Monona, WI Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Monona, WI has 15 loaded benefit plan(s) reported by 6 plan sponsor(s), with $346,762,517 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 15
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $346,762,517
- Total reported liabilities (EOY)
- $8,342,341
- Total reported net assets (EOY)
- $338,420,176
Contributions & income
- Employer contributions
- $604,096
- Participant contributions
- $224,111
- Total income / additions
- $34,320,616
Expenses & distributions
- Benefits paid / distributions
- $20,141,882
- Total expenses
- $22,114,918
- Net increase / (decrease)
- $12,205,698
Coverage
- Total reported participants
- 13,429
- Plans with financial statements
- 4
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Monona, WI plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Wps Pension Plan | Wps Insurance Corporation | $333,608,742 | 2023 |
| Tormach Employee Stock Ownership Plan | Tormach Inc. | $10,325,117 | 2023 |
| Food Fight, Inc. 401(K) Profit Sharing Plan | Food Fight, Inc. | $1,541,032 | 2023 |
| Dan Drye Dmd Ms LLC 401k Profit Sharing Plan | Dan Drye, Dmd, Ms, LLC | $1,287,626 | 2023 |
| Wps Insurance Corporation Bargaining Unit Employee Benefits Plan | Wps Insurance Corporation | not reported in the loaded dataset | 2023 |
| Wps Insurance Corporation Flexible Compensation Plan For Wps Health Insurance | Wps Insurance Corporation | not reported in the loaded dataset | 2023 |
| Wps Insurance Corporation Non-Bargaining Unit Ancillary Coverage Plan | Wps Insurance Corporation | not reported in the loaded dataset | 2023 |
| Wps Insurance Corporation Non-Bargaining Unit Health Care Benefit Plan (Wi Locations & Wi Remote Workers) | Wps Insurance Corporation | not reported in the loaded dataset | 2023 |
| Wps Insurance Corporation Non-Bargaining Unit Dental Plan (Wi) | Wps Insurance Corporation | not reported in the loaded dataset | 2023 |
| Wps Insurance Corporation Employee Assistance Program | Wps Insurance Corporation | not reported in the loaded dataset | 2023 |
| Wps Insurance Corporation Non-Bargaining Unit Dental Plan (Out-Of-State) | Wps Insurance Corporation | not reported in the loaded dataset | 2023 |
| Wps Insurance Corporation Non-Bargaining Unit Health Care Benefit Plan (Outside Of Wi Locations & Outside Of Wi Remote Workers) | Wps Insurance Corporation | not reported in the loaded dataset | 2023 |
| Wisconsin Funeral Directors Association | Wisconsin Funeral Directors Association | not reported in the loaded dataset | 2023 |
| Food Fight Restaurant Group, Inc. Wrap Plan | Food Fight, Inc. | not reported in the loaded dataset | 2023 |
| Lake Ridge Bank Employee Benefits Plan | Lake Ridge Bank | not reported in the loaded dataset | 2023 |
Largest plans in Monona → · Monona plans by participants → · Monona plans with financial data → · Monona plans with provider compensation → · $1B+ plans in Monona →
Related Form 5500 pages
- All WI Form 5500 filings
- Wps Pension Plan (plan 003)
- Wps Insurance Corporation — all reported plans
- Tormach Employee Stock Ownership Plan (plan 002)
- Tormach Inc. — all reported plans
- Food Fight, Inc. 401(K) Profit Sharing Plan (plan 001)
- Food Fight, Inc. — all reported plans
- Dan Drye Dmd Ms LLC 401k Profit Sharing Plan (plan 001)
- Dan Drye, Dmd, Ms, LLC — all reported plans
- Wps Insurance Corporation Bargaining Unit Employee Benefits Plan (plan 502)
- Wps Insurance Corporation Flexible Compensation Plan For Wps Health Insurance (plan 513)
- Wps Insurance Corporation Non-Bargaining Unit Ancillary Coverage Plan (plan 514)
- Wps Insurance Corporation Non-Bargaining Unit Health Care Benefit Plan (Wi Locations & Wi Remote Workers) (plan 541)
- Wps Insurance Corporation Non-Bargaining Unit Dental Plan (Wi) (plan 545)
- Wps Insurance Corporation Employee Assistance Program (plan 546)
- Wps Insurance Corporation Non-Bargaining Unit Dental Plan (Out-Of-State) (plan 548)
- Wps Insurance Corporation Non-Bargaining Unit Health Care Benefit Plan (Outside Of Wi Locations & Outside Of Wi Remote Workers) (plan 549)
- Wisconsin Funeral Directors Association (plan 502)
- Wisconsin Funeral Directors Association — all reported plans
- Food Fight Restaurant Group, Inc. Wrap Plan (plan 505)
- Lake Ridge Bank Employee Benefits Plan (plan 501)
- Lake Ridge Bank — all reported plans
- Methodology
- Data sources