# Board Of Trustees Of Painters Local 802 Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-painters-local-802-health-welfare-fund-396078181-501

> Board Of Trustees Of Painters Local 802 Health & Welfare Fund's Health & Welfare plan: 345 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Painters Local 802 Health & Welfare Fund

- **Sponsor EIN:** 396078181

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 345

- **Total Assets:** $7.3M

## 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|345|$7.3M|$6.1M|$138,940|

| 2023|326|$6.9M|$5.9M|$110,034|

| 2022|312|$5.6M|$4.8M|$112,854|

## 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|$184,138|—|$184,138|

| BLUE CROSS BLUE SHIELD OF WISCONSIN|Other Service Provider|$110,653|—|$110,653|

| LEE JOST & ASSOCIATES|Other Service Provider|$88,100|—|$88,100|

| THE PREVIANT LAW FIRM, S.C.|Other Service Provider|$33,888|—|$33,888|

| SIKICH CPA LLC|Auditor|$25,600|—|$25,600|

| US BANK N.A.|Other Service Provider|$23,044|—|$23,044|

| MEDEXPERT INTERRNATIONAL, INC.|Other Service Provider|$21,600|—|$21,600|

| DELTA DENTAL OF WISCONSIN|Other Service Provider|$18,113|—|$18,113|

| STRATEGIC CAPITAL INVESTMENT|Other Service Provider|$17,500|—|$17,500|

| EXPRESS SCRIPTS|Other Service Provider|$9,241|—|$9,241|

| AURORA EMPLOYER SOLUTIONS|Other Service Provider|$9,031|—|$9,031|

| WEX HEALTH, INC.|ERISA Attorney|$7,658|—|$7,658|

### 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:** $548,566

- **Estimated Expense Ratio:** 7.490% 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|$434,810|$13,130|$48,615|$27,714|—|

| 2023|$326,137|$9,159|$44,160|$26,055|—|

| 2022|$300,263|$10,501|$42,443|—|$169,962|

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