Plan Snapshot
- Plan Sponsor: Bot, Northwest Sheet Metal Workers Health & Welfare Plan
- Sponsor EIN: 910589283
- Sponsor Address: 1322 N POST ST, SPOKANE, WA, 992012520
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 6,169
- Total Assets: $196.0M
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 | 6,169 | $196.0M | $102.1M | $7.0M |
| 2023 | 6,077 | $189.5M | $98.6M | $6.7M |
| 2022 | 5,966 | $166.9M | $92.6M | $6.7M |
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 |
|---|---|---|---|---|
| AETNA | Other Service Provider | $1,715,657 | — | $1,715,657 |
| A.W.REHN AND ASSOCIATES | Other Service Provider | $1,698,674 | — | $1,698,674 |
| GREEN LIGHT | Other Service Provider | $682,194 | — | $682,194 |
| PAYDHEALTH | Other Service Provider | $593,337 | — | $593,337 |
| GUARDIAN NURSES | Other Service Provider | $357,176 | — | $357,176 |
| DELTA DENTAL | Other Service Provider | $302,187 | — | $302,187 |
| TRANSCARENT | Other Service Provider | $154,210 | — | $154,210 |
| ELIXIR EX SOLUTIONS, LLC | Other Service Provider | $150,475 | — | $150,475 |
| FIRST CHOICE HEALTH | Other Service Provider | $125,100 | — | $125,100 |
| TURNER, STOEVE, & GAGLIARDI PS | Other Service Provider | $114,786 | — | $114,786 |
| WASHINGTON TRUST BANK | Other Service Provider | $112,940 | — | $112,940 |
| RAEL & LETSON | Other Service Provider | $100,500 | — | $100,500 |
| ANASTASI, MOORE & MARTIN PLLC | Other Service Provider | $95,519 | — | $95,519 |
| BUCK GLOBAL, LLC | Other Service Provider | $66,089 | — | $66,089 |
| PACIFIC HEALTH COALITION | Other Service Provider | $60,939 | — | $60,939 |
| ADVANTRIA | Other Service Provider | $41,104 | — | $41,104 |
| LAWTON PRINTING | Other Service Provider | $37,842 | — | $37,842 |
| HIGHLAND CAPITAL ADVISORS | Other Service Provider | $35,100 | — | $35,100 |
| CLIFTONLARSONALLEN LLP | Auditor | $34,045 | — | $34,045 |
| MCKANNA BISHOP JOFFE LLP | Other Service Provider | $33,532 | — | $33,532 |
| HEALTHCARE COST MGT CORP OF ALASKA | Other Service Provider | $11,412 | — | $11,412 |
| SCRIPTA INSIGHTS, INC. | Other Service Provider | $10,484 | — | $10,484 |
| LANGUAGE LINK | Other Service Provider | $6,189 | — | $6,189 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,539,491
- Estimated Expense Ratio: 3.337% 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 | $2,512,454 | — | $1,440,432 | $34,045 | — |
| 2023 | $6,567,552 | $32,088 | $5,490,516 | $30,500 | — |
| 2022 | $6,515,062 | $106,966 | $1,329,918 | — | $4,627,291 |