WISCONSIN PHYSICIANS SERVICE INSURANCE CORPORATION has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022: WPS PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 436,736,899 |
Acturial value of plan assets | 2022-12-31 | 418,098,120 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 200,589,954 |
Number of terminated vested participants | 2022-12-31 | 929 |
Fundng target for terminated vested participants | 2022-12-31 | 58,904,521 |
Active participant vested funding target | 2022-12-31 | 58,171,735 |
Number of active participants | 2022-12-31 | 616 |
Total funding liabilities for active participants | 2022-12-31 | 61,063,765 |
Total participant count | 2022-12-31 | 3,097 |
Total funding target for all participants | 2022-12-31 | 320,558,240 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 74,457,021 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 2,850,547 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 71,606,474 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 77,349,313 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 650,000 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 3,097 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 560 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1,470 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 903 |
Total of all active and inactive participants | 2022-01-01 | 2,933 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 129 |
Total participants | 2022-01-01 | 3,062 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: WPS PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 424,466,639 |
Acturial value of plan assets | 2021-12-31 | 382,427,658 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 193,536,722 |
Number of terminated vested participants | 2021-12-31 | 919 |
Fundng target for terminated vested participants | 2021-12-31 | 53,306,370 |
Active participant vested funding target | 2021-12-31 | 66,898,280 |
Number of active participants | 2021-12-31 | 722 |
Total funding liabilities for active participants | 2021-12-31 | 70,151,788 |
Total participant count | 2021-12-31 | 3,146 |
Total funding target for all participants | 2021-12-31 | 316,994,880 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 68,377,099 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 3,496,460 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 64,880,639 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 74,457,021 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 1,800,000 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 9,024,243 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 2,850,547 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 2,850,547 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 3,146 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 616 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1,432 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 921 |
Total of all active and inactive participants | 2021-01-01 | 2,969 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 128 |
Total participants | 2021-01-01 | 3,097 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: WPS PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 388,532,832 |
Acturial value of plan assets | 2020-12-31 | 365,544,853 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 189,682,429 |
Number of terminated vested participants | 2020-12-31 | 944 |
Fundng target for terminated vested participants | 2020-12-31 | 52,272,494 |
Active participant vested funding target | 2020-12-31 | 68,029,085 |
Number of active participants | 2020-12-31 | 774 |
Total funding liabilities for active participants | 2020-12-31 | 71,953,187 |
Total participant count | 2020-12-31 | 3,180 |
Total funding target for all participants | 2020-12-31 | 313,908,110 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 60,316,065 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 8,972,113 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 51,343,952 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 63,024,701 |
Total employer contributions | 2020-12-31 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 1,800,000 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 11,387,958 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 2,869,181 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 2,869,181 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 3,180 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 722 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1,392 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 914 |
Total of all active and inactive participants | 2020-01-01 | 3,028 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 118 |
Total participants | 2020-01-01 | 3,146 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: WPS PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 334,296,224 |
Acturial value of plan assets | 2019-12-31 | 352,360,012 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 191,827,096 |
Number of terminated vested participants | 2019-12-31 | 922 |
Fundng target for terminated vested participants | 2019-12-31 | 51,115,606 |
Active participant vested funding target | 2019-12-31 | 74,677,286 |
Number of active participants | 2019-12-31 | 871 |
Total funding liabilities for active participants | 2019-12-31 | 79,512,130 |
Total participant count | 2019-12-31 | 3,207 |
Total funding target for all participants | 2019-12-31 | 322,454,832 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 71,506,389 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 7,176,115 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 64,330,274 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 60,316,065 |
Total employer contributions | 2019-12-31 | 0 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 1,800,000 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 30,410,885 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 8,972,113 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 8,972,113 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 3,207 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 774 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1,351 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 939 |
Total of all active and inactive participants | 2019-01-01 | 3,064 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 116 |
Total participants | 2019-01-01 | 3,180 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: WPS PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 375,320,095 |
Acturial value of plan assets | 2018-12-31 | 350,635,452 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 173,325,889 |
Number of terminated vested participants | 2018-12-31 | 899 |
Fundng target for terminated vested participants | 2018-12-31 | 47,512,047 |
Active participant vested funding target | 2018-12-31 | 82,876,296 |
Number of active participants | 2018-12-31 | 973 |
Total funding liabilities for active participants | 2018-12-31 | 87,500,976 |
Total participant count | 2018-12-31 | 3,227 |
