# The Boldt Company Health & Welfare Plan
Source: https://planprovider.pro/companies/the-boldt-company-390174190-501

> The Boldt Company's Health & Welfare plan: 2,221 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|—|

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