Orthopedic Surgeons Of Wisconsin, S.C. Retirement Plan — Form 5500 plan (Orthopedic Surgeons Of Wisconsin, S.C.)
Plain-English plan 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, Orthopedic Surgeons Of Wisconsin, S.C. Retirement Plan is a benefit plan reported by Orthopedic Surgeons Of Wisconsin, S.C. under EIN 20-0217581 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $31,055,526 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orthopedic Surgeons Of Wisconsin, S.C.
- EIN
- 20-0217581
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $31,055,526
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20241003103244NAL0010411489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,055,526
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,055,526
- Net assets (BOY)
- $26,782,607
Income & contributions
- Employer contributions
- $954,994
- Participant contributions
- $874,779
- Total contributions
- $1,855,773
- Total income / additions
- $6,172,022
Expenses & distributions
- Benefits paid
- $1,733,153
- Administrative expenses
- $165,950
- Total expenses
- $1,899,103
- Net increase / (decrease)
- $4,272,919
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual | SERVICE PROVIDER | $51,601 | not reported in the loaded dataset | 2023 |
| Fidelity Brokerage Services LLC | SERVICE PROVIDER | $34,421 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | SERVICE PROVIDER | $18,142 | not reported in the loaded dataset | 2023 |
| Charles Schwab | SERVICE PROVIDER | $16,270 | not reported in the loaded dataset | 2023 |
| Stifel | SERVICE PROVIDER | $15,453 | not reported in the loaded dataset | 2023 |
| Lpl Financial | SERVICE PROVIDER | $14,748 | not reported in the loaded dataset | 2023 |
| Johnson Financial | SERVICE PROVIDER | $9,216 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | SERVICE PROVIDER | $2,143 | not reported in the loaded dataset | 2023 |
| Sikich Llp | RECORDKEEPER/TPA | $0 | $1,604 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $46 | $0 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $46 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Orthopedic Surgeons Of Wisconsin, S.C.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Northwestern Mutual — Schedule C compensation
- Fidelity Brokerage Services LLC — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Charles Schwab — Schedule C compensation
- Stifel — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Johnson Financial — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Sikich Llp — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation