Plan Snapshot
- Plan Sponsor: Board Of Trustees Gciu-Employer Retirement Benefit Plan
- Sponsor EIN: 916024903
- Sponsor Address: 2323 EASTLAKE AVENUE EAST, SEATTLE, WA, 981023963
- Plan Type: DB
- Total Participants: 1,147
- Total Assets: $1.8B
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 | 1,147 | $1.8B | $36.7M | $0 |
| 2023 | 1,253 | $838.0M | $18.6M | $0 |
| 2022 | 1,387 | $878.3M | $31.7M | $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 |
|---|---|---|---|---|
| NORTHWEST ADMINISTRATORS, INC. | NONE | $2,533,568 | — | $2,533,568 |
| ALAN D. BILLER & ASSOCIATES, INC. | NONE | $556,345 | — | $556,345 |
| KRAW LAW GROUP, APC | NONE | $524,593 | — | $524,593 |
| WELLINGTON MANAGEMENT COMPANY LLP | NONE | $438,432 | — | $438,432 |
| COX, CASTLE & NICHOLSON LLP | NONE | $348,525 | — | $348,525 |
| JP MORGAN INVESTMENT MGMT, INC. | NONE | $344,471 | — | $344,471 |
| MILLIMAN, INC. | NONE | $302,957 | — | $302,957 |
| WITHUMSMITH&BROWN, PC | NONE | $280,289 | — | $280,289 |
| PRUDENTIAL INSURANCE CO OF AMERICA | NONE | $267,292 | — | $267,292 |
| COMERICA BANK | NONE | $152,927 | $82,236 | $235,163 |
| LOOMIS, SAYLES & COMPANY LP | NONE | $146,669 | — | $146,669 |
| RREEF AMERICA LLC | NONE | $146,332 | — | $146,332 |
| COHEN, WEISS AND SIMON LLP | NONE | $146,331 | — | $146,331 |
| KP LLC | NONE | $93,046 | — | $93,046 |
| NORTHERN TRUST CORPORATION | NONE | $68,945 | — | $68,945 |
| SMART SOURCE SEATTLE, LLC | NONE | $41,490 | — | $41,490 |
| INVESCO TRUST COMPANY | NONE | $35,742 | — | $35,742 |
| MARSH & MCLENNAN INSURANCE AGENCY | NONE | — | $23,891 | $23,891 |
| PENSION BENEFIT INFORMATION, LLC | NONE | $13,537 | — | $13,537 |
| LANDMARK EQUITY ADVISORS LLC | NONE | — | $8,404 | $8,404 |
| CHARLES KAMEN | TRUSTEE | $8,105 | — | $8,105 |
| CORODATA RECORDS MANAGEMENT, INC. | NONE | $7,611 | — | $7,611 |
| THOMAS SARNECKI | TRUSTEE | $6,599 | — | $6,599 |
| JIM LONGERBONE | TRUSTEE | $6,134 | — | $6,134 |
| STEVE NOBLES | TRUSTEE | $6,127 | — | $6,127 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALAN D. BILLER & ASSOCIATES, INC. — NONE
- JP MORGAN INVESTMENT MGMT, INC. — NONE
- MILLIMAN, INC. — NONE
- WITHUMSMITH&BROWN, PC — NONE
- PRUDENTIAL INSURANCE CO OF AMERICA — NONE
- COMERICA BANK — NONE
- MARSH & MCLENNAN INSURANCE AGENCY — NONE
- CHARLES KAMEN — TRUSTEE
- THOMAS SARNECKI — TRUSTEE
- JIM LONGERBONE — TRUSTEE
- STEVE NOBLES — TRUSTEE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,590,598
- Estimated Expense Ratio: 0.373% 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 | $15,166,890 | $2,062,932 | $2,477,209 | $122,523 | — |
| 2023 | $9,888,397 | $2,924,381 | $2,218,498 | $121,341 | — |
| 2022 | $8,488,633 | $3,562,264 | $1,966,326 | — | $1,131,496 |