# Arizona Technology Council Benefit Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/arizona-technology-council-benefit-trust-843009948-501

> Arizona Technology Council Benefit Trust's Health & Welfare plan: 1,033 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/employee-fiduciary) — Insurance Carrier

- [LOCKTON COMPANIES](https://planprovider.pro/provider/creative-planning) — 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|

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