2023 Form 5500 filing — Madison Gas And Electric Company Retirement Plan For Bargaining Employees
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 20241011090616NAL0010752307001) for Madison Gas And Electric Company Retirement Plan For Bargaining Employees, reported by Madison Gas And Electric Company under EIN 39-0444025 and plan number 001. It reports 462 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)$174.5MReported net assets$174,475,023
Participants462
Provider compensation$113.5K3 Schedule C row(s)$113,512
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011090616NAL0010752307001
- Plan sponsor
- Madison Gas And Electric Company
- EIN
- 39-0444025
- Plan number
- 001
- Location
- Madison, WI
- Received date
- not reported in the loaded dataset
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)$174.5M total assets
Net assets$174.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $174,475,023
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $174,475,023
- Total income / additions
- $23,026,166
- Benefits paid
- $8,476,974
- Administrative expenses
- $157,864
- Total expenses
- $8,634,838
- Net increase / (decrease)
- $14,391,328
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $95,293 | not reported in the loaded dataset |
| Clifton Arsonallen Llp | NONE | $10,868 | not reported in the loaded dataset |
| Hub International | NONE | $7,351 | not reported in the loaded dataset |