Plan Snapshot
- Plan Sponsor: Brd Of Ttees-Smw Local Union 100 Health
- Sponsor EIN: 526038494
- Sponsor Address: P.O. BOX 4148, PORTLAND, OR, 97208
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,997
- Total Assets: $68.1M
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 | 1,997 | $68.1M | $31.5M | $3.7M |
| 2023 | 1,914 | $62.4M | $29.1M | $3.4M |
| 2022 | 1,941 | $60.9M | $32.0M | $3.5M |
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 |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE CO. | Other Service Provider | $1,238,192 | — | $1,238,192 |
| WILLIAM C. EARHART CO. INC | Other Service Provider | $1,015,307 | $33,615 | $1,048,922 |
| FIRST AMERICAN ADMINISTRATORS, INC. | Other Service Provider | $229,027 | — | $229,027 |
| DELTA DENTAL OF D.C. | Other Service Provider | $125,329 | — | $125,329 |
| FOSTER & FOSTER, INC. | Other Service Provider | $66,755 | — | $66,755 |
| NOVAK FRANCELLA, LLC | Auditor | $46,457 | — | $46,457 |
| O'DONOGHUE & O'DONOGHUE, LLP | Other Service Provider | $33,699 | — | $33,699 |
| AON INVESTMENTS USA INC. | Other Service Provider | $23,000 | — | $23,000 |
| CVS CAREMARK | Other Service Provider | $14,649 | — | $14,649 |
| MEKETA FIDUCIARY MANAGEMENT | Other Service Provider | $10,000 | — | $10,000 |
| COMERICA | Other Service Provider | $5,378 | — | $5,378 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,841,408
- Estimated Expense Ratio: 4.172% 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 | $2,640,108 | $38,746 | $1,007,675 | $25,000 | — |
| 2023 | $2,633,807 | $36,592 | $965,001 | $33,600 | — |
| 2022 | $2,554,837 | $54,381 | $1,048,004 | — | $182,698 |