Wisconsin Masons Pension Fund — Form 5500 plan (Board Of Trustees Of Wisconsin Masons Pension Fund)
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 Masons Pension Fund is a benefit plan reported by Board Of Trustees Of Wisconsin Masons Pension Fund under EIN 39-6185238 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,556 participants and $301,428,068 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Wisconsin Masons Pension Fund
- EIN
- 39-6185238
- Plan number
- 001
- Plan type
- 1
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 3,556
- End-of-year plan assets
- $301,428,068
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,556 | H, C | 20250314172802NAL0035969936001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $301,428,068
- Total liabilities (EOY)
- $381,943
- Net assets (EOY)
- $301,046,125
- Net assets (BOY)
- $261,935,918
Income & contributions
- Employer contributions
- $14,991,600
- Total contributions
- $14,991,600
- Total income / additions
- $55,972,110
Expenses & distributions
- Benefits paid
- $15,317,483
- Administrative expenses
- $1,544,420
- Total expenses
- $16,861,903
- Net increase / (decrease)
- $39,110,207
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bpa Of Wi A Benesys Company | NONE | $184,664 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors, LLC | NONE | $121,257 | not reported in the loaded dataset | 2023 |
| Asb Capital Management LLC | NONE | $70,421 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | NONE | $62,190 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $57,626 | not reported in the loaded dataset | 2023 |
| Western Asset Managemnt Company | NONE | $41,306 | not reported in the loaded dataset | 2023 |
| Iron Mountain Madison | NONE | $40,561 | not reported in the loaded dataset | 2023 |
| The Previant Law Firm | NONE | $37,617 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren S.C. | NONE | $34,115 | not reported in the loaded dataset | 2023 |
| Sikich Cpa LLC | NONE | $31,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Wisconsin Masons Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Bpa Of Wi A Benesys Company — Schedule C compensation
- Gallagher Fiduciary Advisors, LLC — Schedule C compensation
- Asb Capital Management LLC — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- Us Bank — Schedule C compensation
- Western Asset Managemnt Company — Schedule C compensation
- Iron Mountain Madison — Schedule C compensation
- The Previant Law Firm — Schedule C compensation
- Reinhart Boerner Van Deuren S.C. — Schedule C compensation
- Sikich Cpa LLC — Schedule C compensation