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METROPOLITAN MILWAUKEE ASSOCIATION OF COMMERCE — METROPOLITAN MILWAUKEE ASSOCIATION OF COMMERCE PENSION PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250401101151NAL0013168274001
METROPOLITAN MILWAUKEE ASSOCIATION OF COMMERCE
Form 5500-SF
FILING_RECEIVED
METROPOLITAN MILWAUKEE ASSOCIATION OF COMMERCE PENSION PLAN
Defined-benefit pension plan
Active participants
11
Accounts w/ balance
0
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
METROPOLITAN MILWAUKEE ASSOCIATION OF COMMERCE
.
Find decision makers
Plan sponsor
Name
METROPOLITAN MILWAUKEE ASSOCIATION OF COMMERCE
EIN
39-0475230
Address
275 W. WISCONSIN AVE., STE. 220 · MILWAUKEE, WI · 532033306
Phone
(414) 287-4100
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-01
Pension benefit codes
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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