Wisconsin Electrical Employees Health And Welfare Plan — Form 5500 plan (Wisconsin Electrical Employees Health And Welfare Plan)
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 Electrical Employees Health And Welfare Plan is a benefit plan reported by Wisconsin Electrical Employees Health And Welfare Plan under EIN 39-1651543 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,027 participants and $207,076,418 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wisconsin Electrical Employees Health And Welfare Plan
- EIN
- 39-1651543
- Plan number
- 501
- Plan type
- 1
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 4,027
- End-of-year plan assets
- $207,076,418
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,027 | H, C | 20240805134506NAL0000709939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $207,076,418
- Total liabilities (EOY)
- $145,483,337
- Net assets (EOY)
- $61,593,081
- Net assets (BOY)
- $55,998,647
Income & contributions
- Employer contributions
- $79,833,535
- Participant contributions
- $3,413,427
- Total contributions
- $83,246,962
- Total income / additions
- $102,655,180
Expenses & distributions
- Benefits paid
- $91,743,818
- Administrative expenses
- $5,316,928
- Total expenses
- $97,060,746
- Net increase / (decrease)
- $5,594,434
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield | NONE | $2,042,320 | not reported in the loaded dataset | 2023 |
| Conifer Value Based Care | NONE | $307,789 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren | NONE | $291,365 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $240,540 | not reported in the loaded dataset | 2023 |
| Bauman Associates, Ltd | NONE | $85,580 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc | NONE | $60,880 | not reported in the loaded dataset | 2023 |
| Combined Crafts | NONE | $52,960 | not reported in the loaded dataset | 2023 |
| Andco Consulting | NONE | $29,000 | not reported in the loaded dataset | 2023 |
| Computer Magic, Inc | NONE | $17,813 | not reported in the loaded dataset | 2023 |
| Charter Communications | NONE | $15,530 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wisconsin Electrical Employees Health And Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Blue Cross Blue Shield — Schedule C compensation
- Conifer Value Based Care — Schedule C compensation
- Reinhart Boerner Van Deuren — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Bauman Associates, Ltd — Schedule C compensation
- United Actuarial Services, Inc — Schedule C compensation
- Combined Crafts — Schedule C compensation
- Andco Consulting — Schedule C compensation
- Computer Magic, Inc — Schedule C compensation
- Charter Communications — Schedule C compensation