The Retirement Advantage Welfare Benefit Plan — Form 5500 plan (The Retirement Advantage)
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 Retirement Advantage Welfare Benefit Plan is a benefit plan reported by The Retirement Advantage under EIN 39-1816008 and plan number 508. The latest loaded filing year is 2023. The filing reports 163 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Retirement Advantage
- EIN
- 39-1816008
- Plan number
- 508
- Plan type
- 2
- Location
- Port Washington, WI
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | C | 20240531152658NAL0007355363001 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Delta Dental Of Wisconsin | THIRD-PARTY ADMIN (TPA) | $9,859 | not reported in the loaded dataset | 2023 |