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Original filing (PDF)20251014202215NAL0004898496004
INTERSTATE POWER AND LIGHT COMPANY
Form 5500
FILING_RECEIVED
IPL RETIREMENT PLAN FOR BARGAINING UNIT EES
Defined-benefit pension plan
Signals · 3
100% in single holdingNo recordkeeper disclosed9 service providers
Active participants
312
Accounts w/ balance
—
Plan assets (EOY)
$266.1M
Net assets (EOY)
$265.7M
How this plan invests
This plan
8 pooled trusts
Schedule D
9 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 "Master Trust Alliant Energy Corporation Master Retirement Trust" is 100% of plan.
- 27 bps in Schedule C fees — 175% 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 INTERSTATE POWER AND LIGHT COMPANY.
Plan sponsor
Name
INTERSTATE POWER AND LIGHT COMPANY
EIN
42-0331370
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
001
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
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COLEMAN & WILLIAMS LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsAdvisor / Consultant
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | PLAN ADMIN ACTUARIAL | $279K | — |
| AON INVESTMENTS USA | 36-3109431 | — | INVESTMENT MANAGER | $165K | — |
| PARAMETRIC PORTFOLIO ASSOCIATIES | 20-0292745 | — | INVESTMENT MANAGER | $57K | — |
| ABERDEEN EMERGING MARKETS EQUITY FU | 51-0368279 | — | INVESTMENT MANAGER | $56K | — |
| MORGAN STANLEY INVESTMENT MGMT | 13-3040307 | — | INVESTMENT MANAGER | $49K | — |
| LGIMA LONG DURATION US CREDIT FUND | 20-8058531 | — | INVESTMENT MANAGER | $28K | — |
| NISA INVESTMENT ADVISORS, LLC | 39-1101934 | — | INVESTMENT MANAGER | $19K | — |
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 | $17K | — |
Investments
6 direct securities · 8 pooled funds· $266.7M(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.
Master Trust
$265.2M
1 holding
Pooled Separate Account
$711K
7 holdings
Pooled Separate Accounts
$524K
1 holding
Uncategorized
$235K
5 holdings
| 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 | — | $256.7M | $265.2M | 99.7% | |
| PRIN LGCAP S&P 500 INDEX SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $524K | 0.2% | |
| Pooled separate accounts with Principal Life Insurance Large Cap S&P 500 Separate Account | Pooled Separate Accounts | — | — | $524K | 0.2% | |
| Small Cap Separate Account | — | — | — | $126K | <0.1% | |
| PRINCIPAL SMALLCAP SEP ACCT-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $126K | <0.1% | |
| Insurance Company General Individual investment contracts with Principal Life Guaranteed Interest Contracts having terms with ending dates from December 31, 2024 through December 31, 2028 | — | — | — | $75K | <0.1% | |
| PRIN LIQUID ASSETS SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $18K | <0.1% | |
| Mid Cap Separate Account | — | — | — | $15K | <0.1% | |
| PRINCIPAL MIDCAP SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $15K | <0.1% | |
| Diversified International Separate Account | — | — | — | $14K | <0.1% | |
| PRIN DIV INTL SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $14K | <0.1% | |
| PRIN CORE PLUS BOND SEP ACT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $10K | <0.1% | |
| Government & HQ Bond Separate Account | — | — | — | $5K | <0.1% | |
| PRIN GOVT&HQBND SEPT ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $5K | <0.1% |