2023 Form 5500 filing — Health & Welfare Benefit Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240718194207NAL0006287553001) for Health & Welfare Benefit Trust, reported by J. J. Keller & Associates, Inc. under EIN 39-0957377 and plan number 501. It reports 2,891 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240718194207NAL0006287553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J. J. Keller & Associates, Inc.
- EIN
- 39-0957377
- Plan number
- 501
- Location
- Neenah, WI
- Participants
- 2,891
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,134,086
- Net assets (EOY)
- $2,134,086
- Employer contributions
- $16,380,475
- Participant contributions
- $5,540,468
- Total income / additions
- $21,969,401
- Benefits paid
- $20,628,396
- Administrative expenses
- $1,204,088
- Total expenses
- $21,832,484
- Net increase / (decrease)
- $136,917
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Healthcare Services, Inc. | CLAIMS PROCESSING | $1,101,531 | $0 |
| Delta Dental Of Wisconsin | TPA | $64,791 | $0 |
| National Vision Administrators LLC | CLAIMS PROCESSING | $36,865 | $0 |
| Usi Insurance Services LLC | BROKER | $8,000 | $0 |