# Washington Business Services Health Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/washington-business-services-health-trust-467042893-501

> Washington Business Services Health Trust's Health & Welfare plan: 1,790 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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](https://planprovider.pro/provider/anastasi-moore-and-martin-pllc) — Auditor

- [GALLAGHER BENEFIT SERVICES, INC.](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — 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|

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