# Associated Oregon Loggers Health Benefits Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/associated-loggers-health-benefits-trust-930577235-501

> Associated Oregon Loggers Health Benefits Trust's Health & Welfare plan: 425 participants, plan year 2025 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Associated Oregon Loggers Health Benefits Trust

- **Sponsor EIN:** 930577235

- **Sponsor Address:** SEATTLE, WA 98119, SEATTLE, WA, 981192796

- **Plan Type:** Health & Welfare

- **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|—|—|

## Similar Plans

- [Evergreen Security Trust Board Of Trustees](https://planprovider.pro/companies/evergreen-security-trust-board-of-trustees-910630779-501) — 2,829 participants

- [Board Of Trustees, The Bledsoe Health Trust](https://planprovider.pro/companies/board-of-trustees-the-bledsoe-health-trust-930478837-501) — 2,767 participants

- [Board Of Trustees, Cic-Forest Products Retirement Tr](https://planprovider.pro/companies/board-of-trustees-cic-forest-products-retirement-tr-plan) — 1,368 participants

- [Vaagen Bros Lumber INC](https://planprovider.pro/companies/vaagen-bros-lumber-inc-401k-plan) — 224 participants

- [Teal Jones Lumber Services INC](https://planprovider.pro/companies/teal-jones-lumber-services-inc-270101074-501) — 116 participants

- [C & C Logging, LLC](https://planprovider.pro/companies/c-c-logging-llc-810595671-505) — 108 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/associated-loggers-health-benefits-trust-930577235-501)

© 2026 PlanProvider.Pro