2023 Form 5500 filing — Wisconsin Bankers Association Insurance Trust Fund
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 20241014102014NAL0051843282001) for Wisconsin Bankers Association Insurance Trust Fund, reported by Wisconsin Bankers Association Insurance Trust Fund under EIN 39-6046865 and plan number 501. It reports 3,529 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014102014NAL0051843282001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Wisconsin Bankers Association Insurance Trust Fund
- EIN
- 39-6046865
- Plan number
- 501
- Location
- Madison, WI
- Participants
- 3,529
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $498,868
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $498,868
- Participant contributions
- $22,078,455
- Total income / additions
- $22,408,308
- Benefits paid
- $22,032,797
- Administrative expenses
- $393,295
- Total expenses
- $22,426,092
- Net increase / (decrease)
- -$17,784
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wba Employee Benefits Corp., Inc. | SEE ATTACHED | $180,000 | not reported in the loaded dataset |
| Rsm Us Llp | NONE | $60,525 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren | NONE | $8,375 | not reported in the loaded dataset |
| Bank Of Sun Prairie | NONE | $6,000 | not reported in the loaded dataset |