# Board Of Trustees Milwaukee Drivers Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-milwaukee-drivers-pension-fund-plan

> Board Of Trustees Milwaukee Drivers Pension Fund's DB plan: 2,309 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Milwaukee Drivers Pension Fund

- **Sponsor EIN:** 396045229

- **Sponsor Address:** 11270 W PARK PLACE, MILWAUKEE, WI, 532243632

- **Plan Type:** DB

- **Total Participants:** 2,309

- **Total Assets:** $1.1B

## 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|2,309|$1.1B|$61.5M|$0|

| 2023|2,366|$981.1M|$63.7M|$0|

| 2022|2,422|$875.7M|$64.2M|$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|

| CALIBRE CPA GROUP, PLLC|Auditor|$29,250|—|$29,250|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $29,250

- **Estimated Expense Ratio:** 0.003% 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|$2,819,379|$1,809,961|$144,216|$29,250|—|

| 2023|$2,872,129|$2,001,791|$144,417|$28,250|—|

| 2022|$3,115,068|$2,325,328|$144,401|—|$356,030|

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