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Original filing (PDF)20250915171731NAL0002140128001
BOARD OF TRUSTEES WI UFCW UNIONS AND EMPLOYERS HEALTH PLAN
Form 5500
FILING_RECEIVED
WISCONSIN UFCW UNIONS AND EMPLOYERS HEALTH PLAN
Health & welfare plan
Signals · 3
~931 bps in Sched C feesNo recordkeeper disclosed11 service providers
Active participants
271
Accounts w/ balance
—
Plan assets (EOY)
$4.5M
Net assets (EOY)
$3.9M
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
- 931 bps in Schedule C fees — 1689% above peer band of 52 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 BOARD OF TRUSTEES WI UFCW UNIONS AND EMPLOYERS HEALTH PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES WI UFCW UNIONS AND EMPLOYERS HEALTH PLAN
EIN
39-0979166
Address
5200 W LOOMIS RD · GREENDALE, WI · 53129
Phone
(414) 476-2523
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-09-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4Q · Other
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF WISCONSIN | 39-0138065 | — | NONE | $100K | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $92K | — |
| JACOBS, BURNS ET AL | 36-2425981 | — | NONE | $56K | — |
| SIKICH CPA LLC | 54-1172176 | — | NONE | $48K | — |
| BUCK GLOBAL, LLC | 13-3954297 | DALLAS, TX | NONE | $43K | — |
| US BANK | 39-1042490 | — | NONE | $20K | — |
| PAYD HEALTH LLC | 88-0374180 | — | NONE | $18K | — |
| DELTA DENTAL OF WISCONSIN | 39-6094742 | — | NONE | $12K | — |
| CARE MANAGEMENT SOLUTIONS INC. | 61-1688248 | NASHOTAH, WI | NONE | $11K | — |
| PRIME THERAPEUTICS MANAGEMENT, LLC | 46-3708039 | — | NONE | $10K | — |
| SEGAL MARCO ADVISORS | 12-2646110 | — | NONE | $6K | — |
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.