# Northwest Roofers & Employers Health & S Board Of Trustees Health & Welfare Plan
Source: https://planprovider.pro/companies/northwest-roofers-employers-health-s-board-of-trustees-916030802-501

> Northwest Roofers & Employers Health & S Board Of Trustees's Health & Welfare plan: 596 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/anastasi-moore-and-martin-pllc) — Auditor

- [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:** $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|

## Similar Plans

- [Board Of Trustees, Northwest Carpenters Retirement](https://planprovider.pro/companies/board-of-trustees-northwest-carpenters-retirement-plan) — 15,177 participants

- [Northwest Ironworkers Retirement Plan Board Of Trustees](https://planprovider.pro/companies/northwest-ironworkers-retirement-plan-board-of-trustees-916123688-001) — 3,183 participants

- [Board Of Trustees, Cement Masons And Plasterers 401(K) Trust](https://planprovider.pro/companies/board-of-trustees-cement-masons-and-plasterers-401-k-trust-plan) — 2,421 participants

- [Board Of Trustees, Cement Masons And Plasterers Retirement Trust](https://planprovider.pro/companies/board-of-trustees-cement-masons-and-plasterers-retirement-trust-plan) — 1,419 participants

- [Board Of Trustees, Cement Masons And Plasterers Health And Welfare](https://planprovider.pro/companies/board-of-trustees-cement-masons-and-plasterers-health-and-welfare-911106482-501) — 1,183 participants

- [Bac Local No. 1 Washington Pension Trust](https://planprovider.pro/companies/bac-local-no-1-washington-pension-trust-plan) — 737 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/northwest-roofers-employers-health-s-board-of-trustees-916030802-501)

© 2026 PlanProvider.Pro