# Iatse Local 6 Health And Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/iatse-local-6-health-and-welfare-fund-430791005-501

> Iatse Local 6 Health And Welfare Fund's Health & Welfare plan: 771 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/anders-minkler-huber-and-helm-llp) — Auditor

- [HAMMOND AND SHINNERS, PC](https://planprovider.pro/provider/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|

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