2023 Form 5500 filing — Michael Best & Friedrich Employees' 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 20241011122746NAL0021847057002) for Michael Best & Friedrich Employees' Pension Plan, reported by Michael Best & Friedrich, Llp under EIN 39-0934985 and plan number 003. It reports 407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$64.7MReported net assets$64,695,962
Participants407
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011122746NAL0021847057002
- Plan sponsor
- Michael Best & Friedrich, Llp
- EIN
- 39-0934985
- Plan number
- 003
- Location
- Milwaukee, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$64.7M total assets
Net assets$64.7MLiabilities—
Full reported line items
- Total assets (EOY)
- $64,695,962
- Net assets (EOY)
- $64,695,962
- Total income / additions
- $8,810,725
- Benefits paid
- $13,141,237
- Administrative expenses
- $304,436
- Total expenses
- $13,445,673
- Net increase / (decrease)
- -$4,634,948
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $0 | $0 |