Original filing (PDF)20240307135841NAL0028334705001

MILWAUKEE INSTITUTE OF ART AND DESIGN

Name: MILWAUKEE INSTITUTE OF ART AND DESIGN — MILWAUKEE INSTITUTE OF ART AND DESIGN DC RETIREMENT PLAN, Form 5500 (2022)
Creator: MILWAUKEE INSTITUTE OF ART AND DESIGN

Form 5500

FILING_RECEIVED

MILWAUKEE INSTITUTE OF ART AND DESIGN DC RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MILWAUKEE INSTITUTE OF ART AND DESIGN.

Plan sponsor

Name

MILWAUKEE INSTITUTE OF ART AND DESIGN

EIN

39-1201561all filings

Address

273 E. ERIE ST. · MILWAUKEE, WI · 532026003

Phone

(414) 847-3200

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-09-01

Tax period

2023-05-31

Filed

2024-03-07

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.