2023 Form 5500 filing — Uwmf Faculty Physicians Veba And Trust

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 20241014224557NAL0015631907001) for Uwmf Faculty Physicians Veba And Trust, reported by University Of Wisconsin Medical Foundation, Inc. under EIN 39-1824445 and plan number 502. It reports 1,306 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$67.3KReported net assets$67,269
Participants1.3K1,306
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241014224557NAL0015631907001
Plan sponsor
University Of Wisconsin Medical Foundation, Inc.
EIN
39-1824445
Plan number
502
Location
Middleton, 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.

Reported balance (end of year)$67.3K total assets
Net assets$67.3KLiabilities$0
Money in vs. money out
Total income / additions$647.2K
Total expenses$637.3K
Benefits paid / distributions$637.3K
Contributions
EmployerNot reported
Participant$644.1K
Full reported line items
Total assets (EOY)
$67,269
Total liabilities (EOY)
$0
Net assets (EOY)
$67,269
Participant contributions
$644,099
Total income / additions
$647,185
Benefits paid
$637,343
Administrative expenses
$0
Total expenses
$637,343
Net increase / (decrease)
$9,842

Related Form 5500 pages