# Omnitrade Health Trust Health & Welfare Plan Source: https://planprovider.pro/companies/omnitrade-health-trust-276838771-501 > Omnitrade Health Trust's Health & Welfare plan: 4,294 participants, plan year 2024 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Omnitrade Health Trust - **Sponsor EIN:** 276838771 - **Sponsor Address:** PO BOX 6, MUKILTEO, WA, 98275 - **Plan Type:** Health & Welfare - **Plan Number:** 501 - **Total Participants:** 4,294 - **Total Assets:** $1.5M ## 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|4,294|$1.5M|$54.2M|$458,814| | 2023|4,411|$1.4M|$48.3M|$347,628| | 2022|3,843|$1.2M|$38.6M|$385,860| ## 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| | ABD INSURANCE & FINANCIAL SERVICES,|Other Service Provider|$1,596,694|—|$1,596,694| | VIMLY BENEFIT SOLUTIONS, INC|Other Service Provider|$625,169|—|$625,169| | ASSOCIATED INDUSTRIES MANAGEMENT SE|Other Service Provider|$461,570|—|$461,570| | DIGITAL INSURANCE, LLC|Other Service Provider|$312,270|—|$312,270| | ARMFIELD, HARRISON & THOMAS TECH|Other Service Provider|$259,618|—|$259,618| | ACRISURE LLC DBA RISQ CONSULTI|Other Service Provider|$224,096|—|$224,096| | PARKER SMITH & FEEK INSURANCE, LLC|Other Service Provider|$192,118|—|$192,118| | DAVIS WRIGHT TREMAINE, LLP|ERISA Attorney|$153,587|—|$153,587| | ALASKA EMPLOYEE BENEFITS, INC|Other Service Provider|$130,935|—|$130,935| | ASSUREDPARTNERS OF WA DBA FORTUNE|Other Service Provider|$113,974|—|$113,974| | HUB INTERNATIONAL NORTHWEST, LLC|Other Service Provider|$113,542|—|$113,542| | WILSON ALBERS AN ALERA GROUP AGENCY|Other Service Provider|$113,239|—|$113,239| | PAYNEWEST INSURANCE, A MARSH & MCLE|Investment Advisor|$99,511|—|$99,511| | AURORA NATIONAL INSURANCE|Other Service Provider|$88,978|—|$88,978| | JOHN B. SCATES|Other Service Provider|$83,078|—|$83,078| | GALLAGHER BENEFIT SERVICES|Investment Advisor|$76,584|—|$76,584| | B & F INSURANCE, LLC|Other Service Provider|$71,870|—|$71,870| | MARSH USA, INC. DBA MARSH & MC|Other Service Provider|$67,556|—|$67,556| | SPRAGUE ISRAEL GILES, INC.|Other Service Provider|$64,308|—|$64,308| | BTG AND ASSOCIATES DBA BTG BENEFITS|Other Service Provider|$62,579|—|$62,579| | BELL-ANDERSON AGENCY, INC|Other Service Provider|$53,602|—|$53,602| | GREGORY A MYHRE|Other Service Provider|$50,474|—|$50,474| | BENEFIT DESIGN SERVICES, LLC|Other Service Provider|$49,896|—|$49,896| | ACRISURE NW PARTNERS INSURANCE SERV|Other Service Provider|$38,708|—|$38,708| | SCHOEDEL & SCHOEDEL CPAS, PLLC|Other Service Provider|$38,200|—|$38,200| | SEA-MOUNTAIN INSURANCE BROKERS|Other Service Provider|$34,257|—|$34,257| | WESTLEY PRICE INSURANCE, LLC|Other Service Provider|$25,962|—|$25,962| | MADDOCK & ASSOCIATES, LLC|Other Service Provider|$25,890|—|$25,890| | PSG WASHINGTON, INC|Other Service Provider|$25,443|—|$25,443| | WHITFIELDS DBA LEAVITT GROUP BEN|Other Service Provider|$25,075|—|$25,075| | WELLSPRING FAMILY SERVICES EAP|Other Service Provider|$22,619|—|$22,619| | USI INSURANCE SERVICES NATIONAL|Other Service Provider|$20,589|—|$20,589| | BENEFIT SOLUTIONS NORTHWEST LLC|Other Service Provider|$20,533|—|$20,533| | TRUEBENEFITS, LLC|Other Service Provider|$19,974|—|$19,974| | DAVE TUTTLE INSURANCE, INC|Other Service Provider|$19,146|—|$19,146| | TERRIL LEWIS & WILKE INSURANCE|Other Service Provider|$15,549|—|$15,549| | BENEFIT CONSULTING SERVICES, LLC|Other Service Provider|$14,282|—|$14,282| | NICHOLSON & ASSOCIATES INSURANCE|Other Service Provider|$13,581|—|$13,581| | CUMMINGS, FRASER, & ASSOCIATES, LLC|Other Service Provider|$13,472|—|$13,472| | ALLIANT INSURANCE SERVICES, INC|Other Service Provider|$12,758|—|$12,758| | MITCHELL REED & SCHMITTEN INSURANCE|Other Service Provider|$12,610|—|$12,610| | KIBBLE & PRENTICE HOLDING CO DBA US|Other Service Provider|$12,320|—|$12,320| | LOCKTON COMPANIES|Investment Advisor|$11,512|—|$11,512| | WALTERS & ASSOCIATES INSURANCE, INC|Other Service Provider|$10,825|—|$10,825| | R.L. EVANS COMPANY, INC.|Other Service Provider|$10,614|—|$10,614| | PILKEY-HOPPING & EKBERG, INC.|Other Service Provider|$10,343|—|$10,343| | INSURANCE OFFICE OF AMERICA, INC.|Other Service Provider|$9,792|—|$9,792| | IMPACT CG, LLC|Other Service Provider|$9,057|—|$9,057| | STEVENSON INSURANCE AGENCY, LLC|Other Service Provider|$8,397|—|$8,397| | ASSUREDPARTNERS OF WA, LLC DBA RGIA|Other Service Provider|$8,289|—|$8,289| | DUNCAN & ASSOCIATES INSURANCE BROKE|Other Service Provider|$7,271|—|$7,271| | COORDINATED BENEFITS - THE SIMMONS|Other Service Provider|$6,785|—|$6,785| | PCF INSURANCE OF THE WEST, LLC|Other Service Provider|$6,428|—|$6,428| | ALASKA BENEFITS - PATRICIA IRENE MA|Other Service Provider|$6,293|—|$6,293| | CLG EMPLOYER RESOURCES|Other Service Provider|$5,903|—|$5,903| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [DAVIS WRIGHT TREMAINE, LLP](https://planprovider.pro/provider/davis-wright-tremaine-llp) — ERISA Attorney - [PAYNEWEST INSURANCE, A MARSH & MCLE](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor - [GALLAGHER BENEFIT SERVICES](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor - [LOCKTON COMPANIES](https://planprovider.pro/provider/creative-planning) — Investment Advisor ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $5,587,725 - **Estimated Expense Ratio:** 371.009% 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|$5,660,152|—|$1,086,739|$38,200|—| | 2023|$5,013,861|—|$968,897|$33,600|—| | 2022|$4,005,301|—|$728,993|—|$3,260,143| ## Similar Plans - [Board Of Trustees, Seiu 775 Secure Retirement Trust](https://planprovider.pro/companies/board-of-trustees-seiu-775-secure-retirement-trust-plan) — 72,804 participants - [Business Health Trust](https://planprovider.pro/companies/business-health-trust-367481494-501) — 16,967 participants - [Board Of Trustees, Western Healthcare Insurance Trust](https://planprovider.pro/companies/board-of-trustees-western-healthcare-insurance-trust-901075780-501) — 9,352 participants - [Ironworkers District Council Of The Paci Field Ironworkers Annuity Tru](https://planprovider.pro/companies/ironworkers-district-council-of-the-paci-field-ironworkers-annuity-tru-911342114-002) — 7,218 participants - [Bot, Northwest Sheet Metal Workers Health & Welfare Plan](https://planprovider.pro/companies/bot-northwest-sheet-metal-workers-health-welfare-plan-910589283-501) — 6,169 participants - [Board Of Trustees, Washington Technology Industry](https://planprovider.pro/companies/board-of-trustees-washington-technology-industry-202563188-501) — 4,649 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/omnitrade-health-trust-276838771-501) © 2026 PlanProvider.Pro