2023 Form 5500 filing — Orthopedic Surgeons Of Wisconsin, S.C. 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 20241003103244NAL0010411489001) for Orthopedic Surgeons Of Wisconsin, S.C. Retirement Plan, reported by Orthopedic Surgeons Of Wisconsin, S.C. under EIN 20-0217581 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003103244NAL0010411489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopedic Surgeons Of Wisconsin, S.C.
- EIN
- 20-0217581
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,055,526
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,055,526
- Employer contributions
- $954,994
- Participant contributions
- $874,779
- Total income / additions
- $6,172,022
- Benefits paid
- $1,733,153
- Administrative expenses
- $165,950
- Total expenses
- $1,899,103
- Net increase / (decrease)
- $4,272,919
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual | SERVICE PROVIDER | $51,601 | not reported in the loaded dataset |
| Fidelity Brokerage Services LLC | SERVICE PROVIDER | $34,421 | not reported in the loaded dataset |
| Rbc Wealth Management | SERVICE PROVIDER | $18,142 | not reported in the loaded dataset |
| Charles Schwab | SERVICE PROVIDER | $16,270 | not reported in the loaded dataset |
| Stifel | SERVICE PROVIDER | $15,453 | not reported in the loaded dataset |
| Lpl Financial | SERVICE PROVIDER | $14,748 | not reported in the loaded dataset |
| Johnson Financial | SERVICE PROVIDER | $9,216 | not reported in the loaded dataset |
| Morgan Stanley | SERVICE PROVIDER | $2,143 | not reported in the loaded dataset |
| Sikich Llp | RECORDKEEPER/TPA | $0 | $1,604 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $46 | $0 |
| Morningstar Investment Management | SERVICE PROVIDER | $46 | not reported in the loaded dataset |