Wisconsin Sheet Metal Workers Health And Benefit Fund — Form 5500 plan (Wisconsin Sheet Metal Workers)
Plain-English plan 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, Wisconsin Sheet Metal Workers Health And Benefit Fund is a benefit plan reported by Wisconsin Sheet Metal Workers under EIN 35-1638874 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,906 participants and $53,164,692 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wisconsin Sheet Metal Workers
- EIN
- 35-1638874
- Plan number
- 501
- Plan type
- 1
- Location
- Waukesha, WI
- Latest filing year
- 2023
- Participants
- 2,906
- End-of-year plan assets
- $53,164,692
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,906 | H, C | 20241011130044NAL0038793248001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,164,692
- Total liabilities (EOY)
- $42,546,941
- Net assets (EOY)
- $10,617,751
- Net assets (BOY)
- $4,107,442
Income & contributions
- Employer contributions
- $48,648,510
- Participant contributions
- $4,025,592
- Total contributions
- $52,674,102
- Total income / additions
- $55,526,580
Expenses & distributions
- Benefits paid
- $47,621,366
- Administrative expenses
- $1,394,905
- Total expenses
- $49,016,271
- Net increase / (decrease)
- $6,510,309
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plan Administration | NONE | $1,272,416 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Of Wisconsin | NONE | $744,496 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $572,110 | not reported in the loaded dataset | 2023 |
| Reinhart, Boerner, Van Deuren S.C. | NONE | $157,584 | not reported in the loaded dataset | 2023 |
| Segal | NONE | $139,726 | not reported in the loaded dataset | 2023 |
| Medexpert International, Inc. | NONE | $87,090 | not reported in the loaded dataset | 2023 |
| Nuveen Asset Management | NONE | $52,014 | $0 | 2023 |
| Combined Crafts | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| The Previant Law Firm, S.C. | NONE | $38,967 | not reported in the loaded dataset | 2023 |
| Zelis Healthcare | NONE | $35,538 | not reported in the loaded dataset | 2023 |
| Sikich Llp | NONE | $34,230 | not reported in the loaded dataset | 2023 |
| Wex Health, Inc | NONE | $30,870 | not reported in the loaded dataset | 2023 |
| Andco Consulting | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $16,341 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wisconsin Sheet Metal Workers
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Waukesha, WI
- Benefit Plan Administration — Schedule C compensation
- Anthem Blue Cross Of Wisconsin — Schedule C compensation
- Express Scripts — Schedule C compensation
- Reinhart, Boerner, Van Deuren S.C. — Schedule C compensation
- Segal — Schedule C compensation
- Medexpert International, Inc. — Schedule C compensation
- Nuveen Asset Management — Schedule C compensation
- Combined Crafts — Schedule C compensation
- The Previant Law Firm, S.C. — Schedule C compensation
- Zelis Healthcare — Schedule C compensation
- Sikich Llp — Schedule C compensation
- Wex Health, Inc — Schedule C compensation
- Andco Consulting — Schedule C compensation
- Us Bank — Schedule C compensation