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: 502
- Total Participants: 1,138
- 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 | 1,138 | $0 | $0 | $0 |
| 2024 | 970 | $0 | $0 | $16.4M |
| 2023 | 885 | $0 | $0 | $13.9M |
| 2022 | 738 | $0 | $0 | $11.3M |
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 |
|---|---|---|---|---|
| WIPFLI LLP | 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 |
|---|---|---|---|---|---|
| 2025 | $19,419,858 | — | $192,270 | — | — |
| 2024 | $163,812 | — | $163,812 | — | — |
| 2023 | $139,293 | — | $139,293 | — | — |
| 2022 | $112,099 | — | $112,099 | — | — |