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Nonprofiteer
← WISCONSIN PIPE TRADES HEALTH FUND

Form 990 for tax year 2023

Filed by WISCONSIN PIPE TRADES HEALTH FUND.

Totals

Total revenue
$40,521,211
Total expenses
$42,096,110
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$39,917,266
Investment income
$603,945
Other revenue
$0
Total assets, end of year
$45,514,185
Total liabilities, end of year
$29,047,364
Net assets or fund balances, end of year
$16,466,821
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $36,614,762 · related or exempt $36,614,762

  • 2b · Program service revenue: SELF-PAYMENT CONTRIBUTIONS

    total $3,123,508 · related or exempt $3,123,508

  • 2c · Program service revenue: CLAIM RECOVERIES

    total $178,996 · related or exempt $178,996

  • 3 · Investment income

    total $867,543 · excluded $867,543

  • 7a · Gross sales of assets other than inventory

    securities $69,818,002

  • 7b · Less cost or other basis and sales expenses

    securities $70,081,600

  • 7c · Gain or loss

    securities -$263,598

  • 7d · Net gain or loss

    total -$263,598 · excluded -$263,598

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $35,453,730

  • 11a · Fees: management

    total $1,140,316

  • 11b · Fees: legal

    total $128,366

  • 11f · Fees: investment management

    total $91,937

  • 11g · Fees: other

    total $108,550

  • 13 · Office expenses

    total $60,729

  • 14 · Information technology

    total $71,497

  • 19 · Conferences, conventions and meetings

    total $2,385

  • 22 · Depreciation, depletion and amortization

    total $24,111

  • 23 · Insurance

    total $14,217

  • 24a · Other expenses: MEDICARE PREMIUMS

    total $1,467,666

  • 24b · Other expenses: CLINIC COSTS

    total $1,454,200

  • 24c · Other expenses: PREFERRED PROVIDER AND

    total $1,188,948

  • 24d · Other expenses: ORGAN TRANSPLANT INSURA

    total $346,286

  • 24e · All other expenses

    total $543,172

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,076,374 · end of year $4,084,406

  • 2 · Savings and temporary cash investments

    beginning of year $1,747,148 · end of year $1,833,007

  • 4 · Accounts receivable

    beginning of year $4,216,615 · end of year $6,769,418

  • 9 · Prepaid expenses and deferred charges

    beginning of year $181,761 · end of year $177,278

  • 10a · Land, buildings and equipment: cost or other basis

    $382,271

  • 10b · Land, buildings and equipment: accumulated depreciation

    $167,437

  • 10c · Land, buildings and equipment, net

    beginning of year $238,943 · end of year $214,834

  • 11 · Investments: publicly traded securities

    beginning of year $30,127,812 · end of year $32,435,242

  • 17 · Accounts payable and accrued expenses

    beginning of year $228,495 · end of year $283,147

  • 25 · Other liabilities

    beginning of year $24,889,474 · end of year $28,764,217

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $14,470,684 · end of year $16,466,821

Mission and programs · 2023

Mission

TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS

  • PROVIDES ACCIDENT, HOSPITAL, MEDICAL, SURGICAL, DENTAL, VISION, MAJOR MEDICAL, DISABILITY, AND LIFE INSURANCE BENEFITS

As filed on the 2023 return.

Listed in Part VII

  • Joel Zielke

    LABOR SECRETARY/TREASURER

    Total calculated
    $280,683
    From this org
    $0
    From related orgs
    $171,898
    Other
    $108,785
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $171,898 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $79,291 related
    Nontaxable benefits
    $0 + $29,494 related
    Filer's total
    $0 + $280,683 related

  • Brian Toutant

    LABOR TRUSTEE

    Total calculated
    $265,230
    From this org
    $0
    From related orgs
    $159,508
    Other
    $105,722
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $159,508 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $76,228 related
    Nontaxable benefits
    $0 + $29,494 related
    Filer's total
    $0 + $265,230 related

