2024-11-04T16:11:14-06:00 2023-12-31 363168081 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2023-01-01 390859145 MILWAUKEE PAINTERS LOCAL UNION NO 781 HEALTH FUND MILW 4145773700 11270 WEST PARK PLACE 950 MILWAUKEE WI 53224 JEFF MEHRHOFF CHAIRMAN 4145773700 2024-11-04 1 0 BRIDGETTE MUGGE P00671418 2627549400 2024-11-03 2023 2024-10-15 13:58:12Z JEFF MEHRHOFF 11270 WEST PARK PLACE 950 MILWAUKEE WI 53224 41062666 0 X N/A X 1951 WI TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS 8 5 30 6 0 0 0 0 10157070 11543197 639134 67361 9061 0 10805265 11610558 0 0 6822300 7068611 0 0 0 0 0 2288168 2377367 9110468 9445978 1694797 2164580 24640392 28424950 818043 575756 23822349 27849194 TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS 0 0 PROVIDES ACCIDENT, HOSPITAL, MEDICAL, SURGICAL, DENTAL, VISION, MAJOR MEDICAL, DISABILITY, AND INSURANCE BENEFITS 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 60 0 30 1 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 1 0 0 0 X JEFF MEHRHOFF 4145773700 11270 WEST PARK PLACE SUITE 950 MILWAUKEE WI 53224 JEFF MEHRHOFF CHAIRMAN 2.00 50.00 X X 0 139842 89585 BRIAN BAUMGARTNER TRUSTEE 2.00 X 0 98661 79631 TYSON FROH TRUSTEE 2.00 X 0 660 544 ANGELO MARRONE TRUSTEE 2.00 2.00 X 0 315 0 WILL STEVENS SECRETARY/TREASURER (THRU 3/16/23) 2.00 X X 0 0 0 MATT MARCELLIS TRUSTEE 2.00 X 0 0 0 AMY OLSON TRUSTEE (THRU 3/16/23) 2.00 X 0 0 0 KEVIN CHMIELEWSKI TRUSTEE 2.00 X 0 0 0 SARA GULOTTA SECRETARY/TREASURER (STARTED 3/16/23) 2.00 X 0 0 0 BETHANY KELEHER TRUSTEE (START 3/16/23) 2.00 X 0 0 0 0 239478 169760 0 0 1 0 BENEFIT PLAN ADMINSTRATORS 11270 W PARK PLACE SUITE 950 MILWAUKEE WI 53224 ADMINISTRATIVE SERVICES 371127 UNITED HEALTH CARE 9700 HEALTH CARE LANE MINNETONKA MN 55343 PPO NETWORK PROVIDER 355195 SEGAL CONSULTING PO BOX 4092 CHURCH STREET STATION NEW YORK NY 102614092 CONSULTING 126710 3 EMPLOYER CONTRIBUTIONS 900099 11125173 11125173 EMPLOYEE CONTRIBUTIONS 900099 418024 418024 11543197 746508 746508 28772961 29452108 -679147 -679147 -679147 11610558 11543197 0 67361 7068611 87932 91299 153390 22008 15991 21058 17033 DENTAL PREMIUMS 779350 NETWORK FEES 366183 CLAIMS AND FUND ADMINIS 355136 STOP-LOSS PREMIUMS 350591 117396 9445978 3427585 2634404 1450253 15254426 993263 1175545 46505 49770 18722786 9310805 24640392 28424950 59343 197956 758700 377800 818043 575756 X 0 0 0 0 23822349 27849194 23822349 27849194 24640392 28424950 2164580 1862265 0 X 0 1 X 1 0 0 BENEFIT OBLIGATIONS CURRENTLY PAYABLE 377800 377800 X 13381524 1862265 1862265 11519259 91299 91299 11610558 9735579 380900 380900 9354679 91299 91299 9445978 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC"). THE PLAN HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER DATED AUGUST 11, 1997 FROM THE IRS AND IS THEREFORE NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE PLAN SPONSOR BELIEVES THAT THE PLAN AND TRUST, AS AMENDED, CONTINUE TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. U.S. GAAP REQUIRE PLAN MANAGEMENT OF AN ORGANIZATION TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN TAX 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 2D - OTHER ADJUSTMENTS: CHANGE IN CURRENT YEAR CLAIMS PAYABLE 380,900. 