# Board Of Trustees, Retiree Medical Plan Of The Santa Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-retiree-medical-plan-of-the-santa-957110165-501

> Board Of Trustees, Retiree Medical Plan Of The Santa's Health & Welfare plan: 121 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/the-wagner-law-group) — ERISA Attorney

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-retiree-medical-plan-of-the-santa-957110165-501)

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