Wisconsin Masons' Health Care Fund — Form 5500 plan (Trustees Of Wisconsin Masons' Health Care Fund)
Plain-English plan 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, Wisconsin Masons' Health Care Fund is a benefit plan reported by Trustees Of Wisconsin Masons' Health Care Fund under EIN 23-7422786 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,263 participants and $23,310,010 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Wisconsin Masons' Health Care Fund
- EIN
- 23-7422786
- Plan number
- 501
- Plan type
- 1
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 1,263
- End-of-year plan assets
- $23,310,010
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,263 | H, C | 20250627161156NAL0009536801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,310,010
- Total liabilities (EOY)
- $8,302,204
- Net assets (EOY)
- $15,007,806
- Net assets (BOY)
- $14,136,805
Income & contributions
- Employer contributions
- $19,994,094
- Participant contributions
- $1,905,377
- Total contributions
- $21,899,471
- Total income / additions
- $24,485,814
Expenses & distributions
- Benefits paid
- $21,920,811
- Administrative expenses
- $1,694,002
- Total expenses
- $23,614,813
- Net increase / (decrease)
- $871,001
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plan Administration | NONE | $975,675 | not reported in the loaded dataset | 2023 |
| United Health Care Insurance Co. | NONE | $471,272 | not reported in the loaded dataset | 2023 |
| Mercer Health & Benefits LLC | NONE | $176,491 | not reported in the loaded dataset | 2023 |
| The Previant Law Firm, S.C. | NONE | $127,482 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | NONE | $114,937 | not reported in the loaded dataset | 2023 |
| Express Scripts Holding Company | NONE | $101,028 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Blue Shield | NONE | $81,232 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Wisconsin, Inc. | NONE | $50,885 | not reported in the loaded dataset | 2023 |
| Case Management Specialists, Inc. | NONE | $48,469 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren S.C. | NONE | $42,973 | not reported in the loaded dataset | 2023 |
| Medexpert International, Inc. | NONE | $37,744 | not reported in the loaded dataset | 2023 |
| Sikich Llp | NONE | $35,375 | not reported in the loaded dataset | 2023 |
| Wex Health, Inc. | NONE | $19,006 | not reported in the loaded dataset | 2023 |
| May, Bonee & Clark Insurance | NONE | $14,806 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $13,150 | not reported in the loaded dataset | 2023 |
| Aurora Employer Solutions | NONE | $12,646 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Wisconsin Masons' Health Care Fund
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Benefit Plan Administration — Schedule C compensation
- United Health Care Insurance Co. — Schedule C compensation
- Mercer Health & Benefits LLC — Schedule C compensation
- The Previant Law Firm, S.C. — Schedule C compensation
- Us Bank National Association — Schedule C compensation
- Express Scripts Holding Company — Schedule C compensation
- Anthem Blue Cross Blue Shield — Schedule C compensation
- Delta Dental Of Wisconsin, Inc. — Schedule C compensation
- Case Management Specialists, Inc. — Schedule C compensation
- Reinhart Boerner Van Deuren S.C. — Schedule C compensation
- Medexpert International, Inc. — Schedule C compensation
- Sikich Llp — Schedule C compensation
- Wex Health, Inc. — Schedule C compensation
- May, Bonee & Clark Insurance — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Aurora Employer Solutions — Schedule C compensation