0 0 0 JEFF MEHRHOFF CHAIRMAN 0 139842 0 0 0 0 0 65124 0 24461 0 229427 0 0 BRIAN BAUMGARTNER TRUSTEE 0 98661 0 0 0 0 0 55700 0 23931 0 178292 0 0 FORM 990, SCHEDULE J, PART I, LINE 3 THE RELATED ORGANIZATION, PAINTERS & ALLIED TRADES DISTRICT COUNCIL NO 7, PROCESS FOR ESTABLISHING COMPENSATION IS AS FOLLOWS: THE COMPENSATION FOR OFFICERS TO ATTEND EXECUTIVE MEETINGS, RECEIVE EXPENSE ALLOWANCES, AND/OR RECEIVE COMPENSATION FOR WORKING FOR THE DISTRICT COUNCIL, IS DETERMINED BY THE DISTRICT COUNCIL NO 7 BY-LAWS, AND THE LOCAL BARGAINING AGREEMENTS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS REVIEWED BY THE CHAIRMAN AND SECRETARY/TREASURER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12: THE TRUSTEES FOLLOW ERISA REQUIREMENTS REGARDING CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC INSPECTION COPIES OF THE FORM 990, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS ARE AVAILABLE BY REQUEST AT THE ORGANIZATION'S OFFICE. PAINTERS & ALLIED TRADES DISTRICT COUNCIL NO 7 IUPAT DISTRICT COUNCIL NO 7 JOINT APPRENTICESHIP AND TRAINING TRUST FUND PAINTERS LOCAL 802 HEALTH FUND BOARD OF TRUSTEES OF MILWAUKEE PAINTERS LOCAL UNION NO 781 HEALTH FUND 11270 WEST PARK PLACE SUITE 950 MILWAUKEE WI 53224 390859145 PLAN SPONSOR AND PLAN ADMINISTRATOR WI 501(C)(9) 0 GORDON SOLUTIONS LLC JDR PAINTING ALL-TECH DECORATING COMPANY APPLETON LATHING CORP B&D CONTRACTORS BALASCH PAINTING AND DECORATING BUILDING SERVICE INC CESARZ DRYWALL INC COMMERCIAL WALLS & CEILING COMMON LINKS CONSTRUCTION CONRAD SCHMITT STUDIOS CREATIVE BUSINESS INTERIORS INC DAVCO DEVELOPMENT DOHERTY CONSTRUCTION FIELDSTONE GLASS INC GLASS SOLUTIONS HERITAGE GLASS INC HESS SWEITZER PAINTING LLC HETZEL-SANFILIPPO INC HOME GLASS CO INC INDUSTRIAL SERVICES GROUP INC INTERIOR INSTALLATION SERVICE JAHN & SONS INC KLEIN-DICKERT PEWAUKEE LANKFORD CONSTRUCTION COMPANY LURIE GLASS COMPANY MAVID CONSTRUCTION SERVICE MILWAUKEE PLATE GLASS INC OLYMPIC COMPANIES OMNI GLASS - SOUTHERN DIVISION PFISTER CORP PORTA-PAINTING INC POSTORINO DECORATING INC PROGRAMMED PAINTING SERVICE INC ROCKWELL GROUP SANCHEZ PAINTING CONTRACTORS SERVICE PAINTING CORP STATE PAINTING COMPANY THOMAS A MASON CO INC THOMAS INDUSTRIAL COATING INC UNIVERSAL INC WALL TECH INC WINGHART 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: BROCK INDUSTRIAL SERVICES LLC CCIMW, LLC COATINGS UNLIMITED INC DC7 APPRENTICESHIP FUND F.D. THOMAS, INC. HOWARD GROTE & SONS, INC. LEVY COMPANY LOUIS HOFFMAN CO. NOVA PAINTING & DECORATING, INC. OXFORD ERECTORS PAINTERS LOCAL UNION 781 PERMASTEELISA NORTH AMERICA STATZ PAINTING & DECORATING INC.