# Bot, Medical Society Healthcare Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/bot-medical-society-healthcare-trust-872160747-501

> Bot, Medical Society Healthcare Trust's Health & Welfare plan: 313 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/anastasi-moore-and-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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bot-medical-society-healthcare-trust-872160747-501)

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