# Northwest Financial Assns Employee Benefit Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/northwest-financial-assns-employee-benefit-trust-911040636-504

> Northwest Financial Assns Employee Benefit Trust's Health & Welfare plan: 4,062 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Northwest Financial Assns Employee Benefit Trust

- **Sponsor EIN:** 911040636

- **Sponsor Address:** 1325 4TH AVENUE, SUITE 1705, SEATTLE, WA, 98101

- **Plan Type:** Health & Welfare

- **Plan Number:** 504

- **Total Participants:** 4,062

- **Total Assets:** $4.2M

## 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|4,062|$4.2M|$16.8M|$6.7M|

| 2023|4,295|$3.5M|$14.6M|$6.7M|

| 2022|4,127|$3.9M|$15.4M|$1.9M|

## 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|

| DIMARTINO ASSOCIATES|Other Service Provider|$1,794,315|—|$1,794,315|

| VIMLY BENEFIT SOLUTIONS, INC.|Other Service Provider|$337,875|—|$337,875|

| WITHUMSMITH+BROWN, PC|Auditor|$24,752|—|$24,752|

| NORTHWEST CREDIT UNION ASSOCIATION|Other Service Provider|$10,000|—|$10,000|

| TURNER, STOEVE & GAGLIARDI, P.S.|Other Service Provider|$5,361|—|$5,361|

### Verified Provider Profiles

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

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,172,303

- **Estimated Expense Ratio:** 51.478% 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|$2,191,325|—|$908,610|$24,752|—|

| 2023|$2,047,680|—|$842,292|$23,792|—|

| 2022|$1,211,816|—|$347,840|—|$24,591|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/northwest-financial-assns-employee-benefit-trust-911040636-504)

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