Madison Gas And Electric Company Retiree Medical Account Plan — Form 5500 plan (Madison Gas And Electric Company)

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, Madison Gas And Electric Company Retiree Medical Account Plan is a benefit plan reported by Madison Gas And Electric Company under EIN 39-0444025 and plan number 513. The latest loaded filing year is 2023. The filing reports 492 participants and $2,338,193 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.3MPlan net assets, end of year$2,268,693
Participants492Covered participants reported
Assets / participant$4.8KComputed: assets ÷ participants$4,752 (computed)
Provider compensationNone reported
Plan sponsor
Madison Gas And Electric Company
EIN
39-0444025
Plan number
513
Plan type
2
Location
Madison, WI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023492H20241009125949NAL0009217747001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.3M total assets
Net assets$2.3MLiabilities$69.5K
Money in vs. money out
Total income / additions$570K
Total expenses$159.6K
Benefits paid / distributions$91K
Contributions
Employer$412.9K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$2,338,193
Total liabilities (EOY)
$69,500
Net assets (EOY)
$2,268,693
Net assets (BOY)
$1,858,307

Income & contributions

Employer contributions
$412,886
Total contributions
$412,886
Total income / additions
$570,035

Expenses & distributions

Benefits paid
$91,050
Administrative expenses
$68,599
Total expenses
$159,649
Net increase / (decrease)
$410,386
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income16%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages