Plan Snapshot
- Plan Sponsor: Board Of Trustees-Nw Plumbers & Pipefitters Health Fund
- Sponsor EIN: 910611843
- Sponsor Address: P O BOX 34203, SEATTLE, WA, 98124
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,165
- Total Assets: $53.1M
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 | 1,165 | $53.1M | $27.7M | $3.2M |
| 2023 | 1,150 | $46.6M | $28.3M | $3.4M |
| 2022 | 1,304 | $42.5M | $19.9M | $11.8M |
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 |
|---|---|---|---|---|
| WELFARE & PENSION ADMIN SVCS, INC. | Other Service Provider | $794,460 | — | $794,460 |
| PREMERA | Other Service Provider | $344,095 | — | $344,095 |
| BARLOW AND COUGHRAN, P.S. | Other Service Provider | $102,235 | — | $102,235 |
| RAEL & LETSON | Other Service Provider | $101,459 | — | $101,459 |
| AUKEMA & ASSOCIATES | Other Service Provider | $67,173 | — | $67,173 |
| DELTA DENTAL OF WASHINGTON | Other Service Provider | $66,822 | — | $66,822 |
| WASHINGTON CAPITAL MANAGEMENT, INC | Other Service Provider | $65,279 | — | $65,279 |
| ANASTASI, MOORE & MARTIN PLLC | Auditor | $39,527 | — | $39,527 |
| NATIONAL COOPERATIVE RX | Other Service Provider | — | $31,781 | $31,781 |
| UPRISE HEALTH | Other Service Provider | $30,412 | — | $30,412 |
| CLIFTONLARSONALLEN LLP | Auditor | $29,945 | — | $29,945 |
| CHANGE HEALTHCARE | Other Service Provider | $24,580 | — | $24,580 |
| US BANK N.A. | Recordkeeper | $20,633 | — | $20,633 |
| CVS CAREMARK | Other Service Provider | $13,249 | — | $13,249 |
| BANK OF AMERICA | Other Service Provider | $12,642 | — | $12,642 |
| KEVIN DOLAN | Custodian / Trustee | $12,544 | — | $12,544 |
| JESSE GRAY | Custodian / Trustee | $11,639 | — | $11,639 |
| TODD TAYLOR | Custodian / Trustee | $9,750 | — | $9,750 |
| BRETT WIDEMAN | Custodian / Trustee | $6,119 | — | $6,119 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANASTASI, MOORE & MARTIN PLLC — Auditor
- CLIFTONLARSONALLEN LLP — Auditor
- US BANK N.A. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,784,344
- Estimated Expense Ratio: 3.360% 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 | $2,336,463 | $65,279 | $1,270,551 | $29,945 | — |
| 2023 | $1,755,756 | $60,569 | $1,225,407 | $29,100 | — |
| 2022 | $1,291,278 | $77,230 | $727,050 | — | $316,070 |