# Board Of Trustees Of Milwaukee Painters Local Union No. 781 Health Fun Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-milwaukee-painters-local-union-no-781-health-fun-390859145-501

> Board Of Trustees Of Milwaukee Painters Local Union No. 781 Health Fun's Health & Welfare plan: 639 participants, plan year 2024 financials, providers, and b…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Milwaukee Painters Local Union No. 781 Health Fun

- **Sponsor EIN:** 390859145

- **Sponsor Address:** 11270 WEST PARK PLACE, SUITE 950, MILWAUKEE, WI, 53224

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 639

- **Total Assets:** $34.5M

## 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|639|$34.5M|$12.0M|$420,763|

| 2023|637|$28.4M|$11.1M|$418,024|

| 2022|540|$24.6M|$9.7M|$470,238|

## 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|

| UNITED HEALTHCARE INSURANCE COMPANY|Other Service Provider|$405,339|—|$405,339|

| BENEFIT PLAN ADMINISTRATION OF WI|Other Service Provider|$394,291|—|$394,291|

| THE SEGAL COMPANY (MIDWEST)|Other Service Provider|$123,486|—|$123,486|

| HEALTH GAUGE|Other Service Provider|$76,050|—|$76,050|

| THE PREVIANT LAW FIRM, S.C.|Other Service Provider|$48,343|—|$48,343|

| TEAM CORPORATION|Other Service Provider|$38,730|—|$38,730|

| STRATEGIC CAPITAL|Other Service Provider|$35,000|—|$35,000|

| SIKICH CPA LLC|Auditor|$25,940|—|$25,940|

| MIDWEST INSTITUTIONAL TRUST COMPANY|Other Service Provider|$21,130|—|$21,130|

| WEX HEALTH INC.|ERISA Attorney|$12,000|—|$12,000|

| JOHNSON BANK|Other Service Provider|$9,471|—|$9,471|

### 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

- [WEX HEALTH INC.](https://planprovider.pro/provider/dla-piper) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,189,780

- **Estimated Expense Ratio:** 3.452% 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|$818,197|$56,130|$394,291|$25,940|—|

| 2023|$773,395|$91,299|$371,127|$25,180|—|

| 2022|$696,289|$80,995|$374,090|—|$173,265|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-milwaukee-painters-local-union-no-781-health-fun-390859145-501)

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