Milwaukee Roofers Health Fund — Form 5500 plan (Milwaukee Roofers Health Fund)
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 Roofers Health Fund is a benefit plan reported by Milwaukee Roofers Health Fund under EIN 39-6075843 and plan number 501. The latest loaded filing year is 2023. The filing reports 246 participants and $3,387,167 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Milwaukee Roofers Health Fund
- EIN
- 39-6075843
- Plan number
- 501
- Plan type
- 1
- Location
- New Berlin, WI
- Latest filing year
- 2023
- Participants
- 246
- End-of-year plan assets
- $3,387,167
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 246 | H, C | 20250624161817NAL0017037202001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,387,167
- Total liabilities (EOY)
- $453,362
- Net assets (EOY)
- $2,933,805
- Net assets (BOY)
- $3,102,575
Income & contributions
- Employer contributions
- $4,202,758
- Participant contributions
- $464,469
- Total contributions
- $4,667,227
- Total income / additions
- $4,760,474
Expenses & distributions
- Benefits paid
- $4,703,903
- Administrative expenses
- $225,341
- Total expenses
- $4,929,244
- Net increase / (decrease)
- -$168,770
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Humana Health Plan Inc. | NONE | $181,738 | not reported in the loaded dataset | 2023 |
| Milwaukee Roofers Union Local No 65 | NONE | $71,142 | not reported in the loaded dataset | 2023 |
| Benevelle Consulting Corporation | NONE | $29,378 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $27,165 | not reported in the loaded dataset | 2023 |
| Lee Jost And Associates | NONE | $26,082 | not reported in the loaded dataset | 2023 |
| Sikich Llp | NONE | $16,400 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank N.A. | NONE | $13,733 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Wisconsin | NONE | $12,597 | not reported in the loaded dataset | 2023 |
| Previant Law Firm | NONE | $5,811 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | NONE | $5,083 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Milwaukee Roofers Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in New Berlin, WI
- Humana Health Plan Inc. — Schedule C compensation
- Milwaukee Roofers Union Local No 65 — Schedule C compensation
- Benevelle Consulting Corporation — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Lee Jost And Associates — Schedule C compensation
- Sikich Llp — Schedule C compensation
- Bmo Harris Bank N.A. — Schedule C compensation
- Delta Dental Of Wisconsin — Schedule C compensation
- Previant Law Firm — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation