Plan Snapshot
- Plan Sponsor: Wisconsin Power & Light Company
- Sponsor EIN: 390714890
- Sponsor Address: 4902 N. BILTMORE LANE, MADISON, WI, 537182148
- Plan Type: DB
- Total Participants: 208
- Total Assets: $248.2M
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 | 208 | $248.2M | $14.9M | $0 |
| 2023 | 233 | $242.9M | $3.5M | $0 |
| 2022 | 250 | $235.7M | $10.3M | $0 |
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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Actuary | $266,937 | — | $266,937 |
| AON INVESTMENT USA, INC | Other Service Provider | $147,264 | — | $147,264 |
| PRINCIPAL CUSTODY SOLUTIONS | Custodian / Trustee | $60,494 | — | $60,494 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | Investment Advisor | $57,598 | — | $57,598 |
| ABERDEEN EMERGING MARKETS EQUITY FU | Investment Advisor | $49,616 | — | $49,616 |
| MORGAN STANLEY INVESTMENT MGMT. | Investment Advisor | $43,401 | — | $43,401 |
| LGIMA LONG DURATION US CREDIT FUND | Investment Advisor | $24,760 | — | $24,760 |
| NISA INVESTMENT ADVISORS LLC | Investment Advisor | $17,337 | — | $17,337 |
| COLEMAN & WILLIAMS, LTD. | Auditor | $13,785 | — | $13,785 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Actuary
- MORGAN STANLEY INVESTMENT MGMT. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $681,192
- Estimated Expense Ratio: 0.274% 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 | $1,915,712 | $343,722 | $1,167 | $13,785 | — |
| 2023 | $2,114,419 | $573,986 | — | — | — |
| 2022 | $2,358,538 | $700,857 | — | — | $488,051 |