Back to filter
Original filing (PDF)20250303065649NAL0005322961001
KENOSHA HUMAN DEVELOPMENT SERVICES, INC.
Form 5500
FILING_RECEIVED
KENOSHA HUMAN DEVELOPMENT SERVICES, INC. DENTAL PLAN
Health & welfare plan
Signals · 2
Late filing · 11.6 moNo recordkeeper disclosed
Active participants
105
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
76
/ 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
65
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- Filed 11.6 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KENOSHA HUMAN DEVELOPMENT SERVICES, INC..
Plan sponsor
Name
KENOSHA HUMAN DEVELOPMENT SERVICES, INC.
EIN
39-1200678
Address
3536 52ND STREET · KENOSHA, WI · 53144
Phone
(262) 764-8555
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
504
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-04-30
Filed
2025-03-03
Welfare benefit codes
4D · Dental
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT ALLIANT LLC | 39-2040532 | MILWAUKEE, WI | INSURANCE BROKER | $886 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELTA DENTAL OF WISCONSIN | 39-6094742 | STEVENS POINT, WI | THIRD PARTY ADMIN | $2K | — |
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.
Related plans
Other plans using DELTA DENTAL OF WISCONSIN
THE TRUSTEES OF THE WISCONSIN LABORERS' HEALTH FUND
WISCONSIN LABORERS HEALTH FUND
$359.9M · 5,960 participants
BOARD OF JOINT TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OF
NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS HEALTH FUND
$129.1M · 4,272 participants
PLUMBERS & STEAMFITTERS LOCAL 400
PLUMBERS & STEAMFITTERS LOCAL 400 & MCA NORTH CENT WISCONSIN HEALTH & WELFARE PLAN
$73.8M · 1,960 participants
ALLIANT ENERGY CORPORATE SERV. INC.
ALLIANT ENERGY RETIREE HEALTH & WELFARE BENEFIT PLAN
$69.7M
CASE NEW HOLLAND INDUSTRIAL INC.
CNH INDUSTRIAL U.S. HEALTH & WELFARE PLAN
$59.6M · 9,393 participants
NORTHWESTERN MUTUAL LIFE INS.CO.
NORTHWESTERN MUTUAL HEALTH CARE BENEFITS PLAN FOR RETIREES
$59.2M · 2,317 participants
Similar-size Health Care & Social Assistance plans
PIERCE COUNTY AIDS FOUNDATION
PCAF 401(K) RETIREMENT PLAN
$0
FREE TO THRIVE
FREE TO THRIVE 401K PLAN
$0
WALTON COUNTY SENIOR CITIZENS COUNCIL
WALTON COUNTY SENIOR CITIZENS COUNCIL GCF BENEFIT PLAN
$0
ODYSSEY FAMILY COUNSELING CENTER, INC.
ODYSSEY FAMILY COUNSELING CENTER, INC. GCF BENEFIT PLAN
$0
BROWARD HOUSE, INC.
BROWARD HOUSE 401(K) PLAN
$0
INSTITUTE FOR HUMAN SERVICES, IN
INSTITUTE FOR HUMAN SERVICES INC 401K PLAN
$0
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B