Plan Snapshot
- Plan Sponsor: Board Of Trustees, The Bledsoe Health Trust
- Sponsor EIN: 930478837
- Sponsor Address: 2323 EASTLAKE AVE E, SEATTLE, WA, 98102
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,767
- Total Assets: $181.6M
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 | 2,767 | $181.6M | $41.4M | $2.9M |
| 2023 | 2,704 | $166.5M | $41.7M | $3.2M |
| 2022 | 2,788 | $151.8M | $43.7M | $3.6M |
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 |
|---|---|---|---|---|
| REGENCE BLUECROSS BLUESHIELD OF OR | Other Service Provider | $1,818,895 | — | $1,818,895 |
| NORTHWEST ADMINISTRATORS, INC | Other Service Provider | $521,786 | — | $521,786 |
| EXPRESS SCRIPTS, INC. | Other Service Provider | $347,404 | — | $347,404 |
| MILLER KAPLAN ARASE LLP | Auditor | $142,755 | — | $142,755 |
| PROPEL INSURANCE | Other Service Provider | $99,996 | $6,972 | $106,968 |
| RV KUHNS & ASSOCIATES, INC | Other Service Provider | $38,331 | — | $38,331 |
| SHORETT COMMUNICATIONS LLC | Other Service Provider | $35,940 | — | $35,940 |
| WELLS FARGO BANK | Other Service Provider | $27,650 | — | $27,650 |
| MCGANN, KETTERMAN, & RIOUX LTD. | Other Service Provider | $26,969 | — | $26,969 |
| VISION SERVICE PLAN | Other Service Provider | $25,705 | — | $25,705 |
| TRUCKER HUSS | ERISA Attorney | $20,105 | — | $20,105 |
| THE SEGAL COMPANY, INC | Other Service Provider | $19,697 | — | $19,697 |
| MEDICAL REVIEW INSTITUTE OF AMERICA | Other Service Provider | $16,791 | — | $16,791 |
| SERVICE PRINTING COMPANY | Other Service Provider | $15,335 | — | $15,335 |
| CAPITOL CITY PRESS, INC | Other Service Provider | $12,931 | — | $12,931 |
| VIGILANT SERVICES, INC. | Other Service Provider | $9,500 | — | $9,500 |
| MILLIMAN, INC. | Recordkeeper | $8,500 | — | $8,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
- TRUCKER HUSS — ERISA Attorney
- MILLIMAN, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,195,262
- Estimated Expense Ratio: 1.760% 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 | $1,077,184 | $38,331 | $521,786 | $27,300 | — |
| 2023 | $1,215,261 | $42,714 | $485,531 | $26,500 | — |
| 2022 | $1,064,774 | $30,414 | $523,940 | — | $327,135 |