# Wisconsin Sheet Metal Workers Health & Welfare Plan
Source: https://planprovider.pro/companies/wisconsin-sheet-metal-workers-351638874-501

> Wisconsin Sheet Metal Workers's Health & Welfare plan: 2,500 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wisconsin Sheet Metal Workers

- **Sponsor EIN:** 351638874

- **Sponsor Address:** 2201 SPRINGDALE ROAD, WAUKESHA, WI, 531862855

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,500

- **Total Assets:** $56.8M

## 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|2,500|$56.8M|$51.0M|$4.6M|

| 2023|2,421|$53.2M|$48.6M|$4.0M|

| 2022|2,257|$43.1M|$40.8M|$4.1M|

## 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|

| BENEFIT PLAN ADMINISTRATION|Other Service Provider|$1,311,376|—|$1,311,376|

| ANTHEM BLUE CROSS OF WISCONSIN|Other Service Provider|$713,332|—|$713,332|

| EXPRESS SCRIPTS|Other Service Provider|$427,305|—|$427,305|

| REINHART, BOERNER, VAN DEUREN S.C.|Other Service Provider|$188,294|—|$188,294|

| ZELIS HEALTHCARE|Other Service Provider|$147,882|—|$147,882|

| SEGAL|Other Service Provider|$128,630|—|$128,630|

| DELTA DENTAL OF WISCONSIN|Other Service Provider|$92,745|—|$92,745|

| MEDEXPERT INTERNATIONAL, INC.|Other Service Provider|$87,467|—|$87,467|

| COMBINED CRAFTS|Other Service Provider|$52,000|—|$52,000|

| NUVEEN ASSET MANAGEMENT|Other Service Provider|$42,415|—|$42,415|

| WEX HEALTH, INC|ERISA Attorney|$36,371|—|$36,371|

| SIKICH CPA LLC|Auditor|$35,255|—|$35,255|

| THE PREVIANT LAW FIRM, S.C.|Other Service Provider|$33,468|—|$33,468|

| ANDCO CONSULTING|Other Service Provider|$22,500|—|$22,500|

| MARINER WEALTH ADVISORS|Other Service Provider|$7,500|—|$7,500|

| US BANK|Other Service Provider|$7,364|—|$7,364|

### Verified Provider Profiles

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

- [WEX HEALTH, INC](https://planprovider.pro/provider/dla-piper) — ERISA Attorney

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,333,904

- **Estimated Expense Ratio:** 5.871% 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|$1,416,879|$79,779|$135,774|$35,255|—|

| 2023|$1,394,905|$82,590|$146,275|$34,230|—|

| 2022|$1,376,947|$90,578|$625,966|—|$410,143|

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