2023 Form 5500 filing — Aspirus, Inc. 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 20241001124439NAL0011573424001) for Aspirus, Inc. Retirement Plan, reported by Aspirus, Inc. under EIN 39-1328331 and plan number 005. It reports 13,845 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001124439NAL0011573424001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aspirus, Inc.
- EIN
- 39-1328331
- Plan number
- 005
- Location
- Wausau, WI
- Participants
- 13,845
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $795,181,764
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $795,181,764
- Employer contributions
- $16,883,027
- Participant contributions
- $53,127,432
- Total income / additions
- $193,990,199
- Benefits paid
- $65,253,441
- Administrative expenses
- $1,400,204
- Total expenses
- $66,787,070
- Net increase / (decrease)
- $127,203,129
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $840,137 | $0 |
| Metropolitan Life Insurance Company | NONE | $297,182 | not reported in the loaded dataset |
| Francis Investment Counsel, LLC | NONE | $174,133 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | NONE | $1,800 | not reported in the loaded dataset |