PLUMBERS LOCAL 75. 0 0 TO PROVIDE MEDICAL, DENTAL, VISION, PRESCRIPTION DRUG, LIFE, AND LOSS OF TIME BENEFITS TO MEMBERS. 0 0 0 0 0 0 0 0 0 1 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 8 4 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X PLUMBERS LOCAL 75 HEALTH FUND 4145773700 11270 WEST PARK PLACE SUITE 950 MILWAUKEE WI 53224 STEVE BREITLOW SECRETARY/TREASURER 1.00 50.00 X X 0 150678 62138 VINCE GALLO LABOR TRUSTEE 1.00 45.00 X 0 133179 55924 DONALD BRUNNER LABOR TRUSTEE 1.00 45.00 X 0 133179 55924 JOHN BRENNAN III CHAIRMAN 1.00 X X 0 0 0 DAJEN BOHACEK EMPLOYER TRUSTEE 1.00 X 0 0 0 MIKE SCHERER TERM 8222 EMPLOYER TRUSTEE 1.00 X 0 0 0 SAL ANGELO EMPLOYER TRUSTEE 1.00 X 0 0 0 CHRIS HORNER BEG 8222 EMPLOYER TRUSTEE 1.00 X 0 0 0 NICHOLAS GASPERETTI BEG 32722 LABOR TRUSTEE 1.00 X 0 3009 1148 0 420045 175134 0 0 1 0 CAREATC W177N9856 RIVERCREST DR SUITE 250 GERMANTOWN WI 53022 CLINCIAL CARE 1121089 BENEFIT PLAN ADMINISTRATION OF WISCONSIN 11270 W PARK PLACE STE 950 MILWAUKEE WI 53224 CLAIMS/PLAN ADMINISTRATION 546076 UNITED HEALTHCARE INSURANCE COMPANY 10701 WEST RESEARCH DR MILWAUKEE WI 53226 CLAIMS ADMINISTRATION 373302 3 EMPLOYER CONTRIBUTIONS 525100 13496092 13496092 SELF-PAY CONTRIBUTIONS 525100 1506613 1506613 CLAIM RECOVERIES 525100 824248 824248 15826953 315438 315438 10193134 10658142 -465008 -465008 -465008 COBRA SUBSITY 523000 1073 1073 1073 15678456 15826953 0 -148497 10710860 59069 22623 86515 14162 9089 11054 13361 CLINIC COSTS 779089 CLAIMS AND FUND ADMINIS 614478 PREFERRED PROVIDER AND 462288 STOP LOSS PREMIUMS 144122 179456 13106166 1919821 2732108 75416 38755 1284168 1909471 81924 97768 442171 27636 425589 414535 16975787 15886569 20762705 21079206 207282 414734 1229738 745722 1437020 1160456 X 0 0 0 0 19325685 19918750 19325685 19918750 20762705 21079206 2572290 -1979225 0 X X 0 1 X 1 0 442171 27636 414535 414535 BENEFITS PAYABLE 745722 745722 X 13676608 -1979225 -1979225 15655833 22623 22623 15678456 13567559 484016 484016 13083543 22623 22623 13106166 PART X, LINE 2: THE INTERNAL REVENUE SERVICE ("IRS") HAS DETERMINED AND INFORMED THE FUND BY A LETTER DATED JUNE 12, 1972, THAT THE FUND AND RELATED TRUST ARE DESIGNED IN ACCORDANCE WITH APPLICABLE SECTIONS OF THE IRC. ALTHOUGH THE FUND HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER, THE FUND ADMINISTRATOR BELIEVES THAT THE FUND IS DESIGNED, AND IS CURRENTLY BEING OPERATED, IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THE FUND IS QUALIFIED, AND THE RELATED TRUST IS TAX-EXEMPT. U.S. GAAP REQUIRES FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND TO RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. PART XII, LINE 2D - OTHER ADJUSTMENTS: DECREASE IN CURRENT YEAR BENEFIT OBLIGATIONS CURRENTLY PAYABLE 484,016. 0 0 0 STEVE BREITLOW SECRETARY/TREASURER 0 150678 0 0 0 0 0 34320 0 27818 0 212816 0 0 VINCE GALLO LABOR TRUSTEE 0 133179 0 0 0 0 0 30888 0 25036 0 189103 0 0 DONALD BRUNNER LABOR TRUSTEE 0 133179 0 0 0 0 0 30888 0 25036 0 189103 0 0 SCH. J, PART I, LINE 3 THE COMPENSATION IS ESTABLISHED BY A RELATED ORGANIZATION, UNITED ASSN. OF JOURNEYMAN & 75 PPF. THIS IS DONE THROUGH APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 7A THE PMC APPOINTS EMPLOYER REPRESENTATIVES. PLUMBERS LOCAL 75 APPOINTS LABOR REPRSENTATIVES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE