Milwaukee Painters Local Union No. 781 Health Fund — Form 5500 plan (Board Of Trustees Of Milwaukee Painters Local Union No. 781 Health Fun)
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, Milwaukee Painters Local Union No. 781 Health Fund is a benefit plan reported by Board Of Trustees Of Milwaukee Painters Local Union No. 781 Health Fun under EIN 39-0859145 and plan number 501. The latest loaded filing year is 2023. The filing reports 709 participants and $28,424,950 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Milwaukee Painters Local Union No. 781 Health Fun
- EIN
- 39-0859145
- Plan number
- 501
- Plan type
- 1
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 709
- End-of-year plan assets
- $28,424,950
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 709 | H, C | 20241015205917NAL0015403251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,424,950
- Total liabilities (EOY)
- $575,756
- Net assets (EOY)
- $27,849,194
- Net assets (BOY)
- $23,822,349
Income & contributions
- Employer contributions
- $11,125,173
- Participant contributions
- $418,024
- Total contributions
- $11,543,197
- Total income / additions
- $13,472,823
Expenses & distributions
- Benefits paid
- $8,672,583
- Administrative expenses
- $773,395
- Total expenses
- $9,445,978
- Net increase / (decrease)
- $4,026,845
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plan Administration Of Wi | NONE | $371,127 | not reported in the loaded dataset | 2023 |
| United Healthcare Insurance Company | NONE | $355,195 | not reported in the loaded dataset | 2023 |
| The Segal Company (Midwest) | NONE | $126,710 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank Na | NONE | $91,299 | not reported in the loaded dataset | 2023 |
| The Previant Law Firm, S.C. | NONE | $87,932 | not reported in the loaded dataset | 2023 |
| Sikich Llp | NONE | $25,180 | not reported in the loaded dataset | 2023 |
| Wex Health Inc. | NONE | $10,988 | not reported in the loaded dataset | 2023 |
| Aurora Healthcare | NONE | $10,044 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Milwaukee Painters Local Union No. 781 Health Fun
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Benefit Plan Administration Of Wi — Schedule C compensation
- United Healthcare Insurance Company — Schedule C compensation
- The Segal Company (Midwest) — Schedule C compensation
- Bmo Harris Bank Na — Schedule C compensation
- The Previant Law Firm, S.C. — Schedule C compensation
- Sikich Llp — Schedule C compensation
- Wex Health Inc. — Schedule C compensation
- Aurora Healthcare — Schedule C compensation