Plan Snapshot
- Plan Sponsor: Board Of Trustees, Ibu Of The Pacific Natl Health
- Sponsor EIN: 930864012
- Sponsor Address: 5608 17TH AVE NW #131, SEATTLE, WA, 98107
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 0
- Total Assets: $678,807
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 | 0 | $678,807 | $525,280 | $0 |
| 2023 | 0 | $598,739 | $440,027 | $0 |
| 2022 | 0 | $638,431 | $418,515 | $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 |
|---|---|---|---|---|
| BENESYS | Other Service Provider | $43,476 | — | $43,476 |
| EXTEND HEALTH | Other Service Provider | $13,104 | — | $13,104 |
| MILLER KAPLAN ARASE LLP | Auditor | $8,000 | — | $8,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,580
- Estimated Expense Ratio: 9.514% 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 | $73,366 | — | $43,476 | $8,000 | — |
| 2023 | $70,068 | — | $41,435 | $8,360 | — |
| 2022 | $65,407 | — | $39,730 | — | $21,024 |