# The Board Of Trustees Of The Fox Valley Sheet Metal Health Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/the-board-of-trustees-of-the-fox-valley-sheet-metal-health-fund-396095127-501

> The Board Of Trustees Of The Fox Valley Sheet Metal Health Fund's Health & Welfare plan: 753 participants, plan year 2024 financials, providers, and benchmar…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Board Of Trustees Of The Fox Valley Sheet Metal Health Fund

- **Sponsor EIN:** 396095127

- **Sponsor Address:** 2201 SPRINGDALE ROAD, WAUKESHA, WI, 53186

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 753

- **Total Assets:** $19.2M

## 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|753|$19.2M|$14.1M|$478,191|

| 2023|745|$19.8M|$14.2M|$378,580|

| 2022|740|$18.2M|$13.7M|$406,644|

## 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|

| UNITED HEALTH CARE INSURANCE CO|Other Service Provider|$485,110|—|$485,110|

| BENEFIT PLAN ADMINISTRATION|Other Service Provider|$288,922|—|$288,922|

| EXPRESS SCRIPTS|Other Service Provider|$205,059|—|$205,059|

| REINHART BOERNER & VAN DEUREN S.C.|Other Service Provider|$72,391|—|$72,391|

| THE SEGAL COMPANY, INC.|Other Service Provider|$57,703|—|$57,703|

| DELTA DENTAL OF WISCONSIN|Other Service Provider|$30,369|—|$30,369|

| MARINER INSTITUTIONAL, LLC|Other Service Provider|$30,000|—|$30,000|

| ASSOCIATED TRUST COMPANY|Other Service Provider|$29,142|—|$29,142|

| MEDEXPERT INTERNATIONAL, INC.|Other Service Provider|$28,275|—|$28,275|

| US BANK NATIONAL ASSOCIATION|Recordkeeper|$25,604|—|$25,604|

| SIKICH LLP|Other Service Provider|$24,825|—|$24,825|

### Verified Provider Profiles

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

- [US BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,277,400

- **Estimated Expense Ratio:** 6.652% 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|$616,793|$64,214|$263,887|$24,825|—|

| 2023|$642,307|$59,444|$254,325|$23,865|—|

| 2022|$594,807|$59,647|$239,282|—|$195,534|

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