# The Trustees Of The Pacific Northwest Employers Life Health Insurance Health & Welfare Plan
Source: https://planprovider.pro/companies/the-trustees-of-the-pacific-northwest-employers-life-health-insurance-936033740-501

> The Trustees Of The Pacific Northwest Employers Life Health Insurance's Health & Welfare plan: 941 participants, plan year 2024 financials, providers, and be…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Trustees Of The Pacific Northwest Employers Life Health Insurance

- **Sponsor EIN:** 936033740

- **Sponsor Address:** 4068 HUDSON AVENUE NE, SALEM, OR, 97301

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 941

- **Total Assets:** $217,730

## 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|941|$217,730|$3.0M|$0|

| 2023|551|$291,130|$3.7M|$0|

| 2022|461|$217,149|$2.9M|$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|

| CASCADE EMPLOYERS ASSOCIATION|Other Service Provider|$30,000|—|$30,000|

| JONES & ROTH, P.C.|Auditor|$14,300|—|$14,300|

| CSNW BENEFITS|Other Service Provider|$12,000|—|$12,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JONES & ROTH, P.C.](https://planprovider.pro/provider/jones-and-roth-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $56,300

- **Estimated Expense Ratio:** 25.858% 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|$68,882|—|$30,010|$14,300|—|

| 2023|$68,406|$12,000|$30,444|$13,400|—|

| 2022|$78,044|$15,000|$51,644|—|$11,400|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-trustees-of-the-pacific-northwest-employers-life-health-insurance-936033740-501)

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