# Board Of Trustees Of Plumbers Local 75 Health Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-plumbers-local-75-health-fund-396045202-501

> Board Of Trustees Of Plumbers Local 75 Health Fund's Health & Welfare plan: 761 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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](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:** $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|

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