Kristen Thomas signed Wisconsin Physicians Service Insurance Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wisconsin Physicians Service Insurance Corporation's EIN is 39-1268299.
Download the official 2024 Form 5500 (PDF) for Wisconsin Physicians Service Insurance Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wisconsin Physicians Service Insurance Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT | — | MADISON, WI | ADVISOR | $10K | — |
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 | % of plan | |||||
|---|---|---|---|---|---|---|
| Blend 2025 JPMorgan Chase Bank JPMCB Smart Retirement Passive N/R | Other securities | — | — | $3.6M | 15.3% | |
| Blend 2035 JPMorgan Chase Bank JPMCB Smart Retirement Passive N/R | Other securities | — | — | $2.6M | 11.3% | |
| Blend 2040 JPMorgan Chase Bank JPMCB Smart Retirement Passive N/R | Other securities | — | — | $2.4M | 10.1% | |
| Blend 2030 JPMorgan Chase Bank JPMCB Smart Retirement Passive N/R | Other securities | — | — | $2.0M | 8.3% | |
| JPMorgan Chase Bank JPMCB Smart Retirement Passive N/R | Other securities | — | — | $1.7M | 7.1% | |
| MORLEY STABLE VALUE CL 20-II PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.3M | 5.7% | |
| Blend 2065 JPMorgan Chase Bank JPMCB Smart Retirement Passive N/R | Other securities | — | — | $1.3M | 5.4% | |
| Blend Income Wilmington Trust Large Cap Growth Fund III Class I1 N/R | Other securities | — | — | $1.3M | 5.4% | |
| Fidelity 500 Index N/R | Common Collective Trusts | — | — | $822K | 3.5% | |
| Dodge & Cox Dodge & Cox Stock N/R | Mutual Funds | — | — | $796K | 3.4% | |
| Blend 2045 JPMorgan Chase Bank JPMCB Smart Retirement Passive N/R | Other securities | — | — | $763K | 3.3% | |
| Instl The Vanguard Group Vanguard Wellington - Admiral N/R | Mutual Funds | — | — | $649K | 2.8% | |
| Dodge & Cox Dodge & Cox Income N/R | Mutual Funds | — | — | $559K | 2.4% | |
| Wilmington Trust Mid Cap Growth Fund Cl I1 N/R | Other securities | — | — | $530K | 2.3% | |
| Institutional The Vanguard Group Vanguard Selected Value N/R | Mutual Funds | — | — | $445K | 1.9% | |
| Clear Bridge Investments Clearbridge Small Cap Growth - I N/R | Mutual Funds | — | — | $441K | 1.9% | |
| The Vanguard Group Vanguard Small-Cap Index Fund N/R | Common Collective Trusts | — | — | $418K | 1.8% | |
| Great Gray Trust Company Small Cap Value III Fee Class I1 N/R | Common Stocks | — | — | $374K | 1.6% | |
| The Vanguard Group Vanguard Mid-Cap Index - N/R | Mutual Funds | — | — | $370K | 1.6% | |
| Blend 2050 JPMorgan Chase Bank JPMCB Smart Retirement Passive N/R | Other securities | — | — | $334K | 1.4% | |
| The Oakmark Funds Oakmark International Fund Class N/R | Other securities | — | — | $261K | 1.1% | |
| Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $256K | 1.1% | |
| STABLE VALUE FUND GREAT GRAY TRUST COMPANY, LLC · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $160K | 0.7% | |
| Blend 2055 JPMorgan Chase Bank JPMCB Smart Retirement Passive N/R | Other securities | — | — | $141K | 0.6% | |
| Blend 2060 JPMorgan Chase Bank JPMCB Smart Retirement Passive N/R | Other securities | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
