The Medical College Of Wisconsin, Inc. Retirement Plan — Form 5500 plan (The Medical College Of Wisconsin, 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, The Medical College Of Wisconsin, Inc. Retirement Plan is a benefit plan reported by The Medical College Of Wisconsin, Inc. under EIN 39-0806261 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,917 participants and $2,346,022,816 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Medical College Of Wisconsin, Inc.
- EIN
- 39-0806261
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 9,917
- End-of-year plan assets
- $2,346,022,816
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,917 | H, C | 20241014095105NAL0013085731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,346,022,816
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,346,022,816
- Net assets (BOY)
- $2,017,144,493
Income & contributions
- Employer contributions
- $52,606,718
- Participant contributions
- $81,205,870
- Total contributions
- $142,081,747
- Total income / additions
- $463,902,834
Expenses & distributions
- Benefits paid
- $134,188,680
- Administrative expenses
- $582,666
- Total expenses
- $135,024,511
- Net increase / (decrease)
- $328,878,323
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $561,585 | $0 | 2023 |
| Wealthspire Advisors, LLC | SECURITIES BROKER | $59,914 | not reported in the loaded dataset | 2023 |
| Larson Financial Group LLC | SECURITIES BROKER | $43,670 | not reported in the loaded dataset | 2023 |
| Wfa Asset Management Corp | SECURITIES BROKER | $39,714 | not reported in the loaded dataset | 2023 |
| Wealth Enhancement Advisory Se | SECURITIES BROKER | $26,392 | not reported in the loaded dataset | 2023 |
| Ellenbecker Investment | SECURITIES BROKER | $23,295 | not reported in the loaded dataset | 2023 |
| Landaas & Company | SECURITIES BROKER | $22,838 | not reported in the loaded dataset | 2023 |
| Mccarthy Grittinger Financial | SECURITIES BROKER | $18,615 | not reported in the loaded dataset | 2023 |
| Blackhawk Capital Partners, LLC | SECURITIES BROKER | $18,456 | not reported in the loaded dataset | 2023 |
| Creative Planning, LLC | SECURITIES BROKER | $17,182 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $11,372 | $0 | 2023 |
| Vestia Advisors LLC | SECURITIES BROKER | $7,470 | not reported in the loaded dataset | 2023 |
| Pettinga Financial Advisors, LLC | SECURITIES BROKER | $7,337 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | SERVICE PROVIDER | $6,566 | $0 | 2023 |
| Compass Capital Management Inc | SECURITIES BROKER | $6,228 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $750 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Medical College Of Wisconsin, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Transamerica Retirement Solutions — Schedule C compensation
- Wealthspire Advisors, LLC — Schedule C compensation
- Larson Financial Group LLC — Schedule C compensation
- Wfa Asset Management Corp — Schedule C compensation
- Wealth Enhancement Advisory Se — Schedule C compensation
- Ellenbecker Investment — Schedule C compensation
- Landaas & Company — Schedule C compensation
- Mccarthy Grittinger Financial — Schedule C compensation
- Blackhawk Capital Partners, LLC — Schedule C compensation
- Creative Planning, LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Vestia Advisors LLC — Schedule C compensation
- Pettinga Financial Advisors, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Compass Capital Management Inc — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- National Financial Services — Schedule C compensation