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← MILWAUKEE PAINTERS LOCAL UNION NO 781 WELFARE FUND

Form 990 for tax year 2023

Filed by MILWAUKEE PAINTERS LOCAL UNION NO 781 WELFARE FUND.

Totals

Total revenue
$11,610,558
Total expenses
$9,445,978
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$11,543,197
Investment income
$67,361
Other revenue
$0
Total assets, end of year
$28,424,950
Total liabilities, end of year
$575,756
Net assets or fund balances, end of year
$27,849,194
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 $11,125,173 · related or exempt $11,125,173

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $418,024 · related or exempt $418,024

  • 3 · Investment income

    total $746,508 · excluded $746,508

  • 7a · Gross sales of assets other than inventory

    securities $28,772,961

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

    securities $29,452,108

  • 7c · Gain or loss

    securities -$679,147

  • 7d · Net gain or loss

    total -$679,147 · excluded -$679,147

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $7,068,611

  • 11b · Fees: legal

    total $87,932

  • 11f · Fees: investment management

    total $91,299

  • 11g · Fees: other

    total $153,390

  • 13 · Office expenses

    total $22,008

  • 14 · Information technology

    total $15,991

  • 19 · Conferences, conventions and meetings

    total $21,058

  • 21 · Payments to affiliates

    total $17,033

  • 24a · Other expenses: DENTAL PREMIUMS

    total $779,350

  • 24b · Other expenses: NETWORK FEES

    total $366,183

  • 24c · Other expenses: CLAIMS AND FUND ADMINIS

    total $355,136

  • 24d · Other expenses: STOP-LOSS PREMIUMS

    total $350,591

  • 24e · All other expenses

    total $117,396

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,427,585 · end of year $2,634,404

  • 2 · Savings and temporary cash investments

    beginning of year $1,450,253 · end of year $15,254,426

  • 4 · Accounts receivable

    beginning of year $993,263 · end of year $1,175,545

  • 9 · Prepaid expenses and deferred charges

    beginning of year $46,505 · end of year $49,770

  • 11 · Investments: publicly traded securities

    beginning of year $18,722,786 · end of year $9,310,805

  • 17 · Accounts payable and accrued expenses

    beginning of year $59,343 · end of year $197,956

  • 25 · Other liabilities

    beginning of year $758,700 · end of year $377,800

  • 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 $23,822,349 · end of year $27,849,194

Mission and programs · 2023

Mission

TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS

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

As filed on the 2023 return.

Listed in Part VII

  • Jeff Mehrhoff

    CHAIRMAN

    Total calculated
    $229,427
    From this org
    $0
    From related orgs
    $139,842
    Other
    $89,585
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $139,842 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $65,124 related
    Nontaxable benefits
    $0 + $24,461 related
    Filer's total
    $0 + $229,427 related

  • Brian Baumgartner

    TRUSTEE

    Total calculated
    $178,292
    From this org
    $0
    From related orgs
    $98,661
    Other
    $79,631
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $0 + $98,661 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $55,700 related
    Nontaxable benefits
    $0 + $23,931 related
    Filer's total
    $0 + $178,292 related

  • Tyson Froh

    TRUSTEE

    Total calculated
    $1,204
    From this org
    $0
    From related orgs
    $660
    Other
    $544
    Hours/week
    2

  • Angelo Marrone

    TRUSTEE

    Total calculated
    $315
    From this org
    $0
    From related orgs
    $315
    Other
    $0
    Hours/week
    2 + 2 related

  • Will Stevens

    SECRETARY/TREASURER (THRU 3/16/23)

    Total calculated
    $0
    Hours/week
    2

  • Matt Marcellis

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Amy Olson

    TRUSTEE (THRU 3/16/23)

    Total calculated
    $0
    Hours/week
    2

  • Kevin Chmielewski

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Sara Gulotta

    SECRETARY/TREASURER (STARTED 3/16/23)

    Total calculated
    $0
    Hours/week
    2

  • Bethany Keleher

    TRUSTEE (START 3/16/23)

    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 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.

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.

  • GORDON SOLUTIONS LLC

  • JDR PAINTING

Related corporations and trusts

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

  • 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

Provenance

Return type
form_990
Tax year
2023
Filed
4 November 2024
IRS schema version
2023v5.1
Source object
202413099349302656

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