# Kitsap Mental Health Services Health & Welfare Plan
Source: https://planprovider.pro/companies/kitsap-mental-health-services-911020106-502

> Kitsap Mental Health Services's Health & Welfare plan: 581 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kitsap Mental Health Services

- **Sponsor EIN:** 911020106

- **Sponsor Address:** 5455 ALMIRA DRIVE NE, BREMERTON, WA, 98311

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 581

- **Total Assets:** $0

## 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|581|$0|$0|$0|

| 2023|557|$0|$0|$0|

| 2022|488|$0|$0|$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|

| PREMERA BLUE CROSS|Recordkeeper|$102,794|—|$102,794|

| LOCKTON COMPANIES, LLC|Investment Advisor|—|$71,205|$71,205|

| SUN LIFE ASSURANCE CO. OF CANADA|Recordkeeper|$20,840|—|$20,840|

| THE HARFORD|Recordkeeper|$18,355|—|$18,355|

| CURALINC HEALTHCARE|Recordkeeper|$16,044|—|$16,044|

| NAVIA BENEFIT SOLUTIONS|Recordkeeper|$13,783|—|$13,783|

### Verified Provider Profiles

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

- [SUN LIFE ASSURANCE CO. OF CANADA](https://planprovider.pro/provider/marsh-mclennan-agency) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $243,021

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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