Plan5500

Wps Bargaining Unit Employees 401k 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 Bargaining Unit Employees 401k Plan is a benefit plan reported by Wisconsin Physicians Service Insurance Corporation under EIN 39-1268299 and plan number 012. The latest loaded filing year is 2023. The filing reports 552 participants and $21,429,204 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$21.4MPlan net assets, end of year$21,429,204
Participants552Covered participants reported
Assets / participant$38.8KComputed: assets ÷ participants$38,821 (computed)
Provider compensation$69.8K2 Schedule C provider row(s)$69,836
Plan sponsor
Wisconsin Physicians Service Insurance Corporation
EIN
39-1268299
Plan number
012
Plan type
2
Location
Madison, WI
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    552 participants · 2Sch HSch C
    View filing →
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)$21.4M total assets
Net assets$21.4MLiabilities$0
Money in vs. money out
Total income / additions$4.4M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$502.2K
Participant$676K
Full reported line items

Net assets

Total assets (EOY)
$21,429,204
Total liabilities (EOY)
$0
Net assets (EOY)
$21,429,204
Net assets (BOY)
$18,538,672

Income & contributions

Employer contributions
$502,235
Participant contributions
$676,039
Total contributions
$1,178,274
Total income / additions
$4,358,055

Expenses & distributions

Benefits paid
$1,397,686
Administrative expenses
$69,837
Total expenses
$1,467,523
Net increase / (decrease)
$2,890,532
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.

Contribution share (employer vs. participant)
Employer 43%Participant 57%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Newport Group, Inc.$57.6K
    RECORDKEEPER · Direct $57.6K · Indirect $0
  2. 2
    Nfp Retirement$12.2K
    ADVISOR · Direct $12.2K

Related Form 5500 pages