2023 Form 5500 filing — Alliant Energy Retiree Health & Welfare Benefit 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 20241011191938NAL0012881603003) for Alliant Energy Retiree Health & Welfare Benefit Plan, reported by Alliant Energy Corporate Serv. Inc. under EIN 39-1914946 and plan number 502. It reports 3,314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011191938NAL0012881603003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alliant Energy Corporate Serv. Inc.
- EIN
- 39-1914946
- Plan number
- 502
- Location
- Madison, WI
- Participants
- 3,314
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,298,169
- Total liabilities (EOY)
- $1,400,401
- Net assets (EOY)
- $69,897,768
- Employer contributions
- $17,058,326
- Participant contributions
- $288,939
- Total income / additions
- $25,066,462
- Benefits paid
- $24,558,674
- Administrative expenses
- $1,665,549
- Total expenses
- $26,224,223
- Net increase / (decrease)
- -$1,157,761
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Blue Cross Blue Shield | CLAIMS ADMINISTRATION | $980,888 | $0 |
| Alight Solutions | BENEFITS MANAGER | $183,668 | not reported in the loaded dataset |
| Businessolver | ADMIN | $101,653 | not reported in the loaded dataset |
| Willis Towers Watson Via Benefits | CLAIMS ADMINISTRATION | $91,680 | not reported in the loaded dataset |
| Parametric Defensive Equity Fund | INVESTMENT MANAGER | $62,353 | not reported in the loaded dataset |
| Navitus Health Solutions | CLAIMS ADMINISTRATION | $53,066 | not reported in the loaded dataset |
| Delta Dental | CLAIMS ADMINISTRATION | $41,609 | not reported in the loaded dataset |
| Nepc | CONSULTANT | $30,964 | not reported in the loaded dataset |
| Connectyourcare, LLC (Cyc) | CLAIMS ADMINISTRATION | $27,491 | not reported in the loaded dataset |
| Coleman & Williams, Ltd. | AUDIT | $26,692 | not reported in the loaded dataset |
| Principal Custody Solutions | TRUSTEE | $13,022 | not reported in the loaded dataset |
| Aon Investments | INVESTMENT MANAGER | $6,939 | not reported in the loaded dataset |