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: 504
- Total Participants: 773
- Total Assets: $553,426
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 | 773 | $553,426 | $7.2M | $24,108 |
| 2023 | 760 | $483,669 | $6.4M | $8,988 |
| 2022 | 718 | $434,765 | $5.7M | $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 | — | $561,033 | $561,033 |
| FORTERRA INC | Other Service Provider | — | $199,983 | $199,983 |
| VIMLY BENEFIT SOLUTIONS INC | Other Service Provider | $105,886 | — | $105,886 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $866,902
- Estimated Expense Ratio: 156.643% 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 | $121,282 | — | $105,886 | $2,741 | — |
| 2023 | $81,956 | — | $66,480 | $2,753 | — |
| 2022 | $72,985 | — | $61,261 | — | $9,935 |