2023 Form 5500 filing — Madison Gas & Electric Company Retirement Savings 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 20241011151819NAL0022193761001) for Madison Gas & Electric Company Retirement Savings Plan For Bargaining Employees, reported by Madison Gas & Electric Company under EIN 39-0444025 and plan number 009. It reports 249 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)$38.7MReported net assets$38,686,925
Participants249
Provider compensation$1.1K1 Schedule C row(s)$1,080
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011151819NAL0022193761001
- Plan sponsor
- Madison Gas & Electric Company
- EIN
- 39-0444025
- Plan number
- 009
- 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)$38.7M total assets
Net assets$38.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $38,686,925
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,686,925
- Employer contributions
- $2,008,855
- Participant contributions
- $2,185,648
- Total income / additions
- $10,471,912
- Benefits paid
- $922,830
- Administrative expenses
- $520
- Total expenses
- $923,350
- Net increase / (decrease)
- $9,548,562
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $1,080 | $0 |