Plan Snapshot
- Plan Sponsor: Electrical Construction Industry Prefunding Credit Reimbursement Progr
- Sponsor EIN: 391291995
- Sponsor Address: 11001 WEST PLANK COURT SUITE 120, WAUWATOSA, WI, 53226
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 448
- Total Assets: $69.0M
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 | 448 | $69.0M | $1.7M | $0 |
| 2023 | 433 | $64.0M | $1.6M | $0 |
| 2022 | 404 | $57.2M | $1.5M | $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 |
|---|---|---|---|---|
| NECA MILW. CH. | Other Service Provider | $129,992 | — | $129,992 |
| ECI-PENSION PLAN | Other Service Provider | $100,535 | — | $100,535 |
| REILLY, PENNER & BENTON LLP | Auditor | $57,450 | — | $57,450 |
| COMERICA BANK | Other Service Provider | $44,500 | — | $44,500 |
| WASHINGTON CAPITAL MANAGEMENT | Other Service Provider | $39,563 | — | $39,563 |
| NATIONAL INVESTMENT SERVICES | Other Service Provider | $36,044 | — | $36,044 |
| STRATEGIC CAPITAL INVESTMENT | Other Service Provider | $25,250 | — | $25,250 |
| REINHART BOERNER VAN DEUREN SC | Other Service Provider | $20,362 | — | $20,362 |
| DIVERSIFIED PRINTIN SVCS | Other Service Provider | $7,515 | — | $7,515 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REILLY, PENNER & BENTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $461,211
- Estimated Expense Ratio: 0.669% 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 | $522,985 | $164,794 | $121,428 | $57,450 | — |
| 2023 | $448,701 | $145,010 | $118,810 | $59,709 | — |
| 2022 | $406,138 | $109,393 | $104,038 | — | $76,078 |