# Board Of Trustees, Iaff Local 726 Health And Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-iaff-local-726-health-and-464261390-501

> Board Of Trustees, Iaff Local 726 Health And's Health & Welfare plan: 543 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Iaff Local 726 Health And

- **Sponsor EIN:** 464261390

- **Sponsor Address:** PO BOX 6, MUKILTEO, WA, 98275

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 543

- **Total Assets:** $13.6M

## 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|543|$13.6M|$18.6M|$1.5M|

| 2023|406|$12.2M|$12.4M|$1.2M|

| 2022|342|$10.2M|$10.8M|$1.0M|

## 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|

| NORTHWEST FIRE FIGHTERS|Recordkeeper|$533,880|—|$533,880|

| BENEFIT PLAN ADMINISTRATIVE SERVICE|Recordkeeper|$78,305|—|$78,305|

| IAFF 726|Other Service Provider|$41,760|—|$41,760|

| VIMLY BENEFIT SOLUTIONS, INC.|Other Service Provider|$27,116|—|$27,116|

| SCHOEDEL & SCHOEDEL, CPAS PLLC|Other Service Provider|$17,000|—|$17,000|

| BARLOW COUGHRAN, P.S.|Other Service Provider|$11,010|—|$11,010|

### Verified Provider Profiles

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

- [BENEFIT PLAN ADMINISTRATIVE SERVICE](https://planprovider.pro/provider/bpas) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $709,071

- **Estimated Expense Ratio:** 5.206% 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|$771,680|—|$681,061|$17,000|—|

| 2023|$171,934|—|$111,480|$15,000|—|

| 2022|$162,045|—|$104,289|—|$18,484|

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