2023 Form 5500 filing — Wisconsin Medical Society Welfare Benefit 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 20241015111914NAL0028178977001) for Wisconsin Medical Society Welfare Benefit Trust, reported by Wisconsin Medical Society Welfare Plan (Wms) under EIN 81-6880009 and plan number 501. It reports 419 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111914NAL0028178977001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Wisconsin Medical Society Welfare Plan (Wms)
- EIN
- 81-6880009
- Plan number
- 501
- Location
- Fitchburg, WI
- Participants
- 419
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $346,578
- Total liabilities (EOY)
- $23,242
- Net assets (EOY)
- $323,336
- Employer contributions
- $6,971,648
- Total income / additions
- $7,124,150
- Benefits paid
- $6,971,648
- Administrative expenses
- $59,870
- Total expenses
- $7,031,518
- Net increase / (decrease)
- $92,632
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wisconsin Medical Society Holdings | NONE | $33,000 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $14,648 | not reported in the loaded dataset |
| Tricor Insurance & Financial Svcs | NONE | $10,015 | not reported in the loaded dataset |