# Theatrical Stage Employees H&W Trus Board Of Trustees Health & Welfare Plan
Source: https://planprovider.pro/companies/theatrical-stage-employees-h-w-trus-board-of-trustees-910853746-501

> Theatrical Stage Employees H&W Trus Board Of Trustees's Health & Welfare plan: 521 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/anastasi-moore-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/theatrical-stage-employees-h-w-trus-board-of-trustees-910853746-501)

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