# Wps Insurance Corporation DB Plan
Source: https://planprovider.pro/companies/wps-insurance-corporation-plan-003

> Wps Insurance Corporation's DB plan: 438 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wps Insurance Corporation

- **Sponsor EIN:** 391268299

- **Sponsor Address:** 1717 WEST BROADWAY, MONONA, WI, 53713

- **Plan Type:** DB

- **Total Participants:** 438

- **Total Assets:** $317.3M

## 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|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|NONE|$413,166|—|$413,166|

| ALLIANCE PENSION CONSULTANTS, LLC|NONE|$248,425|—|$248,425|

| CARDINAL INVESTMENT ADVISORS|NONE|$145,632|—|$145,632|

| MARTINGALE ASSET MANAGEMENT, L.P.|NONE|$124,858|—|$124,858|

| ASSOCIATED TRUST CO|NONE|$67,436|—|$67,436|

| 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:** $999,517

- **Estimated Expense Ratio:** 0.315% 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|$1,301,101|$680,826|$168,425|—|—|

| 2023|$1,731,078|$641,732|$117,190|—|—|

| 2022|$1,199,875|$566,406|$206,072|—|$154,861|

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