2023 Form 5500 filing — Michael Best & Friedrich Employees' Pension 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 20241011122746NAL0021847057002) for Michael Best & Friedrich Employees' Pension Plan, reported by Michael Best & Friedrich, Llp under EIN 39-0934985 and plan number 003. It reports 407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011122746NAL0021847057002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Michael Best & Friedrich, Llp
- EIN
- 39-0934985
- Plan number
- 003
- Location
- Milwaukee, WI
- Participants
- 407
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,695,962
- Net assets (EOY)
- $64,695,962
- Total income / additions
- $8,810,725
- Benefits paid
- $13,141,237
- Administrative expenses
- $304,436
- Total expenses
- $13,445,673
- Net increase / (decrease)
- -$4,634,948
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $0 | $0 |