Civic Intelligence

Wisconsin Laborers' Health Fund

EIN 23-7009055 • 501(c)9 • Deforest, WI

View Organization Page

Profile

To provide health and other benefits to eligible participants covered under the plan.

4633 Liuna Way 201Deforest, WI 53532-2514

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

75th percentile

0.20x

Higher debt load relative to assets than 75% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

0.58x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Net Margin

16th percentile

-8.2%

Higher net margin than 16% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

77th percentile

$286,501

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Asset Growth

61st percentile

7.8%

Faster asset growth than 61% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

13%

Faster revenue growth than 63% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$359,885,014

Up $26,084,348 (+7.8%) from 2023

Liabilities

Up

$72,479,191

Up $12,725,946 (+21%) from 2023

Net Assets

Up

$287,405,823

Up $13,358,402 (+4.9%) from 2023

Operations
Liabilities / Revenue92nd percentileNet Margin16th percentile

Revenue

Up

$124,212,225

Up $14,177,493 (+13%) from 2023

Expenses

Up

$134,385,474

Up $20,708,231 (+18%) from 2023

Net Income

Down

-$10,173,249

Down $6,530,738 (-179%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400M$300M$200M$100M$0Assets 2010: $151,609,194Liabilities 2010: $25,863,608Net Assets 2010: $125,745,5862010Assets 2011: $168,880,672Liabilities 2011: $26,111,928Net Assets 2011: $142,768,7442011Assets 2012: $190,741,068Liabilities 2012: $28,991,486Net Assets 2012: $161,749,5822012Assets 2013: $215,452,701Liabilities 2013: $32,541,367Net Assets 2013: $182,911,3342013Assets 2014: $247,006,482Liabilities 2014: $37,492,853Net Assets 2014: $209,513,6292014Assets 2015: $254,583,052Liabilities 2015: $42,004,256Net Assets 2015: $212,578,7962015Assets 2016: $265,978,905Liabilities 2016: $44,835,943Net Assets 2016: $221,142,9622016Assets 2017: $289,426,056Liabilities 2017: $54,964,674Net Assets 2017: $234,461,3822017Assets 2018: $302,142,419Liabilities 2018: $46,596,472Net Assets 2018: $255,545,9472018Assets 2019: $308,332,507Liabilities 2019: $48,037,253Net Assets 2019: $260,295,2542019Assets 2020: $331,837,511Liabilities 2020: $53,856,314Net Assets 2020: $277,981,1972020Assets 2021: $353,332,580Liabilities 2021: $53,650,162Net Assets 2021: $299,682,4182021Assets 2022: $321,525,063Liabilities 2022: $55,564,511Net Assets 2022: $265,960,5522022Assets 2023: $333,800,666Liabilities 2023: $59,753,245Net Assets 2023: $274,047,4212023Assets 2024: $359,885,014Liabilities 2024: $72,479,191Net Assets 2024: $287,405,8232024

Highlighted filing

2024

Assets$359,885,014
Liabilities$72,479,191
Net Assets$287,405,823
Open 2024 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150M$100M$50M$0-$50MExpenses 2010: $55,149,8602010Expenses 2011: $59,245,7962011Expenses 2012: $59,407,3152012Expenses 2013: $65,419,0592013Revenue 2014: $85,345,228Expenses 2014: $73,036,354Net Income 2014: $12,308,8742014Revenue 2015: $92,814,125Expenses 2015: $78,235,738Net Income 2015: $14,578,3872015Revenue 2016: $86,173,771Expenses 2016: $90,414,974Net Income 2016: -$4,241,2032016Revenue 2017: $87,875,587Expenses 2017: $92,809,762Net Income 2017: -$4,934,1752017Revenue 2018: $98,173,184Expenses 2018: $92,499,053Net Income 2018: $5,674,1312018Revenue 2019: $97,719,898Expenses 2019: $99,831,337Net Income 2019: -$2,111,4392019Revenue 2020: $109,681,997Expenses 2020: $100,674,626Net Income 2020: $9,007,3712020Revenue 2021: $101,359,419Expenses 2021: $111,393,887Net Income 2021: -$10,034,4682021Revenue 2022: $102,264,332Expenses 2022: $116,215,798Net Income 2022: -$13,951,4662022Revenue 2023: $110,034,732Expenses 2023: $113,677,243Net Income 2023: -$3,642,5112023Revenue 2024: $124,212,225Expenses 2024: $134,385,474Net Income 2024: -$10,173,2492024

