Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Plumbers Local 75 Health Fund
- Sponsor EIN: 396045202
- Sponsor Address: 11175 WEST PARKLAND AVENUE, MILWAUKEE, WI, 532243135
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 761
- Total Assets: $30.3M
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 | 761 | $30.3M | $14.5M | $1.5M |
| 2023 | 747 | $26.3M | $14.8M | $1.5M |
| 2022 | 701 | $21.1M | $13.5M | $1.5M |
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 |
|---|---|---|---|---|
| CAREATC | Other Service Provider | $1,116,662 | — | $1,116,662 |
| BENESYS, INC. | Other Service Provider | $654,845 | — | $654,845 |
| UNITED HEALTHCARE INSURANCE COMPANY | Other Service Provider | $370,755 | — | $370,755 |
| EXPRESS SCRIPTS | Other Service Provider | $96,035 | — | $96,035 |
| THE PREVIANT LAW FIRM S.C. | Other Service Provider | $79,447 | — | $79,447 |
| UNITED ACTUARIAL SERVICES, INC. | Other Service Provider | $42,600 | — | $42,600 |
| DELTA DENTAL OF WISCONSIN | Other Service Provider | $42,326 | — | $42,326 |
| MEDEXPERT INTERNATIONAL, INC. | Other Service Provider | $27,901 | — | $27,901 |
| THE HORTON GROUP | Other Service Provider | $27,500 | — | $27,500 |
| AURORA HEALTHCARE | Other Service Provider | $27,094 | — | $27,094 |
| SIKICH CPA LLC | Auditor | $24,925 | — | $24,925 |
| STRATEGIC CAPITAL INVEST. ADVISORS | Other Service Provider | $17,400 | — | $17,400 |
| JOHNSON FINANCIAL GROUP, INC. | Other Service Provider | $7,624 | — | $7,624 |
| COMERICA | Other Service Provider | $6,129 | $104 | $6,233 |
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: $2,541,347
- Estimated Expense Ratio: 8.399% 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 | $931,362 | $23,529 | $555,762 | $24,925 | — |
| 2023 | $907,404 | $23,068 | $540,295 | $24,195 | — |
| 2022 | $840,220 | $22,623 | $614,478 | — | $145,584 |