Wps Pension Plan — Form 5500 plan (Wps 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 Pension Plan is a benefit plan reported by Wps Insurance Corporation under EIN 39-1268299 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,062 participants and $333,608,742 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wps Insurance Corporation
- EIN
- 39-1268299
- Plan number
- 003
- Plan type
- 2
- Location
- Monona, WI
- Latest filing year
- 2023
- Participants
- 3,062
- End-of-year plan assets
- $333,608,742
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,062 | H, C | 20240726100305NAL0008851235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $333,608,742
- Total liabilities (EOY)
- $1,428,888
- Net assets (EOY)
- $332,179,854
- Net assets (BOY)
- $319,867,205
Income & contributions
- Total contributions
- $0
- Total income / additions
- $33,844,040
Expenses & distributions
- Benefits paid
- $19,800,313
- Administrative expenses
- $1,731,078
- Total expenses
- $21,531,391
- Net increase / (decrease)
- $12,312,649
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| R.W. Baird & Company | NONE | $360,641 | not reported in the loaded dataset | 2023 |
| Alliance Pension Consultants, LLC | NONE | $205,065 | not reported in the loaded dataset | 2023 |
| Cardinal Investment Advisors | NONE | $145,632 | not reported in the loaded dataset | 2023 |
| Martingale Asset Management, L.P. | NONE | $117,897 | not reported in the loaded dataset | 2023 |
| Associated Trust Co | NONE | $66,325 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wps Insurance Corporation
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Monona, WI
- R.W. Baird & Company — Schedule C compensation
- Alliance Pension Consultants, LLC — Schedule C compensation
- Cardinal Investment Advisors — Schedule C compensation
- Martingale Asset Management, L.P. — Schedule C compensation
- Associated Trust Co — Schedule C compensation