JILL HEIN signed Wisconsin Education Association Council's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wisconsin Education Association Council's EIN is 39-1169160.
Download the official 2023 Form 5500 (PDF) for Wisconsin Education Association Council from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Wisconsin Education Association Council's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALPHA INVESTMENT CONSULTING GROUP | — | MILWAUKEE, WI | INVESTMENT ADVISOR | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Great-West Life & Annuity Insurance * Company High Growth Portfolio | Common Stocks | — | — | $15.6M | 41.8% | |
| Great-West Life & Annuity Insurance * Company Moderate Growth Portfolio | Common Stocks | — | — | $9.3M | 24.9% | |
| Investments Great-West Life & Annuity Insurance * Company Low Growth Portfolio | Common Stocks | — | — | $5.2M | 14.0% | |
| Great-West Life & Annuity Insurance * Company Schwab SDB | Mutual Funds | — | — | $3.4M | 9.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
