2023 Form 5500 filing — Wels Veba Group Health Care Plan
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 20240724143149NAL0013154961003) for Wels Veba Group Health Care Plan, reported by Wisconsin Evangelical Lutheran Synod under EIN 39-1522925 and plan number 501. It reports 3,646 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724143149NAL0013154961003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wisconsin Evangelical Lutheran Synod
- EIN
- 39-1522925
- Plan number
- 501
- Location
- Waukesha, WI
- Participants
- 3,646
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,615,967
- Total liabilities (EOY)
- $5,073,661
- Net assets (EOY)
- $29,542,306
- Employer contributions
- $58,857,542
- Participant contributions
- $2,558,019
- Total income / additions
- $63,987,081
- Benefits paid
- $62,329,270
- Administrative expenses
- $3,339,901
- Total expenses
- $65,669,171
- Net increase / (decrease)
- -$1,682,090
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross And Blue Shield Of Wisco | NONE | $2,337,649 | not reported in the loaded dataset |
| Bswift, LLC | NONE | $520,789 | not reported in the loaded dataset |
| Wels | PLAN SPONSOR | $344,229 | not reported in the loaded dataset |
| Medco Health Solutions, Inc. | NONE | $237,355 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $87,617 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $46,570 | not reported in the loaded dataset |
| Marquette Associates | NONE | $28,500 | not reported in the loaded dataset |
| Michael Best & Friedrich | NONE | $23,914 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | NONE | $18,910 | not reported in the loaded dataset |
| Bmo Harris Bank Na | NONE | $15,664 | not reported in the loaded dataset |
| Wells Fargo Bank, Na | NONE | $13,650 | not reported in the loaded dataset |
| Heritage Printing | NONE | $11,458 | not reported in the loaded dataset |