2023 Form 5500 filing — Mw&E Savings And Retirement 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 20241015101408NAL0056955986004) for Mw&E Savings And Retirement Plan, reported by Mcdermott Will & Emery Llp under EIN 36-1453176 and plan number 005. It reports 3,097 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101408NAL0056955986004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcdermott Will & Emery Llp
- EIN
- 36-1453176
- Plan number
- 005
- Location
- Chicago, IL
- Participants
- 3,097
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,201,138,302
- Net assets (EOY)
- $1,201,138,302
- Employer contributions
- $28,146,105
- Participant contributions
- $33,848,114
- Total income / additions
- $267,690,438
- Benefits paid
- $73,552,451
- Administrative expenses
- $465,207
- Total expenses
- $75,259,873
- Net increase / (decrease)
- $192,430,565
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $197,212 | not reported in the loaded dataset |
| Lmcg Inventment LLC | NONE | $89,717 | not reported in the loaded dataset |
| Brinker Capital Investments Ll | NONE | $20,222 | not reported in the loaded dataset |
| Sikich Llp | NONE | $17,500 | not reported in the loaded dataset |
| Mesirow Financial Investment M | NONE | $16,735 | not reported in the loaded dataset |
| At Investment Advisers Inc | NONE | $15,398 | not reported in the loaded dataset |
| Westmount Partners LLC | NONE | $15,217 | not reported in the loaded dataset |
| Corient Private Wealth LLC | NONE | $13,888 | not reported in the loaded dataset |
| Moller Wealth Partners Inc | NONE | $12,889 | not reported in the loaded dataset |
| Lido Advisors LLC | NONE | $11,002 | not reported in the loaded dataset |
| Forum Financial Management Lp | NONE | $10,444 | not reported in the loaded dataset |
| Nadler Financial Group Inc | NONE | $9,889 | not reported in the loaded dataset |
| Synergy Financial Group Ltd | NONE | $8,866 | not reported in the loaded dataset |
| Segall Bryant & Hamill LLC | NONE | $7,861 | not reported in the loaded dataset |
| Lha Capital Partners LLC | NONE | $7,283 | not reported in the loaded dataset |
| Spinnaker Investment Group LLC | NONE | $7,168 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $4,900 | $254 |