Kristen Thomas signed WPS Insurance Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WPS Insurance Corporation's EIN is 39-1268299.
Download the official 2024 Form 5500 (PDF) for WPS Insurance Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WPS Insurance Corporation's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARDINAL INVESTMENT ADVISORS | 36-4464580 | — | NONE | $146K | — |
| MARTINGALE ASSET MANAGEMENT, L.P. | 04-2956583 | — | NONE | $125K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| R.W. BAIRD & COMPANY |
| 39-6037917 |
| — |
| NONE |
| $413K |
| — |
| ALLIANCE PENSION CONSULTANTS, LLC | 36-4389114 | — | NONE | $248K | — |
| ASSOCIATED TRUST CO | 39-1941673 | — | NONE | $67K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SERIES 1 US LOW VOLATILITY LARGE CA MARTINGALE INVESTMENT TRUST · EIN 46-2669543 / PN 001 | Common Collective Trust | — | — | $34.2M | 10.8% | |
| US Treasury Bonds 2.375 02/15/2042 2.375% 02/15/2042 | U.S. Treasuries | — | $28.4M | $26.2M | 8.3% | |
| US Treasury Bonds 2.875 5/15/2052 2.875% 05/15/2052 | U.S. Treasuries | — | $26.7M | $23.7M | 7.5% | |
| Vanguard Developed Markets Index Fund - Inst NA | Common Collective Trusts | — | $15.8M | $19.6M | 6.2% | |
| Vanguard Institutional Index Fd NA | Mutual Funds | — | $7.0M | $18.9M | 5.9% | |
| Government Securities US Treasury N/B 2.250 08/15/2049 2.250% 08/15/2049 | U.S. Treasuries | — | $15.3M | $14.9M | 4.7% | |
| US Treasury Notes 1.375 08/15/2050 1.375% 08/15/2050 | U.S. Treasuries | — | $22.5M | $13.6M | 4.3% | |
| Vanguard S&P Small Cap 600 Index Fund - Ins NA | Common Collective Trusts | — | $5.4M | $8.8M | 2.8% | |
| US Treasury Bonds 2.375 05/15/2051 2.375% 05/15/2051 | U.S. Treasuries | — | $8.4M | $8.0M | 2.5% | |
| US Treasury Bonds 2.250 05/15/2041 2.250% 05/15/2041 | U.S. Treasuries | — | $4.3M | $3.7M | 1.2% | |
| Money Market Fund Goldman Sachs Government Money Market Inst Fund NA | Cash / Money Market | — | $3.3M | $3.3M | 1.0% | |
| ANHEUSER-BUSCH CO INBEV 4.900 02/01/2046 4.900% 02/01/2046 | Bonds / Notes | — | $3.0M | $2.2M | 0.7% | |
| US Treasury Bonds 3.875 05/15/2043 3.875% 05/15/2043 | U.S. Treasuries | — | $2.1M | $2.0M | 0.6% | |
| TELEFONICA EMISIONES 7.045 06/20/2036 7.045% 06/20/2036 | Bonds / Notes | — | $1.5M | $1.6M | 0.5% | |
| COMCAST CORP 2.937 11/01/2056 2.937% 11/01/2056 | Bonds / Notes | — | $2.7M | $1.5M | 0.5% | |
| WACHOVIA BANK NA 5.850 02/01/2037 5.850% 02/01/2037 | Bonds / Notes | — | $1.5M | $1.5M | 0.5% | |
| MORGAN STANLEY 6.375 07/24/2042 6.375% 07/24/2042 | Bonds / Notes | — | $1.8M | $1.5M | 0.5% | |
| JPMORGAN CHASE & CO 5.500 10/15/2040 5.500% 10/15/2040 | Bonds / Notes | — | $1.5M | $1.5M | 0.5% | |
| CVS HEALTH CORP 5.125 07/20/2045 5.125% 07/20/2045 | Bonds / Notes | — | $1.9M | $1.4M | 0.5% | |
| VERIZON COMMUNICATIONS 2.987 10/30/2056 2.987% 10/30/2056 | Bonds / Notes | — | $2.3M | $1.4M | 0.4% | |
| VALE OVERSEAS LTD GUAR NT 6.875 11/21/2036 6.875% 11/21/2036 | Bonds / Notes | — | $1.4M | $1.4M | 0.4% | |
| NEVADA POWER CO 6.000 03/15/2054 6.000% 03/15/2054 | Bonds / Notes | — | $1.3M | $1.4M | 0.4% | |
| SONOCO PRODUCTS CO 5.750 11/01/2040 5.750% 11/01/2040 | Bonds / Notes | — | $1.5M | $1.4M | 0.4% | |
| NEW YORK LIFE INSURANCE 6.750 11/15/2039 6.750% 11/15/2039 | Bonds / Notes | — | $1.4M | $1.3M | 0.4% | |
| US Treasury Strip Princ 02/15/2042 N/A 02/15/2042 | U.S. Treasuries | — | $1.4M | $1.3M | 0.4% | |
| MERRILL LYNCH & CO 7.750 05/14/2038 7.750% 05/14/2038 | Bonds / Notes | — | $1.3M | $1.3M | 0.4% | |
| ENERGY TRANSFER LP 6.500 02/01/2042 6.500% 02/01/2042 | Bonds / Notes | — | $1.3M | $1.3M | 0.4% | |
| ARTHUR J GALLAGHER & CO 5.750 07/15/2054 5.750% 07/15/2054 | Bonds / Notes | — | $1.3M | $1.3M | 0.4% | |
| AON CORP 6.250 09/30/204018,958.33 6.250% 09/30/2040 | Bonds / Notes | — | $1.2M | $1.2M | 0.4% | |
| SOUTH CAROLINA ELECTRIC & GAS 5.450 02/01/2041 5.450% 02/01/2041 | Bonds / Notes | — | $1.3M | $1.2M | 0.4% | |
| GRUMA SAB DE CV 5.761 12/09/2054 5.761% 12/09/2054 | Bonds / Notes | — | $1.2M | $1.2M | 0.4% | |
| ENBRIDGE ENERGY PARTNERS 7.500 04/15/2038 7.500% 04/15/2038 | Bonds / Notes | — | $1.5M | $1.1M | 0.4% | |
| ENGIE SA 5.875 04/10/2054 5.875% 04/10/2054 | Bonds / Notes | — | $1.1M | $1.1M | 0.4% | |
| BAE SYSTEMS PLC 5.500 03/26/2054 5.500% 03/26/2054 | Bonds / Notes | — | $1.1M | $1.1M | 0.4% | |
| PUBLIC STORAGE 5.350 08/01/2053 5.350% 08/01/2053 | Bonds / Notes | — | $1.2M | $1.1M | 0.4% | |
| L3HARRIS TECH INC 5.600 07/31/2053 5.600% 07/31/2053 | Bonds / Notes | — | $1.1M | $1.1M | 0.4% | |
| ORACLE CORP 4.100 03/25/2061 4.100% 03/25/2061 | Bonds / Notes | — | $1.6M | $1.1M | 0.4% | |
| FMR LLC 6.450 11/15/2039 6.450% 11/15/2039 | Bonds / Notes | — | $1.1M | $1.1M | 0.3% | |
| ABBVIE INC 4.850 06/15/2044 4.850% 06/15/2044 | Bonds / Notes | — | $1.2M | $1.1M | 0.3% | |
| 01/15/2038 6.950% 01/15/2038 | Bonds / Notes | — | $1.1M | $1.1M | 0.3% | |
| XSTRATA FINANCE CANADA 6.900 11/15/2037 6.900% 11/15/2037 | Bonds / Notes | — | $1.1M | $1.1M | 0.3% | |
| MCDONALDS CORP 6.300 10/15/2037 6.300% 10/15/2037 | Bonds / Notes | — | $1.2M | $1.1M | 0.3% | |
| ENTERPRISE PRODUCTS OPER 5.700 02/15/2042 5.700% 02/15/2042 | Bonds / Notes | — | $1.1M | $1.1M | 0.3% | |
| JM SMUCKER CO 6.500 11/15/2053 6.500% 11/15/2053 | Bonds / Notes | — | $993K | $1.1M | 0.3% | |
| BG ENERGY CAPITAL PLC 5.125 10/15/2041 5.125% 10/15/2041 | Bonds / Notes | — | $1.1M | $1.1M | 0.3% | |
| APPALACHIAN PWR CO NT 6.700 08/15/2037 6.700% 08/15/2037 | Bonds / Notes | — | $1.1M | $1.1M | 0.3% | |
| GOLDMAN SACHS GROUP 6.250 02/01/2041 6.250% 02/01/2041 | Bonds / Notes | — | $1.0M | $1.1M | 0.3% | |
| DUKE ENERGY CAROLINAS 6.050 04/15/2038 6.050% 04/15/2038 | Bonds / Notes | — | $1.2M | $1.1M | 0.3% | |
| RELIANCE HOLDINGS USA 6.250 10/19/2040 6.250% 10/19/2040 | Bonds / Notes | — | $938K | $1.0M | 0.3% | |
| HCA INC 5.250 06/15/2049 5.250% 06/15/2049 | Bonds / Notes | — | $1.1M | $1.0M | 0.3% |
