Wisconsin Diagnostic Laboratories Retirement Savings Plan And Trust — Form 5500 plan (Wisconsin Diagnostic Laboratories)
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, Wisconsin Diagnostic Laboratories Retirement Savings Plan And Trust is a benefit plan reported by Wisconsin Diagnostic Laboratories under EIN 39-1896819 and plan number 001. The latest loaded filing year is 2023. The filing reports 746 participants and $52,945,092 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wisconsin Diagnostic Laboratories
- EIN
- 39-1896819
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 746
- End-of-year plan assets
- $52,945,092
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 746 | H, C | 20241009104146NAL0019032913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,945,092
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,945,092
- Net assets (BOY)
- $44,705,523
Income & contributions
- Employer contributions
- $1,258,282
- Participant contributions
- $2,393,139
- Total contributions
- $4,262,602
- Total income / additions
- $11,399,596
Expenses & distributions
- Benefits paid
- $3,071,802
- Administrative expenses
- $74,012
- Total expenses
- $3,160,027
- Net increase / (decrease)
- $8,239,569
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | NONE | $54,243 | $0 | 2023 |
| Clifton Larson Allen | AUDITOR | $15,750 | not reported in the loaded dataset | 2023 |