Milwaukee Hotel Industry Health & Welfare Fund — Form 5500 plan (Milwaukee Hotel Industry Health & 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, Milwaukee Hotel Industry Health & Welfare Fund is a benefit plan reported by Milwaukee Hotel Industry Health & Welfare Fund under EIN 39-6075836 and plan number 501. The latest loaded filing year is 2023. The filing reports 327 participants and $264,391 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Milwaukee Hotel Industry Health & Welfare Fund
- EIN
- 39-6075836
- Plan number
- 501
- Plan type
- 1
- Location
- Brookfield, WI
- Latest filing year
- 2023
- Participants
- 327
- End-of-year plan assets
- $264,391
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 327 | H, C | 20250217134346NAL0001230163001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $264,391
- Total liabilities (EOY)
- $18,222
- Net assets (EOY)
- $246,169
- Net assets (BOY)
- $280,769
Income & contributions
- Employer contributions
- $1,772,261
- Participant contributions
- $6,232
- Total contributions
- $1,778,493
- Total income / additions
- $1,787,872
Expenses & distributions
- Benefits paid
- $1,729,821
- Administrative expenses
- $92,651
- Total expenses
- $1,822,472
- Net increase / (decrease)
- -$34,600
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliant Insurance Services, Inc. | NONE | $41,309 | not reported in the loaded dataset | 2023 |
| Sikich Llp | NONE | $31,519 | not reported in the loaded dataset | 2023 |