# Waicu Benefits Consortium, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/waicu-benefits-consortium-inc-320086947-501

> Waicu Benefits Consortium, INC.'s Health & Welfare plan: 1,010 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Waicu Benefits Consortium, INC.

- **Sponsor EIN:** 320086947

- **Sponsor Address:** 122 W. WASHINGTON AVE. , SUITE 700, MADISON, WI, 53703

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,010

- **Total Assets:** $15.7M

## 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|1,010|$15.7M|$15.5M|$5.4M|

| 2023|1,117|$14.0M|$16.3M|$5.9M|

| 2022|1,376|$11.9M|$17.9M|$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|

| UMR, INC|Other Service Provider|$785,530|$21,210|$806,740|

| WAICU|Other Service Provider|$468,231|—|$468,231|

| MILLIMAN|Actuary|$124,661|—|$124,661|

| CAREMARK|Other Service Provider|$66,171|—|$66,171|

| SIKICH CPA LLC|Auditor|$38,625|—|$38,625|

| DELTA DENTAL OF WISCONSIN,INC|Other Service Provider|$36,551|—|$36,551|

| R.W BAIRD & CO|Custodian / Trustee|$27,367|—|$27,367|

| MICHAEL BEST & FRIEDRICH LLP|ERISA Attorney|$16,660|—|$16,660|

| ASSOCIATED BANK|Other Service Provider|$5,225|—|$5,225|

### Verified Provider Profiles

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

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

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

- [MICHAEL BEST & FRIEDRICH LLP](https://planprovider.pro/provider/michael-best-and-friedrich-llp) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,590,231

- **Estimated Expense Ratio:** 10.121% 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|$890,718|$27,367|$468,231|$38,625|—|

| 2023|$1,406,670|$7,891|$492,772|$39,490|—|

| 2022|$1,854,349|$28,548|$1,113,873|—|$194,862|

## Similar Plans

- [Plexus Corp.](https://planprovider.pro/companies/plexus-corp-391344447-501) — 2,633 participants

- [Board Of Trustees Of The Wisconsin Health Fund](https://planprovider.pro/companies/board-of-trustees-of-the-wisconsin-health-fund-391762582-501) — 1,470 participants

- [Wisconsin Bankers Association Insurance Trust Fund](https://planprovider.pro/companies/wisconsin-bankers-association-insurance-trust-fund-396046865-502) — 1,138 participants

- [The Board Of Trustees Of The Wisconsin Masons 401(K) Plan And Trust](https://planprovider.pro/companies/the-board-of-trustees-of-the-wisconsin-masons-401-k-plan-and-trust-392008571-001) — 811 participants

- [Spectrum Insurance Group, LLC](https://planprovider.pro/companies/spectrum-insurance-group-llc-401k-plan) — 169 participants

- [Hader Industries, INC. Employee Benefit Trust](https://planprovider.pro/companies/hader-industries-inc-employee-benefit-trust-391020320-502) — 96 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/waicu-benefits-consortium-inc-320086947-501)

© 2026 PlanProvider.Pro