Form 990 for tax year 2024
Filed by WISCONSIN SHEET METAL HEALTH AND BENEFIT TRUST FUND.
Totals
- Total revenue
- $58,642,866
- Total expenses
- $56,701,269
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $55,591,984
- Investment income
- $2,867,424
- Other revenue
- $183,458
- Total assets, end of year
- $56,789,506
- Total liabilities, end of year
- $44,875,458
- Net assets or fund balances, end of year
- $11,914,048
- 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 $50,973,940 · related or exempt $50,973,940
-
2b · Program service revenue: SELF-PAY CONTRIBUTIONS
total $4,189,285 · related or exempt $4,189,285
-
2c · Program service revenue: SASMI
total $428,759 · related or exempt $428,759
-
3 · Investment income
total $1,044,275 · excluded $1,044,275
-
7a · Gross sales of assets other than inventory
securities $18,433,407
-
7b · Less cost or other basis and sales expenses
securities $16,610,258
-
7c · Gain or loss
securities $1,823,149
-
7d · Net gain or loss
total $1,823,149 · excluded $1,823,149
-
11a · Other revenue: COMMISSIONS
total $82,016 · related or exempt $82,016
-
11b · Other revenue: SHARED EXPENSE REIMBURSEMENT
total $51,089 · related or exempt $51,089
-
11c · Other revenue: CONTRACTOR LATE CHARGES
total $50,338 · related or exempt $50,338
-
11d · All other revenue
total $15 · related or exempt $15
-
11e · Other revenue, total
$183,458
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $49,861,540
-
10 · Payroll taxes
total $47,893
-
11a · Fees: management
total $646,845
-
11b · Fees: legal
total $221,761
-
11f · Fees: investment management
total $79,779
-
11g · Fees: other
total $218,666
-
13 · Office expenses
total $47,867
-
14 · Information technology
total $60,920
-
19 · Conferences, conventions and meetings
total $9,347
-
22 · Depreciation, depletion and amortization
total $400
-
23 · Insurance
total $314,022
-
24a · Other expenses: MEDICARE PRESCRIPTION D
total $3,029,796
-
24b · Other expenses: CLAIMS ADMINISTRATOR FE
total $1,963,831
-
24c · Other expenses: COST CONTAINMENT PROGRA
total $147,882
-
24d · Other expenses: POSTAGE
total $21,907
-
24e · All other expenses
total $28,813
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $17,375,555 · end of year $19,575,159
-
2 · Savings and temporary cash investments
beginning of year $51,670 · end of year $216,372
-
4 · Accounts receivable
beginning of year $4,856,610 · end of year $4,305,545
-
9 · Prepaid expenses and deferred charges
beginning of year $136,976 · end of year $132,256
-
10a · Land, buildings and equipment: cost or other basis
$57,655
-
10b · Land, buildings and equipment: accumulated depreciation
$57,508
-
10c · Land, buildings and equipment, net
beginning of year $547 · end of year $147
-
11 · Investments: publicly traded securities
beginning of year $29,147,954 · end of year $31,823,240
-
15 · Other assets
beginning of year $1,595,380 · end of year $736,787
-
17 · Accounts payable and accrued expenses
beginning of year $494,556 · end of year $1,081,983
-
25 · Other liabilities
beginning of year $42,052,385 · end of year $43,793,475
-
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 $10,617,751 · end of year $11,914,048
Mission and programs · 2024
Mission
PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES.
Activities or mission (Part I)
TO PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES.
