2023 Form 5500 filing — Milwaukee Bucks Retirement Savings 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 20240806074818NAL0002218529001) for Milwaukee Bucks Retirement Savings Plan, reported by Milwaukee Bucks, LLC under EIN 39-1513690 and plan number 001. It reports 525 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240806074818NAL0002218529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Milwaukee Bucks, LLC
- EIN
- 39-1513690
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 525
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,620,934
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,620,934
- Employer contributions
- $679,418
- Participant contributions
- $2,468,805
- Total income / additions
- $6,917,468
- Benefits paid
- $2,714,730
- Administrative expenses
- $94,728
- Total expenses
- $2,809,458
- Net increase / (decrease)
- $4,108,010
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $52,747 | not reported in the loaded dataset |
| Private Advisor Group | NONE | $41,981 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |