Plan Snapshot
- Plan Sponsor: Wisconsin Physicians Service Insurance Corporation
- Sponsor EIN: 391268299
- Sponsor Address: WPS CORPORATE CENTER, MADISON, WI, 53713
- Plan Type: 401(k)
- Total Participants: 1,731
- Total Assets: $317.1M
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 | 1,731 | $317.1M | $8.2M | $10.0M |
| 2023 | 1,986 | $296.4M | $8.5M | $10.7M |
| 2022 | 2,046 | $261.2M | $8.0M | $10.3M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $395,942 | $128,209 | $151,224 | — | — |
| 2023 | $335,361 | $65,346 | $187,876 | — | — |
| 2022 | $438,594 | $120,205 | $204,396 | — | $113,993 |