Original filing (PDF)20250804200014NAL0001463184001

ADMIN. FOR THE MTEA PARTICIPANTS'

Name: ADMIN. FOR THE MTEA PARTICIPANTS' — MILWAUKEE TEACHERS' EDUCATION ASSOCIATION PARTICIPANTS' RETIREE HEALTH CARE PLAN, Form 5500 (2023)
Creator: ADMIN. FOR THE MTEA PARTICIPANTS'

Form 5500-SF

FILING_RECEIVED

MILWAUKEE TEACHERS' EDUCATION ASSOCIATION PARTICIPANTS' RETIREE HEALTH CARE PLAN

Health & welfare plan

Signals · 1

Late filing · 0.6 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADMIN. FOR THE MTEA PARTICIPANTS'.

Plan sponsor

Name

ADMIN. FOR THE MTEA PARTICIPANTS'

EIN

39-1757572

Address

6826 W. GREYHAWK COURT · FRANKLIN, WI · 53132

Phone

(414) 218-4670

Industry

Finance & Insurancesee 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

2025-08-04

Welfare benefit codes

4A · Health (other than dental or vision)

4E · Vision

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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