2023 Form 5500 filing — Wisconsin Sheet Metal Workers Health And Benefit Fund
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 20241011130044NAL0038793248001) for Wisconsin Sheet Metal Workers Health And Benefit Fund, reported by Wisconsin Sheet Metal Workers under EIN 35-1638874 and plan number 501. It reports 2,906 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011130044NAL0038793248001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Wisconsin Sheet Metal Workers
- EIN
- 35-1638874
- Plan number
- 501
- Location
- Waukesha, WI
- Participants
- 2,906
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,164,692
- Total liabilities (EOY)
- $42,546,941
- Net assets (EOY)
- $10,617,751
- Employer contributions
- $48,648,510
- Participant contributions
- $4,025,592
- Total income / additions
- $55,526,580
- Benefits paid
- $47,621,366
- Administrative expenses
- $1,394,905
- Total expenses
- $49,016,271
- Net increase / (decrease)
- $6,510,309
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plan Administration | NONE | $1,272,416 | not reported in the loaded dataset |
| Anthem Blue Cross Of Wisconsin | NONE | $744,496 | not reported in the loaded dataset |
| Express Scripts | NONE | $572,110 | not reported in the loaded dataset |
| Reinhart, Boerner, Van Deuren S.C. | NONE | $157,584 | not reported in the loaded dataset |
| Segal | NONE | $139,726 | not reported in the loaded dataset |
| Medexpert International, Inc. | NONE | $87,090 | not reported in the loaded dataset |
| Nuveen Asset Management | NONE | $52,014 | $0 |
| Combined Crafts | NONE | $50,000 | not reported in the loaded dataset |
| The Previant Law Firm, S.C. | NONE | $38,967 | not reported in the loaded dataset |
| Zelis Healthcare | NONE | $35,538 | not reported in the loaded dataset |
| Sikich Llp | NONE | $34,230 | not reported in the loaded dataset |
| Wex Health, Inc | NONE | $30,870 | not reported in the loaded dataset |
| Andco Consulting | NONE | $22,500 | not reported in the loaded dataset |
| Us Bank | NONE | $16,341 | $0 |