# Bot, All Alaska Longshore Health And Welfare Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/bot-all-alaska-longshore-health-and-welfare-trust-fund-916070467-501

> Bot, All Alaska Longshore Health And Welfare Trust Fund's Health & Welfare plan: 240 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/milliman) — Recordkeeper

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

- [US BANK N.A.](https://planprovider.pro/provider/john-hancock) — 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|

## Similar Plans

- [Bot,All Ak Longshore Pension Fund](https://planprovider.pro/companies/bot-all-ak-longshore-pension-fund-plan) — 346 participants

- [Bot, Alaska Longshore Vacation & Holiday Trust](https://planprovider.pro/companies/bot-alaska-longshore-vacation-holiday-trust-926027179-502) — 238 participants

- [Sause Bros., INC.](https://planprovider.pro/companies/sause-bros-inc-401k-plan) — 177 participants

- [Saddle Mountain, INC/Columbia River Bar Pilots, LLC](https://planprovider.pro/companies/saddle-mountain-inc-columbia-river-bar-pilots-llc-plan) — 10 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bot-all-alaska-longshore-health-and-welfare-trust-fund-916070467-501)

© 2026 PlanProvider.Pro