# Washington Farm Bureau Health Care Trust Health & Welfare Plan Source: https://planprovider.pro/companies/washington-farm-bureau-health-care-trust-202326700-501 > Washington Farm Bureau Health Care Trust's Health & Welfare plan: 2,905 participants, plan year 2024 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Washington Farm Bureau Health Care Trust - **Sponsor EIN:** 202326700 - **Sponsor Address:** 1322 N. POST ST., SPOKANE, WA, 99201 - **Plan Type:** Health & Welfare - **Plan Number:** 501 - **Total Participants:** 2,905 - **Total Assets:** $6.0M ## 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|2,905|$6.0M|$29.7M|$122,688| | 2023|2,878|$5.7M|$25.8M|$109,160| | 2022|2,558|$5.6M|$26.0M|$70,304| ## 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| | BROWN & BROWN OF WASHINGTON|Other Service Provider|$663,793|—|$663,793| | WA FARM BUREAU SERVICE CO|Other Service Provider|$565,854|—|$565,854| | REHN & ASSOCIATES, INC.|Other Service Provider|$301,605|—|$301,605| | HUB INTERNATIONAL NW|Other Service Provider|$133,588|—|$133,588| | BELL ANDERSON DBA DESERT INSURANCE|Other Service Provider|$132,813|—|$132,813| | BENEFITS DIVISION, LLC|Other Service Provider|$120,342|—|$120,342| | ACRISURE NORTHWEST PARTNERS INSURAN|Other Service Provider|$79,783|—|$79,783| | MCGREGOR INSURANCE BENEFITS|Other Service Provider|$74,166|—|$74,166| | PAYNEWEST INSURANCE INC|Other Service Provider|$58,431|—|$58,431| | DIGITAL INSURANCE|Other Service Provider|$48,795|—|$48,795| | LLOYD'S LIFE SALES, INC|Other Service Provider|$43,200|—|$43,200| | MITCHELL, REED & SCHMITTEN INS INC|Other Service Provider|$36,903|—|$36,903| | TERRIL, LEWIS & WILKE INSURANCE|Other Service Provider|$32,404|—|$32,404| | EO MEDIA GROUP|Other Service Provider|$31,141|—|$31,141| | CRUSE, MCCUNE & ASSOC, INC.|Other Service Provider|$30,003|—|$30,003| | CC SERVICES INC.|Other Service Provider|$29,001|—|$29,001| | CLIFTONLARSONALLEN LLP|Auditor|$28,245|—|$28,245| | BARLOW COUGHRAN MORALES & JOSEPHSON|Other Service Provider|$26,636|—|$26,636| | MANNA INSURANCE GROUP, LLC|Other Service Provider|$23,689|—|$23,689| | MADDOCK & ASSOCIATES LLC|Other Service Provider|$22,504|—|$22,504| | SCOT M PYLE|Other Service Provider|$18,884|—|$18,884| | PROPEL INSURANCE AGENCY|Other Service Provider|$18,820|—|$18,820| | GPS FINANCIAL LLC|Other Service Provider|$18,578|—|$18,578| | BRIDGETAL MEDIA LLC|Other Service Provider|$18,000|—|$18,000| | PARKER, SMITH & FEEK|Other Service Provider|$16,922|—|$16,922| | OLYMPIC CREST INSURANCE|Other Service Provider|$16,832|—|$16,832| | KIBBLE & PRENTICE|Other Service Provider|$16,521|—|$16,521| | DENALI BENEFITS|Other Service Provider|$13,721|—|$13,721| | CHAD J PHILIP|Other Service Provider|$13,230|—|$13,230| | GALLAGHER BENEFITS SERVICES, INC|Other Service Provider|$13,049|—|$13,049| | BISHOP INSURANCE GROUP LLC|Other Service Provider|$12,238|—|$12,238| | KRISTIN MANWARING INSURANCE|Other Service Provider|$12,070|—|$12,070| | EPIC INSURANCE SOLUTIONS LLC|Other Service Provider|$12,052|—|$12,052| | COORDINATED BENEFITS DBA HIGHSTREET|Other Service Provider|$11,955|—|$11,955| | GROUP BENEFITS, LLC|Other Service Provider|$11,666|—|$11,666| | LEAVITT GREAT WEST INSURANCE SERVIC|Other Service Provider|$11,364|—|$11,364| | FORTIPHI LLC|Other Service Provider|$11,336|—|$11,336| | NARROWS INSURANCE AGENCY|Other Service Provider|$10,654|—|$10,654| | DIAMOND BENEFITS|Other Service Provider|$10,104|—|$10,104| | BENEFIT DESIGN SERVICES LLC|Other Service Provider|$9,866|—|$9,866| | WHEAT & ASSOCIATES INSURANCE INC|Other Service Provider|$9,402|—|$9,402| | FOURNIER & ASSOCIATES, INC.|Other Service Provider|$9,228|—|$9,228| | PSG WASHINGTON|Other Service Provider|$8,653|—|$8,653| | FINANCIAL PLANNING CONCEPTS INC|Other Service Provider|$8,622|—|$8,622| | THE STUPEY AGENCY|Other Service Provider|$8,448|—|$8,448| | BELL ANDERSON|Other Service Provider|$8,392|—|$8,392| | ESSENTIAL BENEFITS LLC|Other Service Provider|$7,378|—|$7,378| | RICE INSURANCE LLC|Other Service Provider|$6,665|—|$6,665| | INSURANCE WITH BOB, INC|Other Service Provider|$6,446|—|$6,446| | BELL-ANDERSON DBA BENEFECTS|Other Service Provider|$5,698|—|$5,698| | WASHINGTON HEALTH INSURANCE AGENCY|Other Service Provider|$5,498|—|$5,498| | CARPENTER MEDIA GROUP|Other Service Provider|$5,401|—|$5,401| | PAYCHEX INSURANCE AGENCY INC|Other Service Provider|$5,262|—|$5,262| | ALLIANT INSURANCE SERVICES INC|Other Service Provider|$5,234|—|$5,234| | OAK INSURANCE SERVICES|Other Service Provider|$5,144|—|$5,144| | RIVERSIDE EMPLOYEE BENEFITS LLC|Other Service Provider|$5,119|—|$5,119| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $2,871,348 - **Estimated Expense Ratio:** 47.554% 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|$2,956,159|—|$295,642|$28,245|—| | 2023|$2,546,376|—|$263,581|$24,990|—| | 2022|$2,501,453|—|$1,975,716|—|$435,731| ## Similar Plans - [Healthcare Management Administrators, INC.](https://planprovider.pro/companies/healthcare-management-administrators-inc-911333840-503) — 633 participants - [Northwest Administrators, INC.](https://planprovider.pro/companies/northwest-administrators-inc-plan-002) — 398 participants - [Cascade West Title Company, LLC Dba Cw Title](https://planprovider.pro/companies/cascade-west-title-company-llc-dba-cw-title-401k-plan) — 284 participants - 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