2023 Form 5500 filing — Wisconsin Pipe Trades 401(K) 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 20241015200852NAL0029574657001) for Wisconsin Pipe Trades 401(K) Plan, reported by Wisconsin Pipe Trades 401(K) Plan under EIN 39-1712807 and plan number 001. It reports 3,030 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015200852NAL0029574657001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Wisconsin Pipe Trades 401(K) Plan
- EIN
- 39-1712807
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 3,030
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $173,778,660
- Total liabilities (EOY)
- $3,238,635
- Net assets (EOY)
- $170,540,025
- Employer contributions
- $8,549,909
- Participant contributions
- $6,585,692
- Total income / additions
- $44,254,729
- Benefits paid
- $11,366,375
- Administrative expenses
- $203,162
- Total expenses
- $11,569,537
- Net increase / (decrease)
- $32,685,192
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Matrix Trust Company | NONE | $109,875 | not reported in the loaded dataset |
| Benesys, Inc. | NONE | $22,667 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $14,619 | $0 |
| Sikich Cpa LLC | NONE | $13,900 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren S.C. | NONE | $13,624 | not reported in the loaded dataset |
| The Previant Law Firm | NONE | $5,992 | not reported in the loaded dataset |