Total funding target for all participants | 2018-12-31 | 308,338,912 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 67,866,191 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 5,305,921 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 62,560,270 |
Present value of excess contributions | 2018-12-31 | 63,158 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 66,903 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 71,506,389 |
Total employer contributions | 2018-12-31 | 0 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 1,000,000 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 29,209,849 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 7,176,115 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 7,176,115 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 3,227 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 871 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1,312 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 918 |
Total of all active and inactive participants | 2018-01-01 | 3,101 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 106 |
Total participants | 2018-01-01 | 3,207 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: WPS PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 342,112,208 |
Acturial value of plan assets | 2017-12-31 | 345,521,657 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 160,545,183 |
Number of terminated vested participants | 2017-12-31 | 860 |
Fundng target for terminated vested participants | 2017-12-31 | 42,769,727 |
Active participant vested funding target | 2017-12-31 | 89,815,509 |
Number of active participants | 2017-12-31 | 1,103 |
Total funding liabilities for active participants | 2017-12-31 | 95,121,173 |
Total participant count | 2017-12-31 | 3,253 |
Total funding target for all participants | 2017-12-31 | 298,436,083 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 66,031,018 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 3,366,022 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 62,664,996 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 67,866,191 |
Total employer contributions | 2017-12-31 | 63,856 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 63,158 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 1,050,000 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 20,780,617 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 5,305,921 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 5,305,921 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 63,158 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 3,253 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 973 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1,261 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 899 |
Total of all active and inactive participants | 2017-01-01 | 3,133 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 94 |
Total participants | 2017-01-01 | 3,227 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: WPS PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 332,038,847 |
Acturial value of plan assets | 2016-12-31 | 344,203,648 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 146,991,851 |
Number of terminated vested participants | 2016-12-31 | 776 |
Fundng target for terminated vested participants | 2016-12-31 | 34,815,901 |
Active participant vested funding target | 2016-12-31 | 101,255,508 |
Number of active participants | 2016-12-31 | 1,284 |
Total funding liabilities for active participants | 2016-12-31 | 107,066,873 |
Total participant count | 2016-12-31 | 3,290 |
Total funding target for all participants | 2016-12-31 | 288,874,625 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 70,261,472 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 2,398,144 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 67,863,328 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 66,031,018 |
Total employer contributions | 2016-12-31 | 0 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 1,075,000 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 10,701,995 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 3,366,022 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 3,366,022 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 3,290 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,103 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1,203 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 852 |
Total of all active and inactive participants | 2016-01-01 | 3,158 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 95 |
Total participants | 2016-01-01 | 3,253 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: WPS PENSION PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 3,313 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,284 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1,150 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 771 |
Total of all active and inactive participants | 2015-01-01 | 3,205 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 85 |
Total participants | 2015-01-01 | 3,290 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: WPS PENSION PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 3,564 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,444 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1,083 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 710 |
Total of all active and inactive participants | 2014-01-01 | 3,237 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 76 |
Total participants | 2014-01-01 | 3,313 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: WPS PENSION PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 2,679 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,618 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1,009 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 866 |
Total of all active and inactive participants | 2013-01-01 | 3,493 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 71 |
Total participants | 2013-01-01 | 3,564 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: WPS PENSION PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 3,337 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,577 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 628 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 437 |
Total of all active and inactive participants | 2012-01-01 | 2,642 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 37 |
Total participants | 2012-01-01 | 2,679 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: WPS PENSION PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 3,381 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,722 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 539 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1,038 |
Total of all active and inactive participants | 2011-01-01 | 3,299 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 38 |
