Wps 401(K) Savings Plan — Form 5500 plan (Wisconsin Physicians Service Insurance Corporation)

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, Wps 401(K) Savings Plan is a benefit plan reported by Wisconsin Physicians Service Insurance Corporation under EIN 39-1268299 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,189 participants and $296,418,473 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wisconsin Physicians Service Insurance Corporation
EIN
39-1268299
Plan number
002
Plan type
2
Location
Madison, WI
Latest filing year
2023
Participants
3,189
End-of-year plan assets
$296,418,473

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,189H, C20240729090459NAL0019170033001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$296,418,473
Total liabilities (EOY)
$0
Net assets (EOY)
$296,418,473
Net assets (BOY)
$261,574,573

Income & contributions

Employer contributions
$8,544,235
Participant contributions
$10,657,300
Total contributions
$20,550,225
Total income / additions
$66,227,808

Expenses & distributions

Benefits paid
$31,044,723
Administrative expenses
$335,361
Total expenses
$31,383,908
Net increase / (decrease)
$34,843,900

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$270,015$02023
Morgan StanleyADVISOR$65,346not reported in the loaded dataset2023

Related Form 5500 pages