DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Corporate pension

Wisconsin Power & Light Co. Retirement Plan B

Corporate pensionMadison, WI
Assets
$248M
Total assets, Dec 31, 2024 reported
Funded
84.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Wisconsin Power & Light Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 96.7%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
9 managers on Schedule C
From Schedule C (investment management, code 28)
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Total assets
$248M Dec 31, 2024 reported Form 5500
$243M (2023-12) · $236M (2022-12)
Plan assets
$243M Jan 1, 2024 reported Form 5500
$235M (2023-01) · $358M (2022-01)
Net assets
$248M Dec 31, 2024 reported Form 5500
$243M (2023-12) · $236M (2022-12)
Funded ratio
84.3% Jan 1, 2024 reported Form 5500
80.0% (2023-01) · 98.4% (2022-01)
Funding target
$311M Jan 1, 2024 reported Form 5500
$316M (2023-01) · $335M (2022-01)
Discount rate
5.12% Jan 1, 2024 reported Form 5500
5.24% (2023-01) · 5.42% (2022-01)
Participants
1,561 Jan 1, 2024 reported Form 5500
1,612 (2023-01) · 1,705 (2022-01)
Contributions
$14.9M Dec 31, 2024 reported Form 5500
$3.5M (2023-12) · $10.3M (2022-12)
Benefits paid
$22.5M Dec 31, 2024 reported Form 5500
$24.2M (2023-12) · $59.3M (2022-12)
Net investment income
$4.4M Dec 31, 2024 reported Form 5500
$7.2M (2023-12) · $-122M (2022-12)
Investment management fees
$343,722 Dec 31, 2024 reported Form 5500
$573,986 (2023-12) · $700,857 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,561$243M$311M84.3%$248Mn/a$240Mn/a
2023 to Dec 31, 20231,612$235M$316M80.0%$243Mn/a$240Mn/a
2022 to Dec 31, 20221,705$358M$335M98.4%$236Mn/a$225Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
7 events
  • Dec 31, 2024Manager relationship endedinference
    Rhumbline Advisors no longer appears on Wisconsin Power & Light Co. Retirement Plan B's Schedule C as investment manager (plan year 2024 vs 2023)
    with Rhumbline Advisers Corpaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Nepc, LLC no longer appears on Wisconsin Power & Light Co. Retirement Plan B's Schedule C as investment manager (plan year 2024 vs 2023)
    with Nepc, LLCaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Wisconsin Power & Light Co. Retirement Plan B funded ratio 80.0% -> 84.2% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    AON Investment appears on Wisconsin Power & Light Co. Retirement Plan B's Schedule C as investment manager (plan year 2023 vs 2022)
    with AON Investments USA Incaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Wellington Trust Company, Na no longer appears on Wisconsin Power & Light Co. Retirement Plan B's Schedule C as investment manager (plan year 2023 vs 2022)
    with Wellington Trust Companyaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Wisconsin Power & Light Co. Retirement Plan B funded ratio 98.4% -> 80.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Wisconsin Power & Light Co. Retirement Plan B plan assets $358M -> $235M (-34.2%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 390714890-002
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.