Milwaukee Bucks Retirement Savings Plan — Form 5500 plan (Milwaukee Bucks, LLC)

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 Bucks Retirement Savings Plan is a benefit plan reported by Milwaukee Bucks, LLC under EIN 39-1513690 and plan number 001. The latest loaded filing year is 2023. The filing reports 525 participants and $23,620,934 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Milwaukee Bucks, LLC
EIN
39-1513690
Plan number
001
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
525
End-of-year plan assets
$23,620,934

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023525H, C20240806074818NAL0002218529001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,620,934
Total liabilities (EOY)
$0
Net assets (EOY)
$23,620,934
Net assets (BOY)
$19,512,924

Income & contributions

Employer contributions
$679,418
Participant contributions
$2,468,805
Total contributions
$3,203,290
Total income / additions
$6,917,468

Expenses & distributions

Benefits paid
$2,714,730
Administrative expenses
$94,728
Total expenses
$2,809,458
Net increase / (decrease)
$4,108,010

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services LLCNONE$52,747not reported in the loaded dataset2023
Private Advisor GroupNONE$41,981not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages