# Board Of Trustees Of Plumbers Local 75 Education Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-plumbers-local-75-education-fund-396146586-501

> Board Of Trustees Of Plumbers Local 75 Education Fund's Health & Welfare plan: 1,474 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](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:** $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|

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