Highlighted filing

2024

Revenue$124,212,225
Expenses$134,385,474
Net Income-$10,173,249
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$359,885,014
Liabilities
$72,479,191
Net assets
$287,405,823
Revenue
$124,212,225
Expenses
$134,385,474
Net income
-$10,173,249
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$360$72.5$287$124$134$10.2
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$334$59.8$274$110$114$3.64
2022Detailed filing. Detailed filing data is available for this year.$322$55.6$266$102$116$14.0
2021Detailed filing. Detailed filing data is available for this year.$353$53.7$300$101$111$10.0
2020Detailed filing. Detailed filing data is available for this year.$332$53.9$278$110$101$9.01
2019Detailed filing. Detailed filing data is available for this year.$308$48.0$260$97.7$99.8$2.11
2018Detailed filing. Detailed filing data is available for this year.$302$46.6$256$98.2$92.5$5.67
2017Detailed filing. Detailed filing data is available for this year.$289$55.0$234$87.9$92.8$4.93
2016Detailed filing. Detailed filing data is available for this year.$266$44.8$221$86.2$90.4$4.24
2015Detailed filing. Detailed filing data is available for this year.$255$42.0$213$92.8$78.2$14.6
2014Detailed filing. Detailed filing data is available for this year.$247$37.5$210$85.3$73.0$12.3
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$215$32.5$183$65.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$191$29.0$162$59.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$169$26.1$143$59.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$152$25.9$126$55.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jun 30, 2025
Return Version
2023v6.0
Gross Receipts
$324,630,365
Mission and Program Overview

Mission

To provide health and other benefits to eligible participants covered under the plan.

to provide health and other benefits to eligible participants covered under the plan

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$287,560,590$320,649,605▲ $33,089,015
Rtn Earn Endowment Incm Other Fnds$274,047,421$287,405,823▲ $13,358,402
Cash and Non-Interest-Bearing Accounts$14,774,514$21,573,683▲ $6,799,169
Accounts Receivable$14,491,974$15,328,188▲ $836,214
Investments in Publicly Traded Securities$14,652,952--
Savings and Temporary Cash Investments$1,758,907$2,100,600▲ $341,693
Prepaid Expenses and Deferred Charges$209,783$223,683▲ $13,900
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$333,800,666$359,885,014▲ $26,084,348
Other Assets Total$351,946$9,255▼ $342,691
Liabilities
Other Liabilities$55,771,996$68,314,542▲ $12,542,546
Accounts Payable and Accrued Expenses$3,981,249$4,164,649▲ $183,400
Total Liabilities$59,753,245$72,479,191▲ $12,725,946
Net Assets / Fund Balance
Total Net Assets Fund Balance$274,047,421$287,405,823▲ $13,358,402
Total Liabilities and Net Assets / Fund Balance$333,800,666$359,885,014▲ $26,084,348

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$6,211,795--
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Barry ScholzFormer Trustee
Brian DehnhoffFormer Trustee
William KennedyFormer Trustee
Allen BradfordTrustee
Brian HornungTrustee
Charlie SchuettTrustee
Cj SmithTrustee
Clark JensenTrustee
Dan CullenTrustee
Gerald SchomakerTrustee
Jacob MrugaczTrustee
James FoyeTrustee
Kent MillerTrustee
Kevin RenleyTrustee
Mary WilcoxTrustee
Matthew MarcellisTrustee
Mike TestolinTrustee
Philip ThompsonTrustee
Tony NeiraTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Anthem Blue Cross Blue ShieldPpo Service FeesPO BOX 34210, Louisville, KY 40233$2,217,491
Benefit Plan Administration Of WiscAdmin2901 WEST BELTLINE HIGHWAY, Madison, WI 53713$1,981,637
Previant Goldberg Uelmen Gratz MilleLegal ServicesPO BOX 12993, Milwaukee, WI 53212$467,861
Segal ConsultingConsulting101 N WACKER DR STE 500, Chicago, IL 60606$256,643
Delta Dental InsuranceDental Claims Administrator2801 HOOVER ROAD PO BOX 828, Stevens Point, WI 54481$222,074
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$113,257,438
Investment Income
$10,954,787
Other Revenue
$0
Change in Net Assets
$-10,173,249

Audited Revenue Reconciliation

Revenue per Audited Statements
$123,534,901
Revenue Not Reported on Financial Statements
$677,324
Revenue Not Reported on Form 990
$23,531,651
Total Revenue per Audited Statements
$147,066,552
Total Revenue per Form 990
$124,212,225
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,859,720
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$125,525,754
Fees for Services Other---$5,108,949
Fees for Services Management---$2,065,787
Fees for Service Investment Mgmnt Fees---$677,324
Fees for Services Legal---$482,303
Office Expenses---$232,908
Occupancy---$93,978
Fees for Services Accounting---$75,995
Other Expenses---$49,590
Insurance---$49,186
Conferences and Meetings---$23,700
Total Functional Expenses$0$0$0$134,385,474

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$134,385,474
Expenses per Audited Statements$120,868,312
Total Expenses per Audited Statements$120,868,312
Expenses Not Reported on Financial Statements$13,517,162
Other Expense Adjustments$12,839,838
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Est for Extended Elig$49,300,000
Accum Balance in Part Hsa Accts$10,469,342
Est for Incur But Not Rptd$8,334,200
Est for Banked Hours$211,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“The trustees authorize the fund's third party administrator and a designated trustee to review the form 990 before it is filed.”

