# Board Of Trustees, Washington Technology Industry Health & Welfare Plan Source: https://planprovider.pro/companies/board-of-trustees-washington-technology-industry-202563188-501 > Board Of Trustees, Washington Technology Industry's Health & Welfare plan: 4,649 participants, plan year 2024 financials, providers, and benchmarks from Form… Form 5500 filing data for plan year 2024. ## 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.](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — 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| ## Similar Plans - [Board Of Trustees, Seiu 775 Secure Retirement Trust](https://planprovider.pro/companies/board-of-trustees-seiu-775-secure-retirement-trust-plan) — 72,804 participants - [Business Health Trust](https://planprovider.pro/companies/business-health-trust-367481494-501) — 16,967 participants - [Board Of Trustees, Western Healthcare Insurance Trust](https://planprovider.pro/companies/board-of-trustees-western-healthcare-insurance-trust-901075780-501) — 9,352 participants - [Ironworkers District Council Of The Paci Field Ironworkers Annuity Tru](https://planprovider.pro/companies/ironworkers-district-council-of-the-paci-field-ironworkers-annuity-tru-911342114-002) — 7,218 participants - [Bot, Northwest Sheet Metal Workers Health & Welfare Plan](https://planprovider.pro/companies/bot-northwest-sheet-metal-workers-health-welfare-plan-910589283-501) — 6,169 participants - [Board Of Trustees, Local 191 I.B.E.W. 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