Plan Snapshot
- Plan Sponsor: Washington Commercial Construction Health Trust
- Sponsor EIN: 467048407
- Sponsor Address: 1206 N LINCOLN STREET SUITE 200, SPOKANE, WA, 99201
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 3,543
- Total Assets: $2.2M
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 | 3,543 | $2.2M | $27.3M | $0 |
| 2023 | 2,957 | $1.8M | $21.0M | $0 |
| 2022 | 2,034 | $1.2M | $18.8M | $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 | $674,737 | — | $674,737 |
| ABD INSURANCE AND FINANCIAL SERVICE | Other Service Provider | $548,187 | — | $548,187 |
| AIIN | Other Service Provider | $273,330 | — | $273,330 |
| BTG AND ASSOCIATES LLC | Other Service Provider | $151,867 | — | $151,867 |
| ACRISURE LLC | Other Service Provider | $138,566 | — | $138,566 |
| MADDOCK & ASSOCIATES LLC | Other Service Provider | $81,611 | — | $81,611 |
| DIGITAL INSURANCE INC | Other Service Provider | $67,953 | — | $67,953 |
| ARMFIELD HARRISON & THOMAS | Other Service Provider | $46,049 | — | $46,049 |
| PARKER SMITH AND FEEK INC | Other Service Provider | $42,465 | — | $42,465 |
| WASHINGTON HEALTH INSURANCE AGENCY | Other Service Provider | $40,856 | — | $40,856 |
| PCF INSURANCE SERVICES OF THE WEST | Other Service Provider | $39,464 | — | $39,464 |
| LEAVITT GROUP NORTHWEST | Other Service Provider | $37,982 | — | $37,982 |
| FORTIPHI | Other Service Provider | $36,718 | — | $36,718 |
| BROWN AND BROWN OF WA INC | Other Service Provider | $35,450 | — | $35,450 |
| OLYMPIC CREST INSURANCE | Other Service Provider | $34,633 | — | $34,633 |
| TERRILL LEWIS & WILKE INS INC | Other Service Provider | $33,404 | — | $33,404 |
| HUB INTERNATIONAL NORTHWEST LLC | Other Service Provider | $33,323 | — | $33,323 |
| ASSURED PARTNERS OF WASHINGTON LLC | Other Service Provider | $26,365 | — | $26,365 |
| CLEARVIEW INSURANCE SERVICES | Other Service Provider | $26,065 | — | $26,065 |
| HEALTH INSURANCE SOLUTIONS NW LLC | Other Service Provider | $25,719 | — | $25,719 |
| CUMMINGS, FRASER ASSOCIATES, LLC | Other Service Provider | $24,817 | — | $24,817 |
| PREFERRED BENEFIT SERVICES INC | Other Service Provider | $23,849 | — | $23,849 |
| BENEFIT CONSULTING SERVICES LLC | Other Service Provider | $23,019 | — | $23,019 |
| MANNA INSURANCE GROUP LLC | Other Service Provider | $21,411 | — | $21,411 |
| GROUP BENEFITS LLC | Other Service Provider | $20,645 | — | $20,645 |
| KRISTIN MANWARING INSURANCE ASSOCIA | Other Service Provider | $17,212 | — | $17,212 |
| MCGREGOR INSURANCE AGENCY | Other Service Provider | $16,615 | — | $16,615 |
| BASIN PACIFIC | Other Service Provider | $16,491 | — | $16,491 |
| RICE INSURANCE LLC | Other Service Provider | $15,833 | — | $15,833 |
| PROPEL INSURANCE AGENCY LLC | Other Service Provider | $15,439 | — | $15,439 |
| MITCHELL, REED, & SCHMITTEN INSURAN | Other Service Provider | $14,658 | — | $14,658 |
| RIVERSIDE EMPLOYEE BENEFIT LLC | Other Service Provider | $14,293 | — | $14,293 |
| JEFF LEWIS KELLER ROHRBACK | Other Service Provider | $13,414 | — | $13,414 |
| ADVISOR SERVICES LLC | Other Service Provider | $13,394 | — | $13,394 |
| BELL-ANDERSON AGENCY INC | Other Service Provider | $13,153 | — | $13,153 |
| CHAD J PHILIP | Other Service Provider | $13,084 | — | $13,084 |
| THE LIGHTLE GROUP | Other Service Provider | $12,944 | — | $12,944 |
| KIBBLE & PRENTICE HOLDING COMPANY | Other Service Provider | $12,895 | — | $12,895 |
| ANASTASI MOORE & MARTIN, PLLC | Auditor | $12,800 | — | $12,800 |
| AFFILIATED SERVICES LLC | Other Service Provider | $12,689 | — | $12,689 |
| VAULT INSURANCE & INVESTMENTS LLC | Other Service Provider | $12,441 | — | $12,441 |
| GALLAGHER BENEFIT SERVICES INC | Investment Advisor | $12,223 | — | $12,223 |
| WILSON ALBERS AN ALERA GROUP AGENCY | Other Service Provider | $10,410 | — | $10,410 |
| BENEFIT DESIGN SERVICES | Other Service Provider | $9,636 | — | $9,636 |
| PRO BENEFITS OF WA | Other Service Provider | $8,970 | — | $8,970 |
| FINANCIAL PLANNING CONCEPTS INC | Other Service Provider | $8,535 | — | $8,535 |
| WALLINGFORD FINANCIAL SERVICES INC | Other Service Provider | $8,321 | — | $8,321 |
| R. L. EVANS COMPANY INC | Other Service Provider | $7,818 | — | $7,818 |
| NORTHWEST BENEFIT SOLUTIONS | Other Service Provider | $7,469 | — | $7,469 |
| POINTGUARD FINANCIAL | Other Service Provider | $7,446 | — | $7,446 |
| OAK INSURANCE SERVICES LLC | Other Service Provider | $7,136 | — | $7,136 |
| PAYNEWEST INSURANCE INC | Other Service Provider | $6,846 | — | $6,846 |
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: $2,830,650
- Estimated Expense Ratio: 131.626% 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 | $2,907,640 | — | $669,665 | $19,133 | — |
| 2023 | $2,252,762 | — | $514,275 | $17,978 | — |
| 2022 | $2,032,917 | $33,430 | $445,424 | — | $1,537,599 |