Plan Snapshot
- Plan Sponsor: Milwaukee Hotel Industry Health & Welfare Fund
- Sponsor EIN: 396075836
- Sponsor Address: 20225 WATER TOWER BLVD, SUITE 317, BROOKFIELD, WI, 53045
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 348
- Total Assets: $251,064
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 | 348 | $251,064 | $1.9M | $0 |
| 2023 | 341 | $264,391 | $1.8M | $6,232 |
| 2022 | 327 | $287,728 | $1.6M | $7,030 |
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 |
|---|---|---|---|---|
| SIKICH LLP | Other Service Provider | $38,440 | — | $38,440 |
| ALLIANT INSURANCE SERVICES, INC. | Other Service Provider | $36,020 | — | $36,020 |
| BSG ANALYTICS, LLC | Other Service Provider | $7,030 | — | $7,030 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,490
- Estimated Expense Ratio: 32.458% 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 | $100,703 | — | $43,050 | $38,440 | — |
| 2023 | $92,651 | — | $41,309 | $31,519 | — |
| 2022 | $70,440 | $13,703 | $38,959 | — | $17,778 |