FUND'S RECORDKEEPER. THEY REVIEW IT AND APPROVE IT, THEN PRESENT THE FORM 990 TO THE BOARD OF TRUSTEES FOR REVIEW AND FILING APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C AFTER DISCLOSURE OF THE PERSONAL INTEREST AND ALL RELEVANT FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PARTY, HE/SHE WILL LEAVE THE BOARD MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING TRUSTEES OF THE BOARD WILL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION C, LINE 19 THEY ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, THE FUND'S FINANCIAL STATEMENTS, AND FOR THE SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PLUMBERS LOCAL 75 EDUCATION FUND 11175 W PARKLAND AVE MILWAUKEE WI 53224 396146586 TRAINING & EDUCATIONAL PROGRAMS FOR PLUMBERS APPRENTICES, JOURNEYMEN & INSTR WI 501(C)(3) N/A 0 WISCONSIN PIPE TRADES ASSOCIATION PLUMBERS LOCAL 75 401(K) FUND 11175 W PARKLAND AVE MILWAUKEE WI 53224 391712806 401K PLAN FOR MEMBERS WI N/A 0 BOARD OF TRUSTEES OF PLUMBERS LOCAL 75 HEALTH FUND 11175 W PARKLAND AVE MILWAUKEE WI 53224 396045202 JOINT BOARD OF TRUSTEES-PLAN SPONSOR AND PLAN ADMINISTRATOR WI 501(C)(9) N/A 0 PLUMBERS & STEAM LOCAL 50 AQUA TECH PLUMBING LLC BLAU PLUMBING INC GERRITSON PLUMBING LLC MIKE INGRILLI PLUMBING LLC MORRIS PLUMBING LLC MTP PLUMBING LLC RESIDENTIAL PLBG SPECIALISTS WISCONSIN UTILITY EXPOSURE #75333 ZIEN HEATING & AIR COND AAR PLUMBING ALBIERO PLUMBING INC ALPINE PLUMBING CO INC AZTEC PLUMBING LLC BORKENHAGEN PLBG & HTG CO INC BORTH PLUMBING BRADEN PLUMBING INC BUTTERS-FETTING CO INC CARL'S PLUMBING SERVICES INC CASTLEMAN & SONS PLUMBING INC CLIFF BERGIN & ASSOC INC CORNERSTONE PLUMBINGLLC COUNTY ROAD PLUMBING INC CULLSTER PLUMBING LLC DEGARMO PLUMBING INC DOCTORS OXYGEN SERVICE INC DR PLUMBER LLC FAUST CO INC GENE A WAGNER PLUMBING CO INC GREISCH PLBG & HTG INC GRUNAU COMPANY INC HEIDEN PLUMBING CO INC HEIM PLUMBING INC HERO PLUMBING LLC HJ PERTZBORN PLUMBING & FIRE HOOPER CORPORATION HORNER PLUMBING CO INC ILLINGWORTH-KILGUST MECHANICAL INC JF AHERN COMPANY JM BRENNAN INC JD WILSON SERVICES LLC JOE DEBELAK PLBG & HTG CO INC JR PLUMBING LLC KLOPATEK PLUMBING INC MARATHON PLUMBING CO INC MARED MECHANICAL CONTRACTORS CORP MARK SCHNEIDER PLUMBING INC MID CITY PLBG & HTG INC MILWAUKEE PLUMBING & PIPING OAK CREEK PLUMBING INC OAKRIDGE PLUMBING INC PL FREEMAN CO PATRIOT PLUMBING INC PIEPER ELECTRIC INC PROCESS PIPING INC RIVER BEND PLUMBING LLC SCHNEIDER & SCHNEIDER MECHANICAL INC SCHOOFS PLUMBING CO INC SCHROEDER PLUMBING CO TIM'S PLUMBING CO TOTAL MECHANICAL INC VINCE INGRILLI & SONS PLBG CO WILLIAM M ZACHOW & SONS INC 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: 1901 INC., ARIZONA PIPE TRADES TRUST AUGUST WINTER & SONS BASSETT INC BV TETZLAFF BRAHM ENTERPRISES, LLC C.P. CONWAY PLUMBING, INC. CRAFT MASTER PLUMBING DS PROPERTY MAINTENANCE & MANAGEMENT DAIRYLAND ENERGY SOLUTIONS, INC. EXPRESS PLUMBING, INC. FIVE STAR ENERGY SERVICES, LLC GENERAL REFRIGERATION SERVICE CORP H&S PLUMBING JOHNSON & JONET MECH. CONT. LAUER PLUMBING, LLC LEE PLUMBING LOESCHER HEATING MADISON AREA CONSTRUCTION MARTIN PETERSEN COMPANY MATTOX PLUMBING, LLC MAVERICK MECHANICALS MONONA PLUMBING MJ CONSTRUCTION, INC. PORTZEN CONSTRUCTION INC. PRO-CORE INC. QUIGLEY SMART, INC. ROMAN ELECTRIC CO, INC. TWEET GAROT MECHANICAL WISCONSIN PIPE TRADES 401 - WISCONSIN