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.
EIN:
39-6095127
City:
State:
Metro:
Founded:
1981
Type:
501(c)(9)
NTEE:
Revenue:
$11,254,058
Assets:
$12,449,881
Employees:
37
Fiscal year end:
May
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 ending | Date received by IRS | Form | PDF link |
|---|
| 2019-05 | Aug 25, 2020 | 990 | View PDF |
| 2018-05 | Jun 19, 2019 | 990 | View PDF |
| 2017-05 | Mar 14, 2018 | 990 | View PDF |
| 2016-05 | Aug 9, 2017 | 990O | View PDF |
| 2015-05 | Feb 25, 2016 | 990O | View PDF |
| ...and five more Form 990 PDFs |
Financials for Fox Valley Sheet Metal Health Fund
| Field | 2019 | 2018 | % Change |
|---|
| Federated campaigns | $0 | $0 | |
| Membership dues | $0 | $0 | |
| Fundraising event contributions | $0 | $0 | |
| Related organizations | $0 | $0 | |
| Government grants (contributions) | $0 | $0 | |
| Normal grants, contributions, etc. | $0 | $0 | |
| <em>Non-cash contributions included in above</em> | $0 | $0 | |
| Total grants, contributions, etc. | $0 | $0 | |
| Field | 2019 | 2018 | % Change |
|---|
| Total grants, contributions, etc. | $0 | $0 | |
| Program services | $11,035,493 | $11,033,659 | 0.0% |
| Investment income and dividends | $213,283 | $193,154 | 10.4% |
| Tax-exempt bond proceeds | $0 | $0 | |
| Royalty revenue | $0 | $0 | |
| Net rental income | $0 | $0 | |
| Net gain from sale of non-inventory assets | $923 | $-41,152 | 102.2% |
| Net income from fundraising events | $0 | $0 | |
| Net income from gaming activities | $0 | $0 | |
| Net income from sales of inventory | $0 | $0 | |
| Miscellaneous revenues | $4,359 | $4,058 | 7.4% |
| Total revenues | $11,254,058 | $11,189,719 | 0.6% |
| Field | 2019 | 2018 | % Change |
|---|
| Grants to govts. and orgs. in USA | $0 | $0 | |
| Grants to individuals in USA | $0 | $0 | |
| Grants to govts., orgs., and individuals outside USA | $0 | $0 | |
| Benefits paid to or for members | $4,600,381 | $9,172,666 | -49.8% |
| Compensation of current officers, etc. | $0 | $0 | |
| Compensation not included above, to disqualified persons | $0 | $0 | |
| Non-officer salaries and wages | $0 | $0 | |
| Pension/retirement accruals and contributions | $0 | $0 | |
| Other employee benefits | $0 | $0 | |
| Payroll taxes | $0 | $0 | |
| Management fees | $196,901 | $190,029 | 3.6% |
| Legal fees | $78,088 | $44,385 | 75.9% |
| Accounting fees | $26,467 | $25,740 | 2.8% |
| Lobbying fees | $0 | $0 | |
| Pro. fundraising fees | $0 | $0 | |
| Investment mgmt fees | $47,809 | $47,386 | 0.9% |
| Other fee-for-service | $403,004 | $116,288 | 246.6% |
| Advertising and promotion | $0 | $0 | |
| Office expenses | $17,504 | $10,518 | 66.4% |
| Information tech. expenses | $1,110 | $6,109 | -81.8% |
| Royalty expenses | $0 | $0 | |
| Occupancy | $0 | $0 | |
| Travel | $0 | $0 | |
| Public official travel and entertainment | $0 | $0 | |
| Conferences, meetings, etc. | $619 | $425 | 45.6% |
| Interest | $0 | $0 | |
| Payments to affiliates | $0 | $0 | |
| Depreciation, amortization, etc. | $0 | $0 | |
| Insurance | $6,279 | $6,289 | -0.2% |
| All other expenses | $631,372 | $861,900 | -26.7% |
| Total expenses | $6,009,534 | $10,481,735 | -42.7% |
| Field | 2019 | 2018 | % Change |
|---|
| Cash (non-interest-bearing) | $3,478,452 | $2,755,678 | 26.2% |
| Savings, short-term investments, etc. | $335,779 | $396,064 | -15.2% |
| Pledges and grants receivable | $0 | $0 | |
| Accounts receivable | $1,336,901 | $1,570,870 | -14.9% |
| Loans receivable from officers, directors, etc. | $0 | $0 | |
| Loans receivable from other disqualified persons | $0 | $0 | |
| Notes and loans receivable | $0 | $0 | |
| Inventories for use | $0 | $0 | |
| Prepaid expenses and deferred charges | $42,449 | $23,455 | 81.0% |
| Buildings, equipment, etc. post-depreciation | $0 | $0 | |
| Investments, publicly traded securities | $7,256,300 | $6,834,557 | 6.2% |
| Investments, other securities | $0 | $0 | |
| Investments, program-related | $0 | $0 | |
