Plan Snapshot
- Plan Sponsor: Mt Operating Eng Const & Mining Ind Health & Security & Vacation Trust
- Sponsor EIN: 816009559
- Sponsor Address: 201 W NORTH RIVER DR, SPOKANE, WA, 99201
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 783
- Total Assets: $14.4M
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 | 783 | $14.4M | $9.6M | $193,919 |
| 2023 | 856 | $14.4M | $11.7M | $300,226 |
| 2022 | 744 | $14.6M | $12.3M | $306,682 |
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 |
|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $134,630 | — | $134,630 |
| PROPEL INSURANCE, INC | Other Service Provider | $64,403 | — | $64,403 |
| DAVIDSON INVESTMENT ADVISORS, INC. | Other Service Provider | $32,026 | — | $32,026 |
| US BANK N.A | Recordkeeper | $21,655 | — | $21,655 |
| ANASTASI, MOORE & MARTIN, PLLC | Auditor | $21,650 | — | $21,650 |
| BARLOW COUGHRAN MORALES & JOSEPHSON | Other Service Provider | $16,400 | — | $16,400 |
| HEALTHCARE ACTUARIES LLC | Other Service Provider | $10,000 | — | $10,000 |
| KEVIN MURPHY | Custodian / Trustee | $7,295 | — | $7,295 |
| AUDIT SERVICES, INC | Other Service Provider | $7,206 | — | $7,206 |
| TURNER, STOEVE, AND GAGLIARDI | Other Service Provider | $6,772 | — | $6,772 |
| LAWTON PRINTING | Other Service Provider | $6,440 | — | $6,440 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- US BANK N.A — Recordkeeper
- ANASTASI, MOORE & MARTIN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $328,477
- Estimated Expense Ratio: 2.274% 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 | $338,755 | $56,416 | $117,761 | $21,650 | — |
| 2023 | $335,186 | $50,106 | $130,649 | $21,461 | — |
| 2022 | $354,005 | $48,033 | $132,194 | — | $130,075 |