# Evergreen Security Trust Board Of Trustees Health & Welfare Plan
Source: https://planprovider.pro/companies/evergreen-security-trust-board-of-trustees-910630779-501

> Evergreen Security Trust Board Of Trustees's Health & Welfare plan: 2,829 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Evergreen Security Trust Board Of Trustees

- **Sponsor EIN:** 910630779

- **Sponsor Address:** 12121 HARBOUR REACH DRIVE, STE 105, MUKILTEO, WA, 982755314

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,829

- **Total Assets:** $513,185

## 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|2,829|$513,185|$1.6M|$9,103|

| 2023|2,713|$478,627|$1.4M|$9,603|

| 2022|2,646|$460,211|$1.3M|$13,124|

## 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|

| VIMLY BENEFIT SOLUTIONS, INC.|Other Service Provider|$29,847|—|$29,847|

| BROWN & BROWN OF WA DBA DIMARTINO|Other Service Provider|$29,122|—|$29,122|

| THE LAW OFFICES OF ROBERT A. BOHRER|Custodian / Trustee|$24,000|—|$24,000|

| DIGITAL INSURANCE, LLC|Other Service Provider|$22,561|—|$22,561|

| ANASTASI, MOORE & MARTIN, PLLC|Auditor|$17,550|—|$17,550|

| PARKER, SMITH & FEEK, INC.|Other Service Provider|$16,061|—|$16,061|

| PROPEL INSURANCE AGENCY, LLC|Other Service Provider|$8,081|—|$8,081|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $147,222

- **Estimated Expense Ratio:** 28.688% 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|$190,901|—|$48,000|$17,550|—|

| 2023|$178,693|—|$48,000|$16,640|—|

| 2022|$149,189|—|$36,000|—|$101,902|

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