# Western States Health And Welfare Trust Fund Of The Opeiu Trustees Health & Welfare Plan
Source: https://planprovider.pro/companies/western-states-health-and-welfare-trust-fund-of-the-opeiu-trustees-936028906-501

> Western States Health And Welfare Trust Fund Of The Opeiu Trustees's Health & Welfare plan: 937 participants, plan year 2024 financials, providers, and bench…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Western States Health And Welfare Trust Fund Of The Opeiu Trustees

- **Sponsor EIN:** 936028906

- **Sponsor Address:** 5331 S MACADAM AVE STE 258, PORTLAND, OR, 972393871

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 937

- **Total Assets:** $17.9M

## 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|937|$17.9M|$20.2M|$1.0M|

| 2023|920|$17.9M|$19.6M|$1.1M|

| 2022|910|$16.9M|$18.3M|$1.2M|

## 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|

| BENESYS, INC.|Other Service Provider|$176,013|—|$176,013|

| THE PARTNERS GROUP, LTD|Other Service Provider|$75,732|—|$75,732|

| US BANK|Recordkeeper|$40,816|—|$40,816|

| SMART SOURCE LLC|Other Service Provider|$23,904|—|$23,904|

| MONDRESS MONACO PARR LOCKWOOD|ERISA Attorney|$18,043|—|$18,043|

| WITHUMSMITH+BROWN, PC|Auditor|$15,785|—|$15,785|

| PLATFORM CPA LLP|Other Service Provider|$15,210|—|$15,210|

| VERUS ADVISORY, INC.|Other Service Provider|$12,750|—|$12,750|

| VISION SERVICE PLAN|Other Service Provider|$5,714|—|$5,714|

### Verified Provider Profiles

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

- [US BANK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MONDRESS MONACO PARR LOCKWOOD](https://planprovider.pro/provider/mondress-monaco-parr-lockwood-pllc) — ERISA Attorney

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $383,967

- **Estimated Expense Ratio:** 2.139% 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|$461,421|$12,750|$179,018|$15,210|—|

| 2023|$414,700|$12,083|$170,658|$14,900|—|

| 2022|$404,323|$10,750|$157,437|—|$57,471|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/western-states-health-and-welfare-trust-fund-of-the-opeiu-trustees-936028906-501)

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