Plan Snapshot
- Plan Sponsor: Green Bay Electrical Workers
- Sponsor EIN: 390940777
- Sponsor Address: 2970 GREENBRIER RD, GREEN BAY, WI, 54311
- Plan Type: DC
- Total Participants: 869
- Total Assets: $176.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 869 | $176.2M | $6.9M | $656,984 |
| 2023 | 623 | $156.8M | $6.9M | $524,917 |
| 2022 | 790 | $135.1M | $5.7M | $396,756 |
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 |
|---|---|---|---|---|
| REINHART BOERNER VAN DEUREN NORRIS | Other Service Provider | $56,044 | — | $56,044 |
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $36,219 | — | $36,219 |
| MARINER INSTITUTIONAL LLC | Other Service Provider | $24,000 | — | $24,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $116,263
- Estimated Expense Ratio: 0.066% 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 | $157,724 | $24,000 | — | — | — |
| 2023 | $223,903 | — | $305 | $139,804 | — |
| 2022 | $463,238 | — | $81,829 | — | $107,195 |