Plan Snapshot
- Plan Sponsor: Bot, Medical Society Healthcare Trust
- Sponsor EIN: 872160747
- Sponsor Address: 12121 HARBOUR REACH DRIVE, MUKILTEO, WA, 98275
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 313
- Total Assets: $62,629
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 | 313 | $62,629 | $1.7M | $0 |
| 2023 | 254 | $64,969 | $1.2M | $0 |
| 2022 | 140 | $65,915 | $903,144 | $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 |
|---|---|---|---|---|
| BROWN AND BROWN OF WA | Other Service Provider | $142,670 | — | $142,670 |
| VIMLY BENEFIT SOLUTIONS | Other Service Provider | $27,367 | — | $27,367 |
| MEDICAL SOCIETY HEALTHCARE TRUST | Other Service Provider | $20,648 | — | $20,648 |
| ANASTASI, MOORE & MARTIN, PLLC | Auditor | $12,800 | — | $12,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANASTASI, MOORE & MARTIN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $203,485
- Estimated Expense Ratio: 324.905% 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 | $205,761 | — | $27,255 | $12,800 | — |
| 2023 | $140,458 | — | $18,270 | — | — |
| 2022 | $898,079 | — | — | — | — |