Plan Snapshot
- Plan Sponsor: Board Of Trustees, Service Employees Health And Welfare Trust
- Sponsor EIN: 237122650
- Sponsor Address: 2323 EASTLAKE AVENUE E, SEATTLE, WA, 98102
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 3,302
- Total Assets: $45.4M
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 | 3,302 | $45.4M | $47.0M | $23,026 |
| 2023 | 3,257 | $41.8M | $42.3M | $45,216 |
| 2022 | 3,302 | $46.9M | $42.5M | $68,059 |
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 |
|---|---|---|---|---|
| PREMERA BLUE CROSS | Other Service Provider | $1,914,836 | $2,029 | $1,916,865 |
| NORTHWEST ADMINISTRATORS INC | Other Service Provider | $235,264 | — | $235,264 |
| DELTA DENTAL OF WASHINGTON | Other Service Provider | $173,056 | — | $173,056 |
| WITHUMSMITH+BROWN PC | Auditor | $145,478 | — | $145,478 |
| MONDRESS MONACO PARR LOCKWOOD PLLC | ERISA Attorney | $109,748 | — | $109,748 |
| RAEL & LETSON | Other Service Provider | $53,574 | — | $53,574 |
| ESI | Other Service Provider | — | $33,724 | $33,724 |
| SELLWOOD INVESTMENT PARTNERS LLC | Other Service Provider | $33,262 | — | $33,262 |
| WELLS FARGO BANK, N.A. | Other Service Provider | $13,524 | — | $13,524 |
| SERVICE PRINTING CO. INC | Other Service Provider | $9,002 | — | $9,002 |
| U.S. BANK | Recordkeeper | $6,043 | — | $6,043 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN PC — Auditor
- MONDRESS MONACO PARR LOCKWOOD PLLC — ERISA Attorney
- U.S. BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,729,540
- Estimated Expense Ratio: 6.015% 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 | $2,715,143 | $33,262 | $2,310,004 | $24,544 | — |
| 2023 | $2,745,754 | $35,359 | $2,446,724 | $23,541 | — |
| 2022 | $2,567,885 | $49,613 | $210,790 | — | $131,421 |