Plan5500

Wisconsin Medical Society Welfare Benefit Trust — Form 5500 plan (Wisconsin Medical Society Welfare Plan (Wms))

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 Medical Society Welfare Benefit Trust is a benefit plan reported by Wisconsin Medical Society Welfare Plan (Wms) under EIN 81-6880009 and plan number 501. The latest loaded filing year is 2023. The filing reports 419 participants and $346,578 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wisconsin Medical Society Welfare Plan (Wms)
EIN
81-6880009
Plan number
501
Plan type
3
Location
Fitchburg, WI
Latest filing year
2023
Participants
419
End-of-year plan assets
$346,578

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023419H, C20241015111914NAL0028178977001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$346,578
Total liabilities (EOY)
$23,242
Net assets (EOY)
$323,336
Net assets (BOY)
$230,704

Income & contributions

Employer contributions
$6,971,648
Total contributions
$6,971,648
Total income / additions
$7,124,150

Expenses & distributions

Benefits paid
$6,971,648
Administrative expenses
$59,870
Total expenses
$7,031,518
Net increase / (decrease)
$92,632

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wisconsin Medical Society HoldingsNONE$33,000not reported in the loaded dataset2023
Cliftonlarsonallen LlpNONE$14,648not reported in the loaded dataset2023
Tricor Insurance & Financial SvcsNONE$10,015not reported in the loaded dataset2023

Related Form 5500 pages