  • Douglas Edwards

    LABOR TRUSTEE

    Total calculated
    $264,591
    From this org
    $0
    From related orgs
    $159,010
    Other
    $105,581
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $159,010 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $76,087 related
    Nontaxable benefits
    $0 + $29,494 related
    Filer's total
    $0 + $264,591 related

  • Joshua Birong

    LABOR TRUSTEE

    Total calculated
    $128,961
    From this org
    $0
    From related orgs
    $128,961
    Other
    $0
    Hours/week
    2 + 44 related

  • Eric Steimle

    LABOR TRUSTEE

    Total calculated
    $120,687
    From this org
    $0
    From related orgs
    $120,687
    Other
    $0
    Hours/week
    2 + 44 related

  • Ed Tonn Jr

    MANAGEMENT CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Jonathan Kowalski

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Rob Jossart

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • James Colwell

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Mike Gaggioli

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

FORM 990, SCHEDULE J, PART I LINE 3
THE RELATED ORGANIZATIONS, LOCAL UNION #601 AND #118, USE EXECUTIVE BOARD APPROVAL TO ESTABLISH COMPENSATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • ECKHART KENOSHA REFRIGERATION LLC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • AC SERVICE INC

  • ALL-PRO MECHANICAL SERVICES INC

  • ALPINE PLUMBING INC

  • AUGUST WINTER & SONS INC

  • BADGER OIL EQUIPMENT CO INC

  • BANE-NELSON INC

  • BASSETT INC

  • BEST HEATING & AIR CONDITIONING INC

  • BREDAN MECHANICAL SYSTEMS INC

  • BUTTERS-FETTING CO INC

  • CLIMATE PROS INC

  • CONDITIONED AIR DESIGN INC

  • CORNERSTONE PLUMBING LLC

  • DEGARMO PLUMBING INC

  • DILLETT MECHNICAL SERVICE INC

  • DUAL TEMP WISCONSIN

  • ELECTRO KOLD CORPORATION

  • GLACIER REFRIGERATION INC

  • GREAT LAKES MECHANICAL INC

  • GROESCHEL COMPANY INC

  • GRUNAU CO INC

  • HARTWIG PLUMBING & HEATING INC

  • HENNES SERVICES INC

  • HORNER PLUMBING CO INC

  • ILLINGWORTH-KILGUST MECHANICAL INC

  • INTERCON CONSTRUCTION INC

  • J&H HEATING INC

  • J&H MECH ASSOCIATION OF WI INC

  • JM BRENNAN INC

  • JF AHERN CO

  • JOE DEBELAK PLUMBING & HEATING CO INC

  • KARLSEN PLUMBING INC

  • KUHLMAN INC

  • LEE PLUMBING MECH CONTRACTORS INC

  • MARED MECHANICAL CONTRACTORS CORPORATION

  • MARTIN PETERSEN INC

  • MECHANICAL MASTERS INC

  • MONONA PLUMBING & FIRE PROTECTION INC

  • PL FREEMAN COMPANY

  • PETROLEUM EQUIPMENT INC

  • PIEPER ELECTRIC INC

  • PURE MECHANICAL LLC

  • QSP UTILITY LLC

  • REAL REGRIGERATION INC

  • SOUTHEASTERN MECHANICAL INC

  • SUCCESS PLUMBING COMPANY INC

  • SUMMIT REFRIGERATION GROUP INC

  • STATE GROUP INDUSTRIAL (USA) LIMITED

  • TOTAL MECHANICAL INC

  • TRANE US INC (THE TRANE COMPANY)

  • TWEET-GAROT MECHANICAL INC

  • UNITED MECHANICAL INC

  • ZIEN SERVICE INC

  • BOLDT CONSTRUCTION

  • JAMAR COMPANY

  • MODERN PIPING INC

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202403209349321285

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