Plan Snapshot
- Plan Sponsor: Board Of Trustees Of International Longshoremen'S Association Local 81
- Sponsor EIN: 391252881
- Sponsor Address: N27 W23233 ROUNDY DRIVE, PEWAUKEE, WI, 530720160
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 36
- Total Assets: $1.5M
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 | 36 | $1.5M | $212,417 | $4,231 |
| 2023 | 35 | $1.3M | $80,624 | $4,270 |
| 2022 | 37 | $1.3M | $211,031 | $9,232 |
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 |
|---|---|---|---|---|
| BENESYS INC. | Other Service Provider | $10,264 | — | $10,264 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,264
- Estimated Expense Ratio: 0.688% 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 | $86,944 | — | — | — | — |
| 2023 | $71,094 | — | — | — | — |
| 2022 | $59,215 | — | — | — | — |