-
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
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Scott KnockeSCOTT KNOCKE
SECRETARY
- Total calculated
- $229,507
- From this org
- $0
- From related orgs
- $159,196
- Other
- $70,311
- Hours/week
- 1 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $159,196 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $40,820 related
- Nontaxable benefits
- $0 + $29,491 related
- Filer's total
- $0 + $229,507 related
-
Brad KalcicBRAD KALCIC
TRUSTEE
- Total calculated
- $213,426
- From this org
- $0
- From related orgs
- $125,962
- Other
- $87,464
- Hours/week
- 1 + 46 related
Schedule J breakdown matched by us
- Base
- $0 + $125,962 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $59,202 related
- Nontaxable benefits
- $0 + $28,262 related
- Filer's total
- $0 + $213,426 related
-
Steuart WilsonSTEUART WILSON
TRUSTEE
- Total calculated
- $204,147
- From this org
- $0
- From related orgs
- $142,404
- Other
- $61,743
- Hours/week
- 1 + 44 related
Schedule J breakdown matched by us
- Base
- $0 + $142,404 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $34,709 related
- Nontaxable benefits
- $0 + $27,034 related
- Filer's total
- $0 + $204,147 related
-
Scott Bartz Thru 41124SCOTT BARTZ THRU 41124
TRUSTEE
- Total calculated
- $99,779
- From this org
- $0
- From related orgs
- $62,916
- Other
- $36,863
- Hours/week
- 1 + 44 related
-
Matt Van Der PuyMATT VAN DER PUY
TRUSTEE
- Total calculated
- $170,243
- From this org
- $0
- From related orgs
- $105,791
- Other
- $64,452
- Hours/week
- 1 + 44 related
Schedule J breakdown matched by us
- Base
- $0 + $105,791 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $37,418 related
- Nontaxable benefits
- $0 + $27,034 related
- Filer's total
- $0 + $170,243 related
-
Craig WagnerCRAIG WAGNER
TRUSTEE
- Total calculated
- $172,223
- From this org
- $0
- From related orgs
- $102,504
- Other
- $69,719
- Hours/week
- 1 + 44 related
Schedule J breakdown matched by us
- Base
- $0 + $102,504 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $42,685 related
- Nontaxable benefits
- $0 + $27,034 related
- Filer's total
- $0 + $172,223 related
-
Michael ThomasMICHAEL THOMAS
TRUSTEE
- Total calculated
- $197,178
- From this org
- $0
- From related orgs
- $113,508
- Other
- $83,670
- Hours/week
- 1 + 44 related
Schedule J breakdown matched by us
- Base
- $0 + $113,508 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $56,628 related
- Nontaxable benefits
- $0 + $27,042 related
- Filer's total
- $0 + $197,178 related
-
Robert JossartROBERT JOSSART
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
David Aldag Thru 41124DAVID ALDAG THRU 41124
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jan GreenJAN GREEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kenneth Groeschel JrKENNETH GROESCHEL JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jack SchirpkeJACK SCHIRPKE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jonathan KowalskiJONATHAN KOWALSKI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Rob WeiseROB WEISE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey GaeckeJEFFREY GAECKE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Brandon LangenfeldBRANDON LANGENFELD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Brad Aldag Started 82224BRAD ALDAG STARTED 82224
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Brian Neumaier Started 82224BRIAN NEUMAIER STARTED 82224
TRUSTEE
- Total calculated
- $95,722
- From this org
- $0
- From related orgs
- $60,720
- Other
- $35,002
- Hours/week
- 1 + 44 related
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
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.
-
FOX VALLEY SHEET METAL HEALTH FUND
-
MILWAUKEE JOINT APPRENTICES
-
SHEET METAL #10 BENEFIT FUND
-
SHEET METAL LOCAL 219
-
SHEET METAL WORKERS #292
501(C)(5) · LABOR UNION
-
SHEET METAL WORKERS #7ZONE
-
SHEET METAL WORKERS LOCAL UNION #7 ZONE 5
-
WISCONSIN SHEET METAL HEALTH FUND
-
SHEET METAL WORKERS LOCAL 110
-
SHEET METAL WORKERS #20
-
SHEET METAL WORKERS NATIONAL HEALTH FUND
-
SHEET METAL WORKERS LOCAL 98
-
SHEET METAL WORKERS INTERNATIONAL
-
SHEET METAL LOCAL 85
-
SHEET METAL WORKERS LOCAL 33
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.
