Rothschild, 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, Rothschild, WI has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $92,110,127 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
6
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$92,110,127
Total reported liabilities (EOY)
$38,048
Total reported net assets (EOY)
$92,072,079

Contributions & income

Employer contributions
$1,933,606
Participant contributions
$2,575,131
Total income / additions
$16,176,224

Expenses & distributions

Benefits paid / distributions
$8,384,157
Total expenses
$8,631,315
Net increase / (decrease)
$7,544,909

Coverage

Total reported participants
4,260
Plans with financial statements
5
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Rothschild, 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

Largest loaded plans in Rothschild, WI
PlanSponsorReported assets (EOY)Year
Borregaard Usa, Inc. Pension PlanBorregaard Usa, Inc.$44,345,1402023
Imperial Industries/Industrial Tank Retirement & Savings PlanImperial Industries, Inc.$23,906,6042023
Krueger Wholesale Florist, Inc. 401(K) Profit Sharing PlanKrueger Wholesale Florist, Inc.$14,066,7512023
Schuette, Inc. 401(K) Profit Sharing PlanSchuette, Inc.$9,232,3312023
The Krieg Agency, Inc. Profit Sharing PlanThe Krieg Agency, Inc.$559,3012023
Krueger Wholesale Florists Inc Health Benefit PlanKrueger Wholesale Florist Incnot reported in the loaded dataset2023
Spectrum Employer Business Cooperative Health And Welfare PlanSpectrum Employer Business Cooperativenot reported in the loaded dataset2023

Related Form 5500 pages