Upper Peninsula Power Company Retirement Plan
Sponsored by Upper Peninsula Power Company · EIN 381280574 · Plan #003
- Total assets
- $87.3M
- Net assets
- $87.3M
- Active participants
- 50
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Towers Watson Investment Services, Inc. CRD 110473 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial, Contract administrator, Recordkeeping | $296,057 |
| Towers Watson Investment Services | Investment management, Direct payment from the plan, Investment management fees (direct) | $219,004 |
| Humana | Insurance services, Direct payment from the plan | $123,574 |
| State Street Bank And Trust | Custodial (securities), Trustee (directed), Float revenue | $76,410 |
| Cliftonlarsonallen Llp | Trustee (institutional), Direct payment from the plan | $8,650 |
| Delta Dental | Claims processing, Contract administrator, Direct payment from the plan | $4,820 |