Plan Snapshot
- Plan Sponsor: Hospitality Industry Health Insurance Trust
- Sponsor EIN: 916382815
- Sponsor Address: 12121 HARBOUR REACH DRIVE, MUKILTEO, WA, 98275
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 4,195
- 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 | 4,195 | $1.9M | $15.6M | $38,195 |
| 2023 | 3,666 | $1.4M | $13.9M | $42,286 |
| 2022 | 3,260 | $1.3M | $12.4M | $43,856 |
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 |
|---|---|---|---|---|
| TOTAL BENEFIT SOLUTIONS, LLC | Other Service Provider | $391,269 | — | $391,269 |
| CLG EMPLOYER RESOURCES | Other Service Provider | $318,485 | — | $318,485 |
| VIMLY BENEFIT SOLUTIONS | Other Service Provider | $316,777 | — | $316,777 |
| WA HOSPITALITY ASSOCIATION | Other Service Provider | $91,475 | — | $91,475 |
| TELADOC HEALTH | Other Service Provider | $47,947 | — | $47,947 |
| COMPSYCH | Other Service Provider | $43,556 | — | $43,556 |
| ASSURED PARTNERS OF WA, LLC | Other Service Provider | $37,031 | — | $37,031 |
| PARKER, SMITH & FEEK, LLC | Other Service Provider | $35,226 | — | $35,226 |
| ESSENTIAL BENEFITS LLC | Other Service Provider | $29,163 | — | $29,163 |
| ACRISURE NW PARTNERS INSURANCE SERV | Other Service Provider | $27,132 | — | $27,132 |
| USI NW DBA KIBBLE & PRENTICE | Other Service Provider | $24,000 | — | $24,000 |
| CLIFTONLARSONALLEN LLP | Auditor | $22,523 | — | $22,523 |
| AARON ZWEIFACH | Other Service Provider | $14,546 | — | $14,546 |
| ALLIANT INSURANCE SERVICES INC. | Other Service Provider | $12,019 | — | $12,019 |
| BARLOW COUGHRAN MORALES & JOSEPHERS | Other Service Provider | $12,000 | — | $12,000 |
| J FRANKLAND EMPLOYEE BENEFITS SER | Other Service Provider | $11,544 | — | $11,544 |
| HUB INTERNATIONAL NORTHWEST LLC | Other Service Provider | $9,341 | — | $9,341 |
| PAYCHECX INSURANCE AGENCY, INC | Other Service Provider | $8,437 | — | $8,437 |
| MADDOCK & ASSOCIATES LLC | Other Service Provider | $8,052 | — | $8,052 |
| BELL-ANDERSON AGENCY, INC | Other Service Provider | $7,064 | — | $7,064 |
| MUTUAL BENEFITS INC | Other Service Provider | $6,404 | — | $6,404 |
| VANCO | Other Service Provider | $5,562 | — | $5,562 |
| MARK DANIEL HOWELL | Other Service Provider | $5,085 | — | $5,085 |
| BERG BEENFITS, INC | Other Service Provider | $5,065 | — | $5,065 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,489,703
- Estimated Expense Ratio: 80.096% 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 | $1,624,214 | — | $313,016 | $22,523 | — |
| 2023 | $1,461,435 | — | $279,493 | $16,485 | — |
| 2022 | $1,432,491 | — | $249,523 | — | $977,875 |