Plan Ledger DOL Form 5500 · updated monthly

Group Health Cooperative of South Central Wisconsin403(b)

GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN 403(B) PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.13%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Group Health Cooperative of South Central Wisconsin reported $109,972 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $4,554 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.22% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 239th-largest of 1,936 plans among Wisconsin employers on file, and the 1,155th of 11,911 in health care & social assistance. In 2024, employees put in $1.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$93,084,209
Participants with balances1,002
Active participants765
Employer contributions$3,484,135
Employee contributions$5,513,618
Employer contribution per active participant$4,554
Average account balance$92,898
Benefits paid to participants$9,526,292
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$93.1M · 1,002 accts · $3.5M emplr
2023$81.1M · 1,014 accts · $3.3M emplr
2022$66.4M · 1,000 accts · $3.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$71,188
Investment management$26,690
Trustee / custodial$12,094
Total administrative$109,972
Employer contributions to the Group Health Cooperative of South Central Wisconsin plan · 2024
Employer contribution per active participant$4,554
Median for plans this size$3,635
2024$4,554 per active participant
2023$4,398 per active participant
2022$4,026 per active participant

Group Health Cooperative of South Central Wisconsin's 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
MILLIMAN, INC. · Recordkeeping · Loan processing$71,188
FRANCIS INVESTMENT COUNSEL · Investment advisory (plan)$26,690
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Trustee (directed)$12,094
CHARLES SCHWAB & CO., INC. · Custodial (securities)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Milliman
2023Milliman

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$109,972 · 0.13%
2023$119,466 · 0.16%
2022$154,675 · 0.22%
All plans at this employer2
GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN EMPLOYER FUNDED RETIREMENT PLANProfit-sharing plan
GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN 403(B) PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Beloit Health System, Inc. WI$118.3M · 0.17%
Froedtert South, Inc. WI$89.2M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391199466 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.