2023 Form 5500 filing — Wisconsin Masons' Health Care 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 20250627161156NAL0009536801001) for Wisconsin Masons' Health Care Fund, reported by Trustees Of Wisconsin Masons' Health Care Fund under EIN 23-7422786 and plan number 501. It reports 1,263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250627161156NAL0009536801001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Wisconsin Masons' Health Care Fund
- EIN
- 23-7422786
- Plan number
- 501
- Location
- Madison, WI
- Participants
- 1,263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,310,010
- Total liabilities (EOY)
- $8,302,204
- Net assets (EOY)
- $15,007,806
- Employer contributions
- $19,994,094
- Participant contributions
- $1,905,377
- Total income / additions
- $24,485,814
- Benefits paid
- $21,920,811
- Administrative expenses
- $1,694,002
- Total expenses
- $23,614,813
- Net increase / (decrease)
- $871,001
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plan Administration | NONE | $975,675 | not reported in the loaded dataset |
| United Health Care Insurance Co. | NONE | $471,272 | not reported in the loaded dataset |
| Mercer Health & Benefits LLC | NONE | $176,491 | not reported in the loaded dataset |
| The Previant Law Firm, S.C. | NONE | $127,482 | not reported in the loaded dataset |
| Us Bank National Association | NONE | $114,937 | not reported in the loaded dataset |
| Express Scripts Holding Company | NONE | $101,028 | not reported in the loaded dataset |
| Anthem Blue Cross Blue Shield | NONE | $81,232 | not reported in the loaded dataset |
| Delta Dental Of Wisconsin, Inc. | NONE | $50,885 | not reported in the loaded dataset |
| Case Management Specialists, Inc. | NONE | $48,469 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren S.C. | NONE | $42,973 | not reported in the loaded dataset |
| Medexpert International, Inc. | NONE | $37,744 | not reported in the loaded dataset |
| Sikich Llp | NONE | $35,375 | not reported in the loaded dataset |
| Wex Health, Inc. | NONE | $19,006 | not reported in the loaded dataset |
| May, Bonee & Clark Insurance | NONE | $14,806 | not reported in the loaded dataset |
| United Actuarial Services | NONE | $13,150 | not reported in the loaded dataset |
| Aurora Employer Solutions | NONE | $12,646 | not reported in the loaded dataset |