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Form 5500 · Retirement plan · MILWAUKEE, WI

FOLEY & LARDNER LLP

The filing calls this plan FOLEY & LARDNER LLP PENSION PLAN.

FOLEY & LARDNER LLP of MILWAUKEE, WI's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Januaryas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0473800 · plan 003 · plan year 2025, filed Nov 11, 2025

Participants at the start of the year
346
Contracts on file
1
Contract value
$44,048,094
Plan year end
January

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with PRINCIPAL LIFE INSURANCE COMPANY.

The contracts held $44,048,094 at the end of the plan year, as reported on Schedule A.

$2,503 in agent commissions is disclosed across the contracts; THE LEADERS GROUP INC is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in January.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC346January$44,048,094$2,503

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
FOLEY & LARNDER LLP PLAN ADMINISTRATIVE COMMITTEE
EIN 39-1252473
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$107,600
paid directly by the plan
PRINCIPAL GLOBAL INVESTORS, LLC
INVESTMENT ADVISORY · EIN 42-1479618
$26,752
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$44,848,094
Paid out in benefits
$3,941,925
Participants at the start of the year
346
Participants with account balances
0

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 30-1413443
BAKER TILLY, US LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

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