Michael Best & Friedrich Employees' Pension Plan — Form 5500 plan (Michael Best & Friedrich, Llp)

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, Michael Best & Friedrich Employees' Pension Plan is a benefit plan reported by Michael Best & Friedrich, Llp under EIN 39-0934985 and plan number 003. The latest loaded filing year is 2023. The filing reports 407 participants and $64,695,962 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Michael Best & Friedrich, Llp
EIN
39-0934985
Plan number
003
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
407
End-of-year plan assets
$64,695,962

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023407H, C20241011122746NAL0021847057002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,695,962
Net assets (EOY)
$64,695,962
Net assets (BOY)
$69,330,910

Income & contributions

Total income / additions
$8,810,725

Expenses & distributions

Benefits paid
$13,141,237
Administrative expenses
$304,436
Total expenses
$13,445,673
Net increase / (decrease)
-$4,634,948

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$0$02023

Related Form 5500 pages