2023 Form 5500 filing — University Of Wisconsin Medical Foundation, Inc Employees 401(K)/Profit Sharing 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 20241011143829NAL0022052625001) for University Of Wisconsin Medical Foundation, Inc Employees 401(K)/Profit Sharing Plan, reported by University Of Wisconsin Medical Foundation, Inc under EIN 39-1824445 and plan number 002. It reports 4,866 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011143829NAL0022052625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of Wisconsin Medical Foundation, Inc
- EIN
- 39-1824445
- Plan number
- 002
- Location
- Middleton, WI
- Participants
- 4,866
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $669,133,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $669,133,734
- Employer contributions
- $20,033,483
- Participant contributions
- $25,405,925
- Total income / additions
- $149,706,493
- Benefits paid
- $46,918,854
- Administrative expenses
- $261,577
- Total expenses
- $47,492,198
- Net increase / (decrease)
- $102,214,295
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $147,416 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $113,861 | $0 |