Plan Snapshot
- Plan Sponsor: Board Of Trustees, Western Healthcare Insurance Trust
- Sponsor EIN: 901075780
- Sponsor Address: P.O. BOX 75449, SEATTLE, WA, 98175
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 9,352
- Total Assets: $10.4M
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. |
|---|---|---|---|---|
| 2025 | 9,352 | $10.4M | $0 | $0 |
| 2024 | 8,936 | $9.6M | $10.0M | $11,483 |
| 2023 | 8,533 | $8.9M | $9.8M | $29,502 |
| 2022 | 8,533 | $8.1M | $9.4M | $37,265 |
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 |
|---|---|---|---|---|
| VIMLY BENEFIT SOLUTIONS, INC. | Other Service Provider | $195,575 | — | $195,575 |
| BROWN & BROWN DBA DIMARTINO ASSOCIA | Other Service Provider | $155,195 | — | $155,195 |
| DIGITAL INSURANCE, INC. | Other Service Provider | $34,408 | — | $34,408 |
| PARKER SMITH AND FEEK, INC. | Other Service Provider | $30,900 | — | $30,900 |
| FIRST CHOICE HEALTH EMPLOYEE ASSIST | Other Service Provider | $27,840 | — | $27,840 |
| THE WAGNER LAW GROUP | Other Service Provider | $27,192 | — | $27,192 |
| PROPEL INSURANCE AGENCY, LLC | Other Service Provider | $27,174 | — | $27,174 |
| ANASTASI, MOORE & MARTIN, PLLC | Other Service Provider | $22,000 | — | $22,000 |
| WASHINGTON HOSPITAL SERVICES, INC. | Other Service Provider | $21,600 | — | $21,600 |
| MERCER HEALTH AND BENEFITS, LLC | Other Service Provider | $18,408 | — | $18,408 |
| PAYDEN & RYGEL | Other Service Provider | $16,631 | — | $16,631 |
| HUB INTERNATIONAL NW, LLC | Other Service Provider | $10,404 | — | $10,404 |
| KIBBLE AND PRENTICE DBA USI INS SER | Other Service Provider | $7,619 | — | $7,619 |
| ALLIANT INSURANCE SERVICES, INC. | Other Service Provider | $6,134 | — | $6,134 |
| THE PARTNERS GROUP, LTD | Other Service Provider | $6,035 | — | $6,035 |
| BTS INSURANCE LLC | Other Service Provider | $5,729 | — | $5,729 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $612,844
- Estimated Expense Ratio: 5.876% 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 |
|---|---|---|---|---|---|
| 2025 | $10,822,059 | $16,631 | $214,175 | $22,000 | — |
| 2024 | $710,301 | $14,531 | $185,367 | $22,400 | — |
| 2023 | $739,513 | $12,722 | $192,833 | $21,750 | — |
| 2022 | $721,516 | $10,964 | $179,700 | — | $486,570 |