-
AIR SOLUTIONS
-
FULL SERVICE HEATING & AIR CONDITIONING LLC
-
H&M STAINLESS SPEC LLC
-
MADISON SHEET METAL LLC
-
MIDWEST FLUID BALANCING
-
NATIONS ROOF NORTH LLC
-
PURE MECHANICAL LLC
-
SUPERSKY PRODUCTS ENTERPRISES LLC
-
ADS MECHANICAL LLC
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
AC SERVICE INC
-
ACCUSTAR AIR BALANCE INC
-
ADVANCED HVAC INC
-
AIR QUALITY SYSTEMS INC
-
AIR TEMPERATURE SERVICES
-
ALDAG HONOLD MECHANICAL INC
-
ALL COMFORT SERVICES INC
-
ALL FACETS SHEET METAL INC
-
ALL PRO MECHANICAL INC
-
ALLOY WELDING INC
-
API INC
-
ARTEAGA CONSTRUCTION INC
-
ATLAS HEATING AND SHEET METAL INC
-
AUGUST WINTER & SONS INC
-
BADGER SHEET METAL LLC
-
BALANCE TECHNOLOGIES INC
-
BANE-NELSON INC
-
BASSETT MECHANICAL
-
BELONGER CORPORATION INC
-
BERGER & KING INC
-
BREDAN MECHANICAL SYSTEMS INC
-
BUTTERS-FETTING COMPANY INC
-
CARLSON RACINE ROOFING & SHEET METAL INC
-
CENTRAL MECHANICAL SYSTEMS INC
-
CERTIFIED PLUMBING
-
CHRISTIANSEN FJA CO
-
CONDITIONED AIR DESIGN INC
-
CONSTRUCTION SUPPLY & ERECTION INC
-
COUNTRYSIDE PLUMBING & HEATING INC
-
CRAFTS INC
-
CUDAHY ROOFING & SUPPLY
-
DAVE'S SHEET METAL INC
-
DILLETT MECHANICAL SERVICE INC
-
DORAL CORPORATION
-
DRESSLER & SON INC DBA DRESSLER MECHANICAL INC
-
DROEGKAMP FURNACE CO
-
DUWE METAL PRODUCTS
-
EGI MECHANICAL INC
-
ENVIRONMENTAL SYSTEMS ANALYSIS INC
-
ERV SMITH SERVICES INC
-
FISCHER INDUSTRIES INC
-
FORE-FRONT MECHANICAL INC
-
FOREMAN SLAASTED HVAC INC
-
GOSCHEY MECHANICAL INC
-
GREAT LAKES MECHANICAL INC
-
GROESCHEL COMPANY INC
-
GRUNAU COMPANY INC
-
H & H MECHANICAL CONTRACTORS INC
-
HARKER HEATING AND COOLING INC
-
HAZA MECHANICAL INC
-
HOLMING FAN & FABRICATION LLC
-
HOOPER CORPORATION
-
HOVLAND'S INC
-
HURCKMAN MECHANICAL INDUSTRIES INC
-
HVA PRODUCTS INC
-
ILLINGWORTH-KILGUST MECHANICAL
-
INSTITUTIONAL EQUIPMENT INC
-
J & H HEATING INC
-
JAMAR COMPANY
-
JF AHERN
-
JOHNSON CONTROLS INC
-
KITCHEN SPECIALISTS INC
-
KLEEMAN MECHANICAL INC
-
KOPP BROTHERS INC
-
LANGER ROOFING AND SHEET METAL
-
LEDEGAR SHEET METAL INC
-
LOUIS HOFFMANN COMPANY
-
MADISON AREA SHEET METAL
-
MALBRIT MECHANICAL INC
-
MANNENBACH MECHANICAL LLC
-
MARED MECHANICAL
-
MG MCGRATH INC
-
MID CITY PLUMBING & HEATING INC
-
MID-STATE CONTRACTORING LLC
-
MUZA SHEET METAL COMPANY LLC
-
PL FREEMAN COMPANY
-
PIEPER ELECTRIC INC
-
QUALITY HEATING & SHEET METAL CO INC
-
RAPIDS SHEET METAL WORKS INC
-
REINKE AND SCHOMANN INC
-
ROHLOFF MECHANICAL LLC
-
SCHUETTE'S HEATING AND AIR
-
SHEET METAL SERVICES INC
-
SIKORA COMPANY INC
-
SOUTHEASTERN MECHANICAL INC
-
SRS ROOFING AND SHEET METAL INC
-
STAINLESS SPECIALISTS INC
-
STAINLESS STEEL & SHEET METAL PRODUCTS INC
-
SUNSET MECHANICAL CORP
-
SVEE METALWORKS INC
-
T & B SERVICES LTD
-
TOTAL MECHANICAL INC
-
TRI-CITY REFRIGERATION INC
-
TWEET GAROT MECHANICAL INC
-
UNITED CONTRACTORS INC
-
UNITED MECHANICAL INC
-
UZELAC INDUSTRIES INC
-
V&F ROOF CONSULTING & SERVICE
-
VALLEY MECHANICAL INC
-
VAN'S ROOFING INC
-
WALTERS SHEET METAL CORPORATION
-
WIERSGALLA COMPANY INC
-
WINDING ROOFING COMPANY INC
-
WINONA HEATING & VENTILATING CO INC
-
WISCONSIN MECHANICAL SOLUTIONS
-
ZIEGELBAUER HVAC INC
-
ZIEN SERVICES
-
1901 INC
-
BRENNAN J M INC
-
JOE DEBELAK PLUMBING & HEATING
-
RICHERS REFRIGERATION
-
SCHRANZ ROOFING
-
SPIRAL DUCT
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202533179349303368
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