Greenfield, WI Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Greenfield, WI has 20 loaded benefit plan(s) reported by 10 plan sponsor(s), with $156,082,063 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 20
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $156,082,063
- Total reported liabilities (EOY)
- $4,915,214
- Total reported net assets (EOY)
- $150,622,703
Contributions & income
- Employer contributions
- $5,386,381
- Participant contributions
- $6,313,827
- Total income / additions
- $31,788,759
Expenses & distributions
- Benefits paid / distributions
- $17,391,710
- Total expenses
- $19,735,182
- Net increase / (decrease)
- $12,053,577
Coverage
- Total reported participants
- 8,632
- Plans with financial statements
- 11
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Greenfield, WI plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Everbrite, LLC Profit Sharing Plan | Everbrite, LLC | $49,997,272 | 2023 |
| The Boucher Group 401(K) Profit-Sharing Savings Plan | The Boucher Group, Inc. | $42,869,654 | 2023 |
| Schlossmann Automotive Group, Inc. 401(K) Plan | Schlossmann Automotive Group, Inc. | $28,480,303 | 2023 |
| Pyramax Bank, Fsb 401(K) Savings Plan | Pyramax Bank, Fsb | $11,664,166 | 2023 |
| Milwaukee Electrical Joint Apprenticeship & Training Plan | Milwaukee Electrical Joint Apprenticeship & Training Plan | $8,652,060 | 2023 |
| The Everbrite, LLC Retirement Plan For Employees Represented By The Madison Ibew Local #965 Pension Plan | Everbrite, LLC | $5,981,905 | 2023 |
| Pyramax Bank Employee Stock Ownership Plan | Pyramax Bank, Fsb | $3,533,526 | 2023 |
| Delta Partners Inc. 401(K) Plan | Delta Partners Inc. | $1,976,639 | 2023 |
| E. Cordero Retirement Plan | Elizabeth Cordero Perez | $1,878,588 | 2023 |
| 3 Kids & A Truck Inc. Retirement Plan | 3 Kids & A Truck Inc. | $593,235 | 2023 |
| Tosamillers, Inc. Retirement Plan | Tosamillers, Inc. | $454,715 | 2023 |
| Fluoresco Services LLC Life Plan | Fluoresco Services LLC | not reported in the loaded dataset | 2023 |
| Everbrite LLC Dental Plan | Everbrite LLC | not reported in the loaded dataset | 2023 |
| Everbrite LLC Life And Disability Plan | Everbrite LLC | not reported in the loaded dataset | 2023 |
| Everbrite LLC Health Plan | Everbrite LLC | not reported in the loaded dataset | 2023 |
| Everbrite LLC Vision Plan | Everbrite LLC | not reported in the loaded dataset | 2023 |
| Everbrite LLC Prescription Drug Plan | Everbrite LLC | not reported in the loaded dataset | 2023 |
| Everbrite LLC Employee Assistance Plan | Everbrite LLC | not reported in the loaded dataset | 2023 |
| The Boucher Preferred Health Plan | The Boucher Group, Inc. | not reported in the loaded dataset | 2023 |
| Pyramax Bank Fsb Employee Benefits Plan | Pyramax Bank Fsb | not reported in the loaded dataset | 2023 |
Largest plans in Greenfield → · Greenfield plans by participants → · Greenfield plans with financial data → · Greenfield plans with provider compensation → · $1B+ plans in Greenfield →
Related Form 5500 pages
- All WI Form 5500 filings
- Everbrite, LLC Profit Sharing Plan (plan 001)
- Everbrite, LLC — all reported plans
- The Boucher Group 401(K) Profit-Sharing Savings Plan (plan 001)
- The Boucher Group, Inc. — all reported plans
- Schlossmann Automotive Group, Inc. 401(K) Plan (plan 001)
- Schlossmann Automotive Group, Inc. — all reported plans
- Pyramax Bank, Fsb 401(K) Savings Plan (plan 002)
- Pyramax Bank, Fsb — all reported plans
- Milwaukee Electrical Joint Apprenticeship & Training Plan (plan 505)
- Milwaukee Electrical Joint Apprenticeship & Training Plan — all reported plans
- The Everbrite, LLC Retirement Plan For Employees Represented By The Madison Ibew Local #965 Pension Plan (plan 003)
- Pyramax Bank Employee Stock Ownership Plan (plan 003)
- Delta Partners Inc. 401(K) Plan (plan 001)
- Delta Partners Inc. — all reported plans
- E. Cordero Retirement Plan (plan 001)
- Elizabeth Cordero Perez — all reported plans
- 3 Kids & A Truck Inc. Retirement Plan (plan 001)
- 3 Kids & A Truck Inc. — all reported plans
- Tosamillers, Inc. Retirement Plan (plan 001)
- Tosamillers, Inc. — all reported plans
- Fluoresco Services LLC Life Plan (plan 506)
- Fluoresco Services LLC — all reported plans
- Everbrite LLC Dental Plan (plan 503)
- Everbrite LLC Life And Disability Plan (plan 505)
- Everbrite LLC Health Plan (plan 508)
- Methodology
- Data sources