# Wisconsin Bankers Association Insurance Trust Fund 401(k) Plan
Source: https://planprovider.pro/companies/wisconsin-bankers-association-insurance-trust-fund-396046865-501

> Wisconsin Bankers Association Insurance Trust Fund's 401(k) plan: 3,102 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Wisconsin Bankers Association Insurance Trust Fund

- **Sponsor EIN:** 396046865

- **Sponsor Address:** P.O. BOX 7697, MADISON, WI, 537077697

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 3,102

- **Total Assets:** $757,804

## 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|3,102|$757,804|$0|$0|

| 2024|3,126|$761,408|$0|$24.0M|

| 2023|3,107|$498,868|$0|$22.1M|

| 2022|3,368|$516,652|$0|$19.6M|

## 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|

| WBA EMPLOYEE BENEFITS CORP., INC.|Other Service Provider|$180,000|—|$180,000|

| WIPFLI LLP|Other Service Provider|$21,465|—|$21,465|

| REINHART BOERNER VAN DEUREN|Other Service Provider|$7,701|—|$7,701|

| BANK OF SUN PRAIRIE|Other Service Provider|$6,000|—|$6,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $215,166

- **Estimated Expense Ratio:** 28.393% 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|

| 2025|$25,330,620|—|$372,463|$23,208|—|

| 2024|$489,768|—|$343,849|$59,485|—|

| 2023|$393,295|—|$316,960|$60,525|—|

| 2022|$208,469|—|—|—|$202,469|

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