Form 5500 Search

CASE MANAGEMENT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
24
Active participants
73,660
Total plan assets
$3.4B
Filings (rows)
24
Direct comp
$5.7M
Indirect comp
$0

SERVICES PROVIDED

Other23
Insurance1

Top plans served

All 24 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
OPERATING ENGINEERS LOCAL 139 HEALTH BENEFIT FUND
OPERATING ENGINEERS LOCAL 139 HEALTH BENEFIT FUND
PEWAUKEE, WI
Other
N/A
7,422$529.7M$900K
OPERATING ENGINEERS LOCAL 139 HEALTH BENEFIT FUND
OPERATING ENGINEERS LOCAL 139 HEALTH BENEFIT FUND
PEWAUKEE, WI
Other
N/A
7,363$487.1M$969K
TRUSTEES - OPERATING ENGINEERS LOCAL 139 HEALTH BENEFIT FUND
OPERATING ENGINEERS LOCAL 139 HEALTH BENEFIT FUND
PEWAUKEE, WI
Other
N/A
7,054$449.7M$743K
BOARD OF TRUSTEES OF CARPENTERS & JOINERS WELFARE FUND
CARPENTERS & JOINERS WELFARE FUND
BLOOMINGTON, MN
Other
NONE
11,199$349.6M$8K
BOARD OF TRUSTEES OF CARPENTERS & JOINERS WELFARE FUND
CARPENTERS & JOINERS WELFARE FUND
BLOOMINGTON, MN
Other
NONE
11,778$341.7M$10K
TRUSTEES OF IBEW & OUTSIDE CONTRACTORS LOCAL 9 HEALTH & WELFARE
LOCAL UNION NO. 9 I.B.E.W. AND OUTSIDE CONTRACTORS HEALTH & WELFARE
TINLEY PARK, IL
Other
NONE
1,216$230.3M$260K
TRUSTEES OF IBEW & OUTSIDE CONTRACTORS LOCAL 9 HEALTH & WELFARE
LOCAL UNION NO. 9 I.B.E.W. AND OUTSIDE CONTRACTORS HEALTH & WELFARE
TINLEY PARK, IL
Other
NONE
1,302$204.5M$187K
BOARD OF JOINT TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OF
NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS HEALTH FUND
EAU CLAIRE, WI
Other
NONE
4,091$139.7M$463K
BOARD OF JOINT TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OF
NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS HEALTH FUND
EAU CLAIRE, WI
Other
NONE
4,371$135.7M$506K
BOARD OF JOINT TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OF
NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS HEALTH FUND
EAU CLAIRE, WI
Other
NONE
4,272$129.1M$639K
PLUMBERS & STEAMFITTERS LOCAL 400
PLUMBERS & STEAMFITTERS LOCAL 400 & MCA NORTH CENT WISCONSIN HEALTH & WELFARE PLAN
KAUKAUNA, WI
Other
NONE
1,960$73.8M$310K
PLUMBERS & STEAMFITTERS LOCAL 400
PLUMBERS & STEAMFITTERS LOCAL 400 & MCA NORTH CENT WISCONSIN HEALTH & WELFARE PLAN
KAUKAUNA, WI
Other
NONE
1,865$72.7M$201K
PLUMBERS & STEAMFITTERS LOCAL 400
PLUMBERS & STEAMFITTERS LOCAL 400 & MCA NORTH CENT WISCONSIN HEALTH & WELFARE PLAN
KAUKAUNA, WI
Other
NONE
1,822$69.0M$140K
LOCAL 434 HEALTH & WELFARE FUND WORKERS AND SERVICE TECHS
PLUMBERS, PIPEFITTERS, REFRIGERATION WORKERS SERVICE TECHS LOCAL 434 HEALTH & WELFARE TRUST
MOSINEE, WI
Other
NONE
830$42.4M$53K
BOARD OF TRUSTEES OF WISCONSIN PIPE TRADES HEALTH FUND
WISCONSIN PIPE TRADES HEALTH FUND
MILWAUKEE, WI
Other
NONE
1,707$39.6M$71K
LOCAL 434 HEALTH & WELFARE FUND WORKERS AND SERVICE TECHS
PLUMBERS, PIPEFITTERS, REFRIGERATION WORKERS SERVICE TECHS LOCAL 434 HEALTH & WELFARE TRUST
MOSINEE, WI
Other
NONE
824$37.9M$57K
LOCAL 434 HEALTH & WELFARE FUND WORKERS AND SERVICE TECHS
PLUMBERS, PIPEFITTERS, REFRIGERATION WORKERS SERVICE TECHS LOCAL 434 HEALTH & WELFARE TRUST
MOSINEE, WI
Other
NONE
813$33.3M$32K
TRUSTEES OF WISCONSIN MASONS' HEALTH CARE FUND
WISCONSIN MASONS' HEALTH CARE FUND
MADISON, WI
Other
NONE
1,004$23.3M$48K
TRUSTEES OF WISCONSIN MASONS' HEALTH CARE FUND
WISCONSIN MASONS' HEALTH CARE FUND
MADISON, WI
Other
NONE
974$22.9M$37K
BOARD OF TRUSTEES OF PLUMBERS LOCAL 75 HEALTH FUND
PLUMBERS LOCAL 75 HEALTH FUND
MILWAUKEE, WI
Other
NONE
701$21.1M$8K
BOARD OF TRUSTEES OF IRON WORKERS LOCAL 383 HEALTH CARE PLAN
IRON WORKERS LOCAL 383 HEALTH CARE PLAN
MADISON, WI
Other
NONE
439$5.4M$36K
BOARD OF TRUSTEES OF IRON WORKERS LOCAL 383 HEALTH CARE PLAN
IRON WORKERS LOCAL 383 HEALTH CARE PLAN
MADISON, WI
Other
NONE
447$4.5M$28K
BOARD OF TRUSTEES WI UFCW UNIONS AND EMPLOYERS HEALTH PLAN
WISCONSIN UFCW UNIONS AND EMPLOYERS HEALTH PLAN
GREENDALE, WI
Other
NONE
206$3.6M$9K
MD GROUP LLC
MD GROUP, LLC HEALTH & WELFARE PLAN
RIO, WI
Insurance
INSURANCE SERVICES
0$5K