# Milwaukee Hotel Industry Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/milwaukee-hotel-industry-health-welfare-fund-396075836-501

> Milwaukee Hotel Industry Health & Welfare Fund's Health & Welfare plan: 348 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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