Plan Snapshot
- Plan Sponsor: Biaw Health And Welfare Trust
- Sponsor EIN: 916379886
- Sponsor Address: 15375 SE 30TH PL STE 380, BELLEVUE, WA, 980076500
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 12,477
- Total Assets: $10.8M
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 | 12,477 | $10.8M | $0 | $0 |
| 2024 | 10,897 | $11.7M | $92.6M | $0 |
| 2023 | 9,474 | $11.0M | $81.5M | $0 |
| 2022 | 10,063 | $8.1M | $84.2M | $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 |
|---|---|---|---|---|
| CAPITAL BENEFIT SERVICES, LLC | Insurance Carrier | $5,228,881 | — | $5,228,881 |
| EPK & ASSOCIATES, INC. | Recordkeeper | $2,836,692 | — | $2,836,692 |
| FIRST CHOICE HEALTH | Other Service Provider | $139,425 | — | $139,425 |
| JOHN S. CONNIFF, PLLC | Recordkeeper | $36,000 | — | $36,000 |
| SWEENEY CONRAD CPA, LLP | Other Service Provider | $32,500 | — | $32,500 |
| L/P INSURANCE SERVICES LLC | Insurance Carrier | $8,770 | — | $8,770 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN S. CONNIFF, PLLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,282,268
- Estimated Expense Ratio: 76.546% 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 | $40,024,864 | — | $1,299,799 | $10,000 | — |
| 2024 | $3,067,117 | — | $2,836,692 | $32,500 | — |
| 2023 | $2,779,394 | — | $2,565,801 | $31,000 | — |
| 2022 | $2,894,125 | — | $2,676,259 | — | $68,036 |