Milwaukee Drivers Health & Welfare Fund — Form 5500 plan (Milwaukee Drivers Health & Welfare)
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, Milwaukee Drivers Health & Welfare Fund is a benefit plan reported by Milwaukee Drivers Health & Welfare under EIN 39-6048358 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,680 participants and $74,530,496 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Milwaukee Drivers Health & Welfare
- EIN
- 39-6048358
- Plan number
- 501
- Plan type
- 1
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 3,680
- End-of-year plan assets
- $74,530,496
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,680 | H, C | 20250327115823NAL0029112080004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,530,496
- Total liabilities (EOY)
- $11,690,794
- Net assets (EOY)
- $62,839,702
- Net assets (BOY)
- $49,794,435
Income & contributions
- Employer contributions
- $68,224,188
- Participant contributions
- $6,305,873
- Total contributions
- $74,530,061
- Total income / additions
- $79,392,388
Expenses & distributions
- Benefits paid
- $65,266,593
- Administrative expenses
- $1,080,528
- Total expenses
- $66,347,121
- Net increase / (decrease)
- $13,045,267
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Wisconsin | NONE | $1,581,909 | not reported in the loaded dataset | 2023 |
| Humana Medical | NONE | $1,207,476 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $403,811 | $31,865 | 2023 |
| Teamsters Local 344 | LABOR UNION | $306,889 | not reported in the loaded dataset | 2023 |
| Sav-Rx | NONE | $250,969 | not reported in the loaded dataset | 2023 |
| Soldon Law Firm, LLC | NONE | $139,776 | not reported in the loaded dataset | 2023 |
| Employer Healthcare Cooperative Inc | NONE | $73,013 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $35,150 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $30,050 | not reported in the loaded dataset | 2023 |
| Eye Med | NONE | $18,573 | not reported in the loaded dataset | 2023 |
| Comprehensive Consulting Solutions | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Aca Track | NONE | $17,684 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $9,131 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Milwaukee Drivers Health & Welfare
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Blue Cross Blue Shield Of Wisconsin — Schedule C compensation
- Humana Medical — Schedule C compensation
- The Segal Company — Schedule C compensation
- Teamsters Local 344 — Schedule C compensation
- Sav-Rx — Schedule C compensation
- Soldon Law Firm, LLC — Schedule C compensation
- Employer Healthcare Cooperative Inc — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Eye Med — Schedule C compensation
- Comprehensive Consulting Solutions — Schedule C compensation
- Aca Track — Schedule C compensation
- Pnc Bank — Schedule C compensation