# Board Of Trustees, Unitehere Northwest Health Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-unitehere-northwest-health-trust-fund-910590441-501

> Board Of Trustees, Unitehere Northwest Health Trust Fund's Health & Welfare plan: 2,603 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

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

- [US BANK N.A.](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [RBC WEALTH MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-unitehere-northwest-health-trust-fund-910590441-501)

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