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Original filing (PDF)20250627161156NAL0009536801001
TRUSTEES OF WISCONSIN MASONS' HEALTH CARE FUND
Form 5500
FILING_RECEIVED
WISCONSIN MASONS' HEALTH CARE FUND
Health & welfare plan
Signals · 3
~997 bps in Sched C feesNo recordkeeper disclosed16 service providers
Active participants
1,004
Accounts w/ balance
—
Plan assets (EOY)
$23.3M
Net assets (EOY)
$15.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 997 bps in Schedule C fees — 3337% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF WISCONSIN MASONS' HEALTH CARE FUND.
Plan sponsor
Name
TRUSTEES OF WISCONSIN MASONS' HEALTH CARE FUND
EIN
23-7422786
Address
2901 W. BELTLINE HIGHWAY · SUITE 100 · MADISON, WI · 537134226
Phone
(800) 362-5474
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-27
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4C · Supplemental Unemployment
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
16 rowsOther
16| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION | 39-1400101 | — | NONE | $976K | — |
| UNITED HEALTH CARE INSURANCE CO. | 36-2739571 | — | NONE | $471K | — |
| MERCER HEALTH & BENEFITS LLC | 13-2834414 | — | NONE | $176K | — |
| THE PREVIANT LAW FIRM, S.C. | 39-1211596 | — | NONE | $127K | — |
| US BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE | $115K | — |
| EXPRESS SCRIPTS HOLDING COMPANY | — | FRANKLIN LAKES, NJ | NONE | $101K | — |
| ANTHEM BLUE CROSS BLUE SHIELD | 39-1365594 | — | NONE | $81K | — |
| DELTA DENTAL OF WISCONSIN, INC. | — | MILWAUKEE, WI | NONE | $51K | — |
| CASE MANAGEMENT SPECIALISTS, INC. | — | HARTLAND, WI | NONE | $48K | — |
| REINHART BOERNER VAN DEUREN S.C. | 39-1126909 | — | NONE | $43K | — |
| MEDEXPERT INTERNATIONAL, INC. | — | MENLO PARK, CA | NONE | $38K | — |
| SIKICH LLP | 36-3168081 | — | NONE | $35K | — |
| WEX HEALTH, INC. | 06-1593514 | SIMSBURY, CT | NONE | $19K | — |
| MAY, BONEE & CLARK INSURANCE | — | GLASTONBURY, CT | NONE | $15K | — |
| UNITED ACTUARIAL SERVICES | 35-2156428 | — | NONE | $13K | — |
| AURORA EMPLOYER SOLUTIONS | 39-1442285 | — | NONE | $13K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.