# Health Alliance For Technology Health Tr Health & Welfare Plan Source: https://planprovider.pro/companies/health-alliance-for-technology-health-tr-263521521-501 > Health Alliance For Technology Health Tr's Health & Welfare plan: 3,813 participants, plan year 2024 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2024. ## 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](https://planprovider.pro/provider/davis-wright-tremaine-llp) — ERISA Attorney - [ANASTASI MOORE & MARTIN PLLC](https://planprovider.pro/provider/anastasi-moore-and-martin-pllc) — Auditor - [GALLAGHER BENEFIT SERVICES INC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — 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| ## Similar Plans - [Washington Commercial Construction Health Trust](https://planprovider.pro/companies/washington-commercial-construction-health-trust-467048407-501) — 3,543 participants - [Washington Business Services Health Trust](https://planprovider.pro/companies/washington-business-services-health-trust-467042893-501) — 1,790 participants - [Washington Retail Health Trust](https://planprovider.pro/companies/washington-retail-health-trust-467046583-501) — 886 participants - [Washington Manufacturing Health Trust](https://planprovider.pro/companies/washington-manufacturing-health-trust-467038595-501) — 606 participants - [Associated Employers Health And Welfare](https://planprovider.pro/companies/associated-employers-health-and-welfare-916030840-501) — 0 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/health-alliance-for-technology-health-tr-263521521-501) © 2026 PlanProvider.Pro