# Associated Banc-Corp Health & Welfare Plan
Source: https://planprovider.pro/companies/associated-banc-corp-391098068-501

> Associated Banc-Corp's Health & Welfare plan: 2,947 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Associated Banc-Corp

- **Sponsor EIN:** 391098068

- **Sponsor Address:** 433 MAIN STREET, GREEN BAY, WI, 54301

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,947

- **Total Assets:** $6.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,947|$6.3M|$33.7M|$11.5M|

| 2023|3,009|$7.7M|$31.8M|$10.8M|

| 2022|3,075|$6.2M|$25.1M|$9.9M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| DELTA DENTAL OF WISCONSIN|Recordkeeper|$138,459|—|$138,459|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $138,459

- **Estimated Expense Ratio:** 2.209% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$262,719|—|$262,719|—|—|

| 2023|$173,211|—|$173,211|—|—|

| 2022|$142,287|—|—|—|$142,287|

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