# Board Of Trustees-Nw Plumbers & Pipefitters Health Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-nw-plumbers-pipefitters-health-fund-910611843-501

> Board Of Trustees-Nw Plumbers & Pipefitters Health Fund's Health & Welfare plan: 1,165 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

- [US BANK N.A.](https://planprovider.pro/provider/john-hancock) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-nw-plumbers-pipefitters-health-fund-910611843-501)

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