# Board Of Trustees Of The Wisconsin Health Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-wisconsin-health-fund-391762582-501

> Board Of Trustees Of The Wisconsin Health Fund's Health & Welfare plan: 1,470 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [VALECIA LIEW](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [DEANNA BELL](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [STEPHANIE BRESLOW](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ANGELA GENET](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [GAIL STELMASZEWSKI](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JOHN HINTZ](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JOSEPH BATTISTA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [DAVID PETERSON](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [KIMBERLY MCNAUGHTAN](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [SHERRI NIGHTINGALE](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [AMY STAVER](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [BRIAN ZITTEL](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [CRAIG NIEDRINGHAUS](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JAMES VALUSEK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [TERESA BATES](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MOHAMMAD FAREED](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [SLOBODAN KULASINAC](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ALONDA REED](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [NICOLE BELONGIA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ANNE SANDS](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [KATHLEEN NELSON](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ANDREA ALSTON](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ABBIE RECK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — Recordkeeper

- [RENEE MOON](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [LAURIE HEINZE](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [KEITH STEGALL](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ANGELA KUCAN](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [KELSEY CHRISTENSON](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JODI STOVER](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [PAUL ROZINSKI](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MICHAEL WALLACE](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JANNA SUNSTROM](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [EMILY KRUEGER](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [WENDY WEBER](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MARICELLIS PEDROZA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [SUSAN SEEGER](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [SUMAN SINGH](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [DEANNA CAMPBELL](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JENNIFER LAPLANT](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ELLA BROWN](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JOSEPHINE TOKAREV](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [DEREK GIZEWSKI](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ANGELINA GARCIA-ROMERO](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [RONALDO COLON DELGAO](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MEGAN ANIOL](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [FELIX ARECHIGA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [VANESSA DINAMARCA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MONICA SCHOLL](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ELIZABETH MIHM](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [DIANE MIES](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — Auditor

- [LYSETTE MARTINEZ](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JUNE SINDRIC](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [HONEY-ZIB XIONG](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [CARISSA GROCHOWSKI](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MARY BUTKE](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ASHLYNN PHELPS](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [NATALIE HANNEMAN](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MEGHAN BENITEZ](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [STEPHANIE COLEMAN](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [DARLENE LOMELI](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [BENJAMIN ZAHN](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [LINDA KAPHEIM](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JAMI MCDANIEL](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JACQUELYN ANDERSON](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [SHANA FITZGERALD](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ELIZABETH ROSADO](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [FRANCIS LLC](https://planprovider.pro/provider/francis-llc) — Investment Advisor

- [ALICIA BLAKLEY](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [CHERRELLE BURRIS](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JARED LAWRENCE](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [CATHY ZAWORSKI](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ROBERT THOMSON](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MICHELLE RINDERLE](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [SUN LIFE ASSURANCE OF CANADA](https://planprovider.pro/provider/marsh-mclennan-agency) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-wisconsin-health-fund-391762582-501)

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