# Board Of Trustees, Agc-Iuoe Local 701 Health & Welfare Trust Fund 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-agc-iuoe-local-701-health-welfare-trust-fund-936022485-501

> Board Of Trustees, Agc-Iuoe Local 701 Health & Welfare Trust Fund's 401(k) plan: 2,217 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Agc-Iuoe Local 701 Health & Welfare Trust Fund

- **Sponsor EIN:** 936022485

- **Sponsor Address:** P.O. BOX 34203, SEATTLE, WA, 98124

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 2,217

- **Total Assets:** $78.2M

## 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|2,217|$78.2M|$32.0M|$111,224|

| 2023|2,183|$78.7M|$33.2M|$107,294|

| 2022|2,249|$74.6M|$32.6M|$191,867|

## 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|

| WELFARE & PENSION ADMIN SERVICES|Other Service Provider|$894,440|—|$894,440|

| PREMERA|Other Service Provider|$631,149|—|$631,149|

| BRWN&BRWN OF WA DBA DIMARTINO ASSC|Other Service Provider|$120,000|—|$120,000|

| QUEST INVESTMENTS MGMT INC|Other Service Provider|$95,465|—|$95,465|

| AGC-IUOE LOCAL 701 TRAINING TRUST|Other Service Provider|$80,585|—|$80,585|

| BARLOW & COUGHRAN, P.S.|Other Service Provider|$77,981|—|$77,981|

| CHARTWELL INVESTMENT PARTNER|Other Service Provider|$71,190|—|$71,190|

| ZELIS CLAIMS INTEGRITY|Other Service Provider|$69,496|—|$69,496|

| MEDICAL REHABILITATION CONSULTANTS|Other Service Provider|$56,397|—|$56,397|

| VISION SERVICE PLAN|Other Service Provider|$30,887|—|$30,887|

| CHANGE HEALTHCARE|Other Service Provider|$30,735|—|$30,735|

| ALAFFIA HEALTH|Other Service Provider|$19,137|—|$19,137|

| PLATFORM CPAS, LLC.|Auditor|$17,669|—|$17,669|

| BANK OF AMERICA|Other Service Provider|$10,687|—|$10,687|

| PRINT TIME|Other Service Provider|$9,455|—|$9,455|

| NEPC, LLC|Other Service Provider|$7,803|—|$7,803|

| US BANK NATIONAL ASSOCIATION|Recordkeeper|$5,803|—|$5,803|

| UNITED PARCEL SERVICE|Other Service Provider|$5,038|—|$5,038|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PLATFORM CPAS, LLC.](https://planprovider.pro/provider/platform-cpas-llp) — Auditor

- [US BANK NATIONAL ASSOCIATION](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:** $2,233,917

- **Estimated Expense Ratio:** 2.856% 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|$2,306,021|$180,261|$1,587,091|$19,419|—|

| 2023|$2,144,469|$110,639|$1,545,730|$18,180|—|

| 2022|$2,033,551|$160,603|$1,395,748|—|$144,077|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-agc-iuoe-local-701-health-welfare-trust-fund-936022485-501)

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