2023 Form 5500 filing — Wisconsin Bankers Association Insurance Trust - Association Health Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007152424NAL0007725059001) for Wisconsin Bankers Association Insurance Trust - Association Health Plan, reported by Wisconsin Bankers Association Insurance Trust Fund under EIN 39-6046865 and plan number 502. It reports 738 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants738
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241007152424NAL0007725059001
Plan sponsor
Wisconsin Bankers Association Insurance Trust Fund
EIN
39-6046865
Plan number
502
Location
Madison, WI
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$14.1M
Total expenses$14.1M
Benefits paid / distributions$13.9M
Contributions
EmployerNot reported
Participant$13.9M
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Participant contributions
$13,931,240
Total income / additions
$14,070,533
Benefits paid
$13,931,240
Administrative expenses
$139,293
Total expenses
$14,070,533
Net increase / (decrease)
$0

Related Form 5500 pages