| Intangible assets | $0 | $0 | |
| Other assets | $0 | $40,052 | -100% |
| Total assets | $12,449,881 | $11,620,676 | 7.1% |
| Field | 2019 | 2018 | % Change |
|---|
| Accounts payable and accrued expenses | $98,821 | $105,254 | -6.1% |
| Grants payable | $0 | $0 | |
| Deferred revenue | $0 | $0 | |
| Tax-exempt bond liabilities | $0 | $0 | |
| Escrow or custodial account liability | $0 | $0 | |
| Loans payable to officers and disqualified persons | $0 | $0 | |
| Secured mortgages and notes payable to unrelated third parties | $0 | $0 | |
| Unsecured notes and loans payable to unrelated third parties | $0 | $0 | |
| Other liabilities | $1,456,743 | $6,016,224 | -75.8% |
| Total liabilities | $1,555,564 | $6,121,478 | -74.6% |
| Field | 2019 | 2018 | % Change |
|---|
| Unrestricted net assets | $0 | $0 | |
| Temporarily restricted net assets | $0 | $0 | |
| Permanently restricted net assets | $0 | $0 | |
Vendors for Fox Valley Sheet Metal Health Fund
| Vendor | Services | Amount paid | Date |
|---|
| Freyberg Hinkle Ashland Powers and Stowell | Tax accounting | | 2020-08-25 |
| ██████ ██████████ █████████ ███████ | Claims Processing | $336,627 | 2019-05-01 |
| ███████ ████ ██████████████ | Third Party Administrator | $196,125 | 2019-05-01 |
Personnel at Fox Valley Sheet Metal Health Fund
| Name | Title | Compensation | Most recent data |
|---|
| Daniel Wippich | Chairman | - | Aug. 25, 2020 |
| Dan Wippich | Secretary | $0 | May 31, 2019 |
Peer fraternal organizations
| | Name | Type | Revenue | Location |
|---|
| 1 | HDMC Group Inc Bargaining Unit Employees Post-Retirement Welfare Benefits Trust | 501(c)(9) | $16 million | Milwaukee, WI |
| 2 | Plumbers Local 75 Health Fund | 501(c)(9) | $14 million | Milwaukee, WI |
| 3 | Plumbers and Steamfitters Local 400 and Mca N Central Wi Health and Welfare Trust | 501(c)(9) | $32 million | Kaukauna, WI |
| 4 | Johnson Controls Retiree Welfare Trust | 501(c)(9) | $7.4 million | Glendale, WI |
| 5 | Iron Workers Local 383 Health Care Plan | 501(c)(9) | $5.8 million | Madison, WI |
| 6 | Sunoco Med Life Ins TR Cash | 501(c)(9) | $4.7 million | Milwaukee, WI |
| 7 | Cinti Bell Active Medical Care | 501(c)(9) | $34 million | Milwaukee, WI |
| 8 | Ecw Health Benefit Trust and Plan | 501(c)(9) | $6.4 million | Greenwood, WI |
| 9 | Local Unions No 19 and 127 Health and Welfare Fund | 501(c)(9) | $8.9 million | Milwaukee, WI |
| 10 | Metropolitan Council Hra Plan | 501(c)(9) | $3.6 million | Milwaukee, WI |
| 11 | SC Johnson and Son Retiree Medical Benefits Trust | 501(c)(9) | $24 million | Racine, WI |
| 12 | Milwaukee Carpenters' District Council Health Fund | 501(c)(9) | $26 million | Pewaukee, WI |
| 13 | Pellc Life and Health Benefit Trust for Bargaining Unit | 501(c)(9) | $36 million | Milwaukee, WI |
| 14 | Wisconsin Bankers Association Insurance Trust Fund | 501(c)(9) | $11 million | Sun Prairie, WI |
| 15 | City of Minneapolis Veba 12627200 | 501(c)(9) | $7.7 million | Milwaukee, WI |
| 16 | Un-Sp HLTH Ben TR Emp City St Paul | 501(c)(9) | $3.2 million | Milwaukee, WI |
| 17 | Associated Banc Corp Group Health Employee Benefit Plan and Trust | 501(c)(9) | $39 million | Green Bay, WI |
| 18 | Milwaukee Painters Local Union No 781 Health Fund | 501(c)(9) | $12 million | Milwaukee, WI |
| 19 | Wisconsin Pipe Trades Health Fund | 501(c)(9) | $34 million | Milwaukee, WI |
| 20 | Blain Supply and Farm & Fleet Employee Welfare Benefit Plan | 501(c)(9) | $11 million | Janesville, WI |
| 21 | Wisconsin Masons' Health Care Fund | 501(c)(9) | $27 million | Madison, WI |
| 22 | Interstate Power and Light Employees Bargaining and Welfare Benefit Trust | 501(c)(9) | $5.8 million | Madison, WI |
| 23 | Local 434 Health and Welfare Fund Workers and Service Techs | 501(c)(9) | $14 million | Mosinee, WI |
| 24 | M and I Health Retiree Program | 501(c)(9) | $8.1 million | Milwaukee, WI |
| 25 | Milwaukee Roofers Health Fund | 501(c)(9) | $4.2 million | New Berlin, WI |