Plan Snapshot
- Plan Sponsor: Bot, Wa State Plumbing And Pipefitting Industry Pension Plan
- Sponsor EIN: 916029141
- Sponsor Address: 5200 SOUTHCENTER BLVD, STE 205, TUKWILA, WA, 98188
- Plan Type: DB
- Total Participants: 5,015
- Total Assets: $1.3B
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 | 5,015 | $1.3B | $63.7M | $0 |
| 2023 | 5,058 | $1.2B | $55.9M | $0 |
| 2022 | 4,943 | $1.1B | $54.1M | $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 |
|---|---|---|---|---|
| WASHINGTON CAPITAL MANAGEMENT, INC | Other Service Provider | $1,144,643 | — | $1,144,643 |
| ZENITH AMERICAN SOLUTIONS, INC | Other Service Provider | $832,271 | — | $832,271 |
| LOOMIS SAYLES | Other Service Provider | $764,973 | — | $764,973 |
| QUEST INVESTMENT MANAGEMENT INC. | Other Service Provider | $400,971 | — | $400,971 |
| PNC CAPITAL ADVISORS | Other Service Provider | $314,943 | — | $314,943 |
| J.P. MORGAN INVESTMENT MANAGEMENT | Recordkeeper | $292,489 | — | $292,489 |
| THE UNION LABOR LIFE INSURANCE CO | Recordkeeper | $290,414 | — | $290,414 |
| US BANK N.A. | Recordkeeper | $275,216 | — | $275,216 |
| MILLIMAN | Recordkeeper | $255,490 | — | $255,490 |
| VERUS | Other Service Provider | $161,667 | — | $161,667 |
| PANAGORA ASSET MANAGEMENT | Other Service Provider | $137,148 | — | $137,148 |
| TURNER, STOEVE & GAGLIARDI, P.S. | Other Service Provider | $51,860 | — | $51,860 |
| ANASTASI MOORE & MARTIN, PLLC | Auditor | $40,794 | — | $40,794 |
| CLIFTONLARSONALLEN LLP | Auditor | $40,395 | — | $40,395 |
| BARLOW & COUGHRAN, P.S. | Other Service Provider | $39,108 | — | $39,108 |
| INVESCO TRUST COMPANY | Other Service Provider | $26,552 | — | $26,552 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | — | $26,220 | $26,220 |
| WELLS FARGO | Other Service Provider | $24,430 | — | $24,430 |
| SMART SOURCE LLC | Other Service Provider | $17,937 | — | $17,937 |
| SERVICE PRINTING CO | Other Service Provider | $11,275 | — | $11,275 |
| IRON MOUNTAIN | Other Service Provider | $8,642 | — | $8,642 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- J.P. MORGAN INVESTMENT MANAGEMENT — Recordkeeper
- THE UNION LABOR LIFE INSURANCE CO — Recordkeeper
- US BANK N.A. — Recordkeeper
- MILLIMAN — Recordkeeper
- ANASTASI MOORE & MARTIN, PLLC — Auditor
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,157,438
- Estimated Expense Ratio: 0.410% 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 | $5,660,070 | $3,533,800 | $795,863 | $40,395 | — |
| 2023 | $4,815,328 | $2,947,228 | $784,237 | $39,008 | — |
| 2022 | $4,981,020 | $3,351,999 | $765,976 | — | $403,454 |