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: 338
- Total Assets: $23.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 338 | $23.4M | $519,456 | $724,350 |
| 2023 | 361 | $21.4M | $502,235 | $676,039 |
| 2022 | 302 | $18.5M | $556,841 | $757,373 |
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 | $64,449 | $10,171 | $42,081 | — | — |
| 2023 | $69,837 | $12,245 | $49,115 | — | — |
| 2022 | $124,371 | $43,186 | $70,486 | — | $10,699 |