The Board Of Trustees Of The Wisconsin Masons 401(k) Plan And Trust 401(k) Plan: Login, Facts & Contact Information

The Board Of Trustees Of The Wisconsin Masons 401(k) Plan And Trust 401(k) Plan Facts

Plan name
WISCONSIN MASONS 401(K) PLAN AND TRUST
Plan type
401(k) and profit sharing
Plan sponsor
THE BOARD OF TRUSTEES OF THE WISCONSIN MASONS 401(K) PLAN AND TRUST
Participants
736 (811 active employees)
Former employees with a balance
54
Plan assets
$27,261,708 at May 31, 2025
Average account balance
$31,516 across 865 accounts
Recordkeeper
Empower Annuity Insurance
Plan year
Jun 1, 2024 – May 31, 2025
Plan established
Jul 1, 1999
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jun 1, 2024 – May 31, 2025), filed Mar 16, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.40 million went into the plan in contributions.
  • $1.84 million was paid out to participants.
  • Investment and other income added $2.51 million.
  • Administrative expenses were $148,098, about $171 per account.

How the The Board Of Trustees Of The Wisconsin Masons 401(k) Plan And Trust 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019585$20.4 million$1.31 million
2020582$26.7 million$1.46 million
2021600$23.7 million$2.04 million
2022674$23.0 million$1.80 million
2023695$25.3 million$3.28 million
2024736$27.3 million$1.84 million

The Board Of Trustees Of The Wisconsin Masons 401(k) Plan And Trust 401(k) Contact Information

Phone
608-278-9505
Mailing address
2901 WEST BELTLINE HIGHWAY SUITE 100, MADISON WI 53713
Plan sponsor
THE BOARD OF TRUSTEES OF THE WISCONSIN MASONS 401(K) PLAN AND TRUST
Employer identification number (EIN)
39-2008571
Plan number
001

Questions about the The Board Of Trustees Of The Wisconsin Masons 401(k) Plan And Trust 401(k)

Does The Board Of Trustees Of The Wisconsin Masons 401(k) Plan And Trust contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500.

Does the The Board Of Trustees Of The Wisconsin Masons 401(k) Plan And Trust 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the The Board Of Trustees Of The Wisconsin Masons 401(k) Plan And Trust 401(k) plan?

736 participants at the start of plan year 2024, 811 of them active employees, and 54 former employees who still had money in the plan.

What is the average 401(k) balance at The Board Of Trustees Of The Wisconsin Masons 401(k) Plan And Trust?

About $31,516 per account: $27.3 million in plan assets across 865 accounts with a balance at the end of plan year 2024.

Who manages the The Board Of Trustees Of The Wisconsin Masons 401(k) Plan And Trust 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Board Of Trustees Of The Wisconsin Masons 401(k) Plan And Trust. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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