# Board Of Trustees, Masonry Security Plan Of Washington Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-masonry-security-plan-of-washington-916028573-501

> Board Of Trustees, Masonry Security Plan Of Washington's Health & Welfare plan: 698 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Masonry Security Plan Of Washington

- **Sponsor EIN:** 916028573

- **Sponsor Address:** 2323 EASTLAKE AVE. E, SEATTLE, WA, 98102

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 698

- **Total Assets:** $14.1M

## 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|698|$14.1M|$9.2M|$647,002|

| 2023|774|$15.8M|$10.6M|$602,253|

| 2022|753|$15.4M|$8.3M|$661,994|

## 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|Other Service Provider|$426,094|—|$426,094|

| PREMERA BLUE CROSS|Other Service Provider|$242,226|—|$242,226|

| INNOVATIVE CARE MANAGEMENT|Other Service Provider|$61,725|—|$61,725|

| PROPEL INSURANCE|Other Service Provider|$60,915|—|$60,915|

| BARLOW COUGHRAN MORALES & JOSEPHSON|Other Service Provider|$40,717|—|$40,717|

| WILMINGTON TRUST|Other Service Provider|$31,284|—|$31,284|

| ANASTASI MOORE AND MARTIN|Auditor|$19,940|—|$19,940|

| WELLS FARGO|Other Service Provider|$15,679|—|$15,679|

| HEALTHCARE ACTUARIES|Other Service Provider|$10,000|—|$10,000|

### Verified Provider Profiles

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

- [ANASTASI MOORE AND MARTIN](https://planprovider.pro/provider/anastasi-moore-and-martin-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $908,580

- **Estimated Expense Ratio:** 6.441% 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|$917,629|$31,284|$711,176|$19,940|—|

| 2023|$1,066,598|$34,369|$742,245|$24,757|—|

| 2022|$942,048|$36,296|$648,360|—|$192,074|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-masonry-security-plan-of-washington-916028573-501)

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