Milliman Profit Sharing And Retirement Plan — Form 5500 plan (Milliman)
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, Milliman Profit Sharing And Retirement Plan is a benefit plan reported by Milliman under EIN 91-0675641 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,298 participants and $1,885,913,721 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Milliman
- EIN
- 91-0675641
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 5,298
- End-of-year plan assets
- $1,885,913,721
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,298 | H, C | 20241003130430NAL0004874451001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,885,913,721
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,885,913,721
- Net assets (BOY)
- $1,630,493,925
Income & contributions
- Employer contributions
- $53,256,217
- Participant contributions
- $41,986,573
- Total contributions
- $102,492,314
- Total income / additions
- $374,084,956
Expenses & distributions
- Benefits paid
- $117,923,003
- Administrative expenses
- $319,168
- Total expenses
- $118,665,160
- Net increase / (decrease)
- $255,419,796
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cook Street Consulting | NONE | $150,878 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $131,280 | $0 | 2023 |
| Moss Adams Llp | NONE | $24,885 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | EMPLOYER | $12,127 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co, Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Milliman
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Cook Street Consulting — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation