# Plumbers & Steamfitters Local 400 401(k) Plan
Source: https://planprovider.pro/companies/plumbers-steamfitters-local-400-391932533-501

> Plumbers & Steamfitters Local 400's 401(k) plan: 1,960 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Plumbers & Steamfitters Local 400

- **Sponsor EIN:** 391932533

- **Sponsor Address:** P.O. BOX 530, KAUKAUNA, WI, 541300530

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 1,960

- **Total Assets:** $73.8M

## 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|1,960|$73.8M|$35.6M|$1.9M|

| 2023|1,865|$72.7M|$32.3M|$1.9M|

| 2022|1,822|$69.0M|$29.6M|$2.0M|

## 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|

| BENEFIT PLAN ADMINISTRATION OF WI|Other Service Provider|$1,247,701|—|$1,247,701|

| UNITED HEALTHCARE INSURANCE COMPANY|Other Service Provider|$1,008,663|—|$1,008,663|

| PREVEA HEALTH OCCUPATIONAL HEALTH|Other Service Provider|$329,958|—|$329,958|

| CASE MANAGEMENT SPECIALISTS|Other Service Provider|$309,951|—|$309,951|

| REINHART BOERNER VAN DEUREN S.C.|Other Service Provider|$153,571|—|$153,571|

| ASSOCIATED TRUST COMPANY, N.A.|Other Service Provider|$71,143|—|$71,143|

| MEDEXPERT INTERNATIONAL, INC.|Other Service Provider|$69,817|—|$69,817|

| MILLIMAN|Recordkeeper|$66,000|—|$66,000|

| ASCENSION MEDICAL GROUP|Other Service Provider|$54,670|—|$54,670|

| BLUEGRASS HEALTH SOLUTIONS LLC|Other Service Provider|$42,749|—|$42,749|

| DELTA DENTAL OF WISCONSIN|Other Service Provider|$33,038|—|$33,038|

| SIKICH CPA LLC|Auditor|$26,650|—|$26,650|

| AURORA EMPLOYEE ASSISTANCE PROGRAM|Other Service Provider|$24,715|—|$24,715|

| EXPRESS SCRIPTS|Other Service Provider|$16,248|—|$16,248|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLIMAN](https://planprovider.pro/provider/milliman) — Recordkeeper

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,454,874

- **Estimated Expense Ratio:** 4.682% 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|$1,547,108|$32,118|$917,551|$26,650|—|

| 2023|$1,509,109|$46,034|$887,835|$25,870|—|

| 2022|$1,337,382|$48,314|$845,207|—|$224,211|

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