Alliant Energy Retiree Health & Welfare Benefit Plan — Form 5500 plan (Alliant Energy Corporate Serv. Inc.)
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 Retiree Health & Welfare Benefit Plan is a benefit plan reported by Alliant Energy Corporate Serv. Inc. under EIN 39-1914946 and plan number 502. The latest loaded filing year is 2023. The filing reports 3,314 participants and $71,298,169 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alliant Energy Corporate Serv. Inc.
- EIN
- 39-1914946
- Plan number
- 502
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 3,314
- End-of-year plan assets
- $71,298,169
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,314 | H, C | 20241011191938NAL0012881603003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,298,169
- Total liabilities (EOY)
- $1,400,401
- Net assets (EOY)
- $69,897,768
- Net assets (BOY)
- $68,815,598
Income & contributions
- Employer contributions
- $17,058,326
- Participant contributions
- $288,939
- Total contributions
- $17,347,265
- Total income / additions
- $25,066,462
Expenses & distributions
- Benefits paid
- $24,558,674
- Administrative expenses
- $1,665,549
- Total expenses
- $26,224,223
- Net increase / (decrease)
- -$1,157,761
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Blue Cross Blue Shield | CLAIMS ADMINISTRATION | $980,888 | $0 | 2023 |
| Alight Solutions | BENEFITS MANAGER | $183,668 | not reported in the loaded dataset | 2023 |
| Businessolver | ADMIN | $101,653 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Via Benefits | CLAIMS ADMINISTRATION | $91,680 | not reported in the loaded dataset | 2023 |
| Parametric Defensive Equity Fund | INVESTMENT MANAGER | $62,353 | not reported in the loaded dataset | 2023 |
| Navitus Health Solutions | CLAIMS ADMINISTRATION | $53,066 | not reported in the loaded dataset | 2023 |
| Delta Dental | CLAIMS ADMINISTRATION | $41,609 | not reported in the loaded dataset | 2023 |
| Nepc | CONSULTANT | $30,964 | not reported in the loaded dataset | 2023 |
| Connectyourcare, LLC (Cyc) | CLAIMS ADMINISTRATION | $27,491 | not reported in the loaded dataset | 2023 |
| Coleman & Williams, Ltd. | AUDIT | $26,692 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | TRUSTEE | $13,022 | not reported in the loaded dataset | 2023 |
| Aon Investments | INVESTMENT MANAGER | $6,939 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alliant Energy Corporate Serv. Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Anthem Blue Cross Blue Shield — Schedule C compensation
- Alight Solutions — Schedule C compensation
- Businessolver — Schedule C compensation
- Willis Towers Watson Via Benefits — Schedule C compensation
- Parametric Defensive Equity Fund — Schedule C compensation
- Navitus Health Solutions — Schedule C compensation
- Delta Dental — Schedule C compensation
- Nepc — Schedule C compensation
- Connectyourcare, LLC (Cyc) — Schedule C compensation
- Coleman & Williams, Ltd. — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Aon Investments — Schedule C compensation