Plan Snapshot
- Plan Sponsor: Bot Spokane Fire Fighters (Local 29) Benefit Trust
- Sponsor EIN: 461402215
- Sponsor Address: P.O. BOX 34203, SEATTLE, WA, 98124
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 339
- Total Assets: $43.2M
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 | 339 | $43.2M | $10.7M | $1.8M |
| 2023 | 350 | $37.9M | $10.3M | $1.8M |
| 2022 | 330 | $31.3M | $9.5M | $1.8M |
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 |
|---|---|---|---|---|
| WELFARE AND PENSION ADMIN SERVICES | Other Service Provider | $236,580 | — | $236,580 |
| PREMERA BLUE CROSS | Other Service Provider | $162,212 | — | $162,212 |
| BROWN AND BROWN DBA DIMARTINO ASSOC | Other Service Provider | $126,227 | — | $126,227 |
| BENEFIT PLANS ADMIN SERVICES INC | Recordkeeper | $116,150 | — | $116,150 |
| DELTA DENTAL OF WASHINGTON | Other Service Provider | $58,050 | — | $58,050 |
| BARLOW COUGHRAN MORALES | Other Service Provider | $49,498 | — | $49,498 |
| WASHINGTON CAPITAL MANAGEMENT, INC | Other Service Provider | $40,499 | — | $40,499 |
| INNOVATIVE CARE MANAGEMENT | Other Service Provider | $40,069 | — | $40,069 |
| ZELIS | Other Service Provider | $37,313 | — | $37,313 |
| THE RHIZOME COLLABORATIVE | Other Service Provider | $27,656 | — | $27,656 |
| ANASTASI, MOORE & MARTIN, PLLC | Auditor | $16,050 | — | $16,050 |
| U.S. BANK, NA | Recordkeeper | $15,948 | — | $15,948 |
| ALAFFIA TECHNOLOGY SOLUTIONS | Other Service Provider | $12,435 | — | $12,435 |
| TRAVELERS INSURANCE | Other Service Provider | $10,163 | — | $10,163 |
| ALASKA REGIONAL HOSPITAL | Other Service Provider | $9,450 | — | $9,450 |
| PRINT TIME | Other Service Provider | $7,795 | — | $7,795 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENEFIT PLANS ADMIN SERVICES INC — Recordkeeper
- ANASTASI, MOORE & MARTIN, PLLC — Auditor
- U.S. BANK, NA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $966,095
- Estimated Expense Ratio: 2.237% 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 | $1,847,592 | $156,649 | $409,512 | $16,050 | — |
| 2023 | $834,933 | $137,077 | $361,595 | $15,100 | — |
| 2022 | $747,307 | $135,920 | $311,040 | — | $249,759 |