# Wisconsin Electrical Employees Health And Welfare Plan 401(k) Plan
Source: https://planprovider.pro/companies/wisconsin-electrical-employees-health-and-welfare-plan-391651543-501

> Wisconsin Electrical Employees Health And Welfare Plan's 401(k) plan: 4,855 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wisconsin Electrical Employees Health And Welfare Plan

- **Sponsor EIN:** 391651543

- **Sponsor Address:** 2730 DAIRY DRIVE, MADISON, WI, 53718

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

- **Plan Number:** 501

- **Total Participants:** 4,855

- **Total Assets:** $227.4M

## 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|4,855|$227.4M|$95.2M|$3.6M|

| 2023|4,415|$207.1M|$79.8M|$3.4M|

| 2022|4,027|$187.2M|$70.0M|$3.4M|

## 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|

| BLUE CROSS BLUE SHIELD|Other Service Provider|$2,379,649|—|$2,379,649|

| WEEBF LLC|Other Service Provider|$748,035|—|$748,035|

| CONIFER VALUE BASED CARE|Other Service Provider|$396,203|—|$396,203|

| REINHART BOERNER VAN DEUREN|Other Service Provider|$350,740|—|$350,740|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$280,937|—|$280,937|

| SAV RX|Other Service Provider|$219,757|—|$219,757|

| SWORD HEALTH|Other Service Provider|$123,000|—|$123,000|

| HEALTH GAUGE|Other Service Provider|$106,690|—|$106,690|

| US BANK|Other Service Provider|$70,660|—|$70,660|

| UNITED ACTUARIAL SERVICES, INC|Other Service Provider|$62,400|—|$62,400|

| JENSEN INVESTMENT MANAGEMENT|Other Service Provider|$54,865|—|$54,865|

| COMBINED CRAFTS|Other Service Provider|$54,818|—|$54,818|

| FIDUCIARY MANAGEMENT, INC|Other Service Provider|$40,605|—|$40,605|

| COMPUTER MAGIC, INC|Other Service Provider|$38,566|—|$38,566|

| MARINER INSTITUTIONAL LLC|Other Service Provider|$21,750|—|$21,750|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $4,948,675

- **Estimated Expense Ratio:** 2.176% 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|$2,109,037|$117,661|—|—|—|

| 2023|$5,316,928|$131,600|—|—|—|

| 2022|$4,445,579|$130,416|—|—|$283,691|

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