Plan Snapshot
- Plan Sponsor: Board Of Trustees, Washington Technology Industry
- Sponsor EIN: 202563188
- Sponsor Address: PO BOX 6, MUKILTEO, WA, 98275
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 4,649
- Total Assets: $2.6M
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 | 4,649 | $2.6M | $33.7M | $589,868 |
| 2023 | 4,794 | $2.5M | $66.5M | $1.3M |
| 2022 | 6,522 | $3.4M | $81.7M | $857,163 |
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 |
|---|---|---|---|---|
| HR BENEFITS, INC | Other Service Provider | $2,425,728 | — | $2,425,728 |
| WASHINGTION TECHNOLOGY IND ASSOC | Other Service Provider | $729,849 | — | $729,849 |
| VIMLY BENEFIT SOLUTIONS, INC. | Other Service Provider | — | $286,217 | $286,217 |
| HUB INTERNATIONAL NORTHWEST LLC | Other Service Provider | $141,133 | — | $141,133 |
| DIGITAL INSURANCE, INC. | Other Service Provider | $106,174 | — | $106,174 |
| MADDOCK & ASSOCIATES LLC | Other Service Provider | $84,626 | — | $84,626 |
| ARMFIELD, HARRISON & THOMAS, INC. | Other Service Provider | $84,581 | — | $84,581 |
| PCF INS SVRCS OF THE WEST | Other Service Provider | $73,957 | — | $73,957 |
| PRO BENEFITS OF WASHINGTON, LLC | Other Service Provider | $60,911 | — | $60,911 |
| CUMMINGS FRASER & ASSOCIATES | Other Service Provider | $59,867 | — | $59,867 |
| GALLAGHER BENEFIT SERVICES, INC. | Investment Advisor | $56,841 | — | $56,841 |
| BTG AND ASSOCIATES, LLC DBA BTG BEN | Other Service Provider | $53,873 | — | $53,873 |
| BROWN & BROWN OF WASHINGTON INC. | Other Service Provider | $52,155 | — | $52,155 |
| GROUP BENEFITS LLC | Other Service Provider | $50,733 | — | $50,733 |
| LUCAS BENEFITS GROUP LLC | Other Service Provider | $40,679 | — | $40,679 |
| BENEFIT DESIGN SERVICES, LLC | Other Service Provider | $40,256 | — | $40,256 |
| PARKER, SMITH & FEEK INS LLC, AN IM | Other Service Provider | $38,935 | — | $38,935 |
| ACRISURE NW PARTNERS INS SRVCS, LLC | Other Service Provider | $38,422 | — | $38,422 |
| USI KIBBLE & PRENTICE HOLDING COMPA | Other Service Provider | $37,156 | — | $37,156 |
| ALLIANT INSURANCE SERVICES, INC | Other Service Provider | $32,898 | — | $32,898 |
| PAYCHEX INSURANCE AGENCY, INC. | Other Service Provider | $31,858 | — | $31,858 |
| SCHOEDEL & SCHOEDEL, CPAS, PLLC | Other Service Provider | $30,500 | — | $30,500 |
| J. JOHNSON INSURANCE, LLC | Other Service Provider | $24,234 | — | $24,234 |
| SPRAGUE ISRAEL GILES, INC. | Other Service Provider | $22,866 | — | $22,866 |
| NPB ADVISORS | Other Service Provider | $18,975 | — | $18,975 |
| OCTAVIO JARA | Other Service Provider | $16,404 | — | $16,404 |
| SEA-MOUNTAIN INS BROKER, INC | Other Service Provider | $15,795 | — | $15,795 |
| WINGERT FINANCIAL SERVICES | Other Service Provider | $13,679 | — | $13,679 |
| AIREY BENEFITS COMPANY, LLC | Other Service Provider | $13,321 | — | $13,321 |
| NORTHWEST BENEFIT SOLUTIONS | Other Service Provider | $11,984 | — | $11,984 |
| NAVALI & CO DBA BENELY INS SERVICES | Other Service Provider | $11,380 | — | $11,380 |
| BELL-ANDERSON AGENCY, INC. | Other Service Provider | $11,358 | — | $11,358 |
| MATHEW D WYATT INS AGENCY INC | Other Service Provider | $10,341 | — | $10,341 |
| CLEARVIEW INSURANCE | Other Service Provider | $10,102 | — | $10,102 |
| JW BYRNES INSURANCE LLC | Other Service Provider | $9,501 | — | $9,501 |
| MARTIN MORRIS BENEFITS DIVISION LLC | Other Service Provider | $9,091 | — | $9,091 |
| DARREN HARVEY | Other Service Provider | $9,040 | — | $9,040 |
| WHITFIELDS UNITED INS DBA LEAVITT G | Other Service Provider | $8,614 | — | $8,614 |
| IDEAL BENEFIT SOLUTIONS, LLC | Other Service Provider | $8,421 | — | $8,421 |
| ESSENTIAL BENEFITS, LLC | Other Service Provider | $8,280 | — | $8,280 |
| HR RESOURCE | Other Service Provider | $8,132 | — | $8,132 |
| ETHIX NORTHWEST LLC DBA VINOBLE GRO | Other Service Provider | $7,233 | — | $7,233 |
| BARLOW & COUGHRAN | Other Service Provider | $6,742 | — | $6,742 |
| THE STUPEY AGENCY | Other Service Provider | $6,506 | — | $6,506 |
| CHAD J PHILIP | Other Service Provider | $6,341 | — | $6,341 |
| VENTURE LIFE & HEALTH | Other Service Provider | $6,321 | — | $6,321 |
| TIM CLAY | Other Service Provider | $6,180 | — | $6,180 |
| CLG EMPLOYER RESOURCES | Other Service Provider | $5,855 | — | $5,855 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER BENEFIT SERVICES, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,844,045
- Estimated Expense Ratio: 183.541% 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 | $5,139,255 | $13,789 | $2,399,547 | $30,500 | — |
| 2023 | $9,406,048 | $11,927 | $4,887,971 | $29,100 | — |
| 2022 | $11,491,409 | $12,180 | $5,980,247 | — | $5,430,991 |