2023 Form 5500 filing — University School Of Milwaukee Defined Contribution 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 20250115122442NAL0011758611001) for University School Of Milwaukee Defined Contribution Retirement Plan, reported by University School Of Milwaukee under EIN 39-6076442 and plan number 001. It reports 590 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115122442NAL0011758611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University School Of Milwaukee
- EIN
- 39-6076442
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 590
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $79,204,354
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,204,354
- Employer contributions
- $1,144,281
- Participant contributions
- $1,455,676
- Total income / additions
- $13,108,216
- Benefits paid
- $4,553,957
- Administrative expenses
- $38,606
- Total expenses
- $4,592,563
- Net increase / (decrease)
- $8,515,653
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $24,927 | $0 |
| Regal Investment Advisors LLC | ADVISOR | $7,755 | not reported in the loaded dataset |
| Mendota Financial Group, LLC | ADVISOR | $4,266 | not reported in the loaded dataset |
| Cambridge Investment Research, Inc. | ADVISOR | $3,258 | not reported in the loaded dataset |