- 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 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. 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
-
WISCONSIN FOX RIVER VALLEY SHEET METAL WORKERS WELFARE TRUST
On its 2024 return
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.