# Bot, Alaska Longshore Vacation & Holiday Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/bot-alaska-longshore-vacation-holiday-trust-926027179-502

> Bot, Alaska Longshore Vacation & Holiday Trust's Health & Welfare plan: 238 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bot, Alaska Longshore Vacation & Holiday Trust

- **Sponsor EIN:** 926027179

- **Sponsor Address:** 5331 S MACADAM AVE STE 258, PORTLAND, OR, 97239

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 238

- **Total Assets:** $2.7M

## 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|238|$2.7M|$2.6M|$0|

| 2023|236|$2.6M|$2.5M|$0|

| 2022|194|$2.5M|$2.5M|$0|

## 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|

| BENESYS, INC.|Other Service Provider|$24,042|—|$24,042|

| CLIFTONLARSONALLEN LLP|Auditor|$19,923|—|$19,923|

| HILTON VANCOUVER WA|Other Service Provider|$9,581|—|$9,581|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $53,546

- **Estimated Expense Ratio:** 2.003% 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|$85,745|$444|$21,565|$15,952|—|

| 2023|$66,811|$375|$19,253|$12,070|—|

| 2022|$76,289|$3,647|$21,037|—|$15,645|

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