# Wisconsin Bankers Association Insurance Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/wisconsin-bankers-association-insurance-trust-fund-396046865-502

> Wisconsin Bankers Association Insurance Trust Fund's Health & Welfare plan: 1,138 participants, plan year 2025 financials, providers, and benchmarks from For…

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:** Health & Welfare

- **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|—|—|

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