2023 Form 5500 filing — Retirement Plan For Employees Of Badger Mutual Insurance Company
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731074417NAL0047898146001) for Retirement Plan For Employees Of Badger Mutual Insurance Company, reported by Badger Mutual Insurance Company under EIN 39-0143380 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731074417NAL0047898146001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Badger Mutual Insurance Company
- EIN
- 39-0143380
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,263,603
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,263,603
- Employer contributions
- $600,000
- Total income / additions
- $1,512,263
- Benefits paid
- $1,000,787
- Administrative expenses
- $172,999
- Total expenses
- $1,173,786
- Net increase / (decrease)
- $338,477
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Plan Advisors | NONE | $46,288 | not reported in the loaded dataset |
| Sentinel Benefits Group, Inc. | NONE | $14,085 | not reported in the loaded dataset |
| T&C Service Enterprises, LLC | NONE | $8,654 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $7,971 |