Goodwill Industries Of Southeastern Wisconsin, Inc Health & Welfare Plan — Form 5500 plan (Goodwill Industries Of Southeastern Wisconsin, Inc.)
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, Goodwill Industries Of Southeastern Wisconsin, Inc Health & Welfare Plan is a benefit plan reported by Goodwill Industries Of Southeastern Wisconsin, Inc. under EIN 39-0808491 and plan number 502. The latest loaded filing year is 2023. The filing reports 529 participants and $549,233 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Goodwill Industries Of Southeastern Wisconsin, Inc.
- EIN
- 39-0808491
- Plan number
- 502
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 529
- End-of-year plan assets
- $549,233
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 529 | H, C | 20240819120238NAL0001575153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $549,233
- Total liabilities (EOY)
- -$127,166
- Net assets (EOY)
- $676,399
- Net assets (BOY)
- $617,920
Income & contributions
- Employer contributions
- $3,469,160
- Participant contributions
- $15,697
- Total contributions
- $3,484,857
- Total income / additions
- $3,485,857
Expenses & distributions
- Benefits paid
- $3,103,614
- Administrative expenses
- $323,764
- Total expenses
- $3,427,378
- Net increase / (decrease)
- $58,479
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fce Benefit Administrators, Inc. | PLAN SERVICE PROVIDER | $240,862 | not reported in the loaded dataset | 2023 |
| Trust Management Services | PLAN SERVICE PROVIDER | $26,899 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | PLAN SERVICE PROVIDER | $21,258 | not reported in the loaded dataset | 2023 |
| First Health Group Corp | PLAN SERVICE PROVIDER | $11,731 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Goodwill Industries Of Southeastern Wisconsin, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Fce Benefit Administrators, Inc. — Schedule C compensation
- Trust Management Services — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- First Health Group Corp — Schedule C compensation