Plan Snapshot
- Plan Sponsor: Local 434 Health & Welfare Fund Workers And Service Techs
- Sponsor EIN: 391856935
- Sponsor Address: 885 INDIANHEAD DRIVE, MOSINEE, WI, 54455
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 830
- Total Assets: $42.4M
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 | 830 | $42.4M | $18.9M | $1.1M |
| 2023 | 824 | $37.9M | $18.1M | $1.2M |
| 2022 | 813 | $33.3M | $17.3M | $1.2M |
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 |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF WISCONSIN | Other Service Provider | $434,483 | — | $434,483 |
| WILSON-MCSHANE CORPORATION | Other Service Provider | $388,159 | — | $388,159 |
| SEGAL | Other Service Provider | $85,318 | — | $85,318 |
| REINHART, BOERNER & VAN DEUREN | Other Service Provider | $61,164 | — | $61,164 |
| CASE MANAGEMENT SPECIALISTS | Other Service Provider | $53,284 | — | $53,284 |
| RMB CAPITAL MANAGEMENT, LLC | Other Service Provider | $47,954 | — | $47,954 |
| MARINER INSTITUTIONAL | Other Service Provider | $28,000 | — | $28,000 |
| DELTA DENTAL | Other Service Provider | $18,197 | — | $18,197 |
| BAUMAN ASSOCIATES, LTD | Other Service Provider | $14,400 | — | $14,400 |
| ASSOCIATED TRUST COMPANY | Other Service Provider | $12,539 | — | $12,539 |
| COMBINED CRAFTS | Other Service Provider | $6,801 | — | $6,801 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,150,299
- Estimated Expense Ratio: 2.711% 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 | $2,226,902 | $117,158 | $385,558 | $14,400 | — |
| 2023 | $1,833,094 | $147,704 | $372,760 | $13,900 | — |
| 2022 | $2,172,846 | $137,154 | $356,743 | — | $70,716 |