# Local Unions No 19 And 127 Health And Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/local-unions-no-19-and-127-health-and-welfare-fund-396048209-501

> Local Unions No 19 And 127 Health And Welfare Fund's Health & Welfare plan: 406 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/milliman) — Recordkeeper

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — Auditor

- [WEX HEALTH, INC](https://planprovider.pro/provider/dla-piper) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/local-unions-no-19-and-127-health-and-welfare-fund-396048209-501)

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