2023 Form 5500 filing — Group Health Cooperative Of South Central Wisconsin Employer Funded Retirement 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 20241003114218NAL0020478754001) for Group Health Cooperative Of South Central Wisconsin Employer Funded Retirement Plan, reported by Group Health Cooperative Of South Central Wisconsin under EIN 39-1199466 and plan number 001. It reports 892 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$50.2MReported net assets$50,188,551
Participants892
Provider compensation$41.4K4 Schedule C row(s)$41,405
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241003114218NAL0020478754001
- Plan sponsor
- Group Health Cooperative Of South Central Wisconsin
- EIN
- 39-1199466
- Plan number
- 001
- Location
- Madison, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$50.2M total assets
Net assets$50.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $50,188,551
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,188,551
- Total income / additions
- $7,574,912
- Benefits paid
- $5,104,067
- Administrative expenses
- $41,405
- Total expenses
- $5,145,472
- Net increase / (decrease)
- $2,429,440
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $29,753 | not reported in the loaded dataset |
| Francis Investment Council | NONE | $6,472 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $5,180 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |