# Board Of Trustees, Sound Health & Wellness Trust Health & Welfare Plan Source: https://planprovider.pro/companies/board-of-trustees-sound-health-wellness-trust-916058475-501 > Board Of Trustees, Sound Health & Wellness Trust's Health & Welfare plan: 35,506 participants, plan year 2024 financials, providers, and benchmarks from Form… Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Board Of Trustees, Sound Health & Wellness Trust - **Sponsor EIN:** 916058475 - **Sponsor Address:** 11724 NE 195TH ST STE 300, BOTHELL, WA, 98011 - **Plan Type:** Health & Welfare - **Plan Number:** 501 - **Total Participants:** 35,506 - **Total Assets:** $148.2M ## 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|35,506|$148.2M|$281.9M|$14.2M| | 2023|35,175|$166.2M|$275.7M|$14.2M| | 2022|36,512|$179.0M|$275.2M|$14.5M| ## 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| | KAISER FOUNDATION HEALTH PLAN OF WA|Other Service Provider|$19,765,994|—|$19,765,994| | ZENITH AMERICAN SOLUTIONS|Other Service Provider|$5,741,183|$1,115,236|$6,856,419| | AETNA|Other Service Provider|$3,617,606|—|$3,617,606| | GUARDIAN NURSES HEALTHCARE ADVOCATE|Other Service Provider|$1,474,143|—|$1,474,143| | DELTA DENTAL OF WASHINGTON|Other Service Provider|$1,318,341|—|$1,318,341| | ZELIS CLAIMS INTEGRITY, LLC|Other Service Provider|$1,265,654|—|$1,265,654| | WEBMD HEALTH SERVICES GROUP, INC|Other Service Provider|$829,074|—|$829,074| | ACTIVEHEALTH MGMT SERVICES|Other Service Provider|$524,449|—|$524,449| | MEDICAL INSURANCE CONSULTING GROUP|Other Service Provider|$471,002|—|$471,002| | SEYFARTH SHAW LLP|Investment Advisor|$349,530|—|$349,530| | CHEIRON, INC|Other Service Provider|$333,014|—|$333,014| | RAEL & LETSON|Other Service Provider|$326,903|—|$326,903| | MILLER KAPLAN ARASE LLP|Auditor|$291,444|—|$291,444| | SERVICE PRINTING CO. INC.|Other Service Provider|$232,313|—|$232,313| | WASHINGTON HEALTH ALLIANCE|Other Service Provider|$196,787|—|$196,787| | SLEVIN & HART, P.C.|ERISA Attorney|$192,960|—|$192,960| | AUKEMA & ASSOCIATES INC.|Other Service Provider|$121,912|—|$121,912| | VISION SERVICE PLAN|Other Service Provider|$102,303|—|$102,303| | WELLDYNE RX, INC|Other Service Provider|$93,123|—|$93,123| | PUBLISHERS MAILING SERVICES|Other Service Provider|$91,682|—|$91,682| | LOCKTON COMPANIES LLC|Investment Advisor|$81,338|—|$81,338| | IRON MOUNTAIN, INC.|Other Service Provider|$44,510|—|$44,510| | VERUS ADVISORY, INC|Other Service Provider|$40,000|—|$40,000| | THE EDGEWATER HOTEL|Other Service Provider|$34,647|—|$34,647| | US BANK, N.A.|Recordkeeper|$31,306|—|$31,306| | WELLS FARGO BANK, N.A.|Other Service Provider|$29,703|—|$29,703| | BARLOW COUGHRAN MORALES JOSEPHSON|Other Service Provider|$24,738|—|$24,738| | PRUDENTIAL TRUST CO.|Other Service Provider|$19,143|—|$19,143| | MCMC SERVICES, LLC (EXAM WORKS)|Other Service Provider|$12,166|—|$12,166| | SEGAL SELECT INS SERVICES, INC|Other Service Provider|—|$11,303|$11,303| | ALLMED HEALTHCARE MANAGEMENT INC.|Other Service Provider|$5,698|—|$5,698| | LEGEND DATA SYSTEMS, INC|Other Service Provider|$5,409|—|$5,409| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [SEYFARTH SHAW LLP](https://planprovider.pro/provider/goldman-sachs) — Investment Advisor - [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor - [SLEVIN & HART, P.C.](https://planprovider.pro/provider/slevin-and-hart-pc) — ERISA Attorney - [LOCKTON COMPANIES LLC](https://planprovider.pro/provider/creative-planning) — Investment Advisor - [US BANK, N.A.](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:** $38,794,614 - **Estimated Expense Ratio:** 26.177% 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|$6,767,122|$40,000|$2,983,411|$37,900|—| | 2023|$6,587,231|$77,044|$2,735,731|$36,000|—| | 2022|$6,194,361|$35,796|$3,128,434|—|$1,517,096| ## Similar Plans - [Board Of Trustees, Sound Variable Annuity](https://planprovider.pro/companies/board-of-trustees-sound-variable-annuity-plan) — 94,919 participants - [Board Of Trustees, Sound Retirement Trust](https://planprovider.pro/companies/board-of-trustees-sound-retirement-trust-plan) — 75,402 participants - [Costco Wholesale Corporation](https://planprovider.pro/companies/costco-wholesale-corporation-911223280-513) — 12,158 participants - [Urm Stores, INC.](https://planprovider.pro/companies/urm-stores-inc-910447070-501) — 3,103 participants - [United Food And Commercial Workers Welfare Trust](https://planprovider.pro/companies/united-food-and-commercial-workers-welfare-trust-916049498-501) — 2,855 participants - [Rosauers Supermarkets, INC.](https://planprovider.pro/companies/rosauers-supermarkets-inc-401k-plan) — 2,061 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-sound-health-wellness-trust-916058475-501) © 2026 PlanProvider.Pro