2023 Form 5500 filing — Wisconsin Pipe Trades Health 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 20241015202242NAL0015369555001) for Wisconsin Pipe Trades Health Fund, reported by Board Of Trustees Of Wisconsin Pipe Trades Health Fund under EIN 39-0852117 and plan number 501. It reports 2,365 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015202242NAL0015369555001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Wisconsin Pipe Trades Health Fund
- EIN
- 39-0852117
- Plan number
- 501
- Location
- Milwaukee, WI
- Participants
- 2,365
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,514,185
- Total liabilities (EOY)
- $29,047,364
- Net assets (EOY)
- $16,466,821
- Employer contributions
- $36,614,762
- Participant contributions
- $3,123,508
- Total income / additions
- $44,092,247
- Benefits paid
- $40,397,842
- Administrative expenses
- $1,698,268
- Total expenses
- $42,096,110
- Net increase / (decrease)
- $1,996,137
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $1,326,338 | not reported in the loaded dataset |
| Careatc | NONE | $1,167,377 | not reported in the loaded dataset |
| United Healthcare Insurance Co. | NONE | $906,014 | not reported in the loaded dataset |
| Express Scripts Holding Company | NONE | $117,400 | not reported in the loaded dataset |
| U.S. Bank N.A. | NONE | $91,937 | $0 |
| Delta Dental Of Wisconsin | NONE | $81,006 | not reported in the loaded dataset |
| Aurora Healthcare | NONE | $79,810 | not reported in the loaded dataset |
| Lee Jost & Associates | NONE | $60,000 | not reported in the loaded dataset |
| Reinhart Boerner, Van Deuren S.C | NONE | $55,690 | not reported in the loaded dataset |
| The Previant Law Firm S.C. | NONE | $45,143 | not reported in the loaded dataset |
| Zelis Claims Integrity Inc. | NONE | $38,148 | not reported in the loaded dataset |
| Law Offices Of Daniel Goldberg | NONE | $23,333 | not reported in the loaded dataset |
| Sikich Cpa LLC | NONE | $21,150 | not reported in the loaded dataset |
| Combined Crafts | NONE | $20,150 | not reported in the loaded dataset |
| H.J. Knight International | NONE | $13,219 | not reported in the loaded dataset |
| Umr | NONE | $10,000 | not reported in the loaded dataset |
| United Actuarial Services | NONE | $8,500 | not reported in the loaded dataset |