Total participants | 2011-01-01 | 3,337 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: WPS PENSION PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 2,522 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1,820 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 493 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1,032 |
Total of all active and inactive participants | 2010-01-01 | 3,345 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 36 |
Total participants | 2010-01-01 | 3,381 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 7 |
2009: WPS PENSION PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 2,586 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,437 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 277 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 785 |
Total of all active and inactive participants | 2009-01-01 | 2,499 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 23 |
Total participants | 2009-01-01 | 2,522 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 52 |
2007: WPS PENSION PLAN 2007 401k membership |
---|
Total participants, beginning-of-year | 2007-01-01 | 2,592 |
Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 1,646 |
Number of retired or separated participants receiving benefits | 2007-01-01 | 224 |
Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 657 |
Total of all active and inactive participants | 2007-01-01 | 2,527 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 26 |
Total participants | 2007-01-01 | 2,553 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 135 |
Measure | Date | Value |
---|
2022 : WPS PENSION PLAN 2022 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-70,516,762 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-70,516,762 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $738,422 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,294,689 |
Total income from all sources (including contributions) | 2022-12-31 | $-96,144,160 |
Total loss/gain on sale of assets | 2022-12-31 | $-10,201,539 |
Total of all expenses incurred | 2022-12-31 | $20,619,888 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $19,420,013 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $320,605,627 |
Value of total assets at beginning of year | 2022-12-31 | $437,925,942 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,199,875 |
Total interest from all sources | 2022-12-31 | $8,499,323 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,936,148 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,936,148 |
Administrative expenses professional fees incurred | 2022-12-31 | $154,861 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $889,325 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $1,249,075 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $2,133,408 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $1,832,141 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $652,574 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $1,189,043 |
Other income not declared elsewhere | 2022-12-31 | $5,094 |
Administrative expenses (other) incurred | 2022-12-31 | $272,536 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $85,848 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $105,646 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-116,764,048 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $319,867,205 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $436,631,253 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $566,406 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $83,491,671 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $118,019,344 |
Interest on participant loans | 2022-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Interest earned on other investments | 2022-12-31 | $25,625 |
Income. Interest from US Government securities | 2022-12-31 | $1,524,455 |
Income. Interest from corporate debt instruments | 2022-12-31 | $6,894,771 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $39,539,523 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $49,623,773 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $4,367,836 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $5,376,665 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $5,376,665 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $54,472 |
Asset value of US Government securities at end of year | 2022-12-31 | $70,014,108 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $107,419,359 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-20,927,821 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-4,938,603 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $0 |
Income. Dividends from preferred stock | 2022-12-31 | $0 |
Income. Dividends from common stock | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $19,420,013 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $120,169,756 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $154,405,585 |
Contract administrator fees | 2022-12-31 | $206,072 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $130,619,509 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $140,821,048 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2022-12-31 | 390859910 |
2021 : WPS PENSION PLAN 2021 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-17,465,365 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-17,465,365 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,294,689 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $3,875,625 |
Total income from all sources (including contributions) | 2021-12-31 | $33,375,018 |
Total loss/gain on sale of assets | 2021-12-31 | $5,317,593 |
Total of all expenses incurred | 2021-12-31 | $21,210,404 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $18,591,567 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $437,925,942 |
Value of total assets at beginning of year | 2021-12-31 | $428,342,264 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,618,837 |
Total interest from all sources | 2021-12-31 | $8,043,955 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $2,584,689 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $2,584,689 |
Administrative expenses professional fees incurred | 2021-12-31 | $92,056 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $1,249,075 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $290,240 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $1,832,141 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $6,219,178 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $1,189,043 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $3,875,625 |
Other income not declared elsewhere | 2021-12-31 | $258,684 |
Administrative expenses (other) incurred | 2021-12-31 | $1,480,494 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $105,646 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $12,164,614 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $436,631,253 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $424,466,639 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $840,337 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $118,019,344 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $122,485,321 |
