Plan Snapshot
- Plan Sponsor: Mound Welfare Benefits Trust
- Sponsor EIN: 266061814
- Sponsor Address: PO BOX 943, RICHLAND, WA, 99352
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $1.2M
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 | 0 | $1.2M | $5.1M | $103,437 |
| 2023 | 0 | $2.0M | $7.0M | $127,844 |
| 2022 | 0 | $1.4M | $7.7M | $136,603 |
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 |
|---|---|---|---|---|
| UMR, INC. | Other Service Provider | $366,821 | $3,076 | $369,897 |
| MERCER HEALTH & BENEFITS LLC | Other Service Provider | $247,893 | $18,886 | $266,779 |
| TELUS | Other Service Provider | $155,021 | — | $155,021 |
| DAVIS WRIGHT TREMAINE | ERISA Attorney | $135,211 | — | $135,211 |
| CVS CAREMARK CORPORATION | Other Service Provider | $10,850 | — | $10,850 |
| MILLER KAPLAN | Auditor | $9,500 | — | $9,500 |
| US BANK | Recordkeeper | $9,408 | — | $9,408 |
| PRINCIPAL | Other Service Provider | $5,096 | — | $5,096 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DAVIS WRIGHT TREMAINE — ERISA Attorney
- MILLER KAPLAN — Auditor
- US BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $961,762
- Estimated Expense Ratio: 83.265% 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 | $597,058 | — | $221,124 | $9,500 | — |
| 2023 | $549,182 | — | $549,182 | — | — |
| 2022 | $1,152,018 | — | — | — | $1,152,018 |