Form 990, Part VI, Section B, line 12C

“The trustees are governed by the trust document and have a fiduciary responsibility under erisa to administer the plan in the best interest of the membership. The us department of labor requires all labor trustees to report on form lm-30 potential situations where there may be conflicts of interest. This information is open to the public.”

Form 990, Part VI, Section C, line 19

“A summary annual report is distributed to all participants. Participants are able to request the auditor's report and other financial information from the plan administrator and/or department of labor. Also, the form 5500 is open to public inspection.”

Filing and Contact Details

Filer

Filer Name
WISCONSIN LABORERS' HEALTH FUND
EIN
23-7009055
Phone
6088461742
Address
4633 LIUNA WAY 201, DEFOREST, WI 53532-2514

Signing Officer

Name
kent miller
Title
Trustee
Phone
6088461742
Signed
2025-06-30
Discuss with paid preparer
Yes

Organization Details

Formed
1967
Legal Domicile
Wi
Voting Board Members
16
Independent Board Members
8
Employees
213
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
230 W Monroe Street, CHICAGO, IL 60606
Preparer
Corey Bilkey
Phone
3126550037
Supplemental Narrative

Additional Explanations

Form 990, Part XII, line 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

Part X, Line 2:

“As of august 31, 2024, there were no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by the taxing jurisdictions; however there are currently no audits for any tax period in progress. At august 31, 2023 the plan is no longer subject to income tax examinations for years prior to the fiscal year ended august 31, 2021.”

Part XII, Line 4B - Other Adjustments:

“Change in inbr 1,547,700. Change in accum eligibility 10,486,000. Change in claims payable 297,292. Increase in part hsa accum balance 508,846.”

