Plan Snapshot
- Plan Sponsor: Bot, All Alaska Longshore Health And Welfare Trust Fund
- Sponsor EIN: 916070467
- Sponsor Address: 5331 S MACADAM AVE, PORTLAND, OR, 97239
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 240
- Total Assets: $18.8M
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 | 240 | $18.8M | $10.9M | $19,876 |
| 2023 | 225 | $16.2M | $10.3M | $6,717 |
| 2022 | 219 | $14.1M | $9.0M | $12,043 |
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 | $101,410 | — | $101,410 |
| MILLIMAN USA | Recordkeeper | $46,844 | — | $46,844 |
| CLIFTONLARSONALLEN LLP | Auditor | $28,451 | — | $28,451 |
| FERGUSON WELLMAN CAPITAL MGT. | Other Service Provider | $25,359 | $661 | $26,020 |
| BARLOW & COUGHRAN, P.S. | Other Service Provider | $12,000 | — | $12,000 |
| HILTON VANCOUVER WA | Other Service Provider | $9,581 | — | $9,581 |
| SONYA HIBBETTS | Custodian / Trustee | $6,284 | — | $6,284 |
| US BANK N.A. | Recordkeeper | $5,599 | — | $5,599 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN USA — Recordkeeper
- CLIFTONLARSONALLEN LLP — Auditor
- US BANK N.A. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $236,189
- Estimated Expense Ratio: 1.256% 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 | $293,901 | $25,359 | $103,262 | $19,280 | — |
| 2023 | $260,954 | $22,715 | $88,970 | $23,627 | — |
| 2022 | $289,670 | $21,891 | $87,367 | — | $104,364 |