Badger Mutual Insurance Company 401(K) Plan — 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, Badger Mutual Insurance Company 401(K) Plan is a benefit plan reported by Badger Mutual Insurance Company under EIN 39-0143380 and plan number 002. The latest loaded filing year is 2023. The filing reports 115 participants and $20,310,874 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
- 002
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 115
- End-of-year plan assets
- $20,310,874
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 115 | H, C | 20240730091411NAL0020433121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,310,874
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,310,874
- Net assets (BOY)
- $17,239,065
Income & contributions
- Participant contributions
- $992,670
- Total contributions
- $1,033,500
- Total income / additions
- $4,233,391
Expenses & distributions
- Benefits paid
- $1,072,088
- Administrative expenses
- $89,494
- Total expenses
- $1,161,582
- Net increase / (decrease)
- $3,071,809
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sentinel Pension Advisors | ADVISOR | $45,382 | not reported in the loaded dataset | 2023 |
| Sentinel Benefits Group, Inc. | TPA | $38,468 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $5,644 | $0 | 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 Pension Advisors — Schedule C compensation
- Sentinel Benefits Group, Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation