Plan Snapshot
- Plan Sponsor: Wps Insurance Corporation
- Sponsor EIN: 391268299
- Sponsor Address: 1717 WEST BROADWAY, MONONA, WI, 53713
- Plan Type: DB
- Plan Number: 003
- Total Participants: 2,926
- Total Assets: $325.7M
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 | 2,926 | $325.7M | $0 | $0 |
| 2024 | 438 | $317.3M | $0 | $0 |
| 2023 | 518 | $333.6M | $0 | $0 |
| 2022 | 560 | $320.6M | $0 | $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 |
|---|---|---|---|---|
| R.W. BAIRD & COMPANY | Other Service Provider | $376,590 | — | $376,590 |
| ALLIANCE PENSION CONSULTANTS, LLC | Other Service Provider | $205,187 | — | $205,187 |
| MARTINGALE ASSET MANAGEMENT, L.P. | Other Service Provider | $78,791 | — | $78,791 |
| CARDINAL INVESTMENT ADVISORS | Other Service Provider | $70,908 | — | $70,908 |
| MARINER INSTITUTIONAL LLC | Other Service Provider | $69,002 | — | $69,002 |
| ASSOCIATED TRUST CO | Other Service Provider | $67,529 | — | $67,529 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $868,007
- Estimated Expense Ratio: 0.267% 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 | $21,674,405 | $579,202 | $128,687 | — | — |
| 2024 | $1,301,101 | $680,826 | $168,425 | — | — |
| 2023 | $1,731,078 | $641,732 | $117,190 | — | — |
| 2022 | $1,199,875 | $566,406 | $206,072 | — | $154,861 |