Wisconsin Education Association Council Professional And Associate Staff Retirement And 401(K) Plan — Form 5500 plan (Wisconsin Education Association Council)
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 Education Association Council Professional And Associate Staff Retirement And 401(K) Plan is a benefit plan reported by Wisconsin Education Association Council under EIN 39-1169160 and plan number 005. The latest loaded filing year is 2023. The filing reports 117 participants and $37,322,928 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wisconsin Education Association Council
- EIN
- 39-1169160
- Plan number
- 005
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 117
- End-of-year plan assets
- $37,322,928
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 117 | H, C | 20250224132135NAL0023509938001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,322,928
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,322,928
- Net assets (BOY)
- $32,981,047
Income & contributions
- Employer contributions
- $775,085
- Participant contributions
- $324,265
- Total contributions
- $1,144,368
- Total income / additions
- $5,660,990
Expenses & distributions
- Benefits paid
- $1,254,029
- Administrative expenses
- $56,527
- Total expenses
- $1,319,109
- Net increase / (decrease)
- $4,341,881
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alpha Investment Consulting Group | INVESTMENT ADVISOR | $31,468 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |