# Olympic Benefits Trust David P Schaffert Health & Welfare Plan
Source: https://planprovider.pro/companies/olympic-benefits-trust-david-p-schaffert-911543495-501

> Olympic Benefits Trust David P Schaffert's Health & Welfare plan: 2,552 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Olympic Benefits Trust David P Schaffert

- **Sponsor EIN:** 911543495

- **Sponsor Address:** PO BOX 1427, OLYMPIA, WA, 98507

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,552

- **Total Assets:** $167,088

## 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|2,552|$167,088|$2.6M|$0|

| 2023|2,600|$215,993|$2.4M|$0|

| 2022|2,761|$235,296|$1.8M|$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|

| TRUSTEED PLANS SERVICE CORPORATION|Other Service Provider|$62,665|—|$62,665|

| JOHN S. CONNIFF PLLC|Other Service Provider|$36,000|—|$36,000|

| MILLER KAPLAN ARASE LLP|Auditor|$16,095|—|$16,095|

| NORTHWEST MARKETING RESOURCES|Other Service Provider|$13,594|—|$13,594|

| LINDLEY & ASSOCIATES|Other Service Provider|$8,402|—|$8,402|

### Verified Provider Profiles

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

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $136,756

- **Estimated Expense Ratio:** 81.847% 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|$142,460|—|$65,665|$24,497|—|

| 2023|$128,261|$15,020|$64,291|$12,294|—|

| 2022|$128,905|$15,985|$57,558|—|$47,262|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/olympic-benefits-trust-david-p-schaffert-911543495-501)

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