Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Wisconsin Pipe Trades Health Fund
- Sponsor EIN: 390852117
- Sponsor Address: 11270 WEST PARK PLACE, SUITE 950, MILWAUKEE, WI, 53224
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,883
- Total Assets: $54.5M
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 | 1,883 | $54.5M | $42.5M | $2.5M |
| 2023 | 1,787 | $45.5M | $36.6M | $3.1M |
| 2022 | 1,707 | $39.6M | $34.3M | $2.8M |
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 |
|---|---|---|---|---|
| BENESYS, INC. | Other Service Provider | $1,409,677 | — | $1,409,677 |
| CAREATC | Other Service Provider | $1,188,929 | — | $1,188,929 |
| UNITED HEALTHCARE INSURANCE CO. | Other Service Provider | $914,548 | — | $914,548 |
| ZELIS CLAIMS INTEGRITY INC. | Other Service Provider | $110,827 | — | $110,827 |
| U.S. BANK N.A. | Recordkeeper | $105,473 | — | $105,473 |
| EXPRESS SCRIPTS HOLDING COMPANY | Other Service Provider | $103,466 | — | $103,466 |
| DELTA DENTAL OF WISCONSIN | Other Service Provider | $86,109 | — | $86,109 |
| AURORA HEALTHCARE | Other Service Provider | $83,357 | — | $83,357 |
| REINHART BOERNER, VAN DEUREN S.C | Other Service Provider | $30,138 | — | $30,138 |
| SIKICH CPA LLC | Auditor | $22,370 | — | $22,370 |
| COMBINED CRAFTS | Other Service Provider | $20,150 | — | $20,150 |
| THE PREVIANT LAW FIRM S.C. | Other Service Provider | $17,553 | — | $17,553 |
| H.J. KNIGHT INTERNATIONAL | Other Service Provider | $13,736 | — | $13,736 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- U.S. BANK N.A. — Recordkeeper
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,106,333
- Estimated Expense Ratio: 7.529% 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 | $1,782,942 | $105,473 | $1,177,803 | $22,370 | — |
| 2023 | $1,698,268 | $91,937 | $1,140,316 | $40,050 | — |
| 2022 | $1,789,230 | $85,474 | $1,129,064 | — | $251,145 |