Local Unions No 19 And 127 Health And Welfare Fund — Form 5500 plan (Local Unions No 19 And 127 Health And Welfare 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, Local Unions No 19 And 127 Health And Welfare Fund is a benefit plan reported by Local Unions No 19 And 127 Health And Welfare Fund under EIN 39-6048209 and plan number 501. The latest loaded filing year is 2023. The filing reports 513 participants and $10,014,383 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local Unions No 19 And 127 Health And Welfare Fund
- EIN
- 39-6048209
- Plan number
- 501
- Plan type
- 1
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 513
- End-of-year plan assets
- $10,014,383
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 513 | H, C | 20250114122739NAL0031682752001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,014,383
- Total liabilities (EOY)
- $5,639,973
- Net assets (EOY)
- $4,374,410
- Net assets (BOY)
- $1,104,657
Income & contributions
- Employer contributions
- $10,062,413
- Participant contributions
- $930,628
- Total contributions
- $10,993,041
- Total income / additions
- $11,486,590
Expenses & distributions
- Benefits paid
- $7,764,464
- Administrative expenses
- $452,373
- Total expenses
- $8,216,837
- Net increase / (decrease)
- $3,269,753
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plan Administration Of Wi | NONE | $283,970 | not reported in the loaded dataset | 2023 |
| United Health Care | NONE | $219,108 | not reported in the loaded dataset | 2023 |
| Lee Jost & Associates | NONE | $43,800 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Wisconsin | NONE | $24,054 | not reported in the loaded dataset | 2023 |
| The Previant Law Firm | NONE | $22,701 | not reported in the loaded dataset | 2023 |
| Sikich Llp | NONE | $19,655 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $16,819 | not reported in the loaded dataset | 2023 |
| Aurora Employer Solutions | NONE | $14,256 | not reported in the loaded dataset | 2023 |
| Optum Rx | NONE | $7,431 | not reported in the loaded dataset | 2023 |
| Wex Health, Inc | NONE | $6,359 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local Unions No 19 And 127 Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Benefit Plan Administration Of Wi — Schedule C compensation
- United Health Care — Schedule C compensation
- Lee Jost & Associates — Schedule C compensation
- Delta Dental Of Wisconsin — Schedule C compensation
- The Previant Law Firm — Schedule C compensation
- Sikich Llp — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Aurora Employer Solutions — Schedule C compensation
- Optum Rx — Schedule C compensation
- Wex Health, Inc — Schedule C compensation