Brown Deer, WI Form 5500 retirement and benefit plan filings

City Form 5500 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, Brown Deer, WI has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $14,838,820 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$14,838,820
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$14,838,820

Contributions & income

Employer contributions
$539,394
Participant contributions
$223,824
Total income / additions
$887,084

Expenses & distributions

Benefits paid / distributions
$1,361,669
Total expenses
$1,381,879
Net increase / (decrease)
-$494,795

Coverage

Total reported participants
494
Plans with financial statements
3
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Brown Deer, WI plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Brown Deer, WI
PlanSponsorReported assets (EOY)Year
Toto'S Employee Stock Ownership PlanTotos Inc$10,400,0162023
Shorehaven Behavioral Health, Inc Employees Savings TrustShorehaven Behavioral Health Inc$4,138,8522023
Qsrv Inc. 401k PlanQsrv Inc.$299,9522023
Traffic And Parking Control Company Inc. Health & Welfare PlanTraffic And Parking Control Company Inc.not reported in the loaded dataset2023

Related Form 5500 pages