Interest on participant loans | 2021-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Interest earned on other investments | 2021-12-31 | $3,641 |
Income. Interest from US Government securities | 2021-12-31 | $1,854,131 |
Income. Interest from corporate debt instruments | 2021-12-31 | $6,185,597 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $49,623,773 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $48,363,117 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $5,376,665 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,671,429 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,671,429 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $586 |
Asset value of US Government securities at end of year | 2021-12-31 | $107,419,359 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $91,745,209 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $23,194,828 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $11,440,634 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $0 |
Income. Dividends from preferred stock | 2021-12-31 | $0 |
Income. Dividends from common stock | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $18,591,567 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $154,405,585 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $157,567,770 |
Contract administrator fees | 2021-12-31 | $205,950 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $144,945,541 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $139,627,948 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2021-12-31 | 390859910 |
2020 : WPS PENSION PLAN 2020 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $9,899,990 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $9,899,990 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $3,875,625 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $56,578,552 |
Total loss/gain on sale of assets | 2020-12-31 | $19,649,758 |
Total of all expenses incurred | 2020-12-31 | $20,644,745 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $18,237,069 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
Value of total assets at end of year | 2020-12-31 | $428,342,264 |
Value of total assets at beginning of year | 2020-12-31 | $388,532,832 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,407,676 |
Total interest from all sources | 2020-12-31 | $8,369,025 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $2,026,776 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $2,026,776 |
Administrative expenses professional fees incurred | 2020-12-31 | $77,421 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $290,240 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $275,844 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $6,219,178 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $2,368,333 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $3,875,625 |
Other income not declared elsewhere | 2020-12-31 | $146 |
Administrative expenses (other) incurred | 2020-12-31 | $1,472,730 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $35,933,807 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $424,466,639 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $388,532,832 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $691,772 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $122,485,321 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $107,474,971 |
Interest earned on other investments | 2020-12-31 | $11,398 |
Income. Interest from US Government securities | 2020-12-31 | $2,388,122 |
Income. Interest from corporate debt instruments | 2020-12-31 | $5,961,779 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $48,363,117 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $44,868,193 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,671,429 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $2,770,937 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $2,770,937 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $7,726 |
Asset value of US Government securities at end of year | 2020-12-31 | $91,745,209 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $89,117,436 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $12,983,574 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $3,649,283 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $18,237,069 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $157,567,770 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $141,657,118 |
Contract administrator fees | 2020-12-31 | $165,753 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $181,463,882 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $161,814,124 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2020-12-31 | 390859910 |
2019 : WPS PENSION PLAN 2019 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $29,890,837 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $29,890,837 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $74,379,889 |
Total loss/gain on sale of assets | 2019-12-31 | $3,907,987 |
Total of all expenses incurred | 2019-12-31 | $20,143,282 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $17,976,284 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $388,532,832 |
Value of total assets at beginning of year | 2019-12-31 | $334,296,225 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,166,998 |
Total interest from all sources | 2019-12-31 | $8,837,736 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,407,153 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,407,153 |
Administrative expenses professional fees incurred | 2019-12-31 | $91,106 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $275,844 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $2,368,333 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $2,529,309 |
Administrative expenses (other) incurred | 2019-12-31 | $1,325,194 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $54,236,607 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $388,532,832 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $334,296,225 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $548,006 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $107,474,971 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $85,233,244 |
Income. Interest from US Government securities | 2019-12-31 | $3,444,861 |
Income. Interest from corporate debt instruments | 2019-12-31 | $5,297,925 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $44,868,193 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $35,369,944 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $2,770,937 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $2,338,597 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $2,338,597 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $94,950 |
Asset value of US Government securities at end of year | 2019-12-31 | $89,117,436 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $78,781,233 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $19,837,927 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $9,498,249 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $0 |
