Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Plumbers Local 75 Education Fund
- Sponsor EIN: 396146586
- Sponsor Address: 11175 W. PARKLAND AVENUE, MILWAUKEE, WI, 53224
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,474
- Total Assets: $7.9M
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 | 1,474 | $7.9M | $3.7M | $0 |
| 2023 | 1,482 | $6.9M | $3.8M | $0 |
| 2022 | 1,616 | $6.7M | $2.9M | $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 |
|---|---|---|---|---|
| ROBERT D LAMPHEAR | Other Service Provider | $217,129 | — | $217,129 |
| PAUL HANUS | Other Service Provider | $212,600 | — | $212,600 |
| ANTONIO RAMOS | Other Service Provider | $211,373 | — | $211,373 |
| PETER ASHBECK | Other Service Provider | $210,518 | — | $210,518 |
| RYAN BOGGS | Other Service Provider | $209,243 | — | $209,243 |
| DEMETERIUS THOMPSON | Other Service Provider | $209,129 | — | $209,129 |
| CORY THOMPSON | Other Service Provider | $205,515 | — | $205,515 |
| PATRICK CASEY | Other Service Provider | $205,279 | — | $205,279 |
| STEPHANIE COWAN | Other Service Provider | $126,909 | — | $126,909 |
| REGINA LINDE | Other Service Provider | $118,437 | — | $118,437 |
| SIKICH CPA LLC | Auditor | $21,710 | — | $21,710 |
| THE PREVIANT LAW FIRM, S.C. | Other Service Provider | $10,466 | — | $10,466 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,958,308
- Estimated Expense Ratio: 24.816% 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 | $4,266,205 | — | — | $21,710 | — |
| 2023 | $3,562,537 | — | $6,484 | $20,395 | — |
| 2022 | $3,034,552 | $600 | $25,579 | — | $30,929 |