# Board Of Trustees Of The Ibew Veba Health Savings Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-ibew-veba-health-savings-trust-273644999-505

> Board Of Trustees Of The Ibew Veba Health Savings Trust's Health & Welfare plan: 3,079 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The Ibew Veba Health Savings Trust

- **Sponsor EIN:** 273644999

- **Sponsor Address:** N56W13777 SILVER SPRING DR, MENOMONEE FALLS, WI, 53051

- **Plan Type:** Health & Welfare

- **Plan Number:** 505

- **Total Participants:** 3,079

- **Total Assets:** $2.4M

## 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|3,079|$2.4M|$0|$0|

| 2023|3,082|$2.5M|$0|$0|

| 2022|3,089|$2.5M|$0|$0|

| 2021|3,089|$2.8M|$0|$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|

| BPAS|Recordkeeper|$63,693|—|$63,693|

| SIKICH CPA LLC|Auditor|$9,375|—|$9,375|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BPAS](https://planprovider.pro/provider/bpas) — Recordkeeper

- [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:** $73,068

- **Estimated Expense Ratio:** 3.071% 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|$73,068|—|$63,693|$9,375|—|

| 2023|$86,701|—|$69,541|$17,160|—|

| 2022|$76,667|$76,667|—|—|—|

| 2021|$93,000|—|$85,350|—|—|

## Similar Plans

- [Electrical Construction Industry Annuity Plan Board Of Trustees](https://planprovider.pro/companies/electrical-construction-industry-annuity-plan-board-of-trustees-391711748-001) — 3,812 participants

- [Faith Technologies Incorporated](https://planprovider.pro/companies/faith-technologies-incorporated-401k-plan) — 3,723 participants

- [Trustees Of Wisconsin Neca-Ibew](https://planprovider.pro/companies/trustees-of-wisconsin-neca-ibew-plan) — 2,796 participants

- [Electrical Construction Industry Vacation - Holiday Plan](https://planprovider.pro/companies/electrical-construction-industry-vacation-holiday-plan-391038147-503) — 2,523 participants

- [Milwaukee Electrical Joint Apprenticeship & Training Plan](https://planprovider.pro/companies/milwaukee-electrical-joint-apprenticeship-training-plan-391027476-505) — 2,395 participants

- [Board Of Trustees Of The Electrical Workers Local Union 159 Retirement](https://planprovider.pro/companies/international-brotherhood-of-electrical-workers-local-159-plan) — 1,819 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-ibew-veba-health-savings-trust-273644999-505)

© 2026 PlanProvider.Pro