Retirement Plan For Employees Of Badger Mutual Insurance Company — Form 5500 plan (Badger Mutual Insurance Company)
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, Retirement Plan For Employees Of Badger Mutual Insurance Company is a benefit plan reported by Badger Mutual Insurance Company under EIN 39-0143380 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $12,263,603 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Badger Mutual Insurance Company
- EIN
- 39-0143380
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $12,263,603
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20240731074417NAL0047898146001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,263,603
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,263,603
- Net assets (BOY)
- $11,925,126
Income & contributions
- Employer contributions
- $600,000
- Total contributions
- $600,000
- Total income / additions
- $1,512,263
Expenses & distributions
- Benefits paid
- $1,000,787
- Administrative expenses
- $172,999
- Total expenses
- $1,173,786
- Net increase / (decrease)
- $338,477
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sentinel Plan Advisors | NONE | $46,288 | not reported in the loaded dataset | 2023 |
| Sentinel Benefits Group, Inc. | NONE | $14,085 | not reported in the loaded dataset | 2023 |
| T&C Service Enterprises, LLC | NONE | $8,654 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $7,971 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Badger Mutual Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Sentinel Plan Advisors — Schedule C compensation
- Sentinel Benefits Group, Inc. — Schedule C compensation
- T&C Service Enterprises, LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation