Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Wisconsin Health Fund
- Sponsor EIN: 391762582
- Sponsor Address: 6200 WEST BLUEMOUND ROAD, MILWAUKEE, WI, 532134145
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,470
- Total Assets: $93.6M
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 | 1,470 | $93.6M | $28.0M | $332,173 |
| 2023 | 1,521 | $86.4M | $30.8M | $422,602 |
| 2022 | 1,683 | $78.3M | $32.9M | $515,889 |
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 |
|---|---|---|---|---|
| UNITED HEALTHCARE INS | Other Service Provider | $1,429,060 | — | $1,429,060 |
| COLUMBIA ST MARY'S | Other Service Provider | $372,919 | — | $372,919 |
| MICHAEL LOVELY | Recordkeeper | $332,678 | — | $332,678 |
| TODD MARKOWSKI | Other Service Provider | $207,169 | — | $207,169 |
| VALECIA LIEW | Recordkeeper | $202,239 | — | $202,239 |
| DEANNA BELL | Recordkeeper | $181,341 | — | $181,341 |
| STEPHANIE BRESLOW | Recordkeeper | $175,999 | — | $175,999 |
| ANGELA GENET | Recordkeeper | $175,520 | — | $175,520 |
| GAIL STELMASZEWSKI | Recordkeeper | $165,236 | — | $165,236 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $151,623 | — | $151,623 |
| JOHN HINTZ | Recordkeeper | $150,310 | — | $150,310 |
| JOSEPH BATTISTA | Recordkeeper | $147,063 | — | $147,063 |
| DAVID PETERSON | Recordkeeper | $132,803 | — | $132,803 |
| KIMBERLY MCNAUGHTAN | Recordkeeper | $122,819 | — | $122,819 |
| SHERRI NIGHTINGALE | Recordkeeper | $117,498 | — | $117,498 |
| LABORATORY CORPORATION OF AMERICA | Other Service Provider | $114,245 | — | $114,245 |
| AMY STAVER | Recordkeeper | $114,055 | — | $114,055 |
| ASCENSION MEDICAL GROUP | Other Service Provider | $110,356 | — | $110,356 |
| BRIAN ZITTEL | Recordkeeper | $107,388 | — | $107,388 |
| CRAIG NIEDRINGHAUS | Recordkeeper | $107,175 | — | $107,175 |
| JAMES VALUSEK | Recordkeeper | $106,926 | — | $106,926 |
| TERESA BATES | Recordkeeper | $106,458 | — | $106,458 |
| MOHAMMAD FAREED | Recordkeeper | $105,374 | — | $105,374 |
| SLOBODAN KULASINAC | Recordkeeper | $104,406 | — | $104,406 |
| NEXT GEN HEALTHCARE INC | Other Service Provider | $103,735 | — | $103,735 |
| THE BEST OF BEST CLEANING LLC | Other Service Provider | $101,156 | — | $101,156 |
| ALONDA REED | Recordkeeper | $100,873 | — | $100,873 |
| NICOLE BELONGIA | Recordkeeper | $100,460 | — | $100,460 |
| ANNE SANDS | Recordkeeper | $98,240 | — | $98,240 |
| KATHLEEN NELSON | Recordkeeper | $98,204 | — | $98,204 |
| KAR CHIROPRACTIC MASTERS | Other Service Provider | $95,126 | — | $95,126 |
| ANDREA ALSTON | Recordkeeper | $88,902 | — | $88,902 |
| ABBIE RECK | Recordkeeper | $86,950 | — | $86,950 |
| MILLIMAN, INC. | Recordkeeper | $85,834 | — | $85,834 |
| RENEE MOON | Recordkeeper | $85,073 | — | $85,073 |
| LAURIE HEINZE | Recordkeeper | $83,981 | — | $83,981 |
| KEITH STEGALL | Recordkeeper | $83,874 | — | $83,874 |
| ANGELA KUCAN | Recordkeeper | $82,834 | — | $82,834 |
| KELSEY CHRISTENSON | Recordkeeper | $82,531 | — | $82,531 |
| ERIK CHRISTOPHER ALEXANDER MD | Other Service Provider | $82,174 | — | $82,174 |
| JODI STOVER | Recordkeeper | $82,160 | — | $82,160 |
| PAUL ROZINSKI | Recordkeeper | $80,382 | — | $80,382 |
| DIGICORP INC | Other Service Provider | $79,199 | — | $79,199 |
| MICHAEL WALLACE | Recordkeeper | $78,685 | — | $78,685 |
| JANNA SUNSTROM | Recordkeeper | $77,549 | — | $77,549 |
| EMILY KRUEGER | Recordkeeper | $76,328 | — | $76,328 |
| WENDY WEBER | Recordkeeper | $73,867 | — | $73,867 |
| MARICELLIS PEDROZA | Recordkeeper | $72,462 | — | $72,462 |
| SUSAN SEEGER | Recordkeeper | $72,006 | — | $72,006 |
| SUMAN SINGH | Recordkeeper | $71,508 | — | $71,508 |
| DEANNA CAMPBELL | Recordkeeper | $71,189 | — | $71,189 |
| JENNIFER LAPLANT | Recordkeeper | $70,020 | — | $70,020 |
| ELLA BROWN | Recordkeeper | $68,780 | — | $68,780 |
| JOSEPHINE TOKAREV | Recordkeeper | $68,469 | — | $68,469 |
| DEREK GIZEWSKI | Recordkeeper | $68,271 | — | $68,271 |
| ANGELINA GARCIA-ROMERO | Recordkeeper | $68,167 | — | $68,167 |
| RONALDO COLON DELGAO | Recordkeeper | $67,832 | — | $67,832 |
| MEGAN ANIOL | Recordkeeper | $67,499 | — | $67,499 |
| FELIX ARECHIGA | Recordkeeper | $67,347 | — | $67,347 |
| VANESSA DINAMARCA | Recordkeeper | $66,579 | — | $66,579 |
| MONICA SCHOLL | Recordkeeper | $66,387 | — | $66,387 |
| ELIZABETH MIHM | Recordkeeper | $65,799 | — | $65,799 |
| DIANE MIES | Recordkeeper | $63,976 | — | $63,976 |
| SIKICH CPA LLC | Auditor | $63,690 | — | $63,690 |
| LYSETTE MARTINEZ | Recordkeeper | $62,787 | — | $62,787 |
| JUNE SINDRIC | Recordkeeper | $62,785 | — | $62,785 |
| HONEY-ZIB XIONG | Recordkeeper | $62,531 | — | $62,531 |
| CARISSA GROCHOWSKI | Recordkeeper | $62,136 | — | $62,136 |
| MARY BUTKE | Recordkeeper | $61,519 | — | $61,519 |
| ASHLYNN PHELPS | Recordkeeper | $61,385 | — | $61,385 |
| NATALIE HANNEMAN | Recordkeeper | $59,196 | — | $59,196 |
| FIDUCIENT ADVISORS LLC | Other Service Provider | $58,100 | — | $58,100 |
| MEGHAN BENITEZ | Recordkeeper | $58,029 | — | $58,029 |
| STEPHANIE COLEMAN | Recordkeeper | $57,463 | — | $57,463 |
| DARLENE LOMELI | Recordkeeper | $56,265 | — | $56,265 |
| BENJAMIN ZAHN | Recordkeeper | $55,503 | — | $55,503 |
| LINDA KAPHEIM | Recordkeeper | $55,300 | — | $55,300 |
| INDEPENDENT PHYSICIANS OF WI | Other Service Provider | $55,116 | — | $55,116 |
| PAMELA SCHULTZ | Other Service Provider | $54,202 | — | $54,202 |
| JAMI MCDANIEL | Recordkeeper | $49,109 | — | $49,109 |
| JACQUELYN ANDERSON | Recordkeeper | $48,137 | — | $48,137 |
| SHANA FITZGERALD | Recordkeeper | $47,665 | — | $47,665 |
| ELIZABETH ROSADO | Recordkeeper | $46,033 | — | $46,033 |
| WISCONSIN BONE AND JOINT S C | Other Service Provider | $45,577 | — | $45,577 |
| JOHNSON INVESTMENT COUNSEL INC | Other Service Provider | $45,381 | — | $45,381 |
| FRANCIS LLC | Investment Advisor | $43,536 | — | $43,536 |
| ALICIA BLAKLEY | Recordkeeper | $43,283 | — | $43,283 |
| CHERRELLE BURRIS | Recordkeeper | $42,129 | — | $42,129 |
| NATALYA PUCKETT | Other Service Provider | $41,242 | — | $41,242 |
| JARED LAWRENCE | Recordkeeper | $37,427 | — | $37,427 |
| CATHY ZAWORSKI | Recordkeeper | $36,896 | — | $36,896 |
| ERIN DAUBE | Other Service Provider | $36,223 | — | $36,223 |
| NU ART DENTAL LABORATORY | Other Service Provider | $36,188 | — | $36,188 |
| NEXTIVA INC | Other Service Provider | $30,977 | — | $30,977 |
| ROBERT THOMSON | Recordkeeper | $30,777 | — | $30,777 |
| ASPEN ORTHOPAEDIC & REHAB SPEC SC | Other Service Provider | $29,325 | — | $29,325 |
| FROEDTERT & MCW COMMUNITY PHYSICIAN | Other Service Provider | $29,036 | — | $29,036 |
| GARY NORDYKE | Other Service Provider | $28,876 | — | $28,876 |
| MICHELLE RINDERLE | Recordkeeper | $26,859 | — | $26,859 |
| DR JOANNA GALEZOWSKA | Other Service Provider | $25,835 | — | $25,835 |
| SOLDON MCCOY LLC | Other Service Provider | $24,000 | — | $24,000 |
| UNITED BEHAVIORAL HEALTH | Other Service Provider | $21,311 | — | $21,311 |
| WMC SERVICE CORPORATION | Other Service Provider | $20,263 | — | $20,263 |
| JV THERAPY SERVICES LLC | Other Service Provider | $18,021 | — | $18,021 |
| ADVANCED UROLOGY ASSOCIATES | Other Service Provider | $16,959 | — | $16,959 |
| SAIMA T AKBAR MD LLC | Other Service Provider | $16,227 | — | $16,227 |
| THE HAWKS NURSERY CO INC | Other Service Provider | $14,278 | — | $14,278 |
| CAPITAL GROUP RETIREMENT PLAN SVCS | Other Service Provider | $14,235 | — | $14,235 |
| HEALTH MANAGEMENT ASSOCIATES INC | Other Service Provider | $14,203 | — | $14,203 |
| NORTHEAST OB/GYN SC | Other Service Provider | $14,127 | — | $14,127 |
| INDEED INC | Other Service Provider | $14,027 | — | $14,027 |
| CHARTER COMMUNICATIONS HOLDINGS LLC | Other Service Provider | $14,012 | — | $14,012 |
| NEUROGLOGY ALLIANCE, S.C. | Other Service Provider | $13,481 | — | $13,481 |
| PRINCIPAL FINANCIAL GROUP | Other Service Provider | $13,399 | — | $13,399 |
| IRON MOUNTAIN | Other Service Provider | $13,262 | — | $13,262 |
| ALLIANCE ENT AND HEARING CENTER SC | Other Service Provider | $11,947 | — | $11,947 |
| CAP CITY LLC | Other Service Provider | $11,603 | — | $11,603 |
| CINTAS CORPORATION | Other Service Provider | $10,387 | — | $10,387 |
| SUN LIFE ASSURANCE OF CANADA | Investment Advisor | $10,063 | — | $10,063 |
| MIDWEST INSTITUTIONAL TRUST COMPANY | Other Service Provider | $9,952 | — | $9,952 |
| NORTHERN CONSULTING ACTUARIES INC | Other Service Provider | $9,235 | — | $9,235 |
| GI ASSOCIATES LLC | Other Service Provider | $8,826 | — | $8,826 |
| INTELLIGENT MEDICAL OBJECTS INC | Other Service Provider | $8,526 | — | $8,526 |
| REBECCA FLAUGHER | Other Service Provider | $7,630 | — | $7,630 |
| STAT TRANSCRIPTION | Other Service Provider | $7,586 | — | $7,586 |
| MARONEY DENTAL LAB | Other Service Provider | $6,514 | — | $6,514 |
| ICAD INC | Other Service Provider | $6,500 | — | $6,500 |
| EMPOWERMENT SCHOOLS HEALTHCARE | Other Service Provider | $6,375 | — | $6,375 |
| MXR IMAGING INC | Other Service Provider | $5,848 | — | $5,848 |
