Wisconsin Bankers Association Insurance Trust - Association Health Plan — Form 5500 plan (Wisconsin Bankers Association Insurance Trust Fund)

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, Wisconsin Bankers Association Insurance Trust - Association Health Plan is a benefit plan reported by Wisconsin Bankers Association Insurance Trust Fund under EIN 39-6046865 and plan number 502. The latest loaded filing year is 2023. The filing reports 738 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year
Participants738Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensationNone reported
Plan sponsor
Wisconsin Bankers Association Insurance Trust Fund
EIN
39-6046865
Plan number
502
Plan type
3
Location
Madison, WI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023738H20241007152424NAL0007725059001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Money in vs. money out
Total income / additions$14.1M
Total expenses$14.1M
Benefits paid / distributions$13.9M
Contributions
EmployerNot reported
Participant$13.9M
Full reported line items

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$0

Income & contributions

Participant contributions
$13,931,240
Total contributions
$14,070,533
Total income / additions
$14,070,533

Expenses & distributions

Benefits paid
$13,931,240
Administrative expenses
$139,293
Total expenses
$14,070,533
Net increase / (decrease)
$0
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Benefits paid ÷ total income99%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages