2023 Form 5500 filing — Wisconsin Ufcw Unions And Employers Health 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 20250915171731NAL0002140128001) for Wisconsin Ufcw Unions And Employers Health Plan, reported by Board Of Trustees Wi Ufcw Unions And Employers Health Plan under EIN 39-0979166 and plan number 501. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250915171731NAL0002140128001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Wi Ufcw Unions And Employers Health Plan
- EIN
- 39-0979166
- Plan number
- 501
- Location
- Greendale, WI
- Participants
- 206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,468,193
- Total liabilities (EOY)
- $595,754
- Net assets (EOY)
- $3,872,439
- Employer contributions
- $3,955,442
- Participant contributions
- $1,430
- Total income / additions
- $4,196,952
- Benefits paid
- $2,993,691
- Administrative expenses
- $318,546
- Total expenses
- $3,312,237
- Net increase / (decrease)
- $884,715
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Wisconsin | NONE | $99,838 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $92,475 | not reported in the loaded dataset |
| Jacobs, Burns Et Al | NONE | $55,981 | not reported in the loaded dataset |
| Sikich Cpa LLC | NONE | $47,942 | not reported in the loaded dataset |
| Buck Global, LLC | NONE | $42,500 | not reported in the loaded dataset |
| Us Bank | NONE | $19,873 | not reported in the loaded dataset |
| Payd Health LLC | NONE | $17,867 | not reported in the loaded dataset |
| Delta Dental Of Wisconsin | NONE | $12,229 | not reported in the loaded dataset |
| Care Management Solutions Inc. | NONE | $11,205 | not reported in the loaded dataset |
| Prime Therapeutics Management, LLC | NONE | $9,610 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $6,250 | not reported in the loaded dataset |