Plan Snapshot
- Plan Sponsor: Board Of Trustees, Lo 302 & 612 Intl Union Of Oper
- Sponsor EIN: 916028570
- Sponsor Address: PO BOX 34203, SEATTLE, WA, 98124
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 9,074
- Total Assets: $325.0M
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 | 9,074 | $325.0M | $159.2M | $16.3M |
| 2023 | 8,990 | $327.3M | $151.6M | $17.9M |
| 2022 | 8,831 | $315.9M | $136.8M | $17.2M |
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 |
|---|---|---|---|---|
| WPAS, INC. | Other Service Provider | $4,313,139 | $162,190 | $4,475,329 |
| PREMERA BLUE CROSS | Other Service Provider | $2,873,217 | — | $2,873,217 |
| FIRST CHOICE HEALTH NETWORK, INC. | Other Service Provider | $683,824 | — | $683,824 |
| ALAFFIA TECHNOLOGY SOLUTIONS | Other Service Provider | $434,531 | — | $434,531 |
| ZELIS CLAIMS INTEGRITY, LLC | Other Service Provider | $367,001 | — | $367,001 |
| ROBERT W. BARID & CO. INC. | Other Service Provider | $262,594 | — | $262,594 |
| CHANGE HEALTHCARE SOLUTIONS, LLC | Other Service Provider | $257,268 | — | $257,268 |
| OPTUMRX, INC. | Other Service Provider | $254,053 | — | $254,053 |
| RAEL & LETSON | Other Service Provider | $186,128 | — | $186,128 |
| VISION SERVICE PLAN | Other Service Provider | $125,744 | — | $125,744 |
| BARLOW COUGHRAN MORALES & JOSEPHSON | Other Service Provider | $104,015 | — | $104,015 |
| TURNER STOEVE & GAGLIARDI, P.S. | Other Service Provider | $103,915 | — | $103,915 |
| TRANSCARENT, INC. | Other Service Provider | $76,263 | — | $76,263 |
| BANK OF AMERICA | Other Service Provider | $75,384 | — | $75,384 |
| ANASTASI MOORE & MARTIN, PLLC | Auditor | $50,887 | — | $50,887 |
| MILLER KAPLAN ARASE LLP | Auditor | $49,300 | — | $49,300 |
| PNC BANK, NA | Other Service Provider | $30,602 | — | $30,602 |
| PRINT TIME, INC. | Other Service Provider | $29,161 | — | $29,161 |
| SEGAL ADVISORS INC. | Other Service Provider | $20,000 | — | $20,000 |
| HEALTH CARE COST MANAGEMENT CORP | Other Service Provider | $7,112 | — | $7,112 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANASTASI MOORE & MARTIN, PLLC — Auditor
- 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: $10,466,328
- Estimated Expense Ratio: 3.220% 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 | $3,489,223 | $282,594 | $1,307,720 | $49,300 | — |
| 2023 | $3,088,335 | $256,583 | $1,258,566 | $36,500 | — |
| 2022 | $2,972,243 | $248,151 | $1,335,941 | — | $618,419 |