Ipl Retirement Plan For Bargaining Unit Ees — Form 5500 plan (Interstate Power And Light 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, Ipl Retirement Plan For Bargaining Unit Ees is a benefit plan reported by Interstate Power And Light Company under EIN 42-0331370 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,656 participants and $272,628,232 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Interstate Power And Light Company
- EIN
- 42-0331370
- Plan number
- 001
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 1,656
- End-of-year plan assets
- $272,628,232
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,656 | H, C | 20241015125318NAL0028485233002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $272,628,232
- Total liabilities (EOY)
- $137,293
- Net assets (EOY)
- $272,490,939
- Net assets (BOY)
- $264,273,966
Income & contributions
- Total income / additions
- $34,777,749
Expenses & distributions
- Benefits paid
- $24,419,280
- Administrative expenses
- $2,141,496
- Total expenses
- $26,560,776
- Net increase / (decrease)
- $8,216,973
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | PLAN ADMIN ACTUARIAL | $241,497 | not reported in the loaded dataset | 2023 |
| Aberdeen Emerging Markets Smaller C | INVESTMENT MANAGER | $154,135 | $0 | 2023 |
| Morgan Stanley Investment Mgmt | INVESTMENT MANAGER | $134,320 | $0 | 2023 |
| Nepc, LLC | INVESTMENT MANAGER | $91,803 | not reported in the loaded dataset | 2023 |
| Lgima Long Duration | INVESTMENT MANAGER | $77,816 | $0 | 2023 |
| Nisa Investment Advisors, LLC | INVESTMENT MANAGER | $72,543 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa | INVESTMENT MANAGER | $67,092 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | TRUSTEE | $63,363 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associaties | INVESTMENT MANAGER | $49,263 | not reported in the loaded dataset | 2023 |
| Coleman & Williams, Ltd. | AUDIT | $17,438 | not reported in the loaded dataset | 2023 |
| Rhumbline Advisors | INVESTMENT MANAGER | $9,165 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Interstate Power And Light Company
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Willis Towers Watson Us LLC — Schedule C compensation
- Aberdeen Emerging Markets Smaller C — Schedule C compensation
- Morgan Stanley Investment Mgmt — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Lgima Long Duration — Schedule C compensation
- Nisa Investment Advisors, LLC — Schedule C compensation
- Aon Investments Usa — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Parametric Portfolio Associaties — Schedule C compensation
- Coleman & Williams, Ltd. — Schedule C compensation
- Rhumbline Advisors — Schedule C compensation