2023 Form 5500 filing — Wps 401(K) Savings 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 20240729090459NAL0019170033001) for Wps 401(K) Savings Plan, reported by Wisconsin Physicians Service Insurance Corporation under EIN 39-1268299 and plan number 002. It reports 3,189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729090459NAL0019170033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wisconsin Physicians Service Insurance Corporation
- EIN
- 39-1268299
- Plan number
- 002
- Location
- Madison, WI
- Participants
- 3,189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $296,418,473
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $296,418,473
- Employer contributions
- $8,544,235
- Participant contributions
- $10,657,300
- Total income / additions
- $66,227,808
- Benefits paid
- $31,044,723
- Administrative expenses
- $335,361
- Total expenses
- $31,383,908
- Net increase / (decrease)
- $34,843,900
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $270,015 | $0 |
| Morgan Stanley | ADVISOR | $65,346 | not reported in the loaded dataset |