Plan5500

Aspirus, Inc. Retirement Plan — Form 5500 plan (Aspirus, 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, Aspirus, Inc. Retirement Plan is a benefit plan reported by Aspirus, Inc. under EIN 39-1328331 and plan number 005. The latest loaded filing year is 2023. The filing reports 13,845 participants and $795,181,764 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aspirus, Inc.
EIN
39-1328331
Plan number
005
Plan type
2
Location
Wausau, WI
Latest filing year
2023
Participants
13,845
End-of-year plan assets
$795,181,764

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313,845H, C20241001124439NAL0011573424001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$795,181,764
Total liabilities (EOY)
$0
Net assets (EOY)
$795,181,764
Net assets (BOY)
$667,978,635

Income & contributions

Employer contributions
$16,883,027
Participant contributions
$53,127,432
Total contributions
$82,129,263
Total income / additions
$193,990,199

Expenses & distributions

Benefits paid
$65,253,441
Administrative expenses
$1,400,204
Total expenses
$66,787,070
Net increase / (decrease)
$127,203,129

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyNONE$840,137$02023
Metropolitan Life Insurance CompanyNONE$297,182not reported in the loaded dataset2023
Francis Investment Counsel, LLCNONE$174,133not reported in the loaded dataset2023
Qdro Consultants Company, LLCNONE$1,800not reported in the loaded dataset2023

Related Form 5500 pages