# Retiree'S Welfare Trust Board Of Trustees Health & Welfare Plan
Source: https://planprovider.pro/companies/retiree-s-welfare-trust-board-of-trustees-916065367-501

> Retiree'S Welfare Trust Board Of Trustees's Health & Welfare plan: 13,361 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/milliman) — Recordkeeper

- [ANASTASI, MOORE & MARTIN, PLLC](https://planprovider.pro/provider/anastasi-moore-and-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|

## Similar Plans

- [Western Conference Of Teamsters Pension Trust Fund Board Of Trustees](https://planprovider.pro/companies/western-conference-of-teamsters-pension-trust-fund-board-of-trustees-plan) — 231,353 participants

- [Oak Harbor Freight Lines, INC.](https://planprovider.pro/companies/oak-harbor-freight-lines-inc-401k-plan) — 2,012 participants

- [Trans-System, INC.](https://planprovider.pro/companies/trans-system-inc-401k-plan) — 965 participants

- [Gordon Truck Centers, INC.](https://planprovider.pro/companies/gordon-truck-centers-inc-401k-plan) — 696 participants

- [Trans-System, INC.](https://planprovider.pro/companies/trans-system-inc-911533583-501) — 647 participants

- [Gordon Truck Centers INC.](https://planprovider.pro/companies/gordon-truck-centers-inc-911344257-502) — 581 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/retiree-s-welfare-trust-board-of-trustees-916065367-501)

© 2026 PlanProvider.Pro