# Bot, Northwest Sheet Metal Workers Health & Welfare Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/bot-northwest-sheet-metal-workers-health-welfare-plan-910589283-501

> Bot, Northwest Sheet Metal Workers Health & Welfare Plan's Health & Welfare plan: 6,169 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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