2023 Form 5500 filing — Milwaukee Center For Independence, Inc. And Affiliates 403(B) 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 20241014180847NAL0028055569001) for Milwaukee Center For Independence, Inc. And Affiliates 403(B) Plan, reported by Milwaukee Center For Independence, Inc. under EIN 39-0806257 and plan number 001. It reports 988 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014180847NAL0028055569001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Milwaukee Center For Independence, Inc.
- EIN
- 39-0806257
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 988
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,445,288
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,445,288
- Employer contributions
- $1,254,133
- Participant contributions
- $1,873,671
- Total income / additions
- $6,330,924
- Benefits paid
- $1,624,914
- Administrative expenses
- $162,526
- Total expenses
- $1,787,440
- Net increase / (decrease)
- $4,543,484
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $58,908 | $0 |
| Global Retirement Partners LLC | INV ADVISOR | $40,070 | not reported in the loaded dataset |
| Egps | CONTRACT ADMIN | $11,175 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INV MGR | $9,644 | not reported in the loaded dataset |