Milwaukee Rescue Mission Employee Retirement Savings Plan — Form 5500 plan (Milwaukee Rescue Mission)
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, Milwaukee Rescue Mission Employee Retirement Savings Plan is a benefit plan reported by Milwaukee Rescue Mission under EIN 39-0816851 and plan number 001. The latest loaded filing year is 2023. The filing reports 218 participants and $8,028,673 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Milwaukee Rescue Mission
- EIN
- 39-0816851
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 218
- End-of-year plan assets
- $8,028,673
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 218 | H, C | 20241001091051NAL0003856515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,028,673
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,028,673
- Net assets (BOY)
- $6,929,297
Income & contributions
- Employer contributions
- $671,981
- Participant contributions
- $316,552
- Total contributions
- $1,070,750
- Total income / additions
- $2,121,190
Expenses & distributions
- Benefits paid
- $994,481
- Administrative expenses
- $27,333
- Total expenses
- $1,021,814
- Net increase / (decrease)
- $1,099,376
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Wealth Mgmt | SERVICE PROVIDER | $0 | $27,529 | 2023 |
| Sikich Capital Management LLC | TPA | $0 | $899 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $0 | $287 | 2023 |
| Morningstar Investment Mgmt | SERVICE PROVIDER | $0 | $287 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Milwaukee Rescue Mission
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Northwestern Mutual Wealth Mgmt — Schedule C compensation
- Sikich Capital Management LLC — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Morningstar Investment Mgmt — Schedule C compensation