Plan Snapshot
- Plan Sponsor: Alaska Public Broadcasting Health Trust
- Sponsor EIN: 817104348
- Sponsor Address: 135 CORDOVA ST, ANCHORAGE, AK, 995012407
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 105
- Total Assets: $187,606
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 105 | $187,606 | $0 | $0 |
| 2024 | 106 | $199,953 | $1.4M | $0 |
| 2023 | 98 | $114,982 | $1.2M | $1,154 |
| 2022 | 97 | $132,634 | $1.3M | $3,304 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BDO USA, P.C. | Other Service Provider | $18,118 | — | $18,118 |
| SHATTUCK & GRUMMETT INSURANCE | Other Service Provider | $8,942 | — | $8,942 |
| COASTALASKA, INC. | Recordkeeper | $7,500 | — | $7,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,560
- Estimated Expense Ratio: 18.422% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $1,367,222 | — | $7,500 | $17,841 | — |
| 2024 | $35,495 | — | $7,500 | $17,841 | — |
| 2023 | $36,116 | — | $7,500 | $18,600 | — |
| 2022 | $32,651 | — | $7,500 | — | $15,602 |