2023 Form 5500 filing — Greater Wisconsin Multi-Employer Retirement Income
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 20241015143110NAL0014846867001) for Greater Wisconsin Multi-Employer Retirement Income, reported by Board Of Trustees Greater Wisconsin Employer-Union Pension Trust Fund under EIN 39-6188024 and plan number 001. It reports 2,103 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143110NAL0014846867001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Greater Wisconsin Employer-Union Pension Trust Fund
- EIN
- 39-6188024
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 2,103
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,225,317
- Total liabilities (EOY)
- $9,127
- Net assets (EOY)
- $8,216,190
- Total income / additions
- $900,247
- Benefits paid
- $5,396,323
- Administrative expenses
- $322,534
- Total expenses
- $5,718,857
- Net increase / (decrease)
- -$4,818,610
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plan Administration Of Wi | NONE | $95,694 | not reported in the loaded dataset |
| Russell Trust Company | NONE | $45,142 | $0 |
| The Segal Company | NONE | $42,250 | not reported in the loaded dataset |
| Sikich Llp | NONE | $16,000 | not reported in the loaded dataset |
| The Previant Law Firm | NONE | $7,173 | not reported in the loaded dataset |
| Us Bank | NONE | $5,325 | not reported in the loaded dataset |