Plan Snapshot
- Plan Sponsor: Swedish Health Services
- Sponsor EIN: 910433740
- Sponsor Address: 1801 LIND AVE SW, RENTON, WA, 98057
- Plan Type: DB
- Total Participants: 1,413
- Total Assets: $875.0M
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 | 1,413 | $875.0M | $20.0M | $0 |
| 2023 | 1,550 | $852.1M | $34.6M | $0 |
| 2022 | 1,680 | $785.8M | $58.4M | $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 | $45,200 | — | $45,200 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,200
- Estimated Expense Ratio: 0.005% 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 | $8,628,344 | $3,407,229 | $29,276 | $45,200 | — |
| 2023 | $7,443,221 | $2,395,022 | $43,770 | $37,580 | — |
| 2022 | $6,694,671 | $1,973,298 | $363,215 | — | — |