Plan Snapshot
- Plan Sponsor: Local Unions No 19 And 127 Health And Welfare Fund
- Sponsor EIN: 396048209
- Sponsor Address: 11270 WEST PARK PLACE SUITE 950, MILWAUKEE, WI, 53224
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 406
- Total Assets: $12.3M
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 | 406 | $12.3M | $10.4M | $958,202 |
| 2023 | 401 | $10.0M | $10.1M | $930,628 |
| 2022 | 339 | $5.9M | $8.5M | $878,507 |
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 |
|---|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION OF WI | Other Service Provider | $285,858 | — | $285,858 |
| UNITED HEALTH CARE | Other Service Provider | $237,882 | — | $237,882 |
| MILLIMAN INC. | Recordkeeper | $59,000 | — | $59,000 |
| THE PREVIANT LAW FIRM | Other Service Provider | $36,930 | — | $36,930 |
| DELTA DENTAL OF WISCONSIN | Other Service Provider | $25,389 | — | $25,389 |
| AMALGAMATED BANK OF CHICAGO | Other Service Provider | $23,801 | — | $23,801 |
| SIKICH CPA LLC | Auditor | $20,530 | — | $20,530 |
| AURORA EMPLOYER SOLUTIONS | Other Service Provider | $15,489 | — | $15,489 |
| FIRST STATE BANK | Other Service Provider | $7,733 | — | $7,733 |
| WEX HEALTH, INC | ERISA Attorney | $5,653 | — | $5,653 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN INC. — Recordkeeper
- SIKICH CPA LLC — Auditor
- WEX HEALTH, INC — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $718,265
- Estimated Expense Ratio: 5.824% 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 | $484,771 | $23,801 | $203,674 | $20,530 | — |
| 2023 | $452,373 | $16,819 | $203,351 | $19,655 | — |
| 2022 | $446,978 | $7,686 | $205,052 | — | $98,933 |