2023 Form 5500 filing — Milwaukee Drivers 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 20250327115823NAL0029112080004) for Milwaukee Drivers Health & Welfare Fund, reported by Milwaukee Drivers Health & Welfare under EIN 39-6048358 and plan number 501. It reports 3,680 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250327115823NAL0029112080004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Milwaukee Drivers Health & Welfare
- EIN
- 39-6048358
- Plan number
- 501
- Location
- Milwaukee, WI
- Participants
- 3,680
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,530,496
- Total liabilities (EOY)
- $11,690,794
- Net assets (EOY)
- $62,839,702
- Employer contributions
- $68,224,188
- Participant contributions
- $6,305,873
- Total income / additions
- $79,392,388
- Benefits paid
- $65,266,593
- Administrative expenses
- $1,080,528
- Total expenses
- $66,347,121
- Net increase / (decrease)
- $13,045,267
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Wisconsin | NONE | $1,581,909 | not reported in the loaded dataset |
| Humana Medical | NONE | $1,207,476 | not reported in the loaded dataset |
| The Segal Company | NONE | $403,811 | $31,865 |
| Teamsters Local 344 | LABOR UNION | $306,889 | not reported in the loaded dataset |
| Sav-Rx | NONE | $250,969 | not reported in the loaded dataset |
| Soldon Law Firm, LLC | NONE | $139,776 | not reported in the loaded dataset |
| Employer Healthcare Cooperative Inc | NONE | $73,013 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $35,150 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $30,050 | not reported in the loaded dataset |
| Eye Med | NONE | $18,573 | not reported in the loaded dataset |
| Comprehensive Consulting Solutions | NONE | $18,000 | not reported in the loaded dataset |
| Aca Track | NONE | $17,684 | not reported in the loaded dataset |
| Pnc Bank | NONE | $9,131 | $0 |