2023 Form 5500 filing — Fox Valley Sheet Metal 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 20250228133152NAL0001195649001) for Fox Valley Sheet Metal Health Fund, reported by The Board Of Trustees Of The Fox Valley Sheet Metal Health Fund under EIN 39-6095127 and plan number 501. It reports 794 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250228133152NAL0001195649001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- The Board Of Trustees Of The Fox Valley Sheet Metal Health Fund
- EIN
- 39-6095127
- Plan number
- 501
- Location
- Waukesha, WI
- Participants
- 794
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,805,022
- Total liabilities (EOY)
- $1,521,944
- Net assets (EOY)
- $18,283,078
- Employer contributions
- $14,179,773
- Participant contributions
- $378,580
- Total income / additions
- $15,818,298
- Benefits paid
- $13,209,081
- Administrative expenses
- $642,307
- Total expenses
- $13,851,388
- Net increase / (decrease)
- $1,966,910
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Health Care Insurance Co | NONE | $438,779 | not reported in the loaded dataset |
| Benefit Plan Administration | NONE | $275,874 | not reported in the loaded dataset |
| Express Scripts | NONE | $274,921 | not reported in the loaded dataset |
| The Segal Company, Inc. | NONE | $90,522 | not reported in the loaded dataset |
| Reinhart Boerner & Van Deuren S.C. | NONE | $89,876 | not reported in the loaded dataset |
| Andco Consulting, LLC | NONE | $30,000 | not reported in the loaded dataset |
| Delta Dental Of Wisconsin | NONE | $29,356 | not reported in the loaded dataset |
| Medexpert International, Inc. | NONE | $28,031 | not reported in the loaded dataset |
| Us Bank National Association | NONE | $26,418 | $0 |
| Sikich Llp | NONE | $23,865 | not reported in the loaded dataset |
| Associated Trust Company | NONE | $23,112 | not reported in the loaded dataset |