Plan Snapshot
- Plan Sponsor: The Boldt Company
- Sponsor EIN: 390174190
- Sponsor Address: 2121 E CAPITOL DRIVE, APPLETON, WI, 54911
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 2,221
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 2,221 | $0 | $0 | $0 |
| 2024 | 1,881 | $0 | $0 | $0 |
| 2023 | 697 | $0 | $0 | $0 |
| 2022 | 636 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| UMR, INC. | Other Service Provider | $361,100 | $10,592 | $371,692 |
| DELTA DENTAL OF WISCONSIN | Recordkeeper | $27,973 | — | $27,973 |
| LIFE INSURANCE CO OF NORTH AMERICA | Recordkeeper | $11,162 | — | $11,162 |
| RXBENEFITS, INC. | Other Service Provider | $6,135 | — | $6,135 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $416,962
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |