# Board Of Trustees, The Bledsoe Health Trust 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-the-bledsoe-health-trust-930478837-501

> Board Of Trustees, The Bledsoe Health Trust&#39;s 401(k) plan: 2,767 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [TRUCKER HUSS](https://planprovider.pro/provider/trucker-huss-apc) — ERISA Attorney

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — 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|

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