2023 Form 5500 filing — Wisconsin Power & Light Co. Retirement Plan B

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 20241011191938NAL0012881603001) for Wisconsin Power & Light Co. Retirement Plan B, reported by Wisconsin Power & Light Company under EIN 39-0714890 and plan number 002. It reports 1,612 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)$242.7MReported net assets$242,741,725
Participants1.6K1,612
Provider compensation$902.8K11 Schedule C row(s)$902,823
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011191938NAL0012881603001
Plan sponsor
Wisconsin Power & Light Company
EIN
39-0714890
Plan number
002
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)$242.9M total assets
Net assets$242.7MLiabilities$117.6K
Money in vs. money out
Total income / additions$33.5M
Total expenses$26.3M
Benefits paid / distributions$24.2M
Contributions
Employer$3.5M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$242,859,333
Total liabilities (EOY)
$117,608
Net assets (EOY)
$242,741,725
Employer contributions
$3,523,000
Total income / additions
$33,544,144
Benefits paid
$24,188,489
Administrative expenses
$2,114,419
Total expenses
$26,302,908
Net increase / (decrease)
$7,241,236
Schedule C

Reported service provider compensation

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

  1. 1
    PLAN ADMIN ACTUARIAL · Direct $260.8K
  2. 2
    INVESTMENT MANAGER · Direct $133.6K · Indirect $0
  3. 3
    INVESTMENT MANAGER · Direct $116.9K · Indirect $0
  4. 4
    Nepc, LLC$80.1K
    INVESTMENT MANAGER · Direct $80.1K
  5. 5
    INVESTMENT MANAGER · Direct $67.5K · Indirect $0
  6. 6
    INVESTMENT MANAGER · Direct $63.4K
  7. 7
    INVESMENT MANAGER · Direct $59.1K
  8. 8
    TRUSTEE · Direct $56.7K
  9. 9
    INVESTMENT MANAGER · Direct $43.1K
  10. 10
    AUDIT · Direct $13.8K
  11. 11
    INVESTMENT MANAGER · Direct $8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011191938NAL0012881603001 cover?
It is the 2023 Form 5500 filing for Wisconsin Power & Light Co. Retirement Plan B, reported by Wisconsin Power & Light Company (EIN 39-0714890).
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