Painters Local 802 Health & Welfare Fund — Form 5500 plan (Board Of Trustees Of Painters Local 802 Health & Welfare 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, Painters Local 802 Health & Welfare Fund is a benefit plan reported by Board Of Trustees Of Painters Local 802 Health & Welfare Fund under EIN 39-6078181 and plan number 501. The latest loaded filing year is 2023. The filing reports 323 participants and $6,917,597 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Painters Local 802 Health & Welfare Fund
- EIN
- 39-6078181
- Plan number
- 501
- Plan type
- 1
- Location
- Fitchburg, WI
- Latest filing year
- 2023
- Participants
- 323
- End-of-year plan assets
- $6,917,597
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 323 | H, C | 20241015194204NAL0017130515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,917,597
- Total liabilities (EOY)
- $3,461,945
- Net assets (EOY)
- $3,455,652
- Net assets (BOY)
- $2,748,536
Income & contributions
- Employer contributions
- $5,862,005
- Participant contributions
- $110,034
- Total contributions
- $5,972,039
- Total income / additions
- $6,568,915
Expenses & distributions
- Benefits paid
- $5,535,662
- Administrative expenses
- $326,137
- Total expenses
- $5,861,799
- Net increase / (decrease)
- $707,116
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $172,083 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Of Wisconsin | NONE | $117,771 | not reported in the loaded dataset | 2023 |
| Lee Jost & Associates | NONE | $52,000 | not reported in the loaded dataset | 2023 |
| The Previant Law Firm, S.C. | NONE | $37,819 | not reported in the loaded dataset | 2023 |
| Sikich Llp | NONE | $24,100 | not reported in the loaded dataset | 2023 |
| Medexpert Interrnational, Inc. | NONE | $21,600 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Wisconsin | NONE | $16,867 | not reported in the loaded dataset | 2023 |
| Us Bank N.A. | NONE | $16,424 | $0 | 2023 |
| Express Scripts | NONE | $8,601 | not reported in the loaded dataset | 2023 |
| Aurora Employer Solutions | NONE | $8,172 | not reported in the loaded dataset | 2023 |
| Wex Health, Inc. | NONE | $6,714 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Painters Local 802 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Fitchburg, WI
- Benesys, Inc. — Schedule C compensation
- Blue Cross Blue Shield Of Wisconsin — Schedule C compensation
- Lee Jost & Associates — Schedule C compensation
- The Previant Law Firm, S.C. — Schedule C compensation
- Sikich Llp — Schedule C compensation
- Medexpert Interrnational, Inc. — Schedule C compensation
- Delta Dental Of Wisconsin — Schedule C compensation
- Us Bank N.A. — Schedule C compensation
- Express Scripts — Schedule C compensation
- Aurora Employer Solutions — Schedule C compensation
- Wex Health, Inc. — Schedule C compensation