2023 Form 5500 filing — Wisconsin Power & Light Co. Retirement Plan B
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 20241011191938NAL0012881603001) for Wisconsin Power & Light Co. Retirement Plan B, reported by Wisconsin Power & Light Company under EIN 39-0714890 and plan number 002. It reports 1,612 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011191938NAL0012881603001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wisconsin Power & Light Company
- EIN
- 39-0714890
- Plan number
- 002
- Location
- Madison, WI
- Participants
- 1,612
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $242,859,333
- Total liabilities (EOY)
- $117,608
- Net assets (EOY)
- $242,741,725
- Employer contributions
- $3,523,000
- Total income / additions
- $33,544,144
- Benefits paid
- $24,188,489
- Administrative expenses
- $2,114,419
- Total expenses
- $26,302,908
- Net increase / (decrease)
- $7,241,236
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | PLAN ADMIN ACTUARIAL | $260,782 | not reported in the loaded dataset |
| Aberdeen Emerging Markets Smaller C | INVESTMENT MANAGER | $133,581 | $0 |
| Morgan Stanley Investment Mgmt. | INVESTMENT MANAGER | $116,858 | $0 |
| Nepc, LLC | INVESTMENT MANAGER | $80,051 | not reported in the loaded dataset |
| Lgima Long Duration | INVESTMENT MANAGER | $67,517 | $0 |
| Nisa Investment Advisors, LLC | INVESTMENT MANAGER | $63,374 | not reported in the loaded dataset |
| Aon Investment | INVESMENT MANAGER | $59,124 | not reported in the loaded dataset |
| Principal Custody Solutions | TRUSTEE | $56,664 | not reported in the loaded dataset |
| Parametric Portfolio Associates LLC | INVESTMENT MANAGER | $43,064 | not reported in the loaded dataset |
| Coleman & Williams, Ltd. | AUDIT | $13,785 | not reported in the loaded dataset |
| Rhumbline Advisors | INVESTMENT MANAGER | $8,023 | $0 |