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Original filing (PDF)20251014181546NAL0007128482004
WISCONSIN POWER & LIGHT COMPANY
Form 5500
FILING_RECEIVED
WISCONSIN POWER & LIGHT CO. RETIREMENT PLAN B
Defined-benefit pension plan
Signals · 3
100% in single holdingNo recordkeeper disclosed9 service providers
Active participants
208
Accounts w/ balance
—
Plan assets (EOY)
$248.2M
Net assets (EOY)
$247.9M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: ALLIANT ENERGY CORPORATION MASTER RETIREMENT TRUST (extraction pending)]" is 100% of plan.
- 27 bps in Schedule C fees — 174% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WISCONSIN POWER & LIGHT COMPANY.
Plan sponsor
Name
WISCONSIN POWER & LIGHT COMPANY
EIN
39-0714890
Address
4902 N. BILTMORE LANE · SUITE 1000 · MADISON, WI · 537182148
Phone
(608) 458-3311
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
COLEMAN & WILLIAMS LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsAdvisor / Consultant
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | ACTUARIAL | $267K | — |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20-0292745 | — | INVESTMENT MANAGER | $58K | — |
| ABERDEEN EMERGING MARKETS EQUITY FU | 51-0368279 | — | INVESTMENT MANAGER | $50K | — |
| MORGAN STANLEY INVESTMENT MGMT. | 13-3040307 | — | INVESTMENT MANAGER | $43K | — |
| LGIMA LONG DURATION US CREDIT FUND | 20-8058531 | — | INVESTMENT MANAGER | $25K | — |
| NISA INVESTMENT ADVISORS LLC | 39-1101934 | — | INVESTMENT MANAGER | $17K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL CUSTODY SOLUTIONS | 39-1914946 | — | TRUSTEE | $60K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLEMAN & WILLIAMS, LTD. | 39-1658905 | MILWAUKEE, WI | AUDIT | $14K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON INVESTMENT USA, INC | 36-3109431 | — | INVESMENT MANAGER | $147K | — |
Investments
1 pooled fund· $240.1M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ALLIANT ENERGY MASTER RETIREMENT TR ALLIANT ENERGY CORPORATE SERVICES, INC · EIN 39-1914946 / PN 100 | Master Trust | — | — | $240.1M | 96.7% |