2023 Form 5500 filing — The Retirement Advantage Welfare Benefit Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240531152658NAL0007355363001) for The Retirement Advantage Welfare Benefit Plan, reported by The Retirement Advantage under EIN 39-1816008 and plan number 508. It reports 163 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240531152658NAL0007355363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Retirement Advantage
- EIN
- 39-1816008
- Plan number
- 508
- Location
- Port Washington, WI
- Participants
- 163
- Schedules available
- Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Delta Dental Of Wisconsin | THIRD-PARTY ADMIN (TPA) | $9,859 | not reported in the loaded dataset |