Plan Snapshot
- Plan Sponsor: Board Of Trustees, Unitehere Northwest Health Trust Fund
- Sponsor EIN: 910590441
- Sponsor Address: 2323 EASTLAKE AVENUE EAST, SEATTLE, WA, 98102
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 2,603
- Total Assets: $108.7M
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 | 2,603 | $108.7M | $37.2M | $97,933 |
| 2023 | 2,467 | $98.4M | $31.7M | $85,887 |
| 2022 | 1,991 | $87.1M | $27.1M | $167,747 |
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 |
|---|---|---|---|---|
| NORTHWEST ADMINISTRATORS, INC. | Other Service Provider | $1,264,022 | — | $1,264,022 |
| AETNA | Other Service Provider | $743,832 | — | $743,832 |
| VERA WHOLE HEALTH, INC | Other Service Provider | $600,071 | — | $600,071 |
| BROWN & BROWN INSURANCE SERVICES IN | Other Service Provider | $102,000 | $39,927 | $141,927 |
| WITHUMSMITH+BROWN, PC | Auditor | $122,415 | — | $122,415 |
| UNITE HERE LOCAL 8 | Other Service Provider | $72,786 | — | $72,786 |
| FIRST CHOICE HEALTH NETWORK, INC. | Other Service Provider | $60,665 | — | $60,665 |
| WEINBERG, ROGERS & ROSENFELD | Other Service Provider | $48,077 | — | $48,077 |
| BANK OF AMERICA, NA | Other Service Provider | $36,445 | — | $36,445 |
| US BANK N.A. | Recordkeeper | $29,650 | — | $29,650 |
| KRISTIN MANWARING INSURANCE | Other Service Provider | $24,000 | — | $24,000 |
| RBC WEALTH MANAGEMENT | Recordkeeper | $22,917 | — | $22,917 |
| SERVICE PRINTING COMPANY, INC. | Other Service Provider | $15,036 | — | $15,036 |
| AUKEMA & ASSOCIATES, IN | Other Service Provider | $5,122 | — | $5,122 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
- US BANK N.A. — Recordkeeper
- RBC WEALTH MANAGEMENT — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,186,965
- Estimated Expense Ratio: 2.932% 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 | $3,191,616 | $22,917 | $2,071,358 | $30,160 | — |
| 2023 | $2,463,357 | $25,000 | $1,890,873 | $28,200 | — |
| 2022 | $1,848,195 | $45,837 | $1,059,215 | — | $218,017 |