# Mt Operating Eng Const & Mining Ind Health & Security & Vacation Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/mt-operating-eng-const-mining-ind-health-security-vacation-trust-816009559-501

> Mt Operating Eng Const & Mining Ind Health & Security & Vacation Trust's Health & Welfare plan: 783 participants, plan year 2024 financials, providers, and b…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ANASTASI, MOORE & MARTIN, PLLC](https://planprovider.pro/provider/anastasi-moore-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mt-operating-eng-const-mining-ind-health-security-vacation-trust-816009559-501)

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