Modern Woodmen Of America Employees' Retirement Plan — Form 5500 plan (Modern Woodmen Of America)

Plain-English plan 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, Modern Woodmen Of America Employees' Retirement Plan is a benefit plan reported by Modern Woodmen Of America under EIN 36-1493430 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,406 participants and $827,571,141 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Modern Woodmen Of America
EIN
36-1493430
Plan number
001
Plan type
2
Location
Rock Island, IL
Latest filing year
2023
Participants
2,406
End-of-year plan assets
$827,571,141

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,406H, C20240919105825NAL0002277907001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$827,571,141
Total liabilities (EOY)
$343,666
Net assets (EOY)
$827,227,475
Net assets (BOY)
$740,547,658

Income & contributions

Total contributions
$0
Total income / additions
$114,719,346

Expenses & distributions

Benefits paid
$26,790,871
Administrative expenses
$1,248,658
Total expenses
$28,039,529
Net increase / (decrease)
$86,679,817

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Blackrock Institutional Trust Co.NONE$100,342not reported in the loaded dataset2023
State Street Global AdvisorsNONE$1,839not reported in the loaded dataset2023

Related Form 5500 pages