# Working Waterfront Coalition Health Trus Health & Welfare Plan
Source: https://planprovider.pro/companies/working-waterfront-coalition-health-trus-851457938-501

> Working Waterfront Coalition Health Trus's Health & Welfare plan: 531 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Working Waterfront Coalition Health Trus

- **Sponsor EIN:** 851457938

- **Sponsor Address:** 12121 HARBOUR REACH DR, SUITE 105, MUKILTEO, WA, 98275

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 531

- **Total Assets:** $214,121

## 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|531|$214,121|$5.1M|$29,682|

| 2023|490|$98,794|$3.8M|$15,429|

| 2022|368|$88,145|$1.2M|$23,365|

## 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 AND BROWN INSURANCE SERVICES|Other Service Provider|$155,743|—|$155,743|

| VIMLY BENEFIT SOLUTIONS, INC.|Recordkeeper|$88,236|—|$88,236|

| VIGILANT SERVICES, INC.|Recordkeeper|