Back to filter
Original filing (PDF)20240529091523NAL0011931329001
WISCONSIN BUILT, INC
Form 5500
FILING_RECEIVED
WISCONSIN BUILT, INC. WRAP PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
121
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- 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 WISCONSIN BUILT, INC.
Plan sponsor
Name
WISCONSIN BUILT, INC
EIN
39-1676293
Address
400 INTERPANE LANE · DEERFIELD, WI · 53531
Phone
(608) 764-8661
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
504
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-05-29
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STAFFORD FINANCIAL CONSULTING GROUP | — | MADISON, WI | BROKER | $315 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE BENEFITS CORPORATION | 39-2044064 | — | THIRD PARTY ADMINISTRATO | $7K | — |
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 EMPLOYEE BENEFITS CORPORATION
HOSTMARK MANAGEMENT, INC.
HOSTMARK HEALTH CARE PLAN
$674K · 365 participants
PROJECT MANAGEMENT ADVISORS, INC.
PROJECT MANAGEMENT ADVISORS, INC. HEALTH & WELFARE PLAN
— · 146 participants
PETTINARO CONSTRUCTION CO., INC.
PETTINARO CONSTRUCTION CO., INC. WRAP PLAN
— · 95 participants
MERIDIAN GROUP INTERNATIONAL
MERIDIAN WELFARE BENEFITS PLAN
— · 403 participants
QUAD/GRAPHICS, INC.
QUAD/GRAPHICS INC HEALTH & WELEFARE PLAN
— · 8,820 participants
TEACHERS FEDERAL CREDIT UNION
TEACHERS FEDERAL CREDIT UNION INSURANCE PLAN
— · 887 participants
Similar-size Manufacturing plans
BSH COMPANIES
BSH COMPANIES 401(K) PLAN
$0
LIBERTY HOME PRODUCTS, LLC
LIBERTY HOME PRODUCTS LLC 401K PROFIT SHARING PLAN AND TRUST
$0
GEYSER INDUSTRIES, INC.
GEYSER INDUSTRIES 401(K) PLAN
$0
SOLFIRE CONTRACT MANUFACTURING I
SOLFIRE CONTRACTING MANUFACTURING
$0
ANDIS COMPANY
THE ANDIS COMPANY HOURLY EMPLOYEES' RETIREMENT PLAN
$0
THE SCOTT FETZER COMPANY
THE SCOTT FETZER HOURLY EMPLOYEE 401(K) 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