2023 Form 5500 filing — Wisconsin Glaziers & Glassworkers Money Purchase 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 20250317132349NAL0002466592001) for Wisconsin Glaziers & Glassworkers Money Purchase Fund, reported by Wisconsin Glaziers & Glassworkers Money Purchase Fund under EIN 39-1341148 and plan number 004. It reports 487 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317132349NAL0002466592001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Wisconsin Glaziers & Glassworkers Money Purchase Fund
- EIN
- 39-1341148
- Plan number
- 004
- Location
- Milwaukee, WI
- Participants
- 487
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $81,012,136
- Total liabilities (EOY)
- $50,132
- Net assets (EOY)
- $80,962,004
- Employer contributions
- $5,986,526
- Total income / additions
- $19,567,016
- Benefits paid
- $5,599,647
- Administrative expenses
- $201,235
- Total expenses
- $5,800,882
- Net increase / (decrease)
- $13,766,134
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | NONE | $55,920 | $0 |
| Benefit Plan Administration Of Wi | NONE | $34,850 | not reported in the loaded dataset |
| The Previant Law Firm S.C. | NONE | $31,600 | not reported in the loaded dataset |
| Mmc Securities Corp | NONE | $18,750 | not reported in the loaded dataset |
| Sikich Llp | NONE | $11,040 | not reported in the loaded dataset |