Plan Snapshot
- Plan Sponsor: Washington Business Services Health Trust
- Sponsor EIN: 467042893
- Sponsor Address: 1206 N LINCOLN STREET SUITE 200, SPOKANE, WA, 99201
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,790
- Total Assets: $1.0M
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 | 1,790 | $1.0M | $11.7M | $0 |
| 2023 | 1,279 | $956,202 | $7.6M | $0 |
| 2022 | 733 | $712,674 | $6.6M | $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 |
|---|---|---|---|---|
| AIMS | Other Service Provider | $289,218 | — | $289,218 |
| ABD INSURANCE AND FINANCIAL SERVICE | Other Service Provider | $233,952 | — | $233,952 |
| AIIN | Other Service Provider | $116,976 | — | $116,976 |
| HUB INTERNATIONAL NORTHWEST LLC | Other Service Provider | $73,907 | — | $73,907 |
| ACRISURE LLC | Other Service Provider | $70,382 | — | $70,382 |
| ALLIANT INSURANCE SERVICES INC. | Other Service Provider | $63,810 | — | $63,810 |
| ASSURED PARTNERS OF WASHINGTON LLC | Other Service Provider | $57,512 | — | $57,512 |
| PARKER SMITH AND FEEK INC | Other Service Provider | $45,318 | — | $45,318 |
| DIGITAL INSURANCE INC | Other Service Provider | $37,467 | — | $37,467 |
| ARMFIELD HARRISON & THOMAS INC | Other Service Provider | $17,939 | — | $17,939 |
| BTG & ASSOCIATES LLC | Other Service Provider | $15,708 | — | $15,708 |
| ANASTASI, MOORE & MARTIN, PLLC | Auditor | $12,800 | — | $12,800 |
| FORTIPHI, LLC | Other Service Provider | $11,924 | — | $11,924 |
| JEFF LEWIS KELLER ROHRBACK | Other Service Provider | $11,887 | — | $11,887 |
| HR RESOURCE INC | Other Service Provider | $11,738 | — | $11,738 |
| WESTLEY PRICE INSURANCE LLC | Other Service Provider | $9,736 | — | $9,736 |
| TERRIL, LEWIS & WILKE INS INC. | Other Service Provider | $9,168 | — | $9,168 |
| R.L. EVANS COMPANY | Other Service Provider | $8,952 | — | $8,952 |
| AFFILIATED SERVICES LLC | Other Service Provider | $8,684 | — | $8,684 |
| GALLAGHER BENEFIT SERVICES, INC. | Investment Advisor | $8,128 | — | $8,128 |
| PAYNEWEST INSURANCE, INC. | Other Service Provider | $8,094 | — | $8,094 |
| US INSURANCE SOLUTIONS | Other Service Provider | $8,056 | — | $8,056 |
| KIBBLE AND PRENTICE HOLDING COMPANY | Other Service Provider | $7,497 | — | $7,497 |
| PNW INSURANCE SOLUTION LLC | Other Service Provider | $7,304 | — | $7,304 |
| POINTGUARD FINANCIAL | Other Service Provider | $6,829 | — | $6,829 |
| MORAN BENEFIT ADVISORS, INC. | Other Service Provider | $6,588 | — | $6,588 |
| BASIN PACIFIC | Other Service Provider | $6,071 | — | $6,071 |
| BELL-ANDERSON AGENCY, INC. | Other Service Provider | $5,840 | — | $5,840 |
| MANNA INSURANCE GROUP LLC | Other Service Provider | $5,607 | — | $5,607 |
| EVERGREEN INSURANCE GROUP | Other Service Provider | $5,591 | — | $5,591 |
| CAPITAL BENEFIT GROUP LLC | Other Service Provider | $5,534 | — | $5,534 |
| PATRICK J CONROY | Other Service Provider | $5,186 | — | $5,186 |
| LARSEN CHRISTOPHERSON BENEFITS GROU | Other Service Provider | $5,167 | — | $5,167 |
| CUMMINGS FRASER AND ASSOCIATES LLC | Other Service Provider | $5,062 | — | $5,062 |
| JW BYRNES INSURANCE LLC | Other Service Provider | $5,055 | — | $5,055 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANASTASI, MOORE & MARTIN, PLLC — Auditor
- GALLAGHER BENEFIT SERVICES, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,208,687
- Estimated Expense Ratio: 117.566% 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 | $1,266,632 | — | $286,584 | $19,133 | — |
| 2023 | $851,629 | — | $187,069 | $17,974 | — |
| 2022 | $756,033 | $30,283 | $156,374 | — | $556,851 |