Plan Snapshot
- Plan Sponsor: Milwaukee Electrical Joint Apprenticeship & Training Plan
- Sponsor EIN: 391027476
- Sponsor Address: 6300 W. LAYTON AVENUE, GREENFIELD, WI, 53220
- Plan Type: Health & Welfare
- Plan Number: 505
- Total Participants: 2,395
- Total Assets: $9.2M
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 | 2,395 | $9.2M | $3.7M | $0 |
| 2023 | 2,069 | $8.7M | $3.1M | $0 |
| 2022 | 1,927 | $8.3M | $2.7M | $0 |
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 |
|---|---|---|---|---|
| JOHNSON & SONS PAVING, LLC | Other Service Provider | $370,611 | — | $370,611 |
| ELEC. CONST. IND. BENEFIT PLANS | Other Service Provider | $287,417 | — | $287,417 |
| MILWAUKEE AREA TECHNICAL COLLEGE | Other Service Provider | $221,893 | — | $221,893 |
| ELEC. TRAINING ALLIANCE | Other Service Provider | $220,362 | — | $220,362 |
| DANIEL LARGE | Other Service Provider | $179,994 | — | $179,994 |
| WE ENERGIES | Other Service Provider | $114,447 | — | $114,447 |
| PCS INTERNATIONAL, LTD. | Recordkeeper | $90,822 | — | $90,822 |
| CHARLES SCHWAB & CO. | Recordkeeper | $63,808 | — | $63,808 |
| BEAUTIFUL CLEANING, INC. | Other Service Provider | $62,150 | — | $62,150 |
| DAVID J FRANK LANDSCAPE CONTRAT | Other Service Provider | $60,631 | — | $60,631 |
| IKM BUILDING SOLUTIONS | Other Service Provider | $59,105 | — | $59,105 |
| WEST BEND MUTUAL INSURANCE | Other Service Provider | $46,638 | — | $46,638 |
| REINHART BOERNER VAN DEUREN S.C. | Other Service Provider | $36,360 | — | $36,360 |
| PRO TECH SKILLS INSTITUTE | Other Service Provider | $35,096 | — | $35,096 |
| NECA MILWAUKEE CHAPTER | Other Service Provider | $33,018 | — | $33,018 |
| CHARTER COMMUNICATIONS | Recordkeeper | $27,184 | — | $27,184 |
| CPR EDUCATORS, LLC | Other Service Provider | $22,100 | — | $22,100 |
| REILLY, PENNER & BENTON LLP | Auditor | $21,650 | — | $21,650 |
| GEORGE NEUMANN CO | Other Service Provider | $19,395 | — | $19,395 |
| BIRCHWOOD SNOW & LANDSCAPE | Other Service Provider | $19,176 | — | $19,176 |
| KOTZE CONSTRUCTION CO., INC | Other Service Provider | $18,813 | — | $18,813 |
| TOTAL MECHANICAL | Other Service Provider | $18,583 | — | $18,583 |
| HAWKS LANDSCAPE, INC. | Other Service Provider | $18,380 | — | $18,380 |
| JAMES IMAGING SYSTEMS | Other Service Provider | $18,009 | — | $18,009 |
| BICSI | Other Service Provider | $17,308 | — | $17,308 |
| NATION CONSULTING | Other Service Provider | $15,000 | — | $15,000 |
| VIKING ELECTRIC SUPPLY, INC. | Other Service Provider | $14,875 | — | $14,875 |
| SAF-T-GARD INTERNATIONAL, INC. | Other Service Provider | $13,159 | — | $13,159 |
| WM CORPORATE SERVICES, INC. | Other Service Provider | $13,108 | — | $13,108 |
| ECI PENSION PLAN | Other Service Provider | $13,050 | — | $13,050 |
| ITU ABSORBTECH, INC. | Other Service Provider | $8,340 | — | $8,340 |
| US BANK | Recordkeeper | $7,500 | — | $7,500 |
| ACRISURE | Other Service Provider | $7,421 | — | $7,421 |
| TRADESCHOOL, INC. | Other Service Provider | $7,020 | — | $7,020 |
| WESTPHAL & CO INC. | Other Service Provider | $6,947 | — | $6,947 |
| BENEFITMALL | Other Service Provider | $6,906 | — | $6,906 |
| GUETZKE & ASSOCIATES, INC. | Other Service Provider | $6,029 | — | $6,029 |
| BEELER CONSTRUCTION, INC | Other Service Provider | $5,951 | — | $5,951 |
| DILIGENT CORPORATION | Other Service Provider | $5,464 | — | $5,464 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PCS INTERNATIONAL, LTD. — Recordkeeper
- CHARLES SCHWAB & CO. — Recordkeeper
- CHARTER COMMUNICATIONS — Recordkeeper
- REILLY, PENNER & BENTON LLP — Auditor
- US BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,213,720
- Estimated Expense Ratio: 23.941% 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 | $1,759,855 | $7,500 | — | $21,650 | — |
| 2023 | $1,707,647 | $7,500 | — | $18,030 | — |
| 2022 | $1,529,870 | $7,500 | — | — | $18,788 |