# Associated Employers Health And Welfare Health & Welfare Plan
Source: https://planprovider.pro/companies/associated-employers-health-and-welfare-916030840-501

> Associated Employers Health And Welfare's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Associated Employers Health And Welfare

- **Sponsor EIN:** 916030840

- **Sponsor Address:** 1206 N LINCOLN STREET SUITE 200, SPOKANE, WA, 99201

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 0

- **Total Assets:** $2.1M

## 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|0|$2.1M|$0|$0|

| 2023|0|$2.1M|$0|$0|

| 2022|0|$1.5M|$0|$0|

## 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|

| ANASTASI MOORE & MARTIN, PLLC|Auditor|$14,300|—|$14,300|

| KELLER ROHRBACK LLP|Other Service Provider|$13,888|—|$13,888|

| DEBORAH L BRADY|Custodian / Trustee|$9,000|—|$9,000|

| GAYLE A LAWRENCE|Custodian / Trustee|$9,000|—|$9,000|

| ROBIN MARIE HILLEARY|Custodian / Trustee|$9,000|—|$9,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ANASTASI MOORE & MARTIN, PLLC](https://planprovider.pro/provider/anastasi-moore-and-martin-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $55,188

- **Estimated Expense Ratio:** 2.586% 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|$43,993|—|—|$13,100|—|

| 2023|$53,603|—|—|$13,950|—|

| 2022|$67,319|$33,037|—|—|$28,179|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/associated-employers-health-and-welfare-916030840-501)

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