Madison Area Construction Employees Trust Health & Welfare — Form 5500 plan (Board Of Trustees Of Madison Area Construction Employees Trust - Healt)
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, Madison Area Construction Employees Trust Health & Welfare is a benefit plan reported by Board Of Trustees Of Madison Area Construction Employees Trust - Healt under EIN 39-6046679 and plan number 501. The latest loaded filing year is 2023. The filing reports 868 participants and $22,663,425 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Madison Area Construction Employees Trust - Healt
- EIN
- 39-6046679
- Plan number
- 501
- Plan type
- 1
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 868
- End-of-year plan assets
- $22,663,425
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 868 | H, C | 20241015201238NAL0058018466001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,663,425
- Total liabilities (EOY)
- $13,144,767
- Net assets (EOY)
- $9,518,658
- Net assets (BOY)
- $7,386,625
Income & contributions
- Employer contributions
- $15,461,483
- Participant contributions
- $329,753
- Total contributions
- $15,791,236
- Total income / additions
- $18,190,821
Expenses & distributions
- Benefits paid
- $15,383,811
- Administrative expenses
- $674,977
- Total expenses
- $16,058,788
- Net increase / (decrease)
- $2,132,033
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $383,179 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Of Wisconsin | NONE | $295,876 | not reported in the loaded dataset | 2023 |
| Kovitz Investment Group Partners | NONE | $103,023 | not reported in the loaded dataset | 2023 |
| Lee Jost & Associates | NONE | $57,000 | not reported in the loaded dataset | 2023 |
| The Previant Law Firm, S.C. | NONE | $33,090 | not reported in the loaded dataset | 2023 |
| Medexpert | NONE | $28,510 | not reported in the loaded dataset | 2023 |
| Sikich Cpa LLC | NONE | $23,300 | not reported in the loaded dataset | 2023 |
| Aurora Employer Solutions | NONE | $16,704 | not reported in the loaded dataset | 2023 |
| Bmo Financial Group | NONE | $15,828 | $0 | 2023 |
| Us Bank | NONE | $12,230 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Madison Area Construction Employees Trust - Healt
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Benesys, Inc. — Schedule C compensation
- Blue Cross Blue Shield Of Wisconsin — Schedule C compensation
- Kovitz Investment Group Partners — Schedule C compensation
- Lee Jost & Associates — Schedule C compensation
- The Previant Law Firm, S.C. — Schedule C compensation
- Medexpert — Schedule C compensation
- Sikich Cpa LLC — Schedule C compensation
- Aurora Employer Solutions — Schedule C compensation
- Bmo Financial Group — Schedule C compensation
- Us Bank — Schedule C compensation