# Pbbs Equipment Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/pbbs-equipment-corporation-390888681-501

> Pbbs Equipment Corporation's Health & Welfare plan: 69 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pbbs Equipment Corporation

- **Sponsor EIN:** 390888681

- **Sponsor Address:** N59W16500 GREENWAY CIR, MENOMONEE FALLS, WI, 530515664

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 69

- **Total Assets:** $2,933

## 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|69|$2,933|$880,178|$233,849|

| 2023|67|$1,102|$655,012|$229,355|

| 2022|67|$10,843|$693,663|$195,071|

## 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|

| OPTUM RX INC|Other Service Provider|$107,627|$567|$108,194|

| UMR INC|Other Service Provider|$63,600|$230|$63,830|

| COTTINGHAM & BUTLER|Investment Advisor|$20,851|—|$20,851|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $192,875

- **Estimated Expense Ratio:** 6576.031% 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|$1,285,219|—|—|—|—|

| 2023|$1,077,252|—|—|—|—|

| 2022|$1,085,948|—|—|—|—|

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