# United Employees Benefit Trust 401(k) Plan
Source: https://planprovider.pro/companies/united-employees-benefit-trust-916061910-501

> United Employees Benefit Trust's 401(k) plan: 2,487 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** United Employees Benefit Trust

- **Sponsor EIN:** 916061910

- **Sponsor Address:** 220 S 27TH STREET SUITE B, TACOMA, WA, 98402

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 2,487

- **Total Assets:** $61.4M

## 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.|

| 2025|2,487|$61.4M|$0|$0|

| 2024|2,398|$58.5M|$32.7M|$68,980|

| 2023|2,306|$55.1M|$30.0M|$147,800|

| 2022|2,036|$49.7M|$26.3M|$221,598|

## 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|

| PREMERA|Other Service Provider|$803,845|—|$803,845|

| INNOVATIVE CARE MANAGEMENT, INC.|Other Service Provider|$241,484|—|$241,484|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$159,837|—|$159,837|

| DIANA CLARK|Other Service Provider|$142,468|—|$142,468|

| WASHINGTON CAPITAL MANAGEMENT. INC.|Custodian / Trustee|$130,337|—|$130,337|

| UNITED EMPLOYEE BENEFIT TRUST|Other Service Provider|$120,440|—|$120,440|

| CLIFTONLARSONALLEN|Auditor|$98,449|—|$98,449|

| AH! THE ELEMENT OF SURPRISE, LLC.|Other Service Provider|$84,749|—|$84,749|

| CINDY MATTINGLY|Other Service Provider|$78,000|—|$78,000|

| SHAUN-DEE WILLIAMS|Other Service Provider|$76,562|—|$76,562|

| PROPEL INSURANCE|Other Service Provider|$73,681|—|$73,681|

| SUSAN MCGIVERN|Other Service Provider|$71,611|—|$71,611|

| WESTERN CONFERENCE TEAMSTERS|Other Service Provider|$69,264|—|$69,264|

| BARBARA BORGEN|Other Service Provider|$66,607|—|$66,607|

| QUADIENT FINANCE USA, INC.|Other Service Provider|$58,144|—|$58,144|

| HEALTHLINX, LLC|Other Service Provider|$50,000|—|$50,000|

| NETWORK SECURE SOLUTIONS, LLC|Other Service Provider|$49,658|—|$49,658|

| DELTA DENTAL OF WASHINGTON|Other Service Provider|$48,647|—|$48,647|

| MAXORPLUS, LTD|Other Service Provider|$46,326|—|$46,326|

| OLIGEOVANA RUIZ|Other Service Provider|$43,454|—|$43,454|

| GREEN LIGHT COST MANAGEMENT|Other Service Provider|$41,477|—|$41,477|

| KEY BANK|Custodian / Trustee|$40,899|—|$40,899|

| TEAMSTERS LOCAL UNION #313|Other Service Provider|$33,383|—|$33,383|

| MICHELE HASENAUER|Other Service Provider|$33,177|—|$33,177|

| BARLOW & COUGHRAN, P.S.|ERISA Attorney|$29,100|—|$29,100|

| ANASTASI, MOORE & MARTIN, PLLC|Other Service Provider|$23,250|—|$23,250|

| PRINT NW|Other Service Provider|$23,017|—|$23,017|

| RBC CAPITAL MARKETS|Investment Advisor|$20,837|—|$20,837|

| ASHLEE HENDERSON|Other Service Provider|$17,267|—|$17,267|

| WASHINGTON TEAMSTERS WELFARE TRUST|Other Service Provider|$13,300|—|$13,300|

| THE TRAVELERS COMPANIES, INC.|Insurance Carrier|$10,232|—|$10,232|

| PACIFIC OFFICE AUTOMATION|Other Service Provider|$6,777|—|$6,777|

| FIRSTLINE COMMUNICATIONS INC.|Other Service Provider|$5,001|—|$5,001|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,811,280

- **Estimated Expense Ratio:** 4.580% 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|

| 2025|$35,094,472|$171,236|—|$23,250|—|

| 2024|$1,392,212|$165,398|—|$21,940|—|

| 2023|$1,234,155|$152,193|—|$21,940|—|

| 2022|$1,136,854|$150,060|—|—|$126,480|

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