Alliant Energy Cash Balance Pension Plan — Form 5500 plan (Alliant Energy Corporate Services)
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, Alliant Energy Cash Balance Pension Plan is a benefit plan reported by Alliant Energy Corporate Services under EIN 39-1914946 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,299 participants and $232,269,918 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alliant Energy Corporate Services
- EIN
- 39-1914946
- Plan number
- 001
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 2,299
- End-of-year plan assets
- $232,269,918
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,299 | H, C | 20241011193946NAL0012890051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $232,269,918
- Total liabilities (EOY)
- $115,632
- Net assets (EOY)
- $232,154,286
- Net assets (BOY)
- $231,654,765
Income & contributions
- Total income / additions
- $28,934,707
Expenses & distributions
- Benefits paid
- $23,570,023
- Administrative expenses
- $2,625,232
- Total expenses
- $26,195,255
- Net increase / (decrease)
- $2,739,452
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Inc. | PLAN ADMIN ACTUARIAL | $282,034 | not reported in the loaded dataset | 2023 |
| Aberdeen Emerging Markets Smaller C | INVESTMENT MANAGER | $128,908 | $0 | 2023 |
| Morgan Stanley Investment Mgmt. | INVESTMENT MANAGER | $112,313 | $0 | 2023 |
| Nepc, LLC | INVESTMENT MANAGER | $77,669 | not reported in the loaded dataset | 2023 |
| Lgima Long Duration | INVESTMENT MANAGER | $65,351 | $0 | 2023 |
| Nisa Investment Advisors LLC | INVESTMENT MANAGER | $60,125 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | TRUSTEE | $56,468 | not reported in the loaded dataset | 2023 |
| Aon Investment Usa | INVESTMENT MANAGER | $55,147 | not reported in the loaded dataset | 2023 |
| The Clifton Group/ Parametric | INVESTMENT MANAGER | $40,710 | not reported in the loaded dataset | 2023 |
| Coleman & Williams, Ltd. | AUDIT | $13,785 | not reported in the loaded dataset | 2023 |
| Rhumbline Advisors | INVESTMENT MANAGER | $7,549 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alliant Energy Corporate Services
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Willis Towers Watson Inc. — 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
- Principal Custody Solutions — Schedule C compensation
- Aon Investment Usa — Schedule C compensation
- The Clifton Group/ Parametric — Schedule C compensation
- Coleman & Williams, Ltd. — Schedule C compensation
- Rhumbline Advisors — Schedule C compensation