# Board Of Trustees Puget Sound Benefits Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-puget-sound-benefits-trust-916028312-501

> Board Of Trustees Puget Sound Benefits Trust's Health & Welfare plan: 333 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Puget Sound Benefits Trust

- **Sponsor EIN:** 916028312

- **Sponsor Address:** P.O. BOX 34203, SEATTLE, WA, 98124

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 333

- **Total Assets:** $6.6M

## 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|333|$6.6M|$5.8M|$110,471|

| 2023|313|$6.8M|$5.4M|$82,987|

| 2022|298|$6.7M|$5.0M|$0|

## 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 SVC, INC.|Other Service Provider|$241,599|—|$241,599|

| PREMERA|Other Service Provider|$73,450|—|$73,450|

| DELTA DENTAL OF WASHINGTON|Other Service Provider|$48,564|—|$48,564|

| PROPEL INSURANCE|Other Service Provider|$48,433|—|$48,433|

| ZELIS CLAIM INTEGRITY|Other Service Provider|$29,652|—|$29,652|

| INNOVATIVE CARE MANAGEMENT|Other Service Provider|$22,276|—|$22,276|

| CLIFTONLARSONALLEN LLP|Auditor|$22,265|—|$22,265|

| WASHINGTON CAPITAL MANAGEMENT|Other Service Provider|$12,783|—|$12,783|

| BARLOW COUGHRAN MORALES JOSEPHSON|Other Service Provider|$10,200|—|$10,200|

| BANK OF AMERICA|Other Service Provider|$8,389|—|$8,389|

### Verified Provider Profiles

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

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $517,611

- **Estimated Expense Ratio:** 7.856% 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|$552,653|$12,783|$358,906|$18,148|—|

| 2023|$508,605|$13,288|$348,993|$17,146|—|

| 2022|$461,375|$17,237|$324,290|—|$84,631|

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