2023 Form 5500 filing — Wisconsin Diagnostic Laboratories Retirement Savings Plan And Trust
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 20241009104146NAL0019032913001) for Wisconsin Diagnostic Laboratories Retirement Savings Plan And Trust, reported by Wisconsin Diagnostic Laboratories under EIN 39-1896819 and plan number 001. It reports 746 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009104146NAL0019032913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wisconsin Diagnostic Laboratories
- EIN
- 39-1896819
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 746
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,945,092
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,945,092
- Employer contributions
- $1,258,282
- Participant contributions
- $2,393,139
- Total income / additions
- $11,399,596
- Benefits paid
- $3,071,802
- Administrative expenses
- $74,012
- Total expenses
- $3,160,027
- Net increase / (decrease)
- $8,239,569
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | NONE | $54,243 | $0 |
| Clifton Larson Allen | AUDITOR | $15,750 | not reported in the loaded dataset |