Plan Snapshot
- Plan Sponsor: Iatse Local 6 Health And Welfare Fund
- Sponsor EIN: 430791005
- Sponsor Address: 2901 WEST BELTLINE HIGHWAY, MADISON, WI, 53713
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 771
- Total Assets: $6.0M
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 | 771 | $6.0M | $2.0M | $64,072 |
| 2023 | 689 | $5.5M | $2.0M | $79,595 |
| 2022 | 629 | $4.7M | $2.0M | $76,374 |
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 |
|---|---|---|---|---|
| ANDERS MINKLER HUBER HELM LLP | Auditor | $84,431 | — | $84,431 |
| TIC INTERNATIONAL CORPORATION | Other Service Provider | $63,496 | — | $63,496 |
| HAMMOND AND SHINNERS, PC | ERISA Attorney | $40,090 | — | $40,090 |
| ASSUREDPARTNERS OF MO, LLC | Other Service Provider | $35,000 | — | $35,000 |
| VISIONARY WEALTH ADVISORS | Other Service Provider | $28,370 | — | $28,370 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKLER HUBER HELM LLP — Auditor
- HAMMOND AND SHINNERS, PC — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $251,387
- Estimated Expense Ratio: 4.172% 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 | $249,918 | $28,370 | $99,743 | $73,079 | — |
| 2023 | $199,448 | $24,114 | $88,367 | $46,231 | — |
| 2022 | $141,934 | $22,298 | $61,404 | — | $46,917 |