Income. Dividends from common stock | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $17,976,284 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $141,657,118 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $130,043,898 |
Contract administrator fees | 2019-12-31 | $202,692 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $56,413,840 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $52,505,853 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | GRANT THORNTON, LLC |
Accountancy firm EIN | 2019-12-31 | 396055558 |
2018 : WPS PENSION PLAN 2018 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-23,065,067 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-23,065,067 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-22,293,334 |
Total loss/gain on sale of assets | 2018-12-31 | $1,066,564 |
Total of all expenses incurred | 2018-12-31 | $18,730,876 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $17,128,984 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
Value of total assets at end of year | 2018-12-31 | $334,296,225 |
Value of total assets at beginning of year | 2018-12-31 | $375,320,435 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,601,892 |
Total interest from all sources | 2018-12-31 | $9,464,288 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,099,235 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $2,099,235 |
Administrative expenses professional fees incurred | 2018-12-31 | $198,311 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $2,529,309 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $2,648,929 |
Administrative expenses (other) incurred | 2018-12-31 | $701,106 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-41,024,210 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $334,296,225 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $375,320,435 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $552,390 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $85,233,244 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $94,226,451 |
Income. Interest from US Government securities | 2018-12-31 | $3,535,504 |
Income. Interest from corporate debt instruments | 2018-12-31 | $5,836,044 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $35,369,944 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $36,135,857 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $2,338,597 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $2,882,417 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $2,882,417 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $92,740 |
Asset value of US Government securities at end of year | 2018-12-31 | $78,781,233 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $85,191,731 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-11,092,442 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-765,912 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $0 |
Income. Dividends from common stock | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $17,128,984 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $130,043,898 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $154,235,050 |
Contract administrator fees | 2018-12-31 | $150,085 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $27,767,747 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $26,701,183 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | GRANT THORNTON, LLC |
Accountancy firm EIN | 2018-12-31 | 396055558 |
2017 : WPS PENSION PLAN 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $15,874,536 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $15,874,536 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $50,910,646 |
Total loss/gain on sale of assets | 2017-12-31 | $1,641,668 |
Total of all expenses incurred | 2017-12-31 | $17,702,419 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $16,050,052 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $63,856 |
Value of total assets at end of year | 2017-12-31 | $375,320,435 |
Value of total assets at beginning of year | 2017-12-31 | $342,112,208 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,652,367 |
Total interest from all sources | 2017-12-31 | $9,591,612 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $2,461,790 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $2,199,777 |
Administrative expenses professional fees incurred | 2017-12-31 | $143,730 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $2,648,929 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $2,594,099 |
Administrative expenses (other) incurred | 2017-12-31 | $715,179 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $33,208,227 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $375,320,435 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $342,112,208 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $676,214 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $94,226,451 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $92,443,934 |
Income. Interest from US Government securities | 2017-12-31 | $3,366,398 |
Income. Interest from corporate debt instruments | 2017-12-31 | $6,113,914 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $36,135,857 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $2,882,417 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $5,325,180 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $5,325,180 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $111,300 |
Asset value of US Government securities at end of year | 2017-12-31 | $85,191,731 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $75,237,510 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $16,532,653 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $4,744,531 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $63,856 |
Income. Dividends from common stock | 2017-12-31 | $262,013 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $16,050,052 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $154,235,050 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $141,099,683 |
Contract administrator fees | 2017-12-31 | $117,244 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $25,411,802 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $32,016,656 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $30,374,988 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | GRANT THORNTON, LLC |
Accountancy firm EIN | 2017-12-31 | 396055558 |
2016 : WPS PENSION PLAN 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $4,262,012 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $4,262,012 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $2,161,714 |
Total income from all sources (including contributions) | 2016-12-31 | $26,974,859 |
Total loss/gain on sale of assets | 2016-12-31 | $6,282,235 |
Total of all expenses incurred | 2016-12-31 | $17,037,575 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $14,974,839 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
