NonprofitsWisconsin Sheet Metal Health And Benefit Trust Fund

Wisconsin Sheet Metal Health And Benefit Trust Fund

WAUKESHA, WI

Total revenue

$58.6M

Total expenses

$56.7M

Net assets

$11.9M

Grants received

EIN

351638874

Tax year

2024

Mission

To provide health and welfare benefits for participants and their beneficiaries.

Programs

3 programs

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

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$55.6M
Investment income$2.9M
Other revenue$183K
Total revenue$58.6M

Expenses

Grants paid
Salaries & benefits$48K
Fundraising
Other expenses$6.8M
Total expenses$56.7M
Total assets$56.8M
Net assets$11.9M

People

18 listed

NameRoleCompensation

SCOTT KNOCKE

SECRETARY

Board

1 hrs/wk

BRAD KALCIC

TRUSTEE

Board

1 hrs/wk

STEUART WILSON

TRUSTEE

Board

1 hrs/wk

SCOTT BARTZ THRU 41124

TRUSTEE

Board

1 hrs/wk

MATT VAN DER PUY

TRUSTEE

Board

1 hrs/wk

CRAIG WAGNER

TRUSTEE

Board

1 hrs/wk

MICHAEL THOMAS

TRUSTEE

Board

1 hrs/wk

ROBERT JOSSART

CHAIRMAN

Board

1 hrs/wk

DAVID ALDAG THRU 41124

TRUSTEE

Board

1 hrs/wk

JAN GREEN

TRUSTEE

Board

1 hrs/wk

KENNETH GROESCHEL JR

TRUSTEE

Board

1 hrs/wk

JACK SCHIRPKE

TRUSTEE

Board

1 hrs/wk

JONATHAN KOWALSKI

TRUSTEE

Board

1 hrs/wk

ROB WEISE

TRUSTEE

Board

1 hrs/wk

JEFFREY GAECKE

TRUSTEE

Board

1 hrs/wk

BRANDON LANGENFELD

TRUSTEE

Board

1 hrs/wk

BRAD ALDAG STARTED 82224

TRUSTEE

Board

1 hrs/wk

BRIAN NEUMAIER STARTED 82224

TRUSTEE

Board

1 hrs/wk

Independent contractors

BENEFIT PLAN ADMINISTRATION

ADMINISTRATION SERVICES

$1.3M

ANTHEM BLUE CROSS AND BLUE SHIELD

MEDICAL CLAIMS ADMINISTRATION

$713K

EXPRESS SCRIPTS

PRESCRIPTIONS

$427K

REINHART BOERNER VAN DUEREN SC

LEGAL

$188K

ZELIS HEALTHCARE

MEDICAL CLAIMS ADMINISTRATION

$148K

Details

EIN351638874
Subsection09
Ruling date1987-01
Formed1985
Employees144
Volunteers9
WISCONSIN SHEET METAL HEALTH AND BENEFIT TRUST FUND — Mission, Financials & Grants Received | Grantivo