Plan Snapshot
- Plan Sponsor: Electric Coalition Of Wisconsin
- Sponsor EIN: 391879477
- Sponsor Address: PO BOX 40, OAKDALE, WI, 54649
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 219
- Total Assets: $8.7M
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 | 219 | $8.7M | $5.5M | $0 |
| 2023 | 207 | $9.0M | $5.4M | $0 |
| 2022 | 205 | $8.4M | $5.3M | $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 |
|---|---|---|---|---|
| PRAIRIE STATES ENTERPRISES,INC | Other Service Provider | $56,418 | — | $56,418 |
| BAUMAN ASSOCIATES, LTD | Other Service Provider | $37,300 | — | $37,300 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,718
- Estimated Expense Ratio: 1.076% 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 | $335,765 | — | $128,891 | $41,763 | — |
| 2023 | $392,369 | — | $205,314 | $47,482 | — |
| 2022 | $278,912 | — | $109,334 | — | $51,720 |