2023 Form 5500 filing — Madison Area Construction Employees Trust Health & Welfare
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 20241015201238NAL0058018466001) for Madison Area Construction Employees Trust Health & Welfare, reported by Board Of Trustees Of Madison Area Construction Employees Trust - Healt under EIN 39-6046679 and plan number 501. It reports 868 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015201238NAL0058018466001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Madison Area Construction Employees Trust - Healt
- EIN
- 39-6046679
- Plan number
- 501
- Location
- Madison, WI
- Participants
- 868
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,663,425
- Total liabilities (EOY)
- $13,144,767
- Net assets (EOY)
- $9,518,658
- Employer contributions
- $15,461,483
- Participant contributions
- $329,753
- Total income / additions
- $18,190,821
- Benefits paid
- $15,383,811
- Administrative expenses
- $674,977
- Total expenses
- $16,058,788
- Net increase / (decrease)
- $2,132,033
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $383,179 | not reported in the loaded dataset |
| Blue Cross Blue Shield Of Wisconsin | NONE | $295,876 | not reported in the loaded dataset |
| Kovitz Investment Group Partners | NONE | $103,023 | not reported in the loaded dataset |
| Lee Jost & Associates | NONE | $57,000 | not reported in the loaded dataset |
| The Previant Law Firm, S.C. | NONE | $33,090 | not reported in the loaded dataset |
| Medexpert | NONE | $28,510 | not reported in the loaded dataset |
| Sikich Cpa LLC | NONE | $23,300 | not reported in the loaded dataset |
| Aurora Employer Solutions | NONE | $16,704 | not reported in the loaded dataset |
| Bmo Financial Group | NONE | $15,828 | $0 |
| Us Bank | NONE | $12,230 | not reported in the loaded dataset |