Fees

Because the Wisconsin OPEB Trust is sponsored by CESA 6, you reap the rewards of collaboration. As the Wisconsin OPEB Trust grows, you benefit from lower fees.

Combined Levels (All Members) Fees
Up to $50 Million 0.50-1.25%, depending on investment strategy
$50 - $75 Million 0.30-0.80%, depending on investment strategy
$75+ Million 0.20-0.45%, depending on investment strategy

Legal - $300
This includes development of the legal opinion letter. For school districts, this is a required submission to DPI for establishment of Fund 73 Trust.

Actuarial and Benefits Consulting – Additional charges apply.
Fees for actuarial calculations are additional. Fees for benefits consulting related to the negotiation and design of benefits packages and/or recommendations are also additional.