Peoples Energy Comprehensive Group Insurance Plan — Form 5500 plan (Peoples Energy, LLC)
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, Peoples Energy Comprehensive Group Insurance Plan is a benefit plan reported by Peoples Energy, LLC under EIN 27-5133141 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,650 participants and $186,632,455 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peoples Energy, LLC
- EIN
- 27-5133141
- Plan number
- 501
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 1,650
- End-of-year plan assets
- $186,632,455
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,650 | H, C | 20241007142748NAL0031149970001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $186,632,455
- Total liabilities (EOY)
- $1,490,950
- Net assets (EOY)
- $185,141,505
- Net assets (BOY)
- $172,864,652
Income & contributions
- Employer contributions
- $817,565
- Participant contributions
- $3,297,144
- Total contributions
- $4,114,709
- Total income / additions
- $20,650,491
Expenses & distributions
- Benefits paid
- $7,645,078
- Administrative expenses
- $728,560
- Total expenses
- $8,373,638
- Net increase / (decrease)
- $12,276,853
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Health Care | NONE | $325,685 | not reported in the loaded dataset | 2023 |
| Bswift, LLC | NONE | $178,530 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $64,103 | not reported in the loaded dataset | 2023 |
| Clarion Partners, LLC | NONE | $54,750 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRUSTEE | $50,091 | not reported in the loaded dataset | 2023 |
| Robert W. Baird & Company | ADVISOR | $45,004 | not reported in the loaded dataset | 2023 |
| Nuveen Asset Management | NONE | $23,393 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | NONE | $17,372 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Wi | NONE | $14,771 | not reported in the loaded dataset | 2023 |
| Wcm Investment Mgmt | NONE | $12,497 | not reported in the loaded dataset | 2023 |
| Monarch Partners Asset Management | NONE | $10,506 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Peoples Energy, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- United Health Care — Schedule C compensation
- Bswift, LLC — Schedule C compensation
- Express Scripts — Schedule C compensation
- Clarion Partners, LLC — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Robert W. Baird & Company — Schedule C compensation
- Nuveen Asset Management — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Delta Dental Of Wi — Schedule C compensation
- Wcm Investment Mgmt — Schedule C compensation
- Monarch Partners Asset Management — Schedule C compensation