# Board Of Trustees, Alaska United Food And Commercial Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-alaska-united-food-and-commercial-926003453-501

> Board Of Trustees, Alaska United Food And Commercial's Health & Welfare plan: 1,097 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Alaska United Food And Commercial

- **Sponsor EIN:** 926003453

- **Sponsor Address:** 12205 SW TUALATIN RD STE 200, TUALATIN, OR, 97062

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,097

- **Total Assets:** $23.6M

## 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|1,097|$23.6M|$20.7M|$1.4M|

| 2023|1,696|$21.6M|$21.5M|$1.3M|

| 2022|1,688|$22.1M|$21.8M|$2.0M|

## 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|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$547,692|—|$547,692|

| AETNA|Other Service Provider|$406,999|—|$406,999|

| RAEL & LETSON|Other Service Provider|$159,505|—|$159,505|

| TRANSCARENT|Other Service Provider|$115,958|—|$115,958|

| BEACON OCCUPATIONAL HEALTH & SAFETY|Other Service Provider|$68,333|—|$68,333|

| CLIFTONLARSONALLEN LLP|Auditor|$51,071|—|$51,071|

| BARLOW & COUGHRAN, P.S.|Other Service Provider|$34,178|—|$34,178|

| US BANK, NATIONAL ASSOCIATION|Recordkeeper|$15,977|—|$15,977|

| MEKETA INVESTMENT GROUP, INC.|Other Service Provider|$12,500|—|$12,500|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-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:** $1,412,213

- **Estimated Expense Ratio:** 5.980% 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|$909,842|$12,500|$547,692|$38,503|—|

| 2023|$665,834|$22,203|$305,602|$23,985|—|

| 2022|$1,841,167|$18,598|$1,002,115|—|$738,471|

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