Plan Snapshot
- Plan Sponsor: Theatrical Stage Employees H&W Trus Board Of Trustees
- Sponsor EIN: 910853746
- Sponsor Address: PO BOX 34203, SEATTLE, WA, 98124
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 521
- Total Assets: $4.2M
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 | 521 | $4.2M | $4.0M | $127,766 |
| 2023 | 505 | $3.1M | $3.7M | $87,036 |
| 2022 | 402 | $1.4M | $2.8M | $98,836 |
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 |
|---|---|---|---|---|
| WELFARE & PENSION ADMIN SVC, INC | Other Service Provider | $143,614 | — | $143,614 |
| BROWN & BROWN OF WASHINGTON INC | Other Service Provider | $62,000 | — | $62,000 |
| ANASTASI, MOORE & MARTIN, PLLC | Auditor | $15,000 | — | $15,000 |
| QUEST INVESTMENT MANAGEMENT, LLC | Other Service Provider | $12,297 | — | $12,297 |
| STOLL LAW GROUP | Other Service Provider | $8,048 | — | $8,048 |
| U.S. BANK | Other Service Provider | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANASTASI, MOORE & MARTIN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $245,959
- Estimated Expense Ratio: 5.917% 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 | $264,519 | $17,297 | $82,198 | $15,000 | — |
| 2023 | $213,583 | $8,595 | $76,164 | $13,650 | — |
| 2022 | $188,230 | $10,000 | $79,279 | — | $77,006 |