# Board Of Trustees, Washington Wholesalers Health Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-washington-wholesalers-health-526057761-501

> Board Of Trustees, Washington Wholesalers Health's Health & Welfare plan: 1,103 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 Wholesalers Health

- **Sponsor EIN:** 526057761

- **Sponsor Address:** TWO GATEWAY CENTER, PITTSBURGH, PA, 15222

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,103

- **Total Assets:** $10.2M

## 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|1,103|$10.2M|$7.8M|$153,590|

| 2023|1,039|$15.5M|$8.7M|$162,721|

| 2022|1,039|$17.9M|$7.6M|$180,038|

## 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|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$344,157|—|$344,157|

| CONIFER VALUE-BASED CARE, LLC|Other Service Provider|$164,116|—|$164,116|

| SLEVIN & HART, PC|ERISA Attorney|$132,781|—|$132,781|

| CHEIRON, INC.|Other Service Provider|$113,774|—|$113,774|

| PNC BANK, N.A.|Other Service Provider|$43,164|—|$43,164|

| WITHUMSMITH+BROWN, P.C.|Auditor|$34,593|—|$34,593|

| AMERICAN REALTY ADVISORS|Other Service Provider|$27,304|—|$27,304|

| LOCKTON COMPANIES|Investment Advisor|$25,000|—|$25,000|

| SEGALL BRYANT & HAMILL, LLC|Other Service Provider|$18,079|—|$18,079|

| INVESTMENT PERFORMANCE SERVICES|Other Service Provider|$15,625|—|$15,625|

| THE SEGAL COMPANY|Recordkeeper|$14,300|—|$14,300|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SLEVIN & HART, PC](https://planprovider.pro/provider/slevin-and-hart-pc) — ERISA Attorney

- [WITHUMSMITH+BROWN, P.C.](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [LOCKTON COMPANIES](https://planprovider.pro/provider/creative-planning) — Investment Advisor

- [THE SEGAL COMPANY](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:** $932,893

- **Estimated Expense Ratio:** 9.152% 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|$858,810|$61,053|$353,342|$34,593|—|

| 2023|$830,666|$70,432|$398,815|$37,595|—|

| 2022|$914,835|$60,878|$389,398|—|$375,730|

## Similar Plans

- [Clemens Family Corporation](https://planprovider.pro/companies/clemens-family-corporation-752990438-501) — 4,961 participants

- [Farmers Pride INC.](https://planprovider.pro/companies/farmers-pride-inc-401k-plan) — 2,328 participants

- [Select Veal Feeds, INC.](https://planprovider.pro/companies/select-veal-feeds-inc-401k-plan) — 243 participants

- [Kunzler & Company, INC.](https://planprovider.pro/companies/kunzler-company-inc-230780130-503) — 197 participants

- [Quaker Maid Meats, INC.](https://planprovider.pro/companies/quaker-maid-meats-inc-401k-plan) — 121 participants

- [Quaker Maid Meats, INC](https://planprovider.pro/companies/quaker-maid-meats-inc-231576647-505) — 120 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-washington-wholesalers-health-526057761-501)

© 2026 PlanProvider.Pro