Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Western Wa U.A. Supplemental Pension Plan
- Sponsor EIN: 911879397
- Sponsor Address: 5200 SOUTHCENTER BLVD, STE 205, TUKWILA, WA, 98188
- Plan Type: DC
- Total Participants: 4,139
- Total Assets: $661.1M
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 | 4,139 | $661.1M | $35.6M | $11.1M |
| 2023 | 4,342 | $573.8M | $31.5M | $10.7M |
| 2022 | 2,158 | $472.5M | $30.6M | $10.6M |
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 |
|---|---|---|---|---|
| MILLIMAN | Recordkeeper | $420,401 | — | $420,401 |
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $395,654 | — | $395,654 |
| MATRIX TRUST COMPANY | Recordkeeper | $139,201 | — | $139,201 |
| WASHINGTON CAPITAL MANAGEMENT, INC | Other Service Provider | $133,957 | — | $133,957 |
| VERUS | Other Service Provider | $52,500 | — | $52,500 |
| BARLOW & COUGHRAN, PS | Other Service Provider | $49,285 | — | $49,285 |
| ANASTASI, MOORE & MARTIN, PLLC | Auditor | $25,856 | — | $25,856 |
| CLIFTONLARSONALLEN LLP | Auditor | $22,523 | — | $22,523 |
| SEGAL SELECT INS SERVICES, INC. | Other Service Provider | — | $14,336 | $14,336 |
| WELLS FARGO BANK NA | Other Service Provider | $12,215 | — | $12,215 |
| US BANK | Recordkeeper | $7,577 | — | $7,577 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — Recordkeeper
- MATRIX TRUST COMPANY — Recordkeeper
- ANASTASI, MOORE & MARTIN, PLLC — Auditor
- CLIFTONLARSONALLEN LLP — Auditor
- US BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,273,505
- Estimated Expense Ratio: 0.193% 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 | $1,373,830 | $186,457 | $811,244 | $22,523 | — |
| 2023 | $1,086,789 | $103,820 | $715,649 | $22,631 | — |
| 2022 | $1,053,982 | $221,287 | $691,276 | — | $75,185 |