2023 Form 5500 filing — Plumbers & Steamfitters Local 400 & Mca North Cent Wisconsin Health & Welfare 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 20241015193453NAL0029508257001) for Plumbers & Steamfitters Local 400 & Mca North Cent Wisconsin Health & Welfare Plan, reported by Plumbers & Steamfitters Local 400 under EIN 39-1932533 and plan number 501. It reports 2,206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015193453NAL0029508257001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Steamfitters Local 400
- EIN
- 39-1932533
- Plan number
- 501
- Location
- Kaukauna, WI
- Participants
- 2,206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,717,295
- Total liabilities (EOY)
- $22,793,551
- Net assets (EOY)
- $49,923,744
- Employer contributions
- $32,304,467
- Participant contributions
- $1,935,027
- Total income / additions
- $40,362,700
- Benefits paid
- $35,824,953
- Administrative expenses
- $1,509,109
- Total expenses
- $37,334,062
- Net increase / (decrease)
- $3,028,638
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plan Administration Of Wi, | NONE | $1,203,758 | not reported in the loaded dataset |
| United Healthcare Insurance Company | NONE | $879,057 | not reported in the loaded dataset |
| Case Management Specialists, Inc. | NONE | $200,684 | not reported in the loaded dataset |
| Prevea Health Occupational Health | NONE | $192,149 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren S.C. | NONE | $179,009 | not reported in the loaded dataset |
| Medexpert International, Inc. | NONE | $66,187 | not reported in the loaded dataset |
| Milliman | NONE | $60,000 | not reported in the loaded dataset |
| Ascension Medical Group | NONE | $42,205 | not reported in the loaded dataset |
| Associated Trust Company, N.A. | NONE | $35,590 | not reported in the loaded dataset |
| Delta Dental Of Wisconsin | NONE | $28,781 | not reported in the loaded dataset |
| Sikich Llp | NONE | $25,870 | not reported in the loaded dataset |
| Aurora Employee Assistance Program | NONE | $23,418 | not reported in the loaded dataset |
| Elixir Rx | NONE | $19,163 | not reported in the loaded dataset |
| Bluegrass Health Solutions LLC | NONE | $17,560 | not reported in the loaded dataset |
| Andco Consulting LLC | NONE | $15,000 | not reported in the loaded dataset |
| Envision Pharmaceutical Services | NONE | $14,069 | not reported in the loaded dataset |
| Lee Jost & Associates | NONE | $13,259 | not reported in the loaded dataset |
| Genesis Health Technologies LLC | NONE | $8,980 | not reported in the loaded dataset |