Plan Snapshot
- Plan Sponsor: Associated General Contractors Health Benefit Trust Ak Wa Chapter Bot
- Sponsor EIN: 916060872
- Sponsor Address: 12121 HARBOUR REACH DR, MUKILTEO, WA, 982755314
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,061
- Total Assets: $1.5M
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 | 2,061 | $1.5M | $10.2M | $60,455 |
| 2023 | 2,014 | $1.4M | $12.6M | $82,891 |
| 2022 | 1,426 | $1.4M | $10.4M | $57,120 |
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 |
|---|---|---|---|---|
| JD FULWILER & CO INSURANCE, INC. | Other Service Provider | $286,205 | — | $286,205 |
| VIMLY BENEFIT SOLUTIONS, INC. | Other Service Provider | $127,899 | — | $127,899 |
| HUB INTERNATIONAL NORTHWEST LLC | Other Service Provider | $111,874 | — | $111,874 |
| MARSH MCLENNAN AGENCY | Other Service Provider | $33,194 | — | $33,194 |
| BTG & ASSOC, LLC DBA BTG BENEFITS, | Other Service Provider | $32,067 | — | $32,067 |
| MADDOCK & ASSOCIATES | Other Service Provider | $31,441 | — | $31,441 |
| BROWN & BROWN OF WA DBA DIMARTINO | Other Service Provider | $26,656 | — | $26,656 |
| BELL-ANDERSON AGENCY INC | Other Service Provider | $25,150 | — | $25,150 |
| CUMMINGS, FRASER & ASSOCIATES LLC | Other Service Provider | $21,453 | — | $21,453 |
| GROUP BENEFITS LLC | Other Service Provider | $20,032 | — | $20,032 |
| PAUL RICHARDSON INC | Other Service Provider | $17,480 | — | $17,480 |
| ANASTASI, MOORE & MARTIN, PLLC | Auditor | $14,100 | — | $14,100 |
| ALLIANT INSURANCE SERVICES, INC. | Other Service Provider | $13,950 | — | $13,950 |
| PACIFIC CASCADE ADVISORS | Other Service Provider | $9,819 | — | $9,819 |
| PAYNEWEST INSURANCE | Other Service Provider | $8,355 | — | $8,355 |
| BLACK PEARL BENEFITS | Other Service Provider | $8,269 | — | $8,269 |
| IMPACT CG LLC | Other Service Provider | $7,652 | — | $7,652 |
| LEAVITT GROUP NORTHWEST | Other Service Provider | $7,579 | — | $7,579 |
| FORTIPHI INSURANCE | Other Service Provider | $7,123 | — | $7,123 |
| PROPEL INSURANCE, LLC | Other Service Provider | $6,625 | — | $6,625 |
| BENEFITS DIVISION LLC | Other Service Provider | $6,233 | — | $6,233 |
| DIGITAL INSURANCE, LLC. | Other Service Provider | $5,763 | — | $5,763 |
| NARROWS INSURANCE, LLC DBA CARLSON | Other Service Provider | $5,581 | — | $5,581 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANASTASI, MOORE & MARTIN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $834,500
- Estimated Expense Ratio: 56.206% 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 | $861,644 | — | $326,067 | $14,100 | — |
| 2023 | $1,031,059 | — | $371,900 | $12,700 | — |
| 2022 | $862,350 | — | $315,653 | — | $539,113 |