Uwmf Faculty Physicians Veba And Trust — Form 5500 plan (University Of Wisconsin Medical Foundation, Inc.)
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, Uwmf Faculty Physicians Veba And Trust is a benefit plan reported by University Of Wisconsin Medical Foundation, Inc. under EIN 39-1824445 and plan number 502. The latest loaded filing year is 2023. The filing reports 1,306 participants and $67,269 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Of Wisconsin Medical Foundation, Inc.
- EIN
- 39-1824445
- Plan number
- 502
- Plan type
- 2
- Location
- Middleton, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,306 | H | 20241014224557NAL0015631907001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $67,269
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,269
- Net assets (BOY)
- $57,427
Income & contributions
- Participant contributions
- $644,099
- Total contributions
- $644,099
- Total income / additions
- $647,185
Expenses & distributions
- Benefits paid
- $637,343
- Administrative expenses
- $0
- Total expenses
- $637,343
- Net increase / (decrease)
- $9,842
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.