Wisconsin Alumni Research Foundation Pension Plan — Form 5500 plan (Wisconsin Alumni Research Foundation)
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, Wisconsin Alumni Research Foundation Pension Plan is a benefit plan reported by Wisconsin Alumni Research Foundation under EIN 39-0833612 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $42,164,661 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wisconsin Alumni Research Foundation
- EIN
- 39-0833612
- Plan number
- 001
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 174
- End-of-year plan assets
- $42,164,661
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20250401094310NAL0007771281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,164,661
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,164,661
- Net assets (BOY)
- $36,530,186
Income & contributions
- Employer contributions
- $1,000,000
- Total contributions
- $1,000,000
- Total income / additions
- $6,324,434
Expenses & distributions
- Benefits paid
- $659,470
- Administrative expenses
- $30,489
- Total expenses
- $689,959
- Net increase / (decrease)
- $5,634,475
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Midwest Institutional Trust Co | NONE | $30,489 | not reported in the loaded dataset | 2023 |