Plumbers & Steamfitters Local 400 & Mca North Cent Wisconsin Health & Welfare Plan — Form 5500 plan (Plumbers & Steamfitters Local 400)
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, Plumbers & Steamfitters Local 400 & Mca North Cent Wisconsin Health & Welfare Plan is a benefit plan reported by Plumbers & Steamfitters Local 400 under EIN 39-1932533 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,206 participants and $72,717,295 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Steamfitters Local 400
- EIN
- 39-1932533
- Plan number
- 501
- Plan type
- 1
- Location
- Kaukauna, WI
- Latest filing year
- 2023
- Participants
- 2,206
- End-of-year plan assets
- $72,717,295
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,206 | H, C | 20241015193453NAL0029508257001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,717,295
- Total liabilities (EOY)
- $22,793,551
- Net assets (EOY)
- $49,923,744
- Net assets (BOY)
- $46,895,106
Income & contributions
- Employer contributions
- $32,304,467
- Participant contributions
- $1,935,027
- Total contributions
- $34,239,494
- Total income / additions
- $40,362,700
Expenses & distributions
- Benefits paid
- $35,824,953
- Administrative expenses
- $1,509,109
- Total expenses
- $37,334,062
- Net increase / (decrease)
- $3,028,638
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plan Administration Of Wi, | NONE | $1,203,758 | not reported in the loaded dataset | 2023 |
| United Healthcare Insurance Company | NONE | $879,057 | not reported in the loaded dataset | 2023 |
| Case Management Specialists, Inc. | NONE | $200,684 | not reported in the loaded dataset | 2023 |
| Prevea Health Occupational Health | NONE | $192,149 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren S.C. | NONE | $179,009 | not reported in the loaded dataset | 2023 |
| Medexpert International, Inc. | NONE | $66,187 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Ascension Medical Group | NONE | $42,205 | not reported in the loaded dataset | 2023 |
| Associated Trust Company, N.A. | NONE | $35,590 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Wisconsin | NONE | $28,781 | not reported in the loaded dataset | 2023 |
| Sikich Llp | NONE | $25,870 | not reported in the loaded dataset | 2023 |
| Aurora Employee Assistance Program | NONE | $23,418 | not reported in the loaded dataset | 2023 |
| Elixir Rx | NONE | $19,163 | not reported in the loaded dataset | 2023 |
| Bluegrass Health Solutions LLC | NONE | $17,560 | not reported in the loaded dataset | 2023 |
| Andco Consulting LLC | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Envision Pharmaceutical Services | NONE | $14,069 | not reported in the loaded dataset | 2023 |
| Lee Jost & Associates | NONE | $13,259 | not reported in the loaded dataset | 2023 |
| Genesis Health Technologies LLC | NONE | $8,980 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Steamfitters Local 400
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Kaukauna, WI
- Benefit Plan Administration Of Wi, — Schedule C compensation
- United Healthcare Insurance Company — Schedule C compensation
- Case Management Specialists, Inc. — Schedule C compensation
- Prevea Health Occupational Health — Schedule C compensation
- Reinhart Boerner Van Deuren S.C. — Schedule C compensation
- Medexpert International, Inc. — Schedule C compensation
- Milliman — Schedule C compensation
- Ascension Medical Group — Schedule C compensation
- Associated Trust Company, N.A. — Schedule C compensation
- Delta Dental Of Wisconsin — Schedule C compensation
- Sikich Llp — Schedule C compensation
- Aurora Employee Assistance Program — Schedule C compensation
- Elixir Rx — Schedule C compensation
- Bluegrass Health Solutions LLC — Schedule C compensation
- Andco Consulting LLC — Schedule C compensation
- Envision Pharmaceutical Services — Schedule C compensation
- Lee Jost & Associates — Schedule C compensation
- Genesis Health Technologies LLC — Schedule C compensation