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: 510
- Total Participants: 595
- Total Assets: $295,016
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 | 595 | $295,016 | $5.4M | $15,826 |
| 2023 | 655 | $250,718 | $4.8M | $3,242 |
| 2022 | 627 | $221,841 | $4.4M | $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 |
|---|---|---|---|---|
| PROPOINT LLC | Other Service Provider | — | $421,014 | $421,014 |
| FORTERRA INC | Other Service Provider | — | $150,177 | $150,177 |
| VIMLY BENEFIT SOLUTIONS INC | Other Service Provider | $78,499 | — | $78,499 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $649,690
- Estimated Expense Ratio: 220.222% 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 | $89,847 | — | $78,499 | $2,095 | — |
| 2023 | $67,945 | — | $56,438 | $2,162 | — |
| 2022 | $62,752 | — | $53,781 | — | $7,609 |