2023 Form 5500 filing — Alliant Energy Cash Balance 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 20241011193946NAL0012890051001) for Alliant Energy Cash Balance Pension Plan, reported by Alliant Energy Corporate Services under EIN 39-1914946 and plan number 001. It reports 2,299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011193946NAL0012890051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alliant Energy Corporate Services
- EIN
- 39-1914946
- Plan number
- 001
- Location
- Madison, WI
- Participants
- 2,299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $232,269,918
- Total liabilities (EOY)
- $115,632
- Net assets (EOY)
- $232,154,286
- Total income / additions
- $28,934,707
- Benefits paid
- $23,570,023
- Administrative expenses
- $2,625,232
- Total expenses
- $26,195,255
- Net increase / (decrease)
- $2,739,452
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Inc. | PLAN ADMIN ACTUARIAL | $282,034 | not reported in the loaded dataset |
| Aberdeen Emerging Markets Smaller C | INVESTMENT MANAGER | $128,908 | $0 |
| Morgan Stanley Investment Mgmt. | INVESTMENT MANAGER | $112,313 | $0 |
| Nepc, LLC | INVESTMENT MANAGER | $77,669 | not reported in the loaded dataset |
| Lgima Long Duration | INVESTMENT MANAGER | $65,351 | $0 |
| Nisa Investment Advisors LLC | INVESTMENT MANAGER | $60,125 | not reported in the loaded dataset |
| Principal Custody Solutions | TRUSTEE | $56,468 | not reported in the loaded dataset |
| Aon Investment Usa | INVESTMENT MANAGER | $55,147 | not reported in the loaded dataset |
| The Clifton Group/ Parametric | INVESTMENT MANAGER | $40,710 | not reported in the loaded dataset |
| Coleman & Williams, Ltd. | AUDIT | $13,785 | not reported in the loaded dataset |
| Rhumbline Advisors | INVESTMENT MANAGER | $7,549 | $0 |