Plan Snapshot
- Plan Sponsor: Northwest Roofers & Employers Health & S Board Of Trustees
- Sponsor EIN: 916030802
- Sponsor Address: PO BOX 34203, SEATTLE, WA, 98124
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 596
- Total Assets: $28.0M
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 | 596 | $28.0M | $8.6M | $69,598 |
| 2023 | 639 | $26.3M | $10.3M | $65,226 |
| 2022 | 654 | $21.7M | $10.2M | $102,031 |
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 |
|---|---|---|---|---|
| WELFARE & PENSION ADMIN SVC, INC. | Other Service Provider | $349,813 | — | $349,813 |
| PREMERA BLUE CROSS | Other Service Provider | $197,769 | — | $197,769 |
| HEALTHLINX LLC | Other Service Provider | $50,200 | — | $50,200 |
| REID, BALLEW, LEAHY & HOLLAND, LLP | Other Service Provider | $40,812 | — | $40,812 |
| INNOVATIVE CARE MANAGEMENT, INC. | Other Service Provider | $39,280 | — | $39,280 |
| WASHINGTON CAPITAL MANAGEMENT, INC. | Other Service Provider | $38,924 | — | $38,924 |
| INNOVATIVE COST MGMT SERVICES, INC. | Other Service Provider | $34,800 | — | $34,800 |
| OPTUMRX | Other Service Provider | $25,031 | — | $25,031 |
| IFEBP | Other Service Provider | $20,953 | — | $20,953 |
| ANASTASI, MOORE & MARTIN, PLLC | Auditor | $14,250 | — | $14,250 |
| ZELIS | Other Service Provider | $13,570 | — | $13,570 |
| MARSH & MCLENNAN AGENCY | Other Service Provider | $10,286 | — | $10,286 |
| UPRISE HEALTH | Other Service Provider | $8,914 | — | $8,914 |
| WITHUMSMITH&BROWN, PC | Auditor | $6,297 | — | $6,297 |
| BANK OF AMERICA | Other Service Provider | $5,740 | — | $5,740 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANASTASI, MOORE & MARTIN, PLLC — Auditor
- WITHUMSMITH&BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $856,639
- Estimated Expense Ratio: 3.063% 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 | $884,855 | $38,924 | $376,856 | $14,250 | — |
| 2023 | $928,050 | $35,310 | $411,972 | $14,990 | — |
| 2022 | $889,452 | $41,816 | $379,393 | — | $418,444 |