2023 Form 5500 filing — Milwaukee Valve Company, LLC Employees' 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 20241014161920NAL0026692929001) for Milwaukee Valve Company, LLC Employees' Savings Plan And Trust, reported by Milwaukee Valve Co., LLC under EIN 39-0965299 and plan number 002. It reports 436 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014161920NAL0026692929001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Milwaukee Valve Co., LLC
- EIN
- 39-0965299
- Plan number
- 002
- Location
- New Berlin, WI
- Participants
- 436
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,201,568
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,201,568
- Employer contributions
- $486,223
- Participant contributions
- $2,321,724
- Total income / additions
- $11,384,348
- Benefits paid
- $2,935,464
- Administrative expenses
- $104,708
- Total expenses
- $3,040,172
- Net increase / (decrease)
- $8,344,176
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $69,387 | not reported in the loaded dataset |
| Rsm Us Llp | NONE | $28,875 | not reported in the loaded dataset |
| Oneamerica Investment Advisory Svcs | NONE | $6,446 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |