Electric Coalition Of Wisconsin Health Benefit Trust And Plan — Form 5500 plan (Electric Coalition Of Wisconsin)

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, Electric Coalition Of Wisconsin Health Benefit Trust And Plan is a benefit plan reported by Electric Coalition Of Wisconsin under EIN 39-1879477 and plan number 501. The latest loaded filing year is 2023. The filing reports 205 participants and $8,952,490 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Electric Coalition Of Wisconsin
EIN
39-1879477
Plan number
501
Plan type
3
Location
Oakdale, WI
Latest filing year
2023
Participants
205
End-of-year plan assets
$8,952,490

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023205H, C20250611171506NAL0012392227001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,952,490
Total liabilities (EOY)
$361,926
Net assets (EOY)
$8,590,564
Net assets (BOY)
$7,970,685

Income & contributions

Employer contributions
$5,424,589
Total contributions
$5,424,589
Total income / additions
$5,883,534

Expenses & distributions

Benefits paid
$4,871,286
Administrative expenses
$392,369
Total expenses
$5,263,655
Net increase / (decrease)
$619,879

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
AuxiantNONE$91,853not reported in the loaded dataset2023
Prairie States Enterprises, IncNONE$54,405not reported in the loaded dataset2023
Bauman Associates, LtdNONE$46,585not reported in the loaded dataset2023

Related Form 5500 pages