Skip to content
Nonprofiteer
← All organizations

WISCONSIN SHEET METAL HEALTH AND BENEFIT TRUST FUND

EIN 35-1638874 WAUKESHA, WI

Browse the largest nonprofits in Wisconsin

Revenue 2024
$58,642,866
Expenses 2024
$56,701,269

As filed

Subsection
09
Classification
1000
Street
2201 SPRINGDALE RD

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

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.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Scott 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 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 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 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 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 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 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 Jossart

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1
  • David Aldag Thru 41124

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jan Green

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Kenneth Groeschel Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jack Schirpke

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jonathan Kowalski

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Rob Weise

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jeffrey Gaecke

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Brandon Langenfeld

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Brad Aldag Started 82224

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Brian 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $58,642,866
    Expenses
    $56,701,269
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $53,116,013
    Expenses
    $49,016,271
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $45,547,011
    Expenses
    $48,286,132
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $44,027,701
    Expenses
    $45,617,477
    Assets (EOY)
    $44,518,635
  • 2020 · 990

    Revenue
    $39,631,339
    Expenses
    $39,748,892
    Assets (EOY)
    $47,524,001
  • 2019 · 990

    Revenue
    $39,060,206
    Expenses
    $42,266,193
    Assets (EOY)
    $44,173,681
  • 2018 · 990

    Revenue
    $38,216,823
    Expenses
    $42,105,732
    Assets (EOY)
    $43,251,540
  • 2017 · 990

    Revenue
    $37,510,052
    Expenses
    $37,830,004
    Assets (EOY)
    $45,750,294
  • 2016 · 990

    Revenue
    $33,184,104
    Expenses
    $36,097,705
    Assets (EOY)
    $44,510,061
  • 2015 · 990

    Revenue
    $32,020,155
    Expenses
    $34,646,071
    Assets (EOY)
    $44,330,166
  • 2014 · 990

    Revenue
    $32,752,474
    Expenses
    $33,992,854
    Assets (EOY)
    $46,135,607
  • 2013 · 990

    Revenue
    $30,992,654
    Expenses
    $31,016,610
    Assets (EOY)
    $43,970,820
  • 2012 · 990

    Revenue
    not reported
    Expenses
    $30,898,411
    Assets (EOY)
    $41,060,741

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

  • 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

Declared as related by

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Related partnerships on its 2024 return

  • 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 on its 2024 return

  • 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

The first 25 as filed. The return lists the rest.

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.