Value of total assets at end of year | 2016-12-31 | $342,112,208 |
Value of total assets at beginning of year | 2016-12-31 | $334,336,638 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,062,736 |
Total interest from all sources | 2016-12-31 | $10,383,637 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $2,754,770 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,180,100 |
Administrative expenses professional fees incurred | 2016-12-31 | $141,395 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $2,594,099 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $2,815,871 |
Administrative expenses (other) incurred | 2016-12-31 | $756,650 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $2,161,714 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $9,937,284 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $342,112,208 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $332,174,924 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $1,050,932 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $92,443,934 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $40,116,667 |
Income. Interest from US Government securities | 2016-12-31 | $3,532,325 |
Income. Interest from corporate debt instruments | 2016-12-31 | $6,627,204 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $5,325,180 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $10,911,050 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $10,911,050 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $224,108 |
Asset value of US Government securities at end of year | 2016-12-31 | $75,237,510 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $76,096,412 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $3,292,205 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Income. Dividends from common stock | 2016-12-31 | $1,574,670 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $14,974,839 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $141,099,683 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $136,921,022 |
Contract administrator fees | 2016-12-31 | $113,759 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $25,411,802 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $67,475,616 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $372,468,197 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $366,185,962 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | GRANT THORNTON, LLC |
Accountancy firm EIN | 2016-12-31 | 396055558 |
2015 : WPS PENSION PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $2,161,714 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,981 |
Total income from all sources (including contributions) | 2015-12-31 | $-9,364,604 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $15,262,863 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $13,719,172 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $334,336,638 |
Value of total assets at beginning of year | 2015-12-31 | $356,804,372 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,543,691 |
Total interest from all sources | 2015-12-31 | $11,074,184 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $2,724,596 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $184,329 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $2,815,871 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $2,792,335 |
Administrative expenses (other) incurred | 2015-12-31 | $189,686 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $2,161,714 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $1,981 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-24,627,467 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $332,174,924 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $356,802,391 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $1,033,984 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $40,116,667 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $42,769,690 |
Income. Interest from US Government securities | 2015-12-31 | $3,938,482 |
Income. Interest from corporate debt instruments | 2015-12-31 | $7,135,702 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $10,911,050 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $15,851,780 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $15,851,780 |
Asset value of US Government securities at end of year | 2015-12-31 | $76,096,412 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $74,200,266 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-23,163,384 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Income. Dividends from common stock | 2015-12-31 | $2,724,596 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $13,719,172 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $136,921,022 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $152,284,462 |
Contract administrator fees | 2015-12-31 | $135,692 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $67,475,616 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $68,905,839 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | GRANT THORNTON, LLC |
Accountancy firm EIN | 2015-12-31 | 396055558 |
2014 : WPS PENSION PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,981 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $38,772,133 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $22,551,069 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $20,654,032 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $4,430 |
Value of total assets at end of year | 2014-12-31 | $356,804,372 |
Value of total assets at beginning of year | 2014-12-31 | $340,581,327 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,897,037 |
Total interest from all sources | 2014-12-31 | $10,988,949 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $2,784,844 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $201,997 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $4,430 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $340,404 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $2,792,335 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $2,813,593 |
Administrative expenses (other) incurred | 2014-12-31 | $533,456 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $1,981 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $16,221,064 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $356,802,391 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $340,581,327 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $1,081,534 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $42,769,690 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $43,251,148 |
Income. Interest from US Government securities | 2014-12-31 | $2,114,968 |
Income. Interest from corporate debt instruments | 2014-12-31 | $8,871,878 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $15,851,780 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $8,179,010 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $8,179,010 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $2,103 |
