2023 Form 5500 filing — Wisconsin Education Association Council Professional And Associate Staff Retirement And 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 20250224132135NAL0023509938001) for Wisconsin Education Association Council Professional And Associate Staff Retirement And 401(K) Plan, reported by Wisconsin Education Association Council under EIN 39-1169160 and plan number 005. It reports 117 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$37.3MReported net assets$37,322,928
Participants117
Provider compensation$31.5K2 Schedule C row(s)$31,468
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250224132135NAL0023509938001
- Plan sponsor
- Wisconsin Education Association Council
- EIN
- 39-1169160
- Plan number
- 005
- Location
- Madison, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$37.3M total assets
Net assets$37.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $37,322,928
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,322,928
- Employer contributions
- $775,085
- Participant contributions
- $324,265
- Total income / additions
- $5,660,990
- Benefits paid
- $1,254,029
- Administrative expenses
- $56,527
- Total expenses
- $1,319,109
- Net increase / (decrease)
- $4,341,881
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alpha Investment Consulting Group | INVESTMENT ADVISOR | $31,468 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |