# Washington Commercial Construction Health Trust 401(k) Plan Source: https://planprovider.pro/companies/washington-commercial-construction-health-trust-467048407-501 > Washington Commercial Construction Health Trust's 401(k) plan: 3,543 participants, plan year 2024 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2024. ## 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](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:** $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| ## Similar Plans - [Health Alliance For Technology Health Tr](https://planprovider.pro/companies/health-alliance-for-technology-health-tr-263521521-501) — 3,813 participants - [Washington Business Services Health Trust](https://planprovider.pro/companies/washington-business-services-health-trust-467042893-501) — 1,790 participants - [Washington Retail Health Trust](https://planprovider.pro/companies/washington-retail-health-trust-467046583-501) — 886 participants - [Washington Manufacturing Health Trust](https://planprovider.pro/companies/washington-manufacturing-health-trust-467038595-501) — 606 participants - [Associated Employers Health And Welfare](https://planprovider.pro/companies/associated-employers-health-and-welfare-916030840-501) — 0 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/washington-commercial-construction-health-trust-467048407-501) © 2026 PlanProvider.Pro