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: 507
- Total Participants: 2,438
- Total Assets: $3.1M
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 | 2,438 | $3.1M | $26.3M | $35,782 |
| 2023 | 2,905 | $3.0M | $27.0M | $30,388 |
| 2022 | 2,813 | $2.7M | $25.3M | $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 | — | $2,052,786 | $2,052,786 |
| FORTERRA INC | Other Service Provider | — | $728,215 | $728,215 |
| VIMLY BENEFIT SOLUTIONS INC | Other Service Provider | $384,822 | — | $384,822 |
| CLIFTONLARSONALLEN LLP | Auditor | $9,889 | — | $9,889 |
| BARNES & THORNBURG LLP | ERISA Attorney | $7,666 | — | $7,666 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
- BARNES & THORNBURG LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,183,378
- Estimated Expense Ratio: 102.483% 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 | $440,376 | — | $384,822 | $9,889 | — |
| 2023 | $333,884 | — | $268,830 | $11,567 | — |
| 2022 | $326,702 | — | $273,668 | — | $44,991 |