# Associated General Contractors Health Benefit Trust Ak Wa Chapter Bot 401(k) Plan
Source: https://planprovider.pro/companies/associated-general-contractors-health-benefit-trust-ak-wa-chapter-bot-916060872-501

> Associated General Contractors Health Benefit Trust Ak Wa Chapter Bot's 401(k) plan: 2,061 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## 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](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:** $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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/associated-general-contractors-health-benefit-trust-ak-wa-chapter-bot-916060872-501)

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