Milwaukee Center For Independence, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Center For Independence, Inc. (EIN 39-0806257) is a plan sponsor located in Milwaukee, WI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
39-0806257
Location
Milwaukee, WI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$21,445,288
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$21,445,288

Contributions & income

Employer contributions
$1,254,133
Participant contributions
$1,873,671
Total income / additions
$6,330,924

Expenses & distributions

Benefits paid / distributions
$1,624,914
Total expenses
$1,787,440
Net increase / (decrease)
$4,543,484

Coverage

Total reported participants
1,510
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Milwaukee Center For Independence, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Milwaukee Center For Independence, Inc. And Affiliates 403(B) Plan001988$21,445,2882023
Milwaukee Center For Independence , Inc. Health And Welfare Plan502522not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Milwaukee Center For Independence, Inc.
YearPlanParticipantsSchedulesFiling
2023Milwaukee Center For Independence , Inc. Health And Welfare Plan52220240725092503NAL0009081315001
2023Milwaukee Center For Independence, Inc. And Affiliates 403(B) Plan988H, C20241014180847NAL0028055569001

Related Form 5500 pages