2023 Form 5500 filing — Western Wisconsin Electrical Workers Retirement 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 20240723154507NAL0011603217002) for Western Wisconsin Electrical Workers Retirement Plan, reported by Ibew Local Union 14 under EIN 39-1761679 and plan number 001. It reports 1,315 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723154507NAL0011603217002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local Union 14
- EIN
- 39-1761679
- Plan number
- 001
- Location
- Fall Creek, WI
- Participants
- 1,315
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $293,497,704
- Total liabilities (EOY)
- $51,694
- Net assets (EOY)
- $293,446,010
- Employer contributions
- $14,007,754
- Total income / additions
- $64,303,302
- Benefits paid
- $9,248,837
- Administrative expenses
- $465,849
- Total expenses
- $9,714,686
- Net increase / (decrease)
- $54,588,616
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal | NONE | $308,727 | not reported in the loaded dataset |
| Reinhart, Boerner, Van Deuren, Etc | NONE | $80,735 | not reported in the loaded dataset |
| Andco | NONE | $29,000 | not reported in the loaded dataset |
| Bauman Associates | NONE | $21,455 | not reported in the loaded dataset |
| Union Insurance Group | NONE | $17,834 | not reported in the loaded dataset |
| Weebf | NONE | $6,000 | not reported in the loaded dataset |