2024-04-10T09:45:07-05:00 2023-05-31 363168081 SIKICH LLP 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2022-06-01 396075843 MILWAUKEE ROOFERS HEALTH FUND MILW 2627859741 16601 W DAKOTA STREET NEW BERLIN WI 53151 TAYLOR NELSON CHAIRMAN 2627859741 2024-04-09 1 TAYLOR NELSON 999009999 0 BRIDGETTE MUGGE P00671418 2627549400 2024-04-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TAYLOR NELSON 16601 W DAKOTA STREET NEW BERLIN WI 53151 9572827 0 X N/A X 1952 WI PROVIDE MEDICAL, VISION, DENTAL, ACCIDENT, LOSS-OF-TIME, DEATH, AND PRESCRIPTION DRUG BENEFITS. 6 5 1 5 0 0 0 0 4011491 4126376 30314 -10748 0 1293 4041805 4116921 0 0 3831308 3866910 0 0 0 0 0 347626 362253 4178934 4229163 -137129 -112242 3455952 3224839 281607 155926 3174345 3068913 TO PROVIDE INSURANCE BENEFITS FOR MEMBERS 0 0 TO PROVIDE MEDICAL, VISION, DENTAL, ACCIDENT, LOSS-OF-TIME, DEATH, AND PRESCRIPTION DRUG BENEFITS TO ITS 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 0 0 1 1 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X MILWAUKEE ROOFERS HEALTH FUND 2627859741 16601 W DAKOTA STREET NEW BERLIN WI 53151 TAYLOR NELSON CHAIRMAN 1.00 45.00 X X 0 98221 56297 MICHAEL HURST SECRETARY/TREASURER 1.00 X X 0 0 0 JEFF ZUPAN TRUSTEE 1.00 X 0 0 0 SCOTT ENGBRING TRUSTEE 1.00 X 0 0 0 STEVEN VIDMAR TRUSTEE 1.00 X 0 0 0 MARK LANGER TRUSTEE 1.00 X 0 0 0 0 98221 56297 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 524292 3618675 3618675 PARTICIPANT CONTRIBUTIONS 524292 507701 507701 4126376 70152 70152 5375006 5455906 -80900 -80900 -80900 MISCELLANEOUS REVENUE 900099 1293 1293 1293 4116921 4126376 0 -9455 3866910 118 11264 76746 3473 26981 10812 435 10389 CLAIMS ADMINISTRATION F 152848 CLERICAL SUPPORT 64623 PAYROLL AUDIT FEES 3250 PCORI FEE 1314 4229163 185160 141155 437948 425487 351539 397964 2557 3080 2178 943 1670 1235 2477078 2255918 3455952 3224839 7033 11467 274574 144459 281607 155926 X 0 0 0 0 3174345 3068913 3174345 3068913 3455952 3224839 -112242 6810 0 X 0 1 X 1 0 2178 943 1235 1235 CLAIMS PAYABLE 144459 144459 X 4112467 6810 6810 4105657 11264 11264 4116921 4268899 51000 51000 4217899 11264 11264 4229163 PART X, LINE 2: THE TRUST ESTABLISHED TO HOLD THE FUND'S ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND IS THEREFORE NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE FUND HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS"), AND THE TRUSTEES BELIEVE THAT THE FUND, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE AS DESIGNED. U.S. GAAP REQUIRES FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN 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 PERIODS IN PROGRESS. PART XII, LINE 2D - OTHER ADJUSTMENTS: CURRENT YEAR INCREASE IN CLAIMS PAYABLE AND CLAIMS INCURRED BUT NOT REPORTED 51,000. 0 0 0 TAYLOR NELSON CHAIRMAN 0 98221 0 0 0 0 0 56297 0 0 0 154518 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO PLAN MANAGEMENT TO REVIEW AND APPROVE. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS OF THE ORGANIZATION ARE AVAILABLE UPON REQUEST AND ARE AVAILABLE FOR INSPECTION AT THE ORGANIZATION'S OFFICE. BOARD OF TRUSTEES OF THE MILWAUKEE ROOFERS HEALTH FUND 16601 W DAKOTA STREET NEW BERLIN WI 53151 396075843 SPONSORING ORGANIZATIONS (JOINT BOARD OF TRUSTEES) 0 ROOFERS UNION LOCAL 65 LANGER ROOFING & SHEET METAL INC VAN'S ROOFING INC 0 0 1 0 0 0 0 0 0 0 1 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 RESPONDED TO THE FUNDS EFFORT TO OBTAIN THE TAX CLASSIFICATION. THE CONTRIBUTING EMPLOYERS ARE: WINDING ROOFING CO., SRS ROOFING & SHEET METAL, SCHRANZ ROOFING, MILLEN ROOFING, CUDAHY ROOFING, CARLSON ROOFING, V & F ROOF CONSULTING & SERVICE, ROOFERS OFFICE WORKERS #9 (#65 OFFICE), SOUTHEAST WI JOINT APPRENTICESHIP, AND ROTH BROTHERS.