# Biaw Health And Welfare Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/biaw-health-and-welfare-trust-916379886-501

> Biaw Health And Welfare Trust's Health & Welfare plan: 12,477 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — 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|

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