Plan Snapshot
- Plan Sponsor: Alliant Energy Corporate Serv.INC.
- Sponsor EIN: 391914946
- Sponsor Address: 4902 N. BILTMORE LANE, MADISON, WI, 537182148
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 3,085
- Total Assets: $3.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,085 | $3.1M | $48.3M | $11.3M |
| 2023 | 3,241 | $4.3M | $39.9M | $12.0M |
| 2022 | 2,757 | $4.3M | $39.4M | $11.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BLUE CROSS & BLUE SHIELD OF WISCONS | Recordkeeper | $1,106,158 | — | $1,106,158 |
| BUSINESSOLVER | Recordkeeper | $244,973 | — | $244,973 |
| WILLIS TOWERS WATSON US LLC | Actuary | $176,907 | — | $176,907 |
| DELTA DENTAL OF WISCONSIN | Recordkeeper | $78,775 | — | $78,775 |
| COLEMAN & WILLIAMS, LTD | Auditor | $39,516 | — | $39,516 |
| CONNECTYOURCARE, LLC (CYC) | Recordkeeper | $26,478 | — | $26,478 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Actuary
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,672,807
- Estimated Expense Ratio: 54.352% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,672,807 | — | $1,456,384 | $39,516 | — |
| 2023 | $3,655,628 | — | $3,463,691 | — | — |
| 2022 | $3,223,655 | — | $3,046,724 | — | $176,931 |