Madison Gas And Electric Company Retirement Plan — Form 5500 plan (Madison Gas And Electric Company)
Plain-English plan 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, Madison Gas And Electric Company Retirement Plan is a benefit plan reported by Madison Gas And Electric Company under EIN 39-0444025 and plan number 002. The latest loaded filing year is 2023. The filing reports 600 participants and $267,465,983 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$267.5MPlan net assets, end of year$267,465,983
Participants600Covered participants reported
Assets / participant$445.8KComputed: assets ÷ participants$445,777 (computed)
Provider compensation$158.6K3 Schedule C provider row(s)$158,581
- Plan sponsor
- Madison Gas And Electric Company
- EIN
- 39-0444025
- Plan number
- 002
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 600 | H, C | 20241011090846NAL0010755299001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$267.5M total assets
Net assets$267.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $267,465,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $267,465,983
- Net assets (BOY)
- $246,412,490
Income & contributions
- Total contributions
- $0
- Total income / additions
- $35,692,708
Expenses & distributions
- Benefits paid
- $14,423,036
- Administrative expenses
- $216,179
- Total expenses
- $14,639,215
- Net increase / (decrease)
- $21,053,493
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income40%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $136,361 | not reported in the loaded dataset | 2023 |
| Hub International | NONE | $11,352 | not reported in the loaded dataset | 2023 |
| Clifton Arsonallen Llp | NONE | $10,868 | not reported in the loaded dataset | 2023 |