2023 Form 5500 filing — Wisconsin Masons Pension Fund
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 20250314172802NAL0035969936001) for Wisconsin Masons Pension Fund, reported by Board Of Trustees Of Wisconsin Masons Pension Fund under EIN 39-6185238 and plan number 001. It reports 3,556 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314172802NAL0035969936001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Wisconsin Masons Pension Fund
- EIN
- 39-6185238
- Plan number
- 001
- Location
- Madison, WI
- Participants
- 3,556
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $301,428,068
- Total liabilities (EOY)
- $381,943
- Net assets (EOY)
- $301,046,125
- Employer contributions
- $14,991,600
- Total income / additions
- $55,972,110
- Benefits paid
- $15,317,483
- Administrative expenses
- $1,544,420
- Total expenses
- $16,861,903
- Net increase / (decrease)
- $39,110,207
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bpa Of Wi A Benesys Company | NONE | $184,664 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors, LLC | NONE | $121,257 | not reported in the loaded dataset |
| Asb Capital Management LLC | NONE | $70,421 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | NONE | $62,190 | not reported in the loaded dataset |
| Us Bank | NONE | $57,626 | not reported in the loaded dataset |
| Western Asset Managemnt Company | NONE | $41,306 | not reported in the loaded dataset |
| Iron Mountain Madison | NONE | $40,561 | not reported in the loaded dataset |
| The Previant Law Firm | NONE | $37,617 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren S.C. | NONE | $34,115 | not reported in the loaded dataset |
| Sikich Cpa LLC | NONE | $31,750 | not reported in the loaded dataset |