Health & Welfare Benefit Trust — Form 5500 plan (J. J. Keller & Associates, 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, Health & Welfare Benefit Trust is a benefit plan reported by J. J. Keller & Associates, Inc. under EIN 39-0957377 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,891 participants and $2,134,086 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J. J. Keller & Associates, Inc.
- EIN
- 39-0957377
- Plan number
- 501
- Plan type
- 2
- Location
- Neenah, WI
- Latest filing year
- 2023
- Participants
- 2,891
- End-of-year plan assets
- $2,134,086
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,891 | H, C | 20240718194207NAL0006287553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,134,086
- Net assets (EOY)
- $2,134,086
- Net assets (BOY)
- $1,997,169
Income & contributions
- Employer contributions
- $16,380,475
- Participant contributions
- $5,540,468
- Total contributions
- $21,920,943
- Total income / additions
- $21,969,401
Expenses & distributions
- Benefits paid
- $20,628,396
- Administrative expenses
- $1,204,088
- Total expenses
- $21,832,484
- Net increase / (decrease)
- $136,917
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Healthcare Services, Inc. | CLAIMS PROCESSING | $1,101,531 | $0 | 2023 |
| Delta Dental Of Wisconsin | TPA | $64,791 | $0 | 2023 |
| National Vision Administrators LLC | CLAIMS PROCESSING | $36,865 | $0 | 2023 |
| Usi Insurance Services LLC | BROKER | $8,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for J. J. Keller & Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Neenah, WI
- United Healthcare Services, Inc. — Schedule C compensation
- Delta Dental Of Wisconsin — Schedule C compensation
- National Vision Administrators LLC — Schedule C compensation
- Usi Insurance Services LLC — Schedule C compensation