# The Trustees Of The Employee Benefits Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/the-trustees-of-the-employee-benefits-trust-616496436-503

> The Trustees Of The Employee Benefits Trust's Health & Welfare plan: 6,006 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Trustees Of The Employee Benefits Trust

- **Sponsor EIN:** 616496436

- **Sponsor Address:** PO BOX 1872, OLYMPIA, WA, 985071872

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 6,006

- **Total Assets:** $2.3M

## 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|6,006|$2.3M|$52.6M|$61,333|

| 2023|6,387|$2.1M|$50.1M|$63,455|

| 2022|6,053|$1.8M|$47.5M|$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|

| PROPOINT LLC|Other Service Provider|—|$4,075,301|$4,075,301|

| FORTERRA INC|Other Service Provider|—|$1,450,545|$1,450,545|

| VIMLY BENEFIT SOLUTIONS INC|Other Service Provider|$766,884|—|$766,884|

| CLIFTONLARSONALLEN LLP|Auditor|$19,962|—|$19,962|

| BARNES & THORNBURG LLP|ERISA Attorney|$15,601|—|$15,601|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

- [BARNES & THORNBURG LLP](https://planprovider.pro/provider/barnes-and-thornburg-llp) — ERISA Attorney

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $6,328,293

- **Estimated Expense Ratio:** 280.292% 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|$879,050|—|$766,884|$19,962|—|

| 2023|$686,503|—|$566,460|$21,925|—|

| 2022|$667,375|—|$569,318|—|$83,074|

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