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Form 5500 · Retirement plan · MADISON, WI

MADISON GAS AND ELECTRIC COMPANY

The filing calls this plan MADISON GAS AND ELECTRIC COMPANY RETIREMENT PLAN.

MADISON GAS AND ELECTRIC COMPANY of MADISON, WI's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0444025 · plan 002 · plan year 2024, filed Oct 8, 2025

Participants at the start of the year
596
Contracts on file
1
Contract value
$263,026,924
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with EMPOWER ANNUITY INSURANCE COMPANY.

The contracts held $263,026,924 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
EMPOWER ANNUITY INSURANCE COMPANYAnnuity / GIC591December$263,026,924$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
MADISON GAS AND ELECTRIC COMPANY
EIN 39-0444025
EMPOWER ANNUITY INSURANCE COMPANY
Named on Schedule C · EIN 06-1050034
$180,100
paid directly by the plan
CLIFTON ARSONALLEN LLP
Accounting and audit · EIN 41-0746749
$11,418
paid directly by the plan
HUB INTERNATIONAL
Named on Schedule C · EIN 39-0672425
$10,878
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$279,047,843
Paid out in benefits
$15,707,680
Participants at the start of the year
596

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 41-0746749
CLIFTONARSONALLEN LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$11,419

From Schedule H of this filing.

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