Original filing (PDF)20251015134918NAL0002394819001

BOARD OF TRUSTEES OF WISCONSIN PIPE TRADES HEALTH FUND

Name: BOARD OF TRUSTEES OF WISCONSIN PIPE TRADES HEALTH FUND — WISCONSIN PIPE TRADES HEALTH FUND, Form 5500 (2024)
Creator: BOARD OF TRUSTEES OF WISCONSIN PIPE TRADES HEALTH FUND

Form 5500

FILING_RECEIVED

WISCONSIN PIPE TRADES HEALTH FUND

Health & welfare plan

Signals · 3

~753 bps in Sched C feesNo recordkeeper disclosed13 service providers

Active participants

1,883

Accounts w/ balance

—

Plan assets (EOY)

$54.5M

Net assets (EOY)

$20.9M

How this plan invests

This plan

59 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (1st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOARD OF TRUSTEES OF WISCONSIN PIPE TRADES HEALTH FUND.

Plan sponsor

Name

BOARD OF TRUSTEES OF WISCONSIN PIPE TRADES HEALTH FUND

EIN

39-0852117

Address

11270 WEST PARK PLACE, SUITE 950 · MILWAUKEE, WI · 53224

Phone

(414) 577-3700

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

4F · Temporary Disability (accident and sickness)

4Q · Other

Audit & trust (Schedule H)

Auditor

SIKICH CPA LLC

Trustee / custodian

Service providers (Schedule C)

13 rows

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
SIKICH CPA LLC	54-1172176	—	NONE	$22K	—

Other service providers

Name	EIN	Location	Relation	Direct comp

Investments

59 direct securities· $43.7M(80% of reported assets)

Other securities

$33.3M

15 holdings

Bonds / Notes

$8.3M

38 holdings

Common Stock

$917K

1 holding

Mutual Funds

$915K

1 holding

Corporate Bonds

$199K

1 holding

Agency / Mortgage-Backed

$22K

2 holdings

Cash / Money Market

$19K

1 holding

					% of plan
Fidelity 500 Index Fund	Other securities	—	$8.1M	$10.0M	18.3%
Fidelity Mid Cap Index Fund	Other securities	—	$3.9M	$4.4M	8.0%
Fidelity International Index Fund	Other securities	—	$3.4M	$3.4M	6.3%
Cohen & Steers Instl Realty Fund	Other securities	—	$2.2M	$2.2M	4.1%
Nuveen Core Bond Fund	Other securities	—	$2.2M	$2.1M	3.9%
Baird Aggregate Bond Fd. Instl.	Other securities	—	$2.2M	$2.1M	3.9%
First American Govt. Obligation Fund CL X	Other securities	—	$1.8M	$1.8M	3.3%
Pgim Total Return Bond Fund	Other securities	—	$1.5M	$1.5M	2.7%
Ishares Core U.S. Aggregate Bond Fund	Other securities	—	$1.3M	$1.2M	2.3%
Goldman Sachs Gqg Partners Intl Opps Fund	Other securities	—	$1.2M	$1.1M	1.9%
Invesco International Equity Fund	Other securities	—	$1.2M	$1.1M	1.9%
Nyli MacKay High Yield Corp Bond Fund	Common Stock	—	$912K	$917K	1.7%
and Money Market Mutual Fund Artisan High Income Fund	Mutual Funds	—	$925K	$915K	1.7%
Undiscovered Managers Behavioral Value Fund	Other securities	—	$788K	$802K	1.5%
Fidelity Emerging Markets Index Fund	Other securities	—	$688K	$677K	1.2%
FFCB Deb. 4.625%, due 11/27/29	Bonds / Notes	—	$500K	$501K	0.9%
Columbia Small Cap Growth Instl.	Other securities	—	$442K	$500K	0.9%
Northern Tr Corp Sr 4.000%, due 05/10/27	Bonds / Notes	—	$388K	$395K	0.7%
Bristol Myers 3.250%, due 02/27/27	Bonds / Notes	—	$445K	$390K	0.7%
Cisco Systems, Inc. 2.500%, due 09/20/26	Bonds / Notes	—	$419K	$388K	0.7%
Procter Gamble Co. 2.800%, due 03/25/27	Bonds / Notes	—	$437K	$387K	0.7%
Ishares 5 10 Year ETF	Other securities	—	$365K	$367K	0.7%
Toyota Mtr Cr Mtn. 1.150%, due 08/13/27	Bonds / Notes	—	$398K	$366K	0.7%
Public Storage 1.850%, due 05/01/28	Bonds / Notes	—	$361K	$365K	0.7%
Hershey Co. 2.300%, due 08/15/26	Bonds / Notes	—	$361K	$329K	0.6%
Apple, Inc. 1.200%, due 02/08/28	Bonds / Notes	—	$344K	$317K	0.6%
Meta Platforms Inc. 4.800%, due 05/15/30	Bonds / Notes	—	$249K	$252K	0.5%
Chevron Corp. 3.326%, due 11/17/25	Bonds / Notes	—	$275K	$248K	0.5%
Bank of New York Mtn. 3.850%, due 04/26/29	Bonds / Notes	—	$244K	$241K	0.4%
U.S. Government Securities FHLB Deb. 2.125%, due 12/11/26	Bonds / Notes	—	$266K	$240K	0.4%
Coca Cola Co. 1.450%, due 06/01/27	Bonds / Notes	—	$252K	$233K	0.4%
Honeywell 2.700%, due 08/15/29	Bonds / Notes	—	$222K	$229K	0.4%
Nvidia Corp. 2.850%, due 04/01/30	Bonds / Notes	—	$226K	$229K	0.4%
Estee Lauder Co. Inc. 2.600%, due 04/15/30	Bonds / Notes	—	$214K	$222K	0.4%
UnitedHealth Group 2.300%, due 05/15/31	Bonds / Notes	—	$220K	$213K	0.4%
3M Company 2.000%, due 02/14/25	Corporate Bonds	—	$199K	$199K	0.4%
IBM Corp. 1.700%, due 05/15/27	Bonds / Notes	—	$207K	$187K	0.3%
Costco Wholesale Corp. 1.375%, due 06/20/27	Bonds / Notes	—	$200K	$186K	0.3%
Hormel Foods Corp. 1.700%, due 06/03/28	Bonds / Notes	—	$202K	$181K	0.3%
Caterpillar Mtn. 2.600%, due 14/09/30	Bonds / Notes	—	$182K	$180K	0.3%
Charles Schwab Corp 3.000%, due 03/10/25	Bonds / Notes	—	$160K	$150K	0.3%
Emerson Electric Co. 3.150%, due 06/01/25	Bonds / Notes	—	$152K	$149K	0.3%
Wells Fargo Co. Mtn. 3.550%, due 09/29/25	Bonds / Notes	—	$152K	$149K	0.3%
Home Depot, Inc. 3.000%, due 04/01/26	Bonds / Notes	—	$143K	$147K	0.3%
Foreign Bonds Shell International 2.875%, due 05/10/26	Bonds / Notes	—	$148K	$147K	0.3%
Unilever Capital Corp. 2.000%, due 07/28/26	Bonds / Notes	—	$159K	$145K	0.3%
Pepsico, Inc. 2.625%, due 03/19/27	Bonds / Notes	—	$166K	$145K	0.3%
Adobe, Inc. 2.150%, due 02/01/27	Bonds / Notes	—	$161K	$143K	0.3%
Alphabet, Inc. 0.800%, due 08/15/27	Bonds / Notes	—	$149K	$137K	0.3%
Salesforce Inc 1.500%, due 07/15/28	Bonds / Notes	—	$143K	$135K	0.2%

1–50 of 59

1 / 2

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Fidelity$18.5M TIAA / Nuveen$2.1M BlackRock / iShares$1.6M Prudential / PGIM$1.5M Goldman Sachs$1.1M Invesco$1.1M Schwab$150K Wells Fargo / Allspring$149K JPMorgan$122K

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BENESYS, INC.	39-1401001	—	NONE	$1.4M	—
CAREATC	73-1598062	—	NONE	$1.2M	—
UNITED HEALTHCARE INSURANCE CO.	36-2739571	—	NONE	$915K	—
ZELIS CLAIMS INTEGRITY INC.	—	BEDMINSTER, NJ	NONE	$111K	—
U.S. BANK N.A.	31-0841368	—	NONE	$105K	—
EXPRESS SCRIPTS HOLDING COMPANY	—	FRANKLIN LAKES, NJ	NONE	$103K	—
DELTA DENTAL OF WISCONSIN	39-6094742	—	NONE	$86K	—
AURORA HEALTHCARE	39-1442285	—	NONE	$83K	—
REINHART BOERNER, VAN DEUREN S.C	39-1126909	—	NONE	$30K	—
COMBINED CRAFTS	39-1401001	—	NONE	$20K	—
THE PREVIANT LAW FIRM S.C.	39-1211596	—	NONE	$18K	—
H.J. KNIGHT INTERNATIONAL	—	BRAINTREE, MA	NONE	$14K	—