Plan Snapshot
- Plan Sponsor: Arizona Technology Council Benefit Trust
- Sponsor EIN: 843009948
- Sponsor Address: P.O. BOX 6, MUKILTEO, WA, 98275
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,033
- Total Assets: $392,678
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. |
|---|---|---|---|---|
| 2024 | 1,033 | $392,678 | $9.2M | $32,915 |
| 2023 | 904 | $326,010 | $7.4M | $61,383 |
| 2022 | 776 | $244,550 | $5.5M | $19,879 |
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 |
|---|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES, I | Other Service Provider | $308,279 | — | $308,279 |
| ARIZONA TECHNOLOGY COUNCIL | Other Service Provider | $183,505 | — | $183,505 |
| VIMLY BENEFIT SOLUTIONS, INC. | Recordkeeper | $138,245 | — | $138,245 |
| BLACK GOULD & ASSOCIATES | Insurance Carrier | $100,078 | — | $100,078 |
| EMPLOYEE BENEFIT EXCHANGE CORP. | Insurance Carrier | $52,241 | — | $52,241 |
| MARK J. MATSOCK & ASSOCIATES, INC | Insurance Carrier | $34,822 | — | $34,822 |
| CAPITAL FINANCIAL, PLC | Insurance Carrier | $29,764 | — | $29,764 |
| GBS ARIZONA, INC | Insurance Carrier | $29,226 | — | $29,226 |
| PIONEER EMPLOYEE BENEFITS, LLC | Insurance Carrier | $27,885 | — | $27,885 |
| ROGERS BENEFIT GROUP, INC. | Insurance Carrier | $26,543 | — | $26,543 |
| IMA, INC | Insurance Carrier | $26,427 | — | $26,427 |
| EMERSON ROGERS, LLC | Insurance Carrier | $23,159 | — | $23,159 |
| GOLD COAST INSURANCE, INC. | Insurance Carrier | $18,020 | — | $18,020 |
| SCHOEDEL & SCHOEDEL, CPAS, PLLC | Auditor | $16,350 | — | $16,350 |
| PCF INSURANCE SERVICES OF THE WEST | Insurance Carrier | $16,035 | — | $16,035 |
| ACRISURE, LLC DBA STRATEGIC WELLNES | Insurance Carrier | $15,965 | — | $15,965 |
| MAGNUSON & ASSOCIATES LTD | Insurance Carrier | $13,650 | — | $13,650 |
| LOCKTON COMPANIES | Insurance Carrier | $12,762 | — | $12,762 |
| HORIZON BENEFITS GROUP | Insurance Carrier | $11,603 | — | $11,603 |
| PACIFIC COAST BENEFITS INSURANCE CO | Insurance Carrier | $8,620 | — | $8,620 |
| BENEFITS GALLERY, LLC | Insurance Carrier | $8,163 | — | $8,163 |
| WELLSPRING FAMILY SERVICES EAP | Other Service Provider | $8,140 | — | $8,140 |
| RESECO INSURANCE ADVISORS, LLC | Insurance Carrier | $7,616 | — | $7,616 |
| AMWINS CONNECT INSURANCE SERVICES, | Insurance Carrier | $7,207 | — | $7,207 |
| MICHAEL J. BOUCOS | Insurance Carrier | $5,666 | — | $5,666 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMPLOYEE BENEFIT EXCHANGE CORP. — Insurance Carrier
- LOCKTON COMPANIES — Insurance Carrier
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,129,971
- Estimated Expense Ratio: 287.760% 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 |
|---|---|---|---|---|---|
| 2024 | $1,142,561 | — | $139,105 | $16,350 | — |
| 2023 | $928,176 | — | $112,683 | $15,600 | — |
| 2022 | $694,126 | — | $82,507 | — | $611,177 |