2023 Form 5500 filing — Mw&E Cash Balance 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 20241015130430NAL0014683667001) for Mw&E Cash Balance Plan, reported by Mcdermott Will & Emery Llp under EIN 36-1453176 and plan number 006. It reports 283 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130430NAL0014683667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcdermott Will & Emery Llp
- EIN
- 36-1453176
- Plan number
- 006
- Location
- Chicago, IL
- Participants
- 283
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $152,444,613
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $152,444,613
- Employer contributions
- $47,927,438
- Total income / additions
- $59,478,487
- Benefits paid
- $9,051,528
- Administrative expenses
- $502,917
- Total expenses
- $9,554,445
- Net increase / (decrease)
- $49,924,042
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Citibank | NONE | $177,795 | not reported in the loaded dataset |
| October Three Consulting LLC | NONE | $97,890 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $32,160 | not reported in the loaded dataset |
| Sikich Llp | NONE | $23,400 | not reported in the loaded dataset |
| The Segal Company (Western States) | NONE | $7,513 | not reported in the loaded dataset |