Original filing (PDF)20250210131800NAL0030400240001

WISCONSIN EDUCATION ASSOCIATION COU

Name: WISCONSIN EDUCATION ASSOCIATION COU — WISCONSIN EDUCATION ASSOCIATION COUNCIL MANAGEMENT STAFF RETIREMENT AND 401(K) PLAN, Form 5500 (2023)
Creator: WISCONSIN EDUCATION ASSOCIATION COU

Form 5500-SF

FILING_RECEIVED

WISCONSIN EDUCATION ASSOCIATION COUNCIL MANAGEMENT STAFF RETIREMENT AND 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.1M

Net assets (EOY)

$10.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WISCONSIN EDUCATION ASSOCIATION COU.

Plan sponsor

Name

WISCONSIN EDUCATION ASSOCIATION COU

EIN

39-1169160

Address

PO BOX 8003 · MADISON, WI · 53708

Phone

(608) 298-2330

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-02-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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