Greendale, WI Form 5500 retirement and benefit plan filings

City Form 5500 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, Greendale, WI has 12 loaded benefit plan(s) reported by 8 plan sponsor(s), with $587,741,604 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
8
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$587,741,604
Total reported liabilities (EOY)
$4,210,387
Total reported net assets (EOY)
$583,531,217

Contributions & income

Employer contributions
$17,319,279
Participant contributions
$450,974
Total income / additions
$94,324,051

Expenses & distributions

Benefits paid / distributions
$53,689,777
Total expenses
$59,298,334
Net increase / (decrease)
$35,025,717

Coverage

Total reported participants
18,417
Plans with financial statements
8
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Greendale, WI plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Greendale, WI
PlanSponsorReported assets (EOY)Year
United Food And Commercial Workers Unions And Employers Pension PlanUnited Food And Commercial Workers Employers Pension Plan$474,665,3462023
Upper Peninsula Plumbers & Pipefitters Pension PlanTrustees Of The Upper Peninsula Plumbers & Pipefitters Pension$68,009,3242023
Upper Peninsula Plumbers Pipefitters Defined Contribution PlanTrustees Of The Upper Peninsula Plumbers And Pipefitters Defined$23,852,2042023
Upper Peninsula Plumbers & Pipefitters Health And Welfare PlanTrustees Upper Peninsula Plumbers Pipefitters Health & Welfare Plan$10,393,7682023
Wisconsin Ufcw Unions And Employers Health PlanBoard Of Trustees Wi Ufcw Unions And Employers Health Plan$4,468,1932023
Gigaflight Connectivity Inc. Profit Sharing PlanGigaflight Connectivity Inc$3,878,0952023
Bedrock 401(K) PlanBedrock Healthcare LLC$2,265,5992023
Guswerks Inc. Retirement PlanGuswerks Inc.$209,0752023
Bedrock Hc Wi Medical PlanBedrock Healthcare LLCnot reported in the loaded dataset2023
Bedrock Wi Dental PlanBedrock Healthcare LLCnot reported in the loaded dataset2023
Bedrock Wi Life And Ad&DBedrock Healthcare LLCnot reported in the loaded dataset2023
Bedrock Wi Vision PlanBedrock Healthcare LLCnot reported in the loaded dataset2023

Related Form 5500 pages