Wisconsin Power & Light Co. Retirement Plan B — Form 5500 plan (Wisconsin Power & Light 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, Wisconsin Power & Light Co. Retirement Plan B is a benefit plan reported by Wisconsin Power & Light Company under EIN 39-0714890 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,612 participants and $242,859,333 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wisconsin Power & Light Company
- EIN
- 39-0714890
- Plan number
- 002
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 1,612
- End-of-year plan assets
- $242,859,333
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,612 | H, C | 20241011191938NAL0012881603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $242,859,333
- Total liabilities (EOY)
- $117,608
- Net assets (EOY)
- $242,741,725
- Net assets (BOY)
- $235,500,489
Income & contributions
- Employer contributions
- $3,523,000
- Total contributions
- $3,523,000
- Total income / additions
- $33,544,144
Expenses & distributions
- Benefits paid
- $24,188,489
- Administrative expenses
- $2,114,419
- Total expenses
- $26,302,908
- Net increase / (decrease)
- $7,241,236
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | PLAN ADMIN ACTUARIAL | $260,782 | not reported in the loaded dataset | 2023 |
| Aberdeen Emerging Markets Smaller C | INVESTMENT MANAGER | $133,581 | $0 | 2023 |
| Morgan Stanley Investment Mgmt. | INVESTMENT MANAGER | $116,858 | $0 | 2023 |
| Nepc, LLC | INVESTMENT MANAGER | $80,051 | not reported in the loaded dataset | 2023 |
| Lgima Long Duration | INVESTMENT MANAGER | $67,517 | $0 | 2023 |
| Nisa Investment Advisors, LLC | INVESTMENT MANAGER | $63,374 | not reported in the loaded dataset | 2023 |
| Aon Investment | INVESMENT MANAGER | $59,124 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | TRUSTEE | $56,664 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates LLC | INVESTMENT MANAGER | $43,064 | not reported in the loaded dataset | 2023 |
| Coleman & Williams, Ltd. | AUDIT | $13,785 | not reported in the loaded dataset | 2023 |
| Rhumbline Advisors | INVESTMENT MANAGER | $8,023 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wisconsin Power & Light Company
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Willis Towers Watson Us LLC — Schedule C compensation
- Aberdeen Emerging Markets Smaller C — Schedule C compensation
- Morgan Stanley Investment Mgmt. — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Lgima Long Duration — Schedule C compensation
- Nisa Investment Advisors, LLC — Schedule C compensation
- Aon Investment — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Parametric Portfolio Associates LLC — Schedule C compensation
- Coleman & Williams, Ltd. — Schedule C compensation
- Rhumbline Advisors — Schedule C compensation