Plan Snapshot
- Plan Sponsor: Bot, Western Wa Laborers-Employers Pension Trust
- Sponsor EIN: 916022315
- Sponsor Address: 11724 NE 195TH STREET, SUITE 300, BOTHELL, WA, 980118242
- Plan Type: DB
- Total Participants: 10,033
- Total Assets: $1.5B
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 | 10,033 | $1.5B | $64.8M | $0 |
| 2023 | 10,507 | $1.4B | $65.6M | $0 |
| 2022 | 10,417 | $1.2B | $61.4M | $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 | $2,291,231 | — | $2,291,231 |
| ULLICO INVESTMENT ADVISORS, INC. | Other Service Provider | $775,858 | — | $775,858 |
| ARROWSTREET CAPITAL, LP | Other Service Provider | $732,422 | — | $732,422 |
| WILLIAM BLAIR INVESTMENT MGMT, LLC | Other Service Provider | $578,218 | — | $578,218 |
| ZENITH AMERICAN SOLUTIONS, INC. | Other Service Provider | $557,173 | — | $557,173 |
| WALTER SCOTT NCS | Other Service Provider | $531,706 | — | $531,706 |
| ULLICO INVESTMENT ADVISORS, INC. | Recordkeeper | $381,944 | — | $381,944 |
| QUEST INVESTMENT MANAGEMENT, LLC | Other Service Provider | $352,813 | — | $352,813 |
| MILLIMAN, INC. | Recordkeeper | $180,523 | — | $180,523 |
| INVESCO TRUST COMPANY | Other Service Provider | $179,502 | — | $179,502 |
| PANAGORA ASSET MANAGEMENT, INC. | Other Service Provider | $171,153 | — | $171,153 |
| SEGAL SELECT INSURANCE SVCS, INC | Other Service Provider | $132,676 | — | $132,676 |
| VERUS ADVISORY, INC. | Other Service Provider | $123,000 | — | $123,000 |
| WESTERN ASSET MGMT COMPANY, LLC | Other Service Provider | $109,046 | — | $109,046 |
| STOLL LAW GROUP, PLLC | Other Service Provider | $102,465 | — | $102,465 |
| U.S. BANK NATIONAL ASSOCIATION | Recordkeeper | $99,870 | — | $99,870 |
| ANASTASI, MOORE & MARTIN, PLLC | Auditor | $80,647 | — | $80,647 |
| BARLOW COUGHRAN MORALES & JOSEPHSON | Other Service Provider | $51,000 | — | $51,000 |
| BENEFITS RESOURCE | Other Service Provider | $44,510 | — | $44,510 |
| WELLS FARGO BANK | Other Service Provider | $41,007 | — | $41,007 |
| IRON MOUNTAIN RECORDS MGMT INC. | Other Service Provider | $9,036 | — | $9,036 |
| ABRACADABRA PRINTING | Other Service Provider | $7,342 | — | $7,342 |
| SERVICE PRINTING COMPANY, INC. | Other Service Provider | $5,430 | — | $5,430 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ULLICO INVESTMENT ADVISORS, INC. — Recordkeeper
- MILLIMAN, INC. — Recordkeeper
- U.S. BANK NATIONAL ASSOCIATION — Recordkeeper
- ANASTASI, MOORE & MARTIN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,538,572
- Estimated Expense Ratio: 0.513% 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 | $8,165,471 | $6,226,894 | $526,306 | $27,100 | — |
| 2023 | $7,516,193 | $5,775,995 | $519,678 | $25,850 | — |
| 2022 | $6,288,849 | $4,701,847 | $490,554 | — | $405,052 |