# Wa-Id Laborers Employers Pension Trust DB Plan
Source: https://planprovider.pro/companies/wa-id-laborers-employers-pension-trust-916123988-001

> Wa-Id Laborers Employers Pension Trust's DB plan: 2,059 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wa-Id Laborers Employers Pension Trust

- **Sponsor EIN:** 916123988

- **Sponsor Address:** 11724 NE 195TH STREET, BOTHELL, WA, 980118242

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 2,059

- **Total Assets:** $209.5M

## 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|2,059|$209.5M|$14.0M|$0|

| 2023|2,059|$199.2M|$13.4M|$0|

| 2022|2,071|$181.5M|$12.7M|$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|

| ZENITH AMERICAN SOLUTIONS, INC.|Other Service Provider|$206,639|—|$206,639|

| U.S. BANK NATIONAL ASSOCIATION|Recordkeeper|$199,980|—|$199,980|

| NATIONAL INVESTMENT SERVICES, INC.|Other Service Provider|$153,141|—|$153,141|

| BRANDYWINE GLOBAL INVESTMENT MGMT|Other Service Provider|$130,708|—|$130,708|

| WASHINGTON CAPITAL MANAGEMENT, INC.|Other Service Provider|$97,095|—|$97,095|

| MILLIMAN, INC.|Recordkeeper|$91,305|—|$91,305|

| NEPC, LLC|Recordkeeper|$83,398|—|$83,398|

| QUEST INVESTMENT MANAGEMENT, LLC|Other Service Provider|$82,445|—|$82,445|

| ALLSPRING GLOBAL INVESTMENTS|Other Service Provider|$69,278|—|$69,278|

| TURNER, STOEVE & GAGLIARDI, PS|Other Service Provider|$48,151|—|$48,151|

| CHEVY CHASE TRUST COMPANY|Other Service Provider|$43,956|—|$43,956|

| PROPEL INSURANCE|Other Service Provider|$28,836|—|$28,836|

| ANASTASI, MOORE & MARTIN, PLLC|Auditor|$22,981|—|$22,981|

| WELLS FARGO BANK, NA|Other Service Provider|$10,951|—|$10,951|

| BENEFITS RESOURCE N.W LLC|Other Service Provider|$9,004|—|$9,004|

### Verified Provider Profiles

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

- [U.S. BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — Recordkeeper

- [NEPC, LLC](https://planprovider.pro/provider/milliman) — Recordkeeper

- [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:** $1,277,868

- **Estimated Expense Ratio:** 0.610% 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|$1,428,961|$837,688|$188,892|$18,100|—|

| 2023|$1,384,602|$807,021|$188,792|$17,300|—|

| 2022|$1,299,040|$778,391|$188,892|—|$157,648|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wa-id-laborers-employers-pension-trust-916123988-001)

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