2023 Form 5500 filing — Milwaukee Drivers Pension 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 20241009084833NAL0010446275003) for Milwaukee Drivers Pension Plan, reported by Board Of Trustees Milwaukee Drivers Pension Fund under EIN 39-6045229 and plan number 001. It reports 5,495 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009084833NAL0010446275003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Milwaukee Drivers Pension Fund
- EIN
- 39-6045229
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 5,495
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $981,055,478
- Total liabilities (EOY)
- $725,026
- Net assets (EOY)
- $980,330,452
- Employer contributions
- $63,742,912
- Total income / additions
- $166,505,685
- Benefits paid
- $58,344,479
- Administrative expenses
- $2,872,129
- Total expenses
- $61,216,608
- Net increase / (decrease)
- $105,289,077
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Chase Bank | NONE | $475,098 | not reported in the loaded dataset |
| Columbia Threadneedle | NONE | $319,003 | $0 |
| River Road Asset Management | NONE | $233,310 | $0 |
| Soldon Law Firm, LLC | NONE | $203,800 | not reported in the loaded dataset |
| Loomis Sayles Trust Co | NONE | $195,321 | not reported in the loaded dataset |
| Alliance Bernstein Lp | NONE | $192,857 | $0 |
| Bny Mellon Investment Management | NONE | $192,736 | $0 |
| Goodwin Capital Advisers | NONE | $185,256 | not reported in the loaded dataset |
| Benefit Plan Administrators | NONE | $144,417 | not reported in the loaded dataset |
| The Segal Company | NONE | $118,357 | not reported in the loaded dataset |
| Pnc Bank | NONE | $114,647 | $0 |
| Segal Marco Consulting | NONE | $107,500 | not reported in the loaded dataset |
| Wellington Trust Co | NONE | $57,276 | not reported in the loaded dataset |
| Newton Investment Mgmt | NONE | $37,711 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $28,250 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $0 | $12,807 |