Plan Snapshot
- Plan Sponsor: Health Alliance For Technology Health Tr
- Sponsor EIN: 263521521
- Sponsor Address: 1206 N LINCOLN STREET SUITE 200, SPOKANE, WA, 99201
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 3,813
- Total Assets: $1.9M
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 | 3,813 | $1.9M | $35.8M | $0 |
| 2023 | 3,977 | $2.5M | $26.9M | $0 |
| 2022 | 2,381 | $1.1M | $25.7M | $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 |
|---|---|---|---|---|
| ABD INSURANCE AND FINANCIAL SERVICE | Other Service Provider | $1,097,791 | — | $1,097,791 |
| AIMS | Other Service Provider | $1,029,129 | — | $1,029,129 |
| ARMFIELD, HARRISON, & THOMAS INC. | Other Service Provider | $333,076 | — | $333,076 |
| HUB INTERNATIONAL | Other Service Provider | $225,538 | — | $225,538 |
| POINTGUARD FINANCIAL | Other Service Provider | $187,319 | — | $187,319 |
| SEA-MOUNTAIN INSURANCE BROKERS | Other Service Provider | $177,247 | — | $177,247 |
| PARKER, SMITH AND FEEK, INC. | Other Service Provider | $118,671 | — | $118,671 |
| KEN MYER | Custodian / Trustee | $89,894 | — | $89,894 |
| DIGITAL INSURANCE INC. | Other Service Provider | $85,616 | — | $85,616 |
| AIREY BENEFIT COMPANY LLC | Other Service Provider | $69,043 | — | $69,043 |
| BTG AND ASSOCIATES, LLC | Other Service Provider | $66,343 | — | $66,343 |
| VERUS INSURANCE SERVICES LLC | Other Service Provider | $57,516 | — | $57,516 |
| PRO BENEFITS OF WA | Other Service Provider | $57,187 | — | $57,187 |
| CUMMINGS, FRASER, & ASSOCIATES, LLC | Other Service Provider | $55,852 | — | $55,852 |
| KIBBLE & PRENTICE HOLDING COMPANY | Other Service Provider | $47,285 | — | $47,285 |
| MADDOCK & ASSOCIATES | Other Service Provider | $46,918 | — | $46,918 |
| R L EVANS COMPANY INC | Other Service Provider | $37,699 | — | $37,699 |
| DAVIS WRIGHT TREMAINE LLP | ERISA Attorney | $36,642 | — | $36,642 |
| VAULT INSURANCE INVESTMENTS LLC | Other Service Provider | $36,009 | — | $36,009 |
| BROWN AND BROWN OF WA INC | Other Service Provider | $27,177 | — | $27,177 |
| RAEL AND LETSON | Other Service Provider | $22,996 | — | $22,996 |
| BALDERSON AND HEBERT | Other Service Provider | $17,660 | — | $17,660 |
| FORTIPHI LLC | Other Service Provider | $17,394 | — | $17,394 |
| ASTON SHARP LLC | Other Service Provider | $16,207 | — | $16,207 |
| ALLIANT INSURANCE SERVICES INC. | Other Service Provider | $15,711 | — | $15,711 |
| WYATT INSURANCE AGENCY INC | Other Service Provider | $15,202 | — | $15,202 |
| ANOLD & SMITH INSURANCE AGENCY | Other Service Provider | $15,007 | — | $15,007 |
| GROUP BENEFITS LLC | Other Service Provider | $14,561 | — | $14,561 |
| ANASTASI MOORE & MARTIN PLLC | Auditor | $14,300 | — | $14,300 |
| CLEARBENEFITS, LLC | Other Service Provider | $13,203 | — | $13,203 |
| KRISTIN MANWARING INS ASSOC INC. | Other Service Provider | $12,629 | — | $12,629 |
| B & F INSURANCE, LLC | Other Service Provider | $12,379 | — | $12,379 |
| MCGREGOR INSURANCE AGENCY | Other Service Provider | $12,352 | — | $12,352 |
| CLEARVIEW INSURANCE SERVICES, INC. | Other Service Provider | $12,286 | — | $12,286 |
| RICE INSURANCE LLC | Other Service Provider | $11,823 | — | $11,823 |
| GALLAGHER BENEFIT SERVICES INC | Investment Advisor | $11,581 | — | $11,581 |
| ESSENTIAL BENEFITS LLC | Other Service Provider | $11,230 | — | $11,230 |
| PAYCHEX INSURANCE AGENCY INC. | Other Service Provider | $10,314 | — | $10,314 |
| MORAN BENEFIT ADVISORS INC | Other Service Provider | $10,269 | — | $10,269 |
| WASHINGTON TRAILS ASSOCIATION | Other Service Provider | $10,000 | — | $10,000 |
| AFFILIATED SERVICES LLC | Other Service Provider | $9,596 | — | $9,596 |
| NEWFRONT INSURANCE SERVICES | Other Service Provider | $9,068 | — | $9,068 |
| PAYNEWEST INSURANCE, INC. | Other Service Provider | $8,615 | — | $8,615 |
| CHAD J PHILIP | Other Service Provider | $8,426 | — | $8,426 |
| MICHAEL BENZIKRY | Other Service Provider | $8,174 | — | $8,174 |
| LEAVITT GROUP NORTHWEST | Other Service Provider | $8,102 | — | $8,102 |
| KEYSER INSURANCE GROUP | Other Service Provider | $7,569 | — | $7,569 |
| ASSURED PARTNERS OF WASHINGTON LLC | Other Service Provider | $7,142 | — | $7,142 |
| ACRISURE NW PARTNERS INS SERVICES | Other Service Provider | $7,087 | — | $7,087 |
| RIVERSIDE EMPLOYEE BENEFITS, LLC | Other Service Provider | $6,486 | — | $6,486 |
| COLIN F. SAMUELSON II | Other Service Provider | $6,476 | — | $6,476 |
| TYLER BYRNES | Other Service Provider | $6,033 | — | $6,033 |
| BROAD RIVER BENEFITS, LLC | Other Service Provider | $5,848 | — | $5,848 |
| CYNTHIA I HAGEN | Other Service Provider | $5,839 | — | $5,839 |
| SPRAGUE ISRAEL GILES | Other Service Provider | $5,630 | — | $5,630 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DAVIS WRIGHT TREMAINE LLP — ERISA Attorney
- ANASTASI MOORE & MARTIN PLLC — Auditor
- GALLAGHER BENEFIT SERVICES INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,269,147
- Estimated Expense Ratio: 229.567% 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 | $4,315,437 | — | $1,073,774 | $21,875 | — |
| 2023 | $3,309,094 | — | $809,004 | $18,140 | — |
| 2022 | $3,126,970 | — | $775,823 | — | $2,323,205 |