Waicu Retirement Readiness Plan — Form 5500 plan (Wisconsin Association Of Independent Colleges And Universities)
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, Waicu Retirement Readiness Plan is a benefit plan reported by Wisconsin Association Of Independent Colleges And Universities under EIN 39-1039417 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,225 participants and $399,718,425 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wisconsin Association Of Independent Colleges And Universities
- EIN
- 39-1039417
- Plan number
- 002
- Plan type
- 3
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 4,225
- End-of-year plan assets
- $399,718,425
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,225 | H, C | 20241010113233NAL0011419379001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $399,718,425
- Net assets (EOY)
- $399,718,425
- Net assets (BOY)
- $342,568,919
Income & contributions
- Employer contributions
- $5,590,203
- Participant contributions
- $8,312,660
- Total contributions
- $14,592,568
- Total income / additions
- $65,132,007
Expenses & distributions
- Benefits paid
- $26,326,669
- Administrative expenses
- $240,339
- Total expenses
- $26,574,066
- Net increase / (decrease)
- $38,557,941
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $147,031 | $0 | 2023 |
| Advanced Capital Group | INVESTMENT ADVISOR | $40,484 | not reported in the loaded dataset | 2023 |
| Wisconsin Association Of Independen | N/A | $26,420 | not reported in the loaded dataset | 2023 |
| Efficient Market Advisors | SECURITIES BROKER | $14,335 | not reported in the loaded dataset | 2023 |
| The Appleton Group LLC | SECURITIES BROKER | $9,205 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $1,404 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wisconsin Association Of Independent Colleges And Universities
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Transamerica Retirement Solutions — Schedule C compensation
- Advanced Capital Group — Schedule C compensation
- Wisconsin Association Of Independen — Schedule C compensation
- Efficient Market Advisors — Schedule C compensation
- The Appleton Group LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation