Nonprofit · EIN 35-1638874
WISCONSIN SHEET METAL HEALTH AND BENEFIT TRUST FUND
Tax-exempt · WAUKESHA, WI 53186
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $58,642,866 | $56,701,269 | $1,941,597 | $56,789,506 | $44,875,458 | $11,914,048 |
| December 31, 2023 | 990 | $53,116,013 | $49,016,271 | $4,099,742 | $53,164,692 | $42,546,941 | $10,617,751 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $55,591,984
- Investment income
- $2,867,424
- Net gain from sales of assets
- $1,823,149
- Other revenue
- $183,458
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $49,861,540
- Salaries, compensation and benefits (total)
- $47,893
- Professional fundraising fees
- $0
- Legal fees
- $221,761
- Depreciation
- $400
Balance sheet and other
- Total assets, start of year
- $53,164,692
- Total assets, end of year
- $56,789,506
- Total liabilities, end of year
- $44,875,458
- Net assets, end of year
- $11,914,048
- Land, buildings and equipment
- $147
- Publicly traded securities
- $31,823,240
- Gross receipts
- $75,253,124
- Employees
- 144
- Volunteers
- 9
- Year formed
- 1985
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SCOTT KNOCKE | SECRETARY Trustee or director, Officer | 1 | $0 | $159,196 | $70,311 |
| BRAD KALCIC | TRUSTEE Trustee or director | 1 | $0 | $125,962 | $87,464 |
| STEUART WILSON | TRUSTEE Trustee or director | 1 | $0 | $142,404 | $61,743 |
| MICHAEL THOMAS | TRUSTEE Trustee or director | 1 | $0 | $113,508 | $83,670 |
| CRAIG WAGNER | TRUSTEE Trustee or director | 1 | $0 | $102,504 | $69,719 |
| MATT VAN DER PUY | TRUSTEE Trustee or director | 1 | $0 | $105,791 | $64,452 |
| SCOTT BARTZ THRU 41124 | TRUSTEE Trustee or director | 1 | $0 | $62,916 | $36,863 |
| BRIAN NEUMAIER STARTED 82224 | TRUSTEE Trustee or director | 1 | $0 | $60,720 | $35,002 |
| ROBERT JOSSART | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVID ALDAG THRU 41124 | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAN GREEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KENNETH GROESCHEL JR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JACK SCHIRPKE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JONATHAN KOWALSKI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROB WEISE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY GAECKE | TRUSTEE Trustee or director | 1 | $0 |
| BRANDON LANGENFELD | TRUSTEE Trustee or director | 1 | $0 |
| BRAD ALDAG STARTED 82224 | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SCOTT KNOCKE | SECRETARY Trustee or director, Officer | 1 | $150,857 | $68,353 |
| BRAD KALCIC | TRUSTEE Trustee or director | 1 | $119,564 | $83,904 |
| STEUART WILSON | TRUSTEE Trustee or director | 1 | $134,279 | $60,739 |
| SCOTT BARTZ | TRUSTEE Trustee or director | 1 | $118,593 | $73,722 |
| MICHAEL THOMAS | TRUSTEE Trustee or director | 1 | $107,120 | $80,256 |
| MATT VAN DER PUY | TRUSTEE Trustee or director | 1 | $102,370 | $66,341 |
| CRAIG WAGNER | TRUSTEE Trustee or director | 1 | $96,267 | $71,885 |
| ROBERT JOSSART | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| DAVID ALDAG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAN GREEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KENNETH GROESCHEL JR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JACK SCHIRPKE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JONATHAN KOWALSKI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROB WEISE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JEFFREY GAECKE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRANDON LANGENFELD | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2201 SPRINGDALE RD, WAUKESHA, WI 53186-2855
- Principal officer (990 for 2024)
- ROBERT JOSSART, 2201 SPRINGDALE ROAD, WAUKESHA, WI 531862855
- Signed the 990
- ROBERT JOSSART, CHAIRMAN
- Phone
- (262) 798-1838
- Return prepared by
- SIKICH LLC
Mission
PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES.
Program accomplishments
- HOSPITAL, SURGICAL, MEDICAL, DENTAL, VISION, AND PRESCRIPTION DRUG BENEFITS FOR APPROXIMATELY 3,100 MEMBERS AND THEIR FAMILIES
- PROVIDE SUPPLEMENTAL MEDICARE ADVANTAGE PRESCRIPTION DRUG PLAN FOR APPROXIMATELY 777 MEMBERS
- PROVIDE COST CONTAINMENT AND CASE MANAGEMENT SERVICES FOR APPROXIMATELY 3,100 MEMBERS
- PROVIDE LIFE INSURANCE BENEFITS FOR APPROXIMATELY 2,827 MEMBERS
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 35-1638874
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1987
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $56,789,506
- Income (IRS master file)
- $75,253,124
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $58,642,866 | $56,701,269 | $56,789,506 | IRS |
| 990 | December 2023 | $53,116,013 | $49,016,271 | $53,164,692 | XML |
| 990 | December 2022 | $45,547,011 | $48,286,132 | $43,109,176 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-1638874).
Questions about WISCONSIN SHEET METAL HEALTH AND BENEFIT TRUST FUND
- What is the EIN of WISCONSIN SHEET METAL HEALTH AND BENEFIT TRUST FUND?
- The employer identification number (EIN) of WISCONSIN SHEET METAL HEALTH AND BENEFIT TRUST FUND is 35-1638874.
- Is WISCONSIN SHEET METAL HEALTH AND BENEFIT TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1987.
- Are donations to WISCONSIN SHEET METAL HEALTH AND BENEFIT TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WISCONSIN SHEET METAL HEALTH AND BENEFIT TRUST FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WISCONSIN SHEET METAL HEALTH AND BENEFIT TRUST FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WISCONSIN SHEET METAL HEALTH AND BENEFIT TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of WISCONSIN SHEET METAL HEALTH AND BENEFIT TRUST FUND?
- The 990 for the year ended December 31, 2024 names ROBERT JOSSART.
- Who are the officers and directors of WISCONSIN SHEET METAL HEALTH AND BENEFIT TRUST FUND?
- The 990 for the year ended December 31, 2024 lists 18 people; 0 received compensation from the organization.
- How much revenue does WISCONSIN SHEET METAL HEALTH AND BENEFIT TRUST FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $58,642,866, expenses of $56,701,269 and total assets of $56,789,506 at year end.
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