2023 Form 5500 filing — Wps Pension 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 20240726100305NAL0008851235001) for Wps Pension Plan, reported by Wps Insurance Corporation under EIN 39-1268299 and plan number 003. It reports 3,062 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726100305NAL0008851235001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wps Insurance Corporation
- EIN
- 39-1268299
- Plan number
- 003
- Location
- Monona, WI
- Participants
- 3,062
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $333,608,742
- Total liabilities (EOY)
- $1,428,888
- Net assets (EOY)
- $332,179,854
- Total income / additions
- $33,844,040
- Benefits paid
- $19,800,313
- Administrative expenses
- $1,731,078
- Total expenses
- $21,531,391
- Net increase / (decrease)
- $12,312,649
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| R.W. Baird & Company | NONE | $360,641 | not reported in the loaded dataset |
| Alliance Pension Consultants, LLC | NONE | $205,065 | not reported in the loaded dataset |
| Cardinal Investment Advisors | NONE | $145,632 | not reported in the loaded dataset |
| Martingale Asset Management, L.P. | NONE | $117,897 | not reported in the loaded dataset |
| Associated Trust Co | NONE | $66,325 | not reported in the loaded dataset |