# Board Of Trustees, Lo 302 & 612 Intl Union Of Oper Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-lo-302-612-intl-union-of-oper-916028570-501

> Board Of Trustees, Lo 302 & 612 Intl Union Of Oper's Health & Welfare plan: 9,074 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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](https://planprovider.pro/provider/anastasi-moore-and-martin-pllc) — Auditor

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-lo-302-612-intl-union-of-oper-916028570-501)

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