# Nw Marine Trade Association Health & Welfare Plan
Source: https://planprovider.pro/companies/nw-marine-trade-association-462934809-501

> Nw Marine Trade Association's Health & Welfare plan: 1,665 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Nw Marine Trade Association

- **Sponsor EIN:** 462934809

- **Sponsor Address:** 15375 SE 30TH PL STE 380, BELLEVUE, WA, 980076500

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,665

- **Total Assets:** $1.7M

## 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|1,665|$1.7M|$15.1M|$0|

| 2023|1,731|$1.5M|$15.1M|$0|

| 2022|2,171|$1.5M|$18.4M|$0|

## 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|

| CAPITAL BENEFIT SERVICES, LLC|Insurance Carrier|$825,064|—|$825,064|

| EPK & ASSOCIATES, INC.|Recordkeeper|$265,483|—|$265,483|

| FIRST CHOICE HEALTH|Other Service Provider|$25,566|—|$25,566|

| SWEENEY CONRAD, P.S.|Other Service Provider|$17,000|—|$17,000|

| TRAVELERS INDEMNITY COMPANY|Insurance Carrier|$8,717|—|$8,717|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,141,830

- **Estimated Expense Ratio:** 66.010% 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|$318,649|—|$265,483|$17,000|—|

| 2023|$327,035|—|$272,632|$15,500|—|

| 2022|$377,982|—|$333,304|—|$16,008|

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