# Board Of Trustees, Cement Masons And Plasterers Health And Welfare Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-cement-masons-and-plasterers-health-and-welfare-911106482-501

> Board Of Trustees, Cement Masons And Plasterers Health And Welfare's Health & Welfare plan: 1,183 participants, plan year 2024 financials, providers, and ben…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Cement Masons And Plasterers Health And Welfare

- **Sponsor EIN:** 911106482

- **Sponsor Address:** PO BOX 34203, SEATTLE, WA, 98124

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,183

- **Total Assets:** $40.4M

## 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|1,183|$40.4M|$20.8M|$1.3M|

| 2023|1,317|$39.0M|$19.6M|$1.4M|

| 2022|1,413|$35.2M|$20.3M|$1.6M|

## 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 SVC, INC.|Other Service Provider|$994,357|—|$994,357|

| VERA WHOLE HEALTH INC|Other Service Provider|$978,910|—|$978,910|

| ZELIS CLAIMS INTEGRITY|Other Service Provider|$744,609|—|$744,609|

| AETNA LIFE INSURANCE COMPANY|Other Service Provider|$392,348|—|$392,348|

| BARLOW & COUGHRAN, P.S.|Other Service Provider|$71,976|—|$71,976|

| ALAFFIA HEALTH|Other Service Provider|$44,457|—|$44,457|

| WASHINGTON CAPITAL MANAGEMENT, INC.|Other Service Provider|$37,430|—|$37,430|

| CHANGE HEALTHCARE SOLUTIONS, LLC|Other Service Provider|$28,911|—|$28,911|

| CLIFTONLARSONALLEN LLP|Auditor|$25,397|—|$25,397|

| TRANSCARENT, INC.|Other Service Provider|$24,873|—|$24,873|

| GAIL E MCGINN INSURANCE INC|Other Service Provider|$21,000|$2,278|$23,278|

| RAEL & LETSON|Other Service Provider|$20,000|—|$20,000|

| DIMARTINO ASSOCIATES|Other Service Provider|$19,250|—|$19,250|

| HEALTH CARE COST MGMT CORP OF AK|Other Service Provider|$15,908|—|$15,908|

| US BANK|Recordkeeper|$10,476|—|$10,476|

| HIGHLAND CAPITAL ADVISORS|Other Service Provider|$7,572|—|$7,572|

| BANK OF AMERICA|Other Service Provider|$7,544|—|$7,544|

### 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](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:** $3,447,296

- **Estimated Expense Ratio:** 8.532% 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|$3,497,755|$45,002|$3,103,801|$26,427|—|

| 2023|$2,356,293|$41,070|$2,014,197|$28,186|—|

| 2022|$1,608,686|$58,912|$1,240,808|—|$212,339|

## Similar Plans

- [Board Of Trustees, Northwest Carpenters Retirement](https://planprovider.pro/companies/board-of-trustees-northwest-carpenters-retirement-plan) — 15,177 participants

- [Northwest Ironworkers Retirement Plan Board Of Trustees](https://planprovider.pro/companies/northwest-ironworkers-retirement-plan-board-of-trustees-916123688-001) — 3,183 participants

- [Board Of Trustees, Cement Masons And Plasterers 401(K) Trust](https://planprovider.pro/companies/board-of-trustees-cement-masons-and-plasterers-401-k-trust-plan) — 2,421 participants

- [Board Of Trustees, Cement Masons And Plasterers Retirement Trust](https://planprovider.pro/companies/board-of-trustees-cement-masons-and-plasterers-retirement-trust-plan) — 1,419 participants

- [Flynn Bec LP](https://planprovider.pro/companies/flynn-bec-lp-471731825-510) — 1,344 participants

- [Bac Local No. 1 Washington Pension Trust](https://planprovider.pro/companies/bac-local-no-1-washington-pension-trust-plan) — 737 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-cement-masons-and-plasterers-health-and-welfare-911106482-501)

© 2026 PlanProvider.Pro