# Board Of Trustees, Western Healthcare Insurance Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-western-healthcare-insurance-trust-901075780-501

> Board Of Trustees, Western Healthcare Insurance Trust's Health & Welfare plan: 9,352 participants, plan year 2025 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2025.

## 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:** Health & Welfare

- **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|

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