# Electric Coalition Of Wisconsin Health & Welfare Plan
Source: https://planprovider.pro/companies/electric-coalition-of-wisconsin-391879477-501

> Electric Coalition Of Wisconsin's Health & Welfare plan: 219 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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