Plan5500

Greendale, WI Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Greendale, WI has 12 loaded benefit plan(s) reported by 8 plan sponsor(s), with $587,741,604 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
8
Latest filing year
2023

What stands out in Greendale

  • 12 loaded plans hold $587.7M in reported assets across 8 sponsors.
  • The largest, United Food And Commercial Workers Unions And Employers Pension Plan, holds 81% of reported Greendale plan assets.
  • Plans cover 18,417 participants — about 1,535 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 42% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$583.5MSummed across loaded plans$583,531,217
Total reported assets$587.7M$587,741,604
Total reported participants18.4K18,417
Total reported liabilities$4.2M$4,210,387

Reported net position

Reported assets = net assets + liabilities (summed)$587.7M total assets
Net assets$583.5MLiabilities$4.2M
Contributions & income
Employer contributions$17.3M
Participant contributions$451K
Total income / additions$94.3M
Expenses & distributions
Benefits paid / distributions$53.7M
Total expenses$59.3M
Net increase / (decrease)$35M

Data coverage

Plans with financial statements8 / 12 (67%)
Plans with provider compensation5 / 12 (42%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Greendale, WI plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Greendale market comparison

Largest plan share of assets81%United Food And Commercial Workers Unions And Employers Pension Plan
Participants per plan1,535Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Greendale

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    United Food And Commercial Workers Unions And Employers Pension Plan$474.7M
    United Food And Commercial Workers Employers Pension Plan · 2023
  2. 2
    Upper Peninsula Plumbers & Pipefitters Pension Plan$68M
    Trustees Of The Upper Peninsula Plumbers & Pipefitters Pension · 2023
  3. 3
    Upper Peninsula Plumbers Pipefitters Defined Contribution Plan$23.9M
    Trustees Of The Upper Peninsula Plumbers And Pipefitters Defined · 2023
  4. 4
    Upper Peninsula Plumbers & Pipefitters Health And Welfare Plan$10.4M
    Trustees Upper Peninsula Plumbers Pipefitters Health & Welfare Plan · 2023
  5. 5
    Wisconsin Ufcw Unions And Employers Health Plan$4.5M
    Board Of Trustees Wi Ufcw Unions And Employers Health Plan · 2023
  6. 6
    Gigaflight Connectivity Inc. Profit Sharing Plan$3.9M
    Gigaflight Connectivity Inc · 2023
  7. 7
    Bedrock 401(K) Plan$2.3M
    Bedrock Healthcare LLC · 2023
  8. 8
    Guswerks Inc. Retirement Plan$209.1K
    Guswerks Inc. · 2023
  9. 9
    Bedrock Hc Wi Medical Plannot reported in the loaded dataset
    Bedrock Healthcare LLC · 2023
  10. 10
    Bedrock Wi Dental Plannot reported in the loaded dataset
    Bedrock Healthcare LLC · 2023
  11. 11
    Bedrock Wi Life And Ad&Dnot reported in the loaded dataset
    Bedrock Healthcare LLC · 2023
  12. 12
    Bedrock Wi Vision Plannot reported in the loaded dataset
    Bedrock Healthcare LLC · 2023

Largest plans in Greendale → · Greendale plans by participants → · Greendale plans with financial data → · Greendale plans with provider compensation → · $1B+ plans in Greendale →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Greendale, WI?
12 plan(s) reported by 8 sponsor(s) are loaded for Greendale, WI.

Related Form 5500 pages