Group Health Cooperative Of South Central Wisconsin 403(B) Plan — Form 5500 plan (Group Health Cooperative Of South Central Wisconsin)
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, Group Health Cooperative Of South Central Wisconsin 403(B) Plan is a benefit plan reported by Group Health Cooperative Of South Central Wisconsin under EIN 39-1199466 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,016 participants and $81,125,046 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Group Health Cooperative Of South Central Wisconsin
- EIN
- 39-1199466
- Plan number
- 002
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,016 | H, C | 20241003113905NAL0017577840001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $81,125,046
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,125,046
- Net assets (BOY)
- $66,432,634
Income & contributions
- Employer contributions
- $3,272,299
- Participant contributions
- $5,202,047
- Total contributions
- $9,329,635
- Total income / additions
- $21,848,160
Expenses & distributions
- Benefits paid
- $7,036,282
- Administrative expenses
- $119,466
- Total expenses
- $7,155,748
- Net increase / (decrease)
- $14,692,412
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $66,379 | not reported in the loaded dataset | 2023 |
| Francis Investment Counsel | NONE | $45,304 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $7,783 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Group Health Cooperative Of South Central Wisconsin
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Milliman, Inc. — Schedule C compensation
- Francis Investment Counsel — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation