# Board Of Trustees Of Madison Area Construction Employees Trust - Healt Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-madison-area-construction-employees-trust-healt-396046679-501

> Board Of Trustees Of Madison Area Construction Employees Trust - Healt's Health & Welfare plan: 867 participants, plan year 2024 financials, providers, and b…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Madison Area Construction Employees Trust - Healt

- **Sponsor EIN:** 396046679

- **Sponsor Address:** 2901 W. BELTLINE HIGHWAY, SUITE 100, MADISON, WI, 53713

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 867

- **Total Assets:** $25.2M

## 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|867|$25.2M|$16.0M|$388,049|

| 2023|851|$22.7M|$15.5M|$329,753|

| 2022|759|$18.0M|$13.7M|$328,689|

## 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|$382,630|—|$382,630|

| BLUE CROSS BLUE SHIELD OF WISCONSIN|Other Service Provider|$283,923|—|$283,923|

| KOVITZ INVESTMENT GROUP PARTNERS|Other Service Provider|$103,295|—|$103,295|

| LEE JOST & ASSOCIATES|Other Service Provider|$66,500|—|$66,500|

| THE PREVIANT LAW FIRM, S.C.|Other Service Provider|$41,644|—|$41,644|

| MEDEXPERT|Other Service Provider|$30,865|—|$30,865|

| SIKICH CPA LLC|Auditor|$24,750|—|$24,750|

| BMO FINANCIAL GROUP|Other Service Provider|$20,992|—|$20,992|

| AURORA EMPLOYER SOLUTIONS|Other Service Provider|$17,477|—|$17,477|

| US BANK|Other Service Provider|$13,803|—|$13,803|

### Verified Provider Profiles

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

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $985,879

- **Estimated Expense Ratio:** 3.905% 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|$702,204|$124,288|$369,934|$24,750|—|

| 2023|$674,977|$118,851|$369,956|$36,052|—|

| 2022|$636,516|$99,198|$379,694|—|$111,694|

## Similar Plans

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