2023 Form 5500 filing — Milliman Profit Sharing And 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 20241003130430NAL0004874451001) for Milliman Profit Sharing And Retirement Plan, reported by Milliman under EIN 91-0675641 and plan number 001. It reports 5,298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003130430NAL0004874451001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Milliman
- EIN
- 91-0675641
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 5,298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,885,913,721
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,885,913,721
- Employer contributions
- $53,256,217
- Participant contributions
- $41,986,573
- Total income / additions
- $374,084,956
- Benefits paid
- $117,923,003
- Administrative expenses
- $319,168
- Total expenses
- $118,665,160
- Net increase / (decrease)
- $255,419,796
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cook Street Consulting | NONE | $150,878 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $131,280 | $0 |
| Moss Adams Llp | NONE | $24,885 | not reported in the loaded dataset |
| Milliman, Inc. | EMPLOYER | $12,127 | not reported in the loaded dataset |
| Charles Schwab & Co, Inc. | NONE | $0 | $0 |