Raw XML AppendixShowing 400 of 1,314 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03981249
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04164649
IRS990/AccountsReceivableGrp/BOYAmt014491974
IRS990/AccountsReceivableGrp/EOYAmt015328188
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0to provide health and other benefits to eligible participants covered under the plan
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt0125525754
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0benefit plan administrators
IRS990/BooksInCareOfDetail/PhoneNum06088461742
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04633 LIUNA WAY SUITE 201
IRS990/BooksInCareOfDetail/USAddress/CityNm0DEFOREST
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0535322514
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt014774514
IRS990/CashNonInterestBearingGrp/EOYAmt021573683
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt023700
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt02217491
IRS990/ContractorCompensationGrp/CompensationAmt11981637
IRS990/ContractorCompensationGrp/CompensationAmt2467861
IRS990/ContractorCompensationGrp/CompensationAmt3256643
IRS990/ContractorCompensationGrp/CompensationAmt4222074
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 34210
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt12901 WEST BELTLINE HIGHWAY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2PO BOX 12993
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3101 N WACKER DR STE 500
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt42801 HOOVER ROAD PO BOX 828
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0LOUISVILLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1MADISON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2MILWAUKEE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4STEVENS POINT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0KY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1WI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2WI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4WI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd040233
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd153713
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd253212
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd360606
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd454481
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0ANTHEM BLUE CROSS BLUE SHIELD
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1BENEFIT PLAN ADMINISTRATION OF WISC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2PREVIANT GOLDBERG UELMEN GRATZ MILLE
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3SEGAL CONSULTING
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4DELTA DENTAL INSURANCE
IRS990/ContractorCompensationGrp/ServicesDesc0PPO SERVICE FEES
IRS990/ContractorCompensationGrp/ServicesDesc1ADMIN
IRS990/ContractorCompensationGrp/ServicesDesc2LEGAL SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc3CONSULTING
IRS990/ContractorCompensationGrp/ServicesDesc4DENTAL CLAIMS ADMINISTRATOR
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0125525754
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt010954787
IRS990/CYOtherExpensesAmt08859720
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0113257438
IRS990/CYRevenuesLessExpensesAmt0-10173249
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0134385474
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0124212225
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE PLAN PROVIDES HOSPITAL, MEDICAL, SURGICAL, DENTAL, VISION, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, DISABILITY, AND SKILLED NURSING CARE BENEFITS TO ALL ELIGIBLE PARTICIPANTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0213
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt075995
IRS990/FeesForServicesLegalGrp/TotalAmt0482303
IRS990/FeesForServicesManagementGrp/TotalAmt02065787
IRS990/FeesForServicesOtherGrp/TotalAmt05108949
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0677324
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt050.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt350.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt446.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt650.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt113.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt123.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt133.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt143.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt153.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt163.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt173.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt183.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt397664
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt474334
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt695513
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt886805
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt947721
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1177721
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1283797
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1575383
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1882681
IRS990/Form990PartVIISectionAGrp/PersonNm0MARY WILCOX
IRS990/Form990PartVIISectionAGrp/PersonNm1BRIAN HORNUNG
IRS990/Form990PartVIISectionAGrp/PersonNm2MIKE TESTOLIN
IRS990/Form990PartVIISectionAGrp/PersonNm3TONY NEIRA
IRS990/Form990PartVIISectionAGrp/PersonNm4CLARK JENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm5DAN CULLEN
IRS990/Form990PartVIISectionAGrp/PersonNm6KENT MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm7KEVIN RENLEY
IRS990/Form990PartVIISectionAGrp/PersonNm8JAMES FOYE
IRS990/Form990PartVIISectionAGrp/PersonNm9GERALD SCHOMAKER
IRS990/Form990PartVIISectionAGrp/PersonNm10MATTHEW MARCELLIS
IRS990/Form990PartVIISectionAGrp/PersonNm11PHILIP THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm12CHARLIE SCHUETT
IRS990/Form990PartVIISectionAGrp/PersonNm13JACOB MRUGACZ
IRS990/Form990PartVIISectionAGrp/PersonNm14CJ SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm15ALLEN BRADFORD
IRS990/Form990PartVIISectionAGrp/PersonNm16WILLIAM KENNEDY
IRS990/Form990PartVIISectionAGrp/PersonNm17BARRY SCHOLZ
IRS990/Form990PartVIISectionAGrp/PersonNm18BRIAN DEHNHOFF
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3168307
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4124944
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6190988
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8130287
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9121067
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11137598
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12122718
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15101332
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt18122623
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16FORMER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17FORMER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18FORMER TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01967
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt08006642
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0208424782
IRS990/GrossReceiptsAmt0324630365
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt049186
IRS990/InvestmentIncomeGrp/ExclusionAmt02948145
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02948145
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0287560590
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0320649605
IRS990/InvestmentsPubTradedSecGrp/BOYAmt014652952
IRS990/IRPDocumentCnt01897
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0200418140
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER THE PLAN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0274047421
IRS990/NetAssetsOrFundBalancesEOYAmt0287405823
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt08006642
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08006642
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt023531651
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt093978
IRS990/OfficeExpensesGrp/TotalAmt0232908
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0351946
IRS990/OtherAssetsTotalGrp/EOYAmt09255
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ACA FEES AND ASSESSMENT
IRS990/OtherExpensesGrp/TotalAmt049590
IRS990/OtherLiabilitiesGrp/BOYAmt055771996
IRS990/OtherLiabilitiesGrp/EOYAmt068314542
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0209783
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0223683
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1SELF-PAY CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2Subrogation
IRS990/ProgramServiceRevenueGrp/Desc3LIQUIDATED DAMAGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0105801687
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16509696
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2898028
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt348027
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0105801687
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16509696
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2898028
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt348027
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE PLAN PROVIDES HOSPITAL,MEDICAL, SURGICAL, DENTAL, VISION, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, DISABILITY, AND SKILLED NURSING CARE BENEFITS TO ALL ELIGIBLE PARTICIPANTS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0107196225
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05175165
IRS990/PYOtherExpensesAmt06481018
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0104859567
IRS990/PYRevenuesLessExpensesAmt0-3642511
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0113677243
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0110034732
IRS990/ReconcilationRevenueExpnssAmt0-10173249
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0274047421
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0287405823
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01758907
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02100600
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt013517162
IRS990ScheduleD/ExpensesSubtotalAmt0120868312
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0677324
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0677324
IRS990ScheduleD/NetUnrealizedGainsInvstAmt023531651
IRS990ScheduleD/OtherExpensesNotIncludedAmt012839838
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt049300000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt18334200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2211000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt310469342
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0EST FOR EXTENDED ELIG
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1EST FOR INCUR BUT NOT RPTD
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2EST FOR BANKED HOURS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3ACCUM BALANCE IN PART HSA ACCTS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0174660627
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1115500757
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt224276426
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt36211795
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMON COLLECTIVE TRUSTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1LIMITED PARTNERSHIPS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2REAL ESTATE INVESTMENT TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc3103-12 INVESTMENT ENTITY
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/RevenueNotReportedAmt023531651
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0677324
IRS990ScheduleD/RevenueSubtotalAmt0123534901
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AS OF AUGUST 31, 2024, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. AT AUGUST 31, 2023 THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE FISCAL YEAR ENDED AUGUST 31, 2021.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN INBR 1,547,700. CHANGE IN ACCUM ELIGIBILITY 10,486,000. CHANGE IN CLAIMS PAYABLE 297,292. INCREASE IN PART HSA ACCUM BALANCE 508,846.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0320649605

Document Assets

No mirrored PDF or thumbnail assets are attached yet.