Wisconsin Community Services, Inc.'s EIN is 39-0808464.
Download the official 2023 Form 5500 (PDF) for Wisconsin Community Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Wisconsin Community Services, Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA LIFE INSURANCE CO | 13-1614399 | NEW YORK, NY | CONTRACT HOLDER | $15K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER 1 MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $9.9M | 98.0% | |
| s * Mutual of America Core Bond Fund | Pooled Separate Accounts | — | $747K | $2.1M | 20.6% | |
| Mutual of America Intermediate Bond Fund | Other securities | — | $1.7M | $1.4M | 13.9% | |
| Mutual of America Equity Index | Common Collective Trusts | — | $146K | $1.3M | 12.5% | |
| Mutual of America Money Market Fund | Cash / Money Market | — | $1.4M | $763K | 7.5% | |
| DWS Capital Growth VIP | Other securities | — | $62K | $612K | 6.0% | |
| Fidelity VIP Mid-Cap Fund | Mutual Funds | — | $203K | $603K | 5.9% | |
| Vanguard Diversified Fund | Mutual Funds | — | $41K | $586K | 5.8% | |
| Mutual of America Mid-Cap Equity Index | Common Collective Trusts | — | $88K | $567K | 5.6% | |
| Vanguard VIF REIT Index Portfolio | Mutual Funds | — | $301K | $532K | 5.2% | |
| Mutual of America International Fund | Other securities | — | $415K | $482K | 4.8% | |
| Vanguard International Fund | Mutual Funds | — | $146K | $429K | 4.2% | |
| Mutual of America Small Cap Value Fund | Other securities | — | $154K | $378K | 3.7% | |
| Pimco Vit Real Return Portfolio | Mutual Funds | — | — | $344K | 3.4% | |
| Mutual of America Small Cap Growth Fund | Other securities | — | $61K | $225K | 2.2% | |
| General Account * Mutual of America Interest Accumulation Account | Other securities | — | $42K | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.