Milwaukee Drivers Pension Plan — Form 5500 plan (Board Of Trustees Milwaukee Drivers Pension Fund)
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 Drivers Pension Plan is a benefit plan reported by Board Of Trustees Milwaukee Drivers Pension Fund under EIN 39-6045229 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,495 participants and $981,055,478 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Milwaukee Drivers Pension Fund
- EIN
- 39-6045229
- Plan number
- 001
- Plan type
- 1
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 5,495
- End-of-year plan assets
- $981,055,478
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,495 | H, C | 20241009084833NAL0010446275003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $981,055,478
- Total liabilities (EOY)
- $725,026
- Net assets (EOY)
- $980,330,452
- Net assets (BOY)
- $875,041,375
Income & contributions
- Employer contributions
- $63,742,912
- Total contributions
- $63,742,912
- Total income / additions
- $166,505,685
Expenses & distributions
- Benefits paid
- $58,344,479
- Administrative expenses
- $2,872,129
- Total expenses
- $61,216,608
- Net increase / (decrease)
- $105,289,077
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Chase Bank | NONE | $475,098 | not reported in the loaded dataset | 2023 |
| Columbia Threadneedle | NONE | $319,003 | $0 | 2023 |
| River Road Asset Management | NONE | $233,310 | $0 | 2023 |
| Soldon Law Firm, LLC | NONE | $203,800 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Co | NONE | $195,321 | not reported in the loaded dataset | 2023 |
| Alliance Bernstein Lp | NONE | $192,857 | $0 | 2023 |
| Bny Mellon Investment Management | NONE | $192,736 | $0 | 2023 |
| Goodwin Capital Advisers | NONE | $185,256 | not reported in the loaded dataset | 2023 |
| Benefit Plan Administrators | NONE | $144,417 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $118,357 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $114,647 | $0 | 2023 |
| Segal Marco Consulting | NONE | $107,500 | not reported in the loaded dataset | 2023 |
| Wellington Trust Co | NONE | $57,276 | not reported in the loaded dataset | 2023 |
| Newton Investment Mgmt | NONE | $37,711 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $28,250 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE | $0 | $12,807 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Milwaukee Drivers Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Jp Morgan Chase Bank — Schedule C compensation
- Columbia Threadneedle — Schedule C compensation
- River Road Asset Management — Schedule C compensation
- Soldon Law Firm, LLC — Schedule C compensation
- Loomis Sayles Trust Co — Schedule C compensation
- Alliance Bernstein Lp — Schedule C compensation
- Bny Mellon Investment Management — Schedule C compensation
- Goodwin Capital Advisers — Schedule C compensation
- Benefit Plan Administrators — Schedule C compensation
- The Segal Company — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Segal Marco Consulting — Schedule C compensation
- Wellington Trust Co — Schedule C compensation
- Newton Investment Mgmt — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Segal Select Insurance — Schedule C compensation