# The Trustees Of The Employee Benefits Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/the-trustees-of-the-employee-benefits-trust-616496436-504

> The Trustees Of The Employee Benefits Trust's Health & Welfare plan: 773 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:** 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|

## Similar Plans

- [The Trustees Of The Employee Benefits Trust](https://planprovider.pro/companies/the-trustees-of-the-employee-benefits-trust-616496436-507) — 2,438 participants

- [The Trustees Of The Employee Benefits Trust](https://planprovider.pro/companies/the-trustees-of-the-employee-benefits-trust-616496436-506) — 2,017 participants

- [The Trustees Of The Employee Benefits Trust](https://planprovider.pro/companies/the-trustees-of-the-employee-benefits-trust-616496436-505) — 1,814 participants

- [Swire Shipping Us, INC.](https://planprovider.pro/companies/swire-shipping-us-inc-911132083-501) — 92 participants

- [Fhtc- Balanced](https://planprovider.pro/companies/fhtc-balanced-921184769-001) — 0 participants

- [Fhtc - Conservative](https://planprovider.pro/companies/fhtc-conservative-921172554-001) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-trustees-of-the-employee-benefits-trust-616496436-504)

© 2026 PlanProvider.Pro