2023 Form 5500 filing — Milwaukee Rescue Mission Employee 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 20241001091051NAL0003856515001) for Milwaukee Rescue Mission Employee Retirement Savings Plan, reported by Milwaukee Rescue Mission under EIN 39-0816851 and plan number 001. It reports 218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001091051NAL0003856515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Milwaukee Rescue Mission
- EIN
- 39-0816851
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 218
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,028,673
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,028,673
- Employer contributions
- $671,981
- Participant contributions
- $316,552
- Total income / additions
- $2,121,190
- Benefits paid
- $994,481
- Administrative expenses
- $27,333
- Total expenses
- $1,021,814
- Net increase / (decrease)
- $1,099,376
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Wealth Mgmt | SERVICE PROVIDER | $0 | $27,529 |
| Sikich Capital Management LLC | TPA | $0 | $899 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $0 | $287 |
| Morningstar Investment Mgmt | SERVICE PROVIDER | $0 | $287 |