# Peoples Energy, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/peoples-energy-llc-275133141-501

> Peoples Energy, LLC's Health & Welfare plan: 0 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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