Wisconsin Bankers Association Insurance Trust Fund — Form 5500 plan (Wisconsin Bankers Association Insurance Trust 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, Wisconsin Bankers Association Insurance Trust Fund is a benefit plan reported by Wisconsin Bankers Association Insurance Trust Fund under EIN 39-6046865 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,529 participants and $498,868 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wisconsin Bankers Association Insurance Trust Fund
- EIN
- 39-6046865
- Plan number
- 501
- Plan type
- 4
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 3,529
- End-of-year plan assets
- $498,868
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,529 | H, C | 20241014102014NAL0051843282001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $498,868
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $498,868
- Net assets (BOY)
- $516,652
Income & contributions
- Participant contributions
- $22,078,455
- Total contributions
- $22,078,455
- Total income / additions
- $22,408,308
Expenses & distributions
- Benefits paid
- $22,032,797
- Administrative expenses
- $393,295
- Total expenses
- $22,426,092
- Net increase / (decrease)
- -$17,784
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wba Employee Benefits Corp., Inc. | SEE ATTACHED | $180,000 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | NONE | $60,525 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren | NONE | $8,375 | not reported in the loaded dataset | 2023 |
| Bank Of Sun Prairie | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wisconsin Bankers Association Insurance Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Wba Employee Benefits Corp., Inc. — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- Reinhart Boerner Van Deuren — Schedule C compensation
- Bank Of Sun Prairie — Schedule C compensation