2023 Form 5500 filing — Milwaukee Roofers 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 20250624161817NAL0017037202001) for Milwaukee Roofers Health Fund, reported by Milwaukee Roofers Health Fund under EIN 39-6075843 and plan number 501. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250624161817NAL0017037202001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Milwaukee Roofers Health Fund
- EIN
- 39-6075843
- Plan number
- 501
- Location
- New Berlin, WI
- Participants
- 246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,387,167
- Total liabilities (EOY)
- $453,362
- Net assets (EOY)
- $2,933,805
- Employer contributions
- $4,202,758
- Participant contributions
- $464,469
- Total income / additions
- $4,760,474
- Benefits paid
- $4,703,903
- Administrative expenses
- $225,341
- Total expenses
- $4,929,244
- Net increase / (decrease)
- -$168,770
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Humana Health Plan Inc. | NONE | $181,738 | not reported in the loaded dataset |
| Milwaukee Roofers Union Local No 65 | NONE | $71,142 | not reported in the loaded dataset |
| Benevelle Consulting Corporation | NONE | $29,378 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $27,165 | not reported in the loaded dataset |
| Lee Jost And Associates | NONE | $26,082 | not reported in the loaded dataset |
| Sikich Llp | NONE | $16,400 | not reported in the loaded dataset |
| Bmo Harris Bank N.A. | NONE | $13,733 | not reported in the loaded dataset |
| Delta Dental Of Wisconsin | NONE | $12,597 | not reported in the loaded dataset |
| Previant Law Firm | NONE | $5,811 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | NONE | $5,083 | not reported in the loaded dataset |