Plan Snapshot
- Plan Sponsor: Board Of Trustees Greater Wisconsin Employer-Union Pension Trust Fund
- Sponsor EIN: 396188024
- Sponsor Address: 11270 W PARK PLACE, MILWAUKEE, WI, 53224
- Plan Type: DB
- Total Participants: 0
- Total Assets: $3.1M
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 | 0 | $3.1M | $0 | $0 |
| 2023 | 0 | $8.2M | $0 | $0 |
| 2022 | 0 | $13.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION OF WI | Other Service Provider | $103,082 | — | $103,082 |
| THE SEGAL COMPANY | Other Service Provider | $69,864 | — | $69,864 |
| RUSSELL TRUST COMPANY | Investment Advisor | $23,325 | — | $23,325 |
| THE PREVIANT LAW FIRM | Other Service Provider | $16,726 | — | $16,726 |
| SIKICH CPA LLC | Auditor | $16,480 | — | $16,480 |
| US BANK | Other Service Provider | $5,468 | — | $5,468 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUSSELL TRUST COMPANY — Investment Advisor
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $234,945
- Estimated Expense Ratio: 7.539% 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 | $337,146 | $23,325 | $103,082 | $16,480 | — |
| 2023 | $322,534 | $45,142 | $95,694 | $16,000 | — |
| 2022 | $336,821 | $69,115 | $97,697 | — | $63,120 |