# Brakebush Brothers, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/brakebush-brothers-inc-391018863-501

> Brakebush Brothers, INC.'s Health & Welfare plan: 1,569 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brakebush Brothers, INC.

- **Sponsor EIN:** 391018863

- **Sponsor Address:** N4993 6TH DRIVE, WESTFIELD, WI, 53964

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,569

- **Total Assets:** $1.9M

## 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|1,569|$1.9M|$13.8M|$5.0M|

| 2023|1,557|$1.8M|$11.9M|$3.5M|

| 2022|1,563|$4.0M|$11.6M|$4.7M|

## 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|

| ALLEGIANCE BENEFIT PLAN MANAGEMENT|Other Service Provider|$380,179|$13,356|$393,535|

| DELTA DENTAL OF WISCONSIN|Other Service Provider|$68,892|—|$68,892|

| ALLEGIANCE BENEFIT PLAN MANAGEMENT|Other Service Provider|$49,624|—|$49,624|

| NATIONAL COOPERATIVERX|Other Service Provider|—|$23,512|$23,512|

| BMO WEALTH MANAGEMENT|Other Service Provider|$8,914|—|$8,914|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $544,477

- **Estimated Expense Ratio:** 29.187% 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|$756,052|—|$756,052|—|—|

| 2023|$843,874|—|$843,874|—|—|

| 2022|$910,211|—|$889,248|—|$8,451|

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