# Washington Manufacturing Health Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/washington-manufacturing-health-trust-467038595-501

> Washington Manufacturing Health Trust's Health & Welfare plan: 606 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Washington Manufacturing Health Trust

- **Sponsor EIN:** 467038595

- **Sponsor Address:** 1206 N LINCOLN STREET SUITE 200, SPOKANE, WA, 99201

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 606

- **Total Assets:** $287,721

## 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|606|$287,721|$4.1M|$0|

| 2023|665|$280,161|$5.1M|$0|

| 2022|579|$305,530|$5.8M|$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|$102,449|—|$102,449|

| ABD INSURANCE AND FINANCIAL SERVICE|Other Service Provider|$82,666|—|$82,666|

| AIIN|Other Service Provider|$41,333|—|$41,333|

| BROWN & BROWN OF WA INC.|Other Service Provider|$32,593|—|$32,593|

| PCF INSURANCE SERVICES OF THE WEST|Other Service Provider|$22,266|—|$22,266|

| PAYNEWEST INSURANCE INC.|Other Service Provider|$20,924|—|$20,924|

| DIGITAL INSURANCE INC.|Other Service Provider|$18,577|—|$18,577|

| CLEARVIEW INSURANCE SERVICES INC,|Other Service Provider|$16,183|—|$16,183|

| ANASTASI MOORE & MARTIN, PLLC|Other Service Provider|$12,800|—|$12,800|

| CENTURY INSURANCE GROUP, LLC|Other Service Provider|$8,986|—|$8,986|

| ARMFIELD HARRISON & THOMAS INC|Other Service Provider|$8,726|—|$8,726|

| RICE INSURANCE|Other Service Provider|$8,121|—|$8,121|

| KIBBLE AND PRENTICE HOLDING COMPANY|Other Service Provider|$7,129|—|$7,129|

| LEAVITT GROUP NORTHWEST|Other Service Provider|$6,960|—|$6,960|

| PARKER SMITH & FEEK|Other Service Provider|$6,710|—|$6,710|

| MADDOCK AND ASSOCIATES LLC|Other Service Provider|$6,570|—|$6,570|

| POINTGUARD FINANCIAL|Auditor|$6,549|—|$6,549|

| HUB INTERNATIONAL NORTHWEST LLC|Other Service Provider|$5,858|—|$5,858|

| CASCADE VALLEY INSURANCE|Other Service Provider|$5,593|—|$5,593|

| BTG AND ASSOCIATES|Other Service Provider|$5,552|—|$5,552|

| FORTIPHI|Other Service Provider|$5,004|—|$5,004|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [POINTGUARD FINANCIAL](https://planprovider.pro/provider/dza-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $431,549

- **Estimated Expense Ratio:** 149.989% 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|$470,884|—|$101,265|$21,133|—|

| 2023|$640,331|—|$121,508|$17,936|—|

| 2022|$644,183|$15,359|$136,599|—|$482,288|

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