2023 Form 5500 filing — Local Unions No 19 And 127 Health And Welfare 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 20250114122739NAL0031682752001) for Local Unions No 19 And 127 Health And Welfare Fund, reported by Local Unions No 19 And 127 Health And Welfare Fund under EIN 39-6048209 and plan number 501. It reports 513 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114122739NAL0031682752001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local Unions No 19 And 127 Health And Welfare Fund
- EIN
- 39-6048209
- Plan number
- 501
- Location
- Milwaukee, WI
- Participants
- 513
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,014,383
- Total liabilities (EOY)
- $5,639,973
- Net assets (EOY)
- $4,374,410
- Employer contributions
- $10,062,413
- Participant contributions
- $930,628
- Total income / additions
- $11,486,590
- Benefits paid
- $7,764,464
- Administrative expenses
- $452,373
- Total expenses
- $8,216,837
- Net increase / (decrease)
- $3,269,753
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plan Administration Of Wi | NONE | $283,970 | not reported in the loaded dataset |
| United Health Care | NONE | $219,108 | not reported in the loaded dataset |
| Lee Jost & Associates | NONE | $43,800 | not reported in the loaded dataset |
| Delta Dental Of Wisconsin | NONE | $24,054 | not reported in the loaded dataset |
| The Previant Law Firm | NONE | $22,701 | not reported in the loaded dataset |
| Sikich Llp | NONE | $19,655 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $16,819 | not reported in the loaded dataset |
| Aurora Employer Solutions | NONE | $14,256 | not reported in the loaded dataset |
| Optum Rx | NONE | $7,431 | not reported in the loaded dataset |
| Wex Health, Inc | NONE | $6,359 | not reported in the loaded dataset |