Plan Snapshot
- Plan Sponsor: Peoples Energy, LLC
- Sponsor EIN: 275133141
- Sponsor Address: 231 W. MICHIGAN STREET, P409, MILWAUKEE, WI, 53203
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $211.8M
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. |
|---|---|---|---|---|
| 2025 | 0 | $211.8M | $0 | $0 |
| 2024 | 0 | $196.2M | $520,505 | $3.4M |
| 2023 | 0 | $186.6M | $817,565 | $3.3M |
| 2022 | 0 | $173.6M | $184,894 | $3.2M |
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 |
|---|---|---|---|---|
| UNITED HEALTH CARE | Other Service Provider | $278,927 | — | $278,927 |
| BSWIFT, LLC | Other Service Provider | $190,629 | — | $190,629 |
| EXPRESS SCRIPTS | Other Service Provider | $67,819 | — | $67,819 |
| CLARION PARTNERS, LLC | Other Service Provider | $45,336 | — | $45,336 |
| ROBERT W. BAIRD & COMPANY | Investment Advisor | $45,004 | — | $45,004 |
| NORTHERN TRUST COMPANY | Custodian / Trustee | $38,445 | — | $38,445 |
| NUVEEN ASSET MANAGEMENT | Other Service Provider | $25,848 | — | $25,848 |
| WCM INVESTMENT MGMT | Other Service Provider | $14,167 | — | $14,167 |
| DELTA DENTAL OF WI | Other Service Provider | $13,701 | — | $13,701 |
| WILLIS TOWERS WATSON | Other Service Provider | $12,880 | — | $12,880 |
| CLIFTONLARSONALLEN | Other Service Provider | $6,711 | — | $6,711 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $739,467
- Estimated Expense Ratio: 0.349% 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 |
|---|---|---|---|---|---|
| 2025 | $9,927,566 | $133,583 | $465,378 | $6,711 | — |
| 2024 | $738,091 | $129,702 | $527,408 | $6,469 | — |
| 2023 | $728,560 | $150,206 | $514,947 | — | — |
| 2022 | $489,039 | $116,601 | $355,694 | — | $16,744 |