University School Of Milwaukee Defined Contribution Retirement Plan — Form 5500 plan (University School Of Milwaukee)
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, University School Of Milwaukee Defined Contribution Retirement Plan is a benefit plan reported by University School Of Milwaukee under EIN 39-6076442 and plan number 001. The latest loaded filing year is 2023. The filing reports 590 participants and $79,204,354 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University School Of Milwaukee
- EIN
- 39-6076442
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 590
- End-of-year plan assets
- $79,204,354
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 590 | H, C | 20250115122442NAL0011758611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $79,204,354
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,204,354
- Net assets (BOY)
- $70,688,701
Income & contributions
- Employer contributions
- $1,144,281
- Participant contributions
- $1,455,676
- Total contributions
- $2,837,649
- Total income / additions
- $13,108,216
Expenses & distributions
- Benefits paid
- $4,553,957
- Administrative expenses
- $38,606
- Total expenses
- $4,592,563
- Net increase / (decrease)
- $8,515,653
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $24,927 | $0 | 2023 |
| Regal Investment Advisors LLC | ADVISOR | $7,755 | not reported in the loaded dataset | 2023 |
| Mendota Financial Group, LLC | ADVISOR | $4,266 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Research, Inc. | ADVISOR | $3,258 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University School Of Milwaukee
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Tiaa — Schedule C compensation
- Regal Investment Advisors LLC — Schedule C compensation
- Mendota Financial Group, LLC — Schedule C compensation
- Cambridge Investment Research, Inc. — Schedule C compensation