Badger Meter Employee Savings And Stock Ownership Plan — Form 5500 plan (Badger Meter, Inc.)
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, Badger Meter Employee Savings And Stock Ownership Plan is a benefit plan reported by Badger Meter, Inc. under EIN 39-0143280 and plan number 009. The latest loaded filing year is 2023. The filing reports 1,148 participants and $186,733,890 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Badger Meter, Inc.
- EIN
- 39-0143280
- Plan number
- 009
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 1,148
- End-of-year plan assets
- $186,733,890
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,148 | H, C | 20240716145013NAL0005452864001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $186,733,890
- Net assets (EOY)
- $186,733,890
- Net assets (BOY)
- $166,167,506
Income & contributions
- Employer contributions
- $5,110,736
- Participant contributions
- $7,209,171
- Total contributions
- $13,243,606
- Total income / additions
- $47,965,370
Expenses & distributions
- Benefits paid
- $27,379,287
- Administrative expenses
- $19,699
- Total expenses
- $27,398,986
- Net increase / (decrease)
- $20,566,384
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $146,303 | not reported in the loaded dataset | 2023 |
| Cap Financial Partners LLC | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $34,343 | $0 | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $4,549 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Badger Meter, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Oneamerica Retirement Services LLC — Schedule C compensation
- Cap Financial Partners LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Matrix Trust Company — Schedule C compensation