# Bot Spokane Fire Fighters (Local 29) Benefit Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/bot-spokane-fire-fighters-local-29-benefit-trust-461402215-501

> Bot Spokane Fire Fighters (Local 29) Benefit Trust's Health & Welfare plan: 339 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bpas) — Recordkeeper

- [ANASTASI, MOORE & MARTIN, PLLC](https://planprovider.pro/provider/anastasi-moore-and-martin-pllc) — Auditor

- [U.S. BANK, NA](https://planprovider.pro/provider/john-hancock) — 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|

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