# Trustees-Oper Eng Local 139 Health Ben Fund Medi Pref(Ppo) With Sen R Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-oper-eng-local-139-health-ben-fund-medi-pref-ppo-with-sen-r-237166771-502

> Trustees-Oper Eng Local 139 Health Ben Fund Medi Pref(Ppo) With Sen R's Health & Welfare plan: 3,539 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees-Oper Eng Local 139 Health Ben Fund Medi Pref(Ppo) With Sen R

- **Sponsor EIN:** 237166771

- **Sponsor Address:** PO BOX 160, PEWAUKEE, WI, 530720160

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 3,539

- **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.|

| 2024|3,539|$0|$0|$5.9M|

## 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|

| CALIBRE CPA GROUP, PLLC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|—|—|—|—|—|

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