Plan Snapshot
- Plan Sponsor: Providence Health & Services
- Sponsor EIN: 510216586
- Sponsor Address: 1801 LIND AVE SW, RENTON, WA, 98057
- Plan Type: DB
- Total Participants: 117
- Total Assets: $43.7M
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 | 117 | $43.7M | $500,000 | $0 |
| 2023 | 128 | $45.1M | $400,000 | $0 |
| 2022 | 141 | $44.2M | $375,000 | $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 |
|---|---|---|---|---|
| CLARK NUBER P.S. | Auditor | $26,500 | — | $26,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,500
- Estimated Expense Ratio: 0.061% 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 | $501,320 | $229,665 | $1,537 | $26,500 | — |
| 2023 | $537,572 | $160,533 | $2,581 | $18,460 | — |
| 2022 | $473,212 | $98,726 | $75,894 | — | — |