Milwaukee Center For Independence, Inc. And Affiliates 403(B) Plan — Form 5500 plan (Milwaukee Center For Independence, Inc.)
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, Milwaukee Center For Independence, Inc. And Affiliates 403(B) Plan is a benefit plan reported by Milwaukee Center For Independence, Inc. under EIN 39-0806257 and plan number 001. The latest loaded filing year is 2023. The filing reports 988 participants and $21,445,288 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Milwaukee Center For Independence, Inc.
- EIN
- 39-0806257
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 988
- End-of-year plan assets
- $21,445,288
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 988 | H, C | 20241014180847NAL0028055569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,445,288
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,445,288
- Net assets (BOY)
- $16,901,804
Income & contributions
- Employer contributions
- $1,254,133
- Participant contributions
- $1,873,671
- Total contributions
- $3,219,267
- Total income / additions
- $6,330,924
Expenses & distributions
- Benefits paid
- $1,624,914
- Administrative expenses
- $162,526
- Total expenses
- $1,787,440
- Net increase / (decrease)
- $4,543,484
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $58,908 | $0 | 2023 |
| Global Retirement Partners LLC | INV ADVISOR | $40,070 | not reported in the loaded dataset | 2023 |
| Egps | CONTRACT ADMIN | $11,175 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INV MGR | $9,644 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Milwaukee Center For Independence, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Empower Annuity Ins Co Of America — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Egps — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation