Plan Snapshot
- Plan Sponsor: Board Of Trustees, Retiree Medical Plan Of The Santa
- Sponsor EIN: 957110165
- Sponsor Address: 12121 HARBOUR REACH DR STE 105, MUKILTEO, WA, 98275
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 121
- Total Assets: $13.1M
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 | 121 | $13.1M | $503,608 | $217,963 |
| 2023 | 118 | $11.3M | $495,072 | $210,169 |
| 2022 | 113 | $9.6M | $349,128 | $356,065 |
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 |
|---|---|---|---|---|
| VIMLY BENEFIT SOLUTIONS | Other Service Provider | $67,918 | — | $67,918 |
| THE WAGNER LAW GROUP | ERISA Attorney | $43,948 | — | $43,948 |
| PAYDEN & RYGEL | Other Service Provider | $24,590 | — | $24,590 |
| MILLER KAPLAN ARASE LLP | Auditor | $13,500 | — | $13,500 |
| CHEIRON, INC. | Other Service Provider | $5,750 | — | $5,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE WAGNER LAW GROUP — ERISA Attorney
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $155,706
- Estimated Expense Ratio: 1.188% 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 | $173,741 | $24,590 | $67,918 | $13,500 | — |
| 2023 | $187,819 | $20,396 | $67,553 | $13,000 | — |
| 2022 | $100,501 | $17,284 | $35,623 | — | $39,202 |