2023 Form 5500 filing — Wps Bargaining Unit Employees 401k Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729090541NAL0031759280001) for Wps Bargaining Unit Employees 401k Plan, reported by Wisconsin Physicians Service Insurance Corporation under EIN 39-1268299 and plan number 012. It reports 552 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$21.4MReported net assets$21,429,204
Participants552
Provider compensation$69.8K2 Schedule C row(s)$69,836
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240729090541NAL0031759280001
Plan sponsor
Wisconsin Physicians Service Insurance Corporation
EIN
39-1268299
Plan number
012
Location
Madison, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$21.4M total assets
Net assets$21.4MLiabilities$0
Money in vs. money out
Total income / additions$4.4M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$502.2K
Participant$676K
Full reported line items
Total assets (EOY)
$21,429,204
Total liabilities (EOY)
$0
Net assets (EOY)
$21,429,204
Employer contributions
$502,235
Participant contributions
$676,039
Total income / additions
$4,358,055
Benefits paid
$1,397,686
Administrative expenses
$69,837
Total expenses
$1,467,523
Net increase / (decrease)
$2,890,532
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $57.6K · Indirect $0
  2. 2
    ADVISOR · Direct $12.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240729090541NAL0031759280001 cover?
It is the 2023 Form 5500 filing for Wps Bargaining Unit Employees 401k Plan, reported by Wisconsin Physicians Service Insurance Corporation (EIN 39-1268299).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages