2023 Form 5500 filing — The Medical College Of Wisconsin, Inc. 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 20241014095105NAL0013085731001) for The Medical College Of Wisconsin, Inc. Retirement Plan, reported by The Medical College Of Wisconsin, Inc. under EIN 39-0806261 and plan number 001. It reports 9,917 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014095105NAL0013085731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Medical College Of Wisconsin, Inc.
- EIN
- 39-0806261
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 9,917
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,346,022,816
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,346,022,816
- Employer contributions
- $52,606,718
- Participant contributions
- $81,205,870
- Total income / additions
- $463,902,834
- Benefits paid
- $134,188,680
- Administrative expenses
- $582,666
- Total expenses
- $135,024,511
- Net increase / (decrease)
- $328,878,323
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $561,585 | $0 |
| Wealthspire Advisors, LLC | SECURITIES BROKER | $59,914 | not reported in the loaded dataset |
| Larson Financial Group LLC | SECURITIES BROKER | $43,670 | not reported in the loaded dataset |
| Wfa Asset Management Corp | SECURITIES BROKER | $39,714 | not reported in the loaded dataset |
| Wealth Enhancement Advisory Se | SECURITIES BROKER | $26,392 | not reported in the loaded dataset |
| Ellenbecker Investment | SECURITIES BROKER | $23,295 | not reported in the loaded dataset |
| Landaas & Company | SECURITIES BROKER | $22,838 | not reported in the loaded dataset |
| Mccarthy Grittinger Financial | SECURITIES BROKER | $18,615 | not reported in the loaded dataset |
| Blackhawk Capital Partners, LLC | SECURITIES BROKER | $18,456 | not reported in the loaded dataset |
| Creative Planning, LLC | SECURITIES BROKER | $17,182 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $11,372 | $0 |
| Vestia Advisors LLC | SECURITIES BROKER | $7,470 | not reported in the loaded dataset |
| Pettinga Financial Advisors, LLC | SECURITIES BROKER | $7,337 | not reported in the loaded dataset |
| Fidelity Investments Institutional | SERVICE PROVIDER | $6,566 | $0 |
| Compass Capital Management Inc | SECURITIES BROKER | $6,228 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $750 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |