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Original filing (PDF)20250918102640NAL0001227233004
WISCONSIN ELECTRICAL EMPLOYEES HEALTH AND WELFARE PLAN
Form 5500
FILING_RECEIVED
WISCONSIN ELECTRICAL EMPLOYEES HEALTH AND WELFARE PLAN
Health & welfare plan
Signals · 4
100% in single holding~218 bps in Sched C feesNo recordkeeper disclosed15 service providers
Active participants
4,855
Accounts w/ balance
—
Plan assets (EOY)
$227.4M
Net assets (EOY)
$67.2M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: AFL-CIO HOUSING INVESTMENT TRUST DVF (extraction pending)]" is 100% of plan.
- 218 bps in Schedule C fees — 2076% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WISCONSIN ELECTRICAL EMPLOYEES HEALTH AND WELFARE PLAN.
Plan sponsor
Name
WISCONSIN ELECTRICAL EMPLOYEES HEALTH AND WELFARE PLAN
EIN
39-1651543
Address
2730 DAIRY DRIVE · SUITE 101 · MADISON, WI · 53718
Phone
(608) 276-9111
Industry
Electrical 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
2025-09-18
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4C · Supplemental Unemployment
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
15 rowsOther
15| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | 39-0138065 | — | NONE | $2.4M | — |
| WEEBF LLC | 26-4568574 | — | NONE | $748K | — |
| CONIFER VALUE BASED CARE | 52-1964905 | — | NONE | $396K | — |
| REINHART BOERNER VAN DEUREN | 39-1126909 | — | NONE | $351K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $281K | — |
| SAV RX | — | FREMONT, NE | NONE | $220K | — |
| SWORD HEALTH | — | DRAPER, UT | NONE | $123K | — |
| HEALTH GAUGE | — | OVERLAND PARK, KS | NONE | $107K | — |
| US BANK | — | ST PAUL, MN | NONE | $71K | — |
| UNITED ACTUARIAL SERVICES, INC | 35-2156428 | — | NONE | $62K | — |
| JENSEN INVESTMENT MANAGEMENT | — | LAKE OSWEGO, OR | NONE | $55K | — |
| COMBINED CRAFTS | 39-1400101 | — | NONE | $55K | — |
| FIDUCIARY MANAGEMENT, INC | — | MILWAUKEE, WI | NONE | $41K | — |
| COMPUTER MAGIC, INC | — | MONONA, WI | NONE | $39K | — |
| MARINER INSTITUTIONAL LLC | — | ORLANDO, FL | NONE | $22K | — |
Investments
1 pooled fund· $17.4M(8% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AFL-CIO HIT DVF FUND HAND BENEFITS AND TRUST · EIN 74-2008758 / PN 184 | Common Collective Trust | — | — | $17.4M | 7.7% |