| VOLPARA HEALTH INC | Other Service Provider | $5,700 | — | $5,700 |
| BRINKS INC | Other Service Provider | $5,694 | — | $5,694 |
| WASTE MANAGEMENT INC | Other Service Provider | $5,102 | — | $5,102 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MICHAEL LOVELY — Recordkeeper
- VALECIA LIEW — Recordkeeper
- DEANNA BELL — Recordkeeper
- STEPHANIE BRESLOW — Recordkeeper
- ANGELA GENET — Recordkeeper
- GAIL STELMASZEWSKI — Recordkeeper
- JOHN HINTZ — Recordkeeper
- JOSEPH BATTISTA — Recordkeeper
- DAVID PETERSON — Recordkeeper
- KIMBERLY MCNAUGHTAN — Recordkeeper
- SHERRI NIGHTINGALE — Recordkeeper
- AMY STAVER — Recordkeeper
- BRIAN ZITTEL — Recordkeeper
- CRAIG NIEDRINGHAUS — Recordkeeper
- JAMES VALUSEK — Recordkeeper
- TERESA BATES — Recordkeeper
- MOHAMMAD FAREED — Recordkeeper
- SLOBODAN KULASINAC — Recordkeeper
- ALONDA REED — Recordkeeper
- NICOLE BELONGIA — Recordkeeper
- ANNE SANDS — Recordkeeper
- KATHLEEN NELSON — Recordkeeper
- ANDREA ALSTON — Recordkeeper
- ABBIE RECK — Recordkeeper
- MILLIMAN, INC. — Recordkeeper
- RENEE MOON — Recordkeeper
- LAURIE HEINZE — Recordkeeper
- KEITH STEGALL — Recordkeeper
- ANGELA KUCAN — Recordkeeper
- KELSEY CHRISTENSON — Recordkeeper
- JODI STOVER — Recordkeeper
- PAUL ROZINSKI — Recordkeeper
- MICHAEL WALLACE — Recordkeeper
- JANNA SUNSTROM — Recordkeeper
- EMILY KRUEGER — Recordkeeper
- WENDY WEBER — Recordkeeper
- MARICELLIS PEDROZA — Recordkeeper
- SUSAN SEEGER — Recordkeeper
- SUMAN SINGH — Recordkeeper
- DEANNA CAMPBELL — Recordkeeper
- JENNIFER LAPLANT — Recordkeeper
- ELLA BROWN — Recordkeeper
- JOSEPHINE TOKAREV — Recordkeeper
- DEREK GIZEWSKI — Recordkeeper
- ANGELINA GARCIA-ROMERO — Recordkeeper
- RONALDO COLON DELGAO — Recordkeeper
- MEGAN ANIOL — Recordkeeper
- FELIX ARECHIGA — Recordkeeper
- VANESSA DINAMARCA — Recordkeeper
- MONICA SCHOLL — Recordkeeper
- ELIZABETH MIHM — Recordkeeper
- DIANE MIES — Recordkeeper
- SIKICH CPA LLC — Auditor
- LYSETTE MARTINEZ — Recordkeeper
- JUNE SINDRIC — Recordkeeper
- HONEY-ZIB XIONG — Recordkeeper
- CARISSA GROCHOWSKI — Recordkeeper
- MARY BUTKE — Recordkeeper
- ASHLYNN PHELPS — Recordkeeper
- NATALIE HANNEMAN — Recordkeeper
- MEGHAN BENITEZ — Recordkeeper
- STEPHANIE COLEMAN — Recordkeeper
- DARLENE LOMELI — Recordkeeper
- BENJAMIN ZAHN — Recordkeeper
- LINDA KAPHEIM — Recordkeeper
- JAMI MCDANIEL — Recordkeeper
- JACQUELYN ANDERSON — Recordkeeper
- SHANA FITZGERALD — Recordkeeper
- ELIZABETH ROSADO — Recordkeeper
- FRANCIS LLC — Investment Advisor
- ALICIA BLAKLEY — Recordkeeper
- CHERRELLE BURRIS — Recordkeeper
- JARED LAWRENCE — Recordkeeper
- CATHY ZAWORSKI — Recordkeeper
- ROBERT THOMSON — Recordkeeper
- MICHELLE RINDERLE — Recordkeeper
- SUN LIFE ASSURANCE OF CANADA — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,270,879
- Estimated Expense Ratio: 10.970% 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 | $3,277,109 | $129,807 | — | $65,475 | — |
| 2023 | $3,212,851 | $124,996 | — | $76,649 | — |
| 2022 | $3,037,171 | $127,303 | — | — | $163,356 |