Asset value of US Government securities at end of year | 2014-12-31 | $74,200,266 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $61,559,481 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $24,993,910 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2014-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Income. Dividends from common stock | 2014-12-31 | $2,784,844 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $20,654,032 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $152,284,462 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $144,377,692 |
Contract administrator fees | 2014-12-31 | $80,050 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $68,905,839 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $80,059,999 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | GRANT THORNTON, LLC |
Accountancy firm EIN | 2014-12-31 | 396055558 |
2013 : WPS PENSION PLAN 2013 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $10,850 |
Total income from all sources (including contributions) | 2013-12-31 | $24,796,493 |
Total of all expenses incurred | 2013-12-31 | $12,715,235 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $11,363,050 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $77,392 |
Value of total assets at end of year | 2013-12-31 | $340,581,327 |
Value of total assets at beginning of year | 2013-12-31 | $328,510,919 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,352,185 |
Total interest from all sources | 2013-12-31 | $9,331,993 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,729,781 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $77,392 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $340,404 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $8,723,944 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $2,813,593 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $2,433,627 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $10,850 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $12,081,258 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $340,581,327 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $328,500,069 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $1,352,185 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $43,251,148 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $45,286,359 |
Income. Interest from US Government securities | 2013-12-31 | $2,789,553 |
Income. Interest from corporate debt instruments | 2013-12-31 | $6,542,440 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $8,179,010 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $4,883,614 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $4,883,614 |
Asset value of US Government securities at end of year | 2013-12-31 | $61,559,481 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $25,121,870 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $12,657,327 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Income. Dividends from common stock | 2013-12-31 | $2,729,781 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $11,363,050 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $144,377,692 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $164,931,263 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $80,059,999 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $77,130,242 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | GRANT THORNTON, LLC |
Accountancy firm EIN | 2013-12-31 | 396055558 |
2012 : WPS PENSION PLAN 2012 401k financial data |
---|
Total transfer of assets to this plan | 2012-12-31 | $85,483,622 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $10,850 |
Total income from all sources (including contributions) | 2012-12-31 | $35,196,838 |
Total of all expenses incurred | 2012-12-31 | $30,480,706 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $30,480,706 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $6,300,000 |
Value of total assets at end of year | 2012-12-31 | $328,510,919 |
Value of total assets at beginning of year | 2012-12-31 | $238,300,315 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | No |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $2,433,627 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $10,850 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $4,716,132 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $328,500,069 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $238,300,315 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $54,010,303 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $238,300,315 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $4,883,614 |
Asset value of US Government securities at end of year | 2012-12-31 | $25,121,870 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $6,300,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $30,480,706 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $164,931,263 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $77,130,242 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | GRANT THORNTON, LLC |
Accountancy firm EIN | 2012-12-31 | 396055558 |
2011 : WPS PENSION PLAN 2011 401k financial data |
---|
Total income from all sources (including contributions) | 2011-12-31 | $21,004,824 |
Total of all expenses incurred | 2011-12-31 | $5,693,644 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $5,693,644 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $10,500,000 |
Value of total assets at end of year | 2011-12-31 | $238,300,315 |
Value of total assets at beginning of year | 2011-12-31 | $222,989,135 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $15,311,180 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $238,300,315 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $222,989,135 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $238,300,315 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $222,989,135 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $10,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $5,693,644 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2011-12-31 | 366055558 |
2010 : WPS PENSION PLAN 2010 401k financial data |
---|
Total income from all sources (including contributions) | 2010-12-31 | $34,217,291 |
Total of all expenses incurred | 2010-12-31 | $4,968,338 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $4,968,338 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $11,400,000 |
Value of total assets at end of year | 2010-12-31 | $222,989,135 |
Value of total assets at beginning of year | 2010-12-31 | $193,740,182 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $29,248,953 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $222,989,135 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $193,740,182 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $222,989,135 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $193,740,182 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $11,400,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $4,968,338 |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2010-12-31 | 366055558 |