2026-04-14T14:41:51-05:00 2025-05-31 363168081 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2024-06-01 396075843 MILWAUKEE ROOFERS HEALTH FUND MILW 2627859741 16601 W DAKOTA STREET NEW BERLIN WI 53151 TAYLOR NELSON CHAIRMAN 2627859741 2026-04-13 1 1 KURT N WALCUTT P00650229 2627549400 2026-04-06 2024 2025-03-06 01:10:19Z TAYLOR NELSON 16601 W DAKOTA STREET NEW BERLIN WI 53151 9429519 0 X N/A X 1952 WI PROVIDE MEDICAL, VISION, DENTAL, ACCIDENT, LOSS-OF-TIME, DEATH, AND PRESCRIPTION DRUG BENEFITS. 6 4 0 4 0 0 0 0 4667227 4720763 37257 82592 1445 1959 4705929 4805314 0 0 4535113 4454948 0 0 0 0 0 394131 435259 4929244 4890207 -223315 -84893 3387166 3388007 453361 467711 2933805 2920296 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 0 0 0 0 0 0 0 0 0 X 6 4 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 109061 58612 MICHAEL HURST SECRETARY 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 JESSE HANKE TRUSTEE 1.00 40.00 X 0 85757 52099 MARK LANGER TRUSTEE 1.00 X 0 0 0 0 194818 110711 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 524292 4020858 4020858 PARTICIPANT CONTRIBUTIONS 524292 465532 465532 SUBROGATION 524292 234373 234373 4720763 103634 103634 4603163 4624205 -21042 -21042 -21042 MISCELLANEOUS REVENUE 900099 1959 1959 1959 4805314 4720763 0 84551 4454948 100297 10825 81439 3470 28552 12578 435 5257 CLAIMS ADMINISTRATION F 111237 CLERICAL SUPPORT 75176 PAYROLL AUDIT FEES 4550 PCORI FEE 1443 4890207 197467 192166 330688 429598 386169 488392 135642 24730 2178 1813 800 365 2336400 2174756 0 78000 3387166 3388007 12650 11453 440711 456258 453361 467711 X 0 0 0 0 2933805 2920296 2933805 2920296 3387166 3388007 -84893 71384 0 X 0 1 X 1 0 2178 1813 365 365 CLAIMS PAYABLE 456258 456258 X 4865873 71384 71384 4794489 10825 10825 4805314 4859382 -20000 -20000 4879382 10825 10825 4890207 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 (IRC) AND IS THEREFORE NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE FUND OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) IN MARCH 1954, AND THE TRUSTEES BELIEVE THAT THE FUND, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH THE APPLICABLE PROVISIONS OF THE IRC. US GAAP REQUIRES 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. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. IN OCTOBER 2022, THE FUND WAS NOTIFIED THAT IT WAS SELECTED FOR A DOL AUDIT FOR THE PERIOD OF JANUARY 1, 2021 THROUGH OCTOBER 25, 2022. THE DOL HAS BEGUN THEIR FIELDWORK, AND NOTIFIED THE FUND THAT THERE HAVE BEEN IMPROPERLY DENIED CLAIMS FOR APPLIED BEHAVIORAL ANALYSIS THERAPY (ABA). DURING THE YEAR ENDED MAY 31, 2024, THE FUND PAID ABA CLAIMS TOTALING $31,320 AS A RESULT OF THESE FINDINGS. THE DOL HAS NOT COMPLETED THE AUDIT AS OF THE DATE OF THIS REPORT. PART XII, LINE 2D - OTHER ADJUSTMENTS: CURRENT YEAR INCREASE IN CLAIMS PAYABLE AND CLAIMS INCURRED BUT NOT REPORTED -20,000. 0 0 0 TAYLOR NELSON CHAIRMAN 0 109061 0 0 0 0 0 33611 0 25001 0 167673 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 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 RACINE ROOFING, V & F ROOF CONSULTING & SERVICE, ROOFERS OFFICE WORKERS #9 (#65 OFFICE), AND ROTH BROTHERS.