2023 Form 5500 filing — Modern Woodmen Of America Employees' Retirement Plan
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 20240919105825NAL0002277907001) for Modern Woodmen Of America Employees' Retirement Plan, reported by Modern Woodmen Of America under EIN 36-1493430 and plan number 001. It reports 2,406 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919105825NAL0002277907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Modern Woodmen Of America
- EIN
- 36-1493430
- Plan number
- 001
- Location
- Rock Island, IL
- Participants
- 2,406
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $827,571,141
- Total liabilities (EOY)
- $343,666
- Net assets (EOY)
- $827,227,475
- Total income / additions
- $114,719,346
- Benefits paid
- $26,790,871
- Administrative expenses
- $1,248,658
- Total expenses
- $28,039,529
- Net increase / (decrease)
- $86,679,817
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blackrock Institutional Trust Co. | NONE | $100,342 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $1,839 | not reported in the loaded dataset |