Plan Snapshot
- Plan Sponsor: Retiree'S Welfare Trust Board Of Trustees
- Sponsor EIN: 916065367
- Sponsor Address: 2323 EASTLAKE AVENUE EAST, SEATTLE, WA, 98102
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 13,361
- Total Assets: $156.8M
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 | 13,361 | $156.8M | $31.0M | $17.0M |
| 2023 | 19,069 | $133.7M | $31.3M | $17.5M |
| 2022 | 13,429 | $116.2M | $31.4M | $17.7M |
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 |
|---|---|---|---|---|
| NORTHWEST ADMINISTRATORS, INC. | Other Service Provider | $3,296,948 | — | $3,296,948 |
| PREMERA BLUE CROSS | Other Service Provider | $427,781 | — | $427,781 |
| DIMARTINO ASSOCIATES | Other Service Provider | $50,667 | — | $50,667 |
| PROPEL INSURANCE | Other Service Provider | $50,000 | — | $50,000 |
| WELLS FARGO | Other Service Provider | $44,597 | — | $44,597 |
| ALAN BILLER AND ASSOCIATES INC. | Other Service Provider | $40,000 | — | $40,000 |
| WILMINGTON TRUST COMPANY | Other Service Provider | $37,162 | — | $37,162 |
| MEDIMPACT HEALTHCARE SYSTEMS, INC. | Other Service Provider | $29,361 | — | $29,361 |
| MILLIMAN, INC. | Recordkeeper | $23,000 | — | $23,000 |
| ANASTASI, MOORE & MARTIN, PLLC | Auditor | $18,400 | — | $18,400 |
| SERVICE PRINTING CO. INC. | Other Service Provider | $17,756 | — | $17,756 |
| ZURICH AMERICAN INSURANCE COMPANY | Other Service Provider | $16,602 | — | $16,602 |
| REID, MCCARTHY, BALLEW & LEAHY, LLP | Other Service Provider | $14,233 | — | $14,233 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
- ANASTASI, MOORE & MARTIN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,066,507
- Estimated Expense Ratio: 2.593% 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 | $4,072,600 | $206,447 | $3,082,153 | $18,400 | — |
| 2023 | $4,007,134 | $109,949 | $3,031,845 | $16,940 | — |
| 2022 | $3,832,103 | $177,784 | $2,969,475 | — | $623,969 |