Original filing (PDF)20250327115823NAL0029112080004

MILWAUKEE DRIVERS HEALTH & WELFARE

Name: MILWAUKEE DRIVERS HEALTH & WELFARE — MILWAUKEE DRIVERS HEALTH & WELFARE FUND, Form 5500 (2023)
Creator: MILWAUKEE DRIVERS HEALTH & WELFARE

Form 5500

FILING_RECEIVED

MILWAUKEE DRIVERS HEALTH & WELFARE FUND

Health & welfare plan

Signals · 3

~549 bps in Sched C feesNo recordkeeper disclosed13 service providers

Active participants

2,395

Accounts w/ balance

—

Plan assets (EOY)

$74.5M

Net assets (EOY)

$62.8M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILWAUKEE DRIVERS HEALTH & WELFARE.

Plan sponsor

Name

MILWAUKEE DRIVERS HEALTH & WELFARE

EIN

39-6048358

Address

10020 W GREENFIELD AVE · MILWAUKEE, WI · 53214

Phone

(414) 258-2336

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-03-27

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

4F · Temporary Disability (accident and sickness)

Audit & trust (Schedule H)

Auditor

CALIBRE CPA GROUP, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

13 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
BLUE CROSS BLUE SHIELD OF WISCONSIN	39-0138065	—	NONE	$1.6M	—
HUMANA MEDICAL	36-1263473	WAUKESHA, WI	NONE	$1.2M	—
THE SEGAL COMPANY	13-1975125	NEW YORK, NY	NONE	$404K	—
TEAMSTERS LOCAL 344	39-0146203	MILWAUKEE, WI	LABOR UNION	$307K	—
SAV-RX	47-0527013	FREMONT, NE	NONE	$251K	—
SOLDON LAW FIRM, LLC	27-4757308

Investments

1 pooled fund· $10.7M(14% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
NHIT CREDIT ASSET TRUST LOOMIS SAYLES · EIN 20-8080381 / PN 010	Common Collective Trust	$10.7M	14.4%

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