Plan Snapshot
- Plan Sponsor: Associated Oregon Loggers Health Benefits Trust
- Sponsor EIN: 930577235
- Sponsor Address: SEATTLE, WA 98119, SEATTLE, WA, 981192796
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 425
- Total Assets: $9,198
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. |
|---|---|---|---|---|
| 2025 | 425 | $9,198 | $0 | $0 |
| 2024 | 355 | $1,564 | $782,697 | $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 |
|---|---|---|---|---|
| ASSOCIATED OREGON LOGGERS HEALTH | Recordkeeper | $65,139 | — | $65,139 |
| TAILORWELL HOLDINGS INC. | Recordkeeper | $65,081 | — | $65,081 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $130,220
- Estimated Expense Ratio: 1415.743% 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 |
|---|---|---|---|---|---|
| 2025 | $3,257,316 | — | $68,088 | — | — |
| 2024 | $63,934 | — | $16,449 | — | — |