# Board Of Trustees Of Wisconsin Pipe Trades Health Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-wisconsin-pipe-trades-health-fund-390852117-501

> Board Of Trustees Of Wisconsin Pipe Trades Health Fund's Health & Welfare plan: 1,883 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

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

## Similar Plans

- [Board Of Trustees](https://planprovider.pro/companies/board-of-trustees-401k-plan) — 2,130 participants

- [Board Of Trustees](https://planprovider.pro/companies/board-of-trustees-plan-001-2913) — 1,573 participants

- [Board Of Trustees Of The Plumbers 75 401k Plan](https://planprovider.pro/companies/board-of-trustees-of-the-plumbers-75-401k-plan-plan) — 1,479 participants

- [Board Of Trustees Of Plumbers Local 75 Education Fund](https://planprovider.pro/companies/board-of-trustees-of-plumbers-local-75-education-fund-396146586-501) — 1,474 participants

- [J.F. Ahern Co.](https://planprovider.pro/companies/j-f-ahern-co-401k-plan) — 980 participants

- [Local 434 Health & Welfare Fund Workers And Service Techs](https://planprovider.pro/companies/local-434-health-welfare-fund-workers-and-service-techs-391856935-501) — 830 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-wisconsin-pipe-trades-health-fund-390852117-501)

© 2026 PlanProvider.Pro