Greater Wisconsin Multi-Employer Retirement Income — Form 5500 plan (Board Of Trustees Greater Wisconsin Employer-Union Pension Trust 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, Greater Wisconsin Multi-Employer Retirement Income is a benefit plan reported by Board Of Trustees Greater Wisconsin Employer-Union Pension Trust Fund under EIN 39-6188024 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,103 participants and $8,225,317 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Greater Wisconsin Employer-Union Pension Trust Fund
- EIN
- 39-6188024
- Plan number
- 001
- Plan type
- 1
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 2,103
- End-of-year plan assets
- $8,225,317
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,103 | H, C | 20241015143110NAL0014846867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,225,317
- Total liabilities (EOY)
- $9,127
- Net assets (EOY)
- $8,216,190
- Net assets (BOY)
- $13,034,800
Income & contributions
- Total contributions
- $404,225
- Total income / additions
- $900,247
Expenses & distributions
- Benefits paid
- $5,396,323
- Administrative expenses
- $322,534
- Total expenses
- $5,718,857
- Net increase / (decrease)
- -$4,818,610
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plan Administration Of Wi | NONE | $95,694 | not reported in the loaded dataset | 2023 |
| Russell Trust Company | NONE | $45,142 | $0 | 2023 |
| The Segal Company | NONE | $42,250 | not reported in the loaded dataset | 2023 |
| Sikich Llp | NONE | $16,000 | not reported in the loaded dataset | 2023 |
| The Previant Law Firm | NONE | $7,173 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $5,325 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Greater Wisconsin Employer-Union Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Benefit Plan Administration Of Wi — Schedule C compensation
- Russell Trust Company — Schedule C compensation
- The Segal Company — Schedule C compensation
- Sikich Llp — Schedule C compensation
- The Previant Law Firm — Schedule C compensation
- Us Bank — Schedule C compensation