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Original filing (PDF)20250715091646NAL0002991632001
WISCONSIN PHYSICIANS SERVICE INSURANCE CORPORATION
Form 5500
FILING_RECEIVED
WPS BARGAINING UNIT EMPLOYEES 401K PLAN
401(k) retirement plan
Active participants
338
Accounts w/ balance
427
Plan assets (EOY)
$23.4M
Net assets (EOY)
$23.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WISCONSIN PHYSICIANS SERVICE INSURANCE CORPORATION.
Plan sponsor
Name
WISCONSIN PHYSICIANS SERVICE INSURANCE CORPORATION
EIN
39-1268299
Address
WPS CORPORATE CENTER · 1717 WEST BROADWAY · MADISON, WI · 53713
Phone
(608) 977-7018
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
012
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $54K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT | — | MADISON, WI | ADVISOR | $10K | — |
Investments
23 direct securities · 2 pooled funds· $23.4M(100% 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.
Uncategorized
$21.5M
22 holdings
Common Collective Trust
$1.5M
2 holdings
Mutual Funds
$441K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blend 2025 JPMorgan Chase Bank JPMCB Smart Retirement Passive N/R | — | — | — | $3.6M | 15.3% | |
| Blend 2035 JPMorgan Chase Bank JPMCB Smart Retirement Passive N/R | — | — | — | $2.6M | 11.3% | |
| Blend 2040 JPMorgan Chase Bank JPMCB Smart Retirement Passive N/R | — | — | — | $2.4M | 10.1% | |
| Blend 2030 JPMorgan Chase Bank JPMCB Smart Retirement Passive N/R | — | — | — | $2.0M | 8.3% | |
| JPMorgan Chase Bank JPMCB Smart Retirement Passive N/R | — | — | — | $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 | — | — | — | $1.3M | 5.4% | |
| Blend Income Wilmington Trust Large Cap Growth Fund III Class I1 N/R | — | — | — | $1.3M | 5.4% | |
| Fidelity 500 Index N/R | — | — | — | $822K | 3.5% | |
| Dodge & Cox Dodge & Cox Stock N/R | — | — | — | $796K | 3.4% | |
| Blend 2045 JPMorgan Chase Bank JPMCB Smart Retirement Passive N/R | — | — | — | $763K | 3.3% | |
| Instl The Vanguard Group Vanguard Wellington - Admiral N/R | — | — | — | $649K | 2.8% | |
| Dodge & Cox Dodge & Cox Income N/R | — | — | — | $559K | 2.4% | |
| Wilmington Trust Mid Cap Growth Fund Cl I1 N/R | — | — | — | $530K | 2.3% | |
| Institutional The Vanguard Group Vanguard Selected Value N/R | — | — | — | $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 | — | — | — | $418K | 1.8% | |
| Great Gray Trust Company Small Cap Value III Fee Class I1 N/R | — | — | — | $374K | 1.6% | |
| The Vanguard Group Vanguard Mid-Cap Index - N/R | — | — | — | $370K | 1.6% | |
| Blend 2050 JPMorgan Chase Bank JPMCB Smart Retirement Passive N/R | — | — | — | $334K | 1.4% | |
| The Oakmark Funds Oakmark International Fund Class N/R | — | — | — | $261K | 1.1% | |
| Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $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 | — | — | — | $141K | 0.6% | |
| Blend 2060 JPMorgan Chase Bank JPMCB Smart Retirement Passive N/R | — | — | — | $19K | <0.1% |
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