# Board Of Trustees, Service Employees Health And Welfare Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-service-employees-health-and-welfare-trust-237122650-501

> Board Of Trustees, Service Employees Health And Welfare Trust's Health & Welfare plan: 3,302 participants, plan year 2024 financials, providers, and benchmar…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [MONDRESS MONACO PARR LOCKWOOD PLLC](https://planprovider.pro/provider/mondress-monaco-parr-lockwood-pllc) — ERISA Attorney

- [U.S. BANK](https://planprovider.pro/provider/john-hancock) — 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|

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