# Building And Public Works Laborers Vacation Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/building-and-public-works-laborers-vacation-trust-fund-237027174-501

> Building And Public Works Laborers Vacation Trust Fund's Health & Welfare plan: 2,802 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Building And Public Works Laborers Vacation Trust Fund

- **Sponsor EIN:** 237027174

- **Sponsor Address:** 4633 LIUNA WAY NO 201, DEFOREST, WI, 53532

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,802

- **Total Assets:** $1.4M

## 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|2,802|$1.4M|$3.6M|$0|

| 2023|2,767|$1.4M|$3.5M|$0|

| 2022|2,617|$1.9M|$3.4M|$0|

## 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|

| BENEFIT PLAN ADMINISTRATORS OF WI|Other Service Provider|$64,480|—|$64,480|

| CALIBRE CPA GROUP, PLLC|Auditor|$10,500|—|$10,500|

| ASSOCIATED BANK|Other Service Provider|$5,714|—|$5,714|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $80,694

- **Estimated Expense Ratio:** 5.781% 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|$91,116|—|$64,480|$10,500|—|

| 2023|$98,119|—|$69,853|$12,550|—|

| 2022|$87,589|—|$64,480|—|$14,171|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/building-and-public-works-laborers-vacation-trust-fund-237027174-501)

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