2023 Form 5500 filing — Wisconsin Public Service Corporation Non-Administrative Employees' Health Care 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 20241007153446NAL0026569984001) for Wisconsin Public Service Corporation Non-Administrative Employees' Health Care Plan, reported by Wisconsin Public Service Corporation (Wpsc) under EIN 39-0715160 and plan number 512. It reports 994 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007153446NAL0026569984001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wisconsin Public Service Corporation (Wpsc)
- EIN
- 39-0715160
- Plan number
- 512
- Location
- Milwaukee, WI
- Participants
- 994
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $277,828,571
- Total liabilities (EOY)
- $1,534,677
- Net assets (EOY)
- $276,293,894
- Participant contributions
- $250,551
- Total income / additions
- $25,162,702
- Benefits paid
- $7,755,218
- Administrative expenses
- $596,754
- Total expenses
- $8,351,972
- Net increase / (decrease)
- $16,810,730
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Unitedhealth Group, Inc. | NONE | $183,971 | not reported in the loaded dataset |
| Bswift, LLC | NONE | $83,192 | not reported in the loaded dataset |
| Clarion Partners, LLC | NONE | $81,761 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $53,870 | $0 |
| Robert W. Baird & Co | ADVISOR | $45,004 | not reported in the loaded dataset |
| Nuveen Asset Management | NONE | $35,496 | not reported in the loaded dataset |
| Express Scripts | NONE | $33,729 | not reported in the loaded dataset |
| Delta Dental Of Wi | NONE | $30,146 | not reported in the loaded dataset |
| Wcm Investment Management | NONE | $18,263 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $17,372 | not reported in the loaded dataset |
| Monarch Partners Asset Management | NONE | $13,950 | not reported in the loaded dataset |