2023 Form 5500 filing — Badger Meter Employee Savings And Stock Ownership 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 20240716145013NAL0005452864001) for Badger Meter Employee Savings And Stock Ownership Plan, reported by Badger Meter, Inc. under EIN 39-0143280 and plan number 009. It reports 1,148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716145013NAL0005452864001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Badger Meter, Inc.
- EIN
- 39-0143280
- Plan number
- 009
- Location
- Milwaukee, WI
- Participants
- 1,148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $186,733,890
- Net assets (EOY)
- $186,733,890
- Employer contributions
- $5,110,736
- Participant contributions
- $7,209,171
- Total income / additions
- $47,965,370
- Benefits paid
- $27,379,287
- Administrative expenses
- $19,699
- Total expenses
- $27,398,986
- Net increase / (decrease)
- $20,566,384
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $146,303 | not reported in the loaded dataset |
| Cap Financial Partners LLC | NONE | $60,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $34,343 | $0 |
| Schwab Retirement Plan Services,Inc | NONE | $4,549 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |
| Matrix Trust Company | NONE | $0 | $0 |