# Local 434 Health & Welfare Fund Workers And Service Techs Health & Welfare Plan
Source: https://planprovider.pro/companies/local-434-health-welfare-fund-workers-and-service-techs-391856935-501

> Local 434 Health & Welfare Fund Workers And Service Techs's Health & Welfare plan: 830 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## 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|

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