# Milwaukee Electrical Joint Apprenticeship & Training Plan Health & Welfare Plan Source: https://planprovider.pro/companies/milwaukee-electrical-joint-apprenticeship-training-plan-391027476-505 > Milwaukee Electrical Joint Apprenticeship & Training Plan's Health & Welfare plan: 2,395 participants, plan year 2024 financials, providers, and benchmarks f… Form 5500 filing data for plan year 2024. ## 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.](https://planprovider.pro/provider/pcs-retirement-llc) — Recordkeeper - [CHARLES SCHWAB & CO.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [CHARTER COMMUNICATIONS](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [REILLY, PENNER & BENTON LLP](https://planprovider.pro/provider/reilly-penner-and-benton-llp) — Auditor - [US BANK](https://planprovider.pro/provider/john-hancock) — 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| ## Similar Plans - [Electrical Construction Industry Annuity Plan Board Of Trustees](https://planprovider.pro/companies/electrical-construction-industry-annuity-plan-board-of-trustees-391711748-001) — 3,812 participants - [Faith Technologies Incorporated](https://planprovider.pro/companies/faith-technologies-incorporated-401k-plan) — 3,723 participants - [Board Of Trustees Of The Ibew Veba Health Savings Trust](https://planprovider.pro/companies/board-of-trustees-of-the-ibew-veba-health-savings-trust-273644999-505) — 3,079 participants - [Trustees Of Wisconsin Neca-Ibew](https://planprovider.pro/companies/trustees-of-wisconsin-neca-ibew-plan) — 2,796 participants - [Electrical Construction Industry Vacation - Holiday Plan](https://planprovider.pro/companies/electrical-construction-industry-vacation-holiday-plan-391038147-503) — 2,523 participants - [Board Of Trustees Of The Electrical Workers Local Union 159 Retirement](https://planprovider.pro/companies/international-brotherhood-of-electrical-workers-local-159-plan) — 1,819 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/milwaukee-electrical-joint-apprenticeship-training-plan-391027476-505) © 2026 PlanProvider.Pro