# Milwaukee Roofers Health Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/milwaukee-roofers-health-fund-396075843-501

> Milwaukee Roofers Health Fund's Health & Welfare plan: 188 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Milwaukee Roofers Health Fund

- **Sponsor EIN:** 396075843

- **Sponsor Address:** 16601 W DAKOTA STREET, NEW BERLIN, WI, 53151

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 188

- **Total Assets:** $3.3M

## 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|188|$3.3M|$4.0M|$465,532|

| 2023|193|$3.4M|$4.2M|$464,469|

| 2022|182|$3.2M|$3.6M|$507,701|

## 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|

| PREVIANT LAW FIRM|Other Service Provider|$100,297|—|$100,297|

| UMR, INC.|Other Service Provider|$94,376|$1,859|$96,235|

| MILWAUKEE ROOFERS UNION LOCAL NO 65|Other Service Provider|$75,176|—|$75,176|

| BENEVELLE CONSULTING CORPORATION|Other Service Provider|$61,564|—|$61,564|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$28,552|—|$28,552|

| SIKICH LLP|Other Service Provider|$19,875|—|$19,875|

| DELTA DENTAL OF WISCONSIN|Other Service Provider|$12,485|—|$12,485|

| MIDWEST INSTITUTIONAL TRUST COMPANY|Other Service Provider|$10,825|—|$10,825|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $405,009

- **Estimated Expense Ratio:** 12.236% 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|$324,022|$10,825|$75,176|$19,875|—|

| 2023|$225,341|$11,059|$71,143|$16,400|—|

| 2022|$199,973|$11,264|$64,623|—|$75,767|

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