Cause IQ organization profile

Fox Valley Sheet Metal Health Fund

Program areas | Form 990s | Financials | Vendors | Personnel | Peers

Fox Valley Sheet Metal Health Fund is a fraternal society based in Waukesha, WI that was founded in 1981. As of 2019 they had $11 million in revenue and $12 million in assets.

Provide Health and welfare benefits for participants and their beneficiaries. To provide welfare benefits, such as life insurance, accidental death and dismemberment, loss of time, disability, dental, vision, hospital, and surgical benefits for union ...

Previous legal names or variations of their name include: Wisconsin Fox River Valley Sheet Metal Workers Welfare Trust.

Fiscal year end:
Revenue trends:
Asset trends:

Program areas at Fox Valley Sheet Metal Health Fund

To provide Health, life, dental, vision, prescription drug, and disability benefits to eligible participants, spouses, and dependents.

Form 990s for Fox Valley Sheet Metal Health Fund

Fiscal year endingDate received by IRSFormPDF link
2019-05Aug 25, 2020990View PDF
2018-05Jun 19, 2019990View PDF
2017-05Mar 14, 2018990View PDF
2016-05Aug 9, 2017990OView PDF
2015-05Feb 25, 2016990OView PDF
...and five more Form 990 PDFs

Financials for Fox Valley Sheet Metal Health Fund

Total grants, contributions, etc.$0
Program services$11,035,493
Investment income and dividends$213,283
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$923
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$4,359
Total revenues$11,254,058

Vendors for Fox Valley Sheet Metal Health Fund

VendorServicesAmount paidDate
Freyberg Hinkle Ashland Powers and StowellTax accounting2020-08-25
██████ ██████████ █████████ ███████Claims Processing$336,6272019-05-01
███████ ████ ██████████████Third Party Administrator$196,1252019-05-01

Personnel at Fox Valley Sheet Metal Health Fund

NameTitleCompensationMost recent data
Daniel WippichChairman-Aug. 25, 2020
Dan WippichSecretary$0May 31, 2019

Peer fraternal organizations

1HDMC Group Inc Bargaining Unit Employees Post-Retirement Welfare Benefits Trust501(c)(9)$16 millionMilwaukee, WI
2Plumbers Local 75 Health Fund501(c)(9)$14 millionMilwaukee, WI
3Plumbers and Steamfitters Local 400 and Mca N Central Wi Health and Welfare Trust501(c)(9)$32 millionKaukauna, WI
4Johnson Controls Retiree Welfare Trust501(c)(9)$7.4 millionGlendale, WI
5Iron Workers Local 383 Health Care Plan501(c)(9)$5.8 millionMadison, WI
6Sunoco Med Life Ins TR Cash501(c)(9)$4.7 millionMilwaukee, WI
7Cinti Bell Active Medical Care501(c)(9)$34 millionMilwaukee, WI
8Ecw Health Benefit Trust and Plan501(c)(9)$6.4 millionGreenwood, WI
9Local Unions No 19 and 127 Health and Welfare Fund501(c)(9)$8.9 millionMilwaukee, WI
10Metropolitan Council Hra Plan501(c)(9)$3.6 millionMilwaukee, WI
11SC Johnson and Son Retiree Medical Benefits Trust501(c)(9)$24 millionRacine, WI
12Milwaukee Carpenters' District Council Health Fund501(c)(9)$26 millionPewaukee, WI
13Pellc Life and Health Benefit Trust for Bargaining Unit501(c)(9)$36 millionMilwaukee, WI
14Wisconsin Bankers Association Insurance Trust Fund501(c)(9)$11 millionSun Prairie, WI
15City of Minneapolis Veba 12627200501(c)(9)$7.7 millionMilwaukee, WI
16Un-Sp HLTH Ben TR Emp City St Paul501(c)(9)$3.2 millionMilwaukee, WI
17Associated Banc Corp Group Health Employee Benefit Plan and Trust501(c)(9)$39 millionGreen Bay, WI
18Milwaukee Painters Local Union No 781 Health Fund501(c)(9)$12 millionMilwaukee, WI
19Wisconsin Pipe Trades Health Fund501(c)(9)$34 millionMilwaukee, WI
20Blain Supply and Farm & Fleet Employee Welfare Benefit Plan501(c)(9)$11 millionJanesville, WI
21Wisconsin Masons' Health Care Fund501(c)(9)$27 millionMadison, WI
22Interstate Power and Light Employees Bargaining and Welfare Benefit Trust501(c)(9)$5.8 millionMadison, WI
23Local 434 Health and Welfare Fund Workers and Service Techs501(c)(9)$14 millionMosinee, WI
24M and I Health Retiree Program501(c)(9)$8.1 millionMilwaukee, WI
25Milwaukee Roofers Health Fund501(c)(9)$4.2 millionNew Berlin, WI