2023 Form 5500 filing — Milwaukee Hotel Industry Health & 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 20250217134346NAL0001230163001) for Milwaukee Hotel Industry Health & Welfare Fund, reported by Milwaukee Hotel Industry Health & Welfare Fund under EIN 39-6075836 and plan number 501. It reports 327 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217134346NAL0001230163001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Milwaukee Hotel Industry Health & Welfare Fund
- EIN
- 39-6075836
- Plan number
- 501
- Location
- Brookfield, WI
- Participants
- 327
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $264,391
- Total liabilities (EOY)
- $18,222
- Net assets (EOY)
- $246,169
- Employer contributions
- $1,772,261
- Participant contributions
- $6,232
- Total income / additions
- $1,787,872
- Benefits paid
- $1,729,821
- Administrative expenses
- $92,651
- Total expenses
- $1,822,472
- Net increase / (decrease)
- -$34,600
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliant Insurance Services, Inc. | NONE | $41,309 | not reported in the loaded dataset |
| Sikich Llp | NONE | $31,519 | not reported in the loaded dataset |