Board Of Trustees 401(k) Plan: Login, Facts & Contact Information

Board Of Trustees 401(k) Plan Facts

Plan name
PLUMBERS AND STEAMFITTERS LOCAL 400 AND MECHANICAL CONTRACTORS ASSOCIATION OF NORTH CENTRAL WISCONSIN PROFIT SHARING/401(K) PLAN
Plan type
401(k)
Plan sponsor
BOARD OF TRUSTEES
Participants
2,324 (2,130 active employees)
Former employees with a balance
202
Plan assets
$476,805,925 at Dec 31, 2024
Average account balance
$197,763 across 2,411 accounts
Employer contributions
$18,493,520 in plan year 2024 (76% of all contributions)
Recordkeeper
Milliman, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 1966
— Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window— Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 16, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $24.3 million went into the plan in contributions, $18.5 million of it from the employer (76%).
  • $24.8 million was paid out to participants.
  • Investment and other income added $49.5 million.
  • Administrative expenses were $1.07 million, about $442 per account.

How the Board Of Trustees 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,851$338.9 million$13.9 million$17.4 million
20201,973$380.3 million$14.9 million$18.4 million
20212,085$427.2 million$15.7 million$18.9 million
20222,081$374.3 million$16.3 million$18.6 million
20232,232$428.8 million$17.2 million$18.7 million
20242,324$476.8 million$18.5 million$24.8 million

Board Of Trustees 401(k) Contact Information

Phone
920-462-0400
Mailing address
P.O. BOX 530, KAUKAUNA WI 541300530
Plan sponsor
BOARD OF TRUSTEES
Employer identification number (EIN)
39-1511099
Plan number
001

Questions about the Board Of Trustees 401(k)

Does Board Of Trustees contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $18.5 million in employer contributions for plan year 2024.

Does the Board Of Trustees 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Board Of Trustees 401(k) plan?

2,324 participants at the start of plan year 2024, 2,130 of them active employees, and 202 former employees who still had money in the plan.

What is the average 401(k) balance at Board Of Trustees?

About $197,763 per account: $476.8 million in plan assets across 2,411 accounts with a balance at the end of plan year 2024.

Who manages the Board Of Trustees 401(k) accounts?

Milliman (listed on the filing as MILLIMAN, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Board Of Trustees. How do I access my 401(k)?

Your account stays with Milliman after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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