# The Trustees Of The Employee Benefits Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/the-trustees-of-the-employee-benefits-trust-616496436-510

> The Trustees Of The Employee Benefits Trust's Health & Welfare plan: 595 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:** 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|

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