Atc Management Inc. Health And Welfare Plan — Form 5500 plan (Atc Management 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, Atc Management Inc. Health And Welfare Plan is a benefit plan reported by Atc Management Inc. under EIN 39-1999363 and plan number 501. The latest loaded filing year is 2023. The filing reports 620 participants and $9,512,184 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atc Management Inc.
- EIN
- 39-1999363
- Plan number
- 501
- Plan type
- 2
- Location
- Waukesha, WI
- Latest filing year
- 2023
- Participants
- 620
- End-of-year plan assets
- $9,512,184
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 620 | H, C | 20241012090139NAL0013245171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,512,184
- Total liabilities (EOY)
- $1,412,568
- Net assets (EOY)
- $8,099,616
- Net assets (BOY)
- $10,777,947
Income & contributions
- Employer contributions
- $3,261,739
- Participant contributions
- $2,658,934
- Total contributions
- $5,920,673
- Total income / additions
- $7,152,930
Expenses & distributions
- Benefits paid
- $9,039,847
- Administrative expenses
- $791,414
- Total expenses
- $9,831,261
- Net increase / (decrease)
- -$2,678,331
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr | CLAIMS PROCESSING | $3,833,285 | $0 | 2023 |
| Delta Dental Of Wisconsin | THIRD PARTY ADMINISTRATOR | $239,163 | $0 | 2023 |
| Usbank | TRUSTEE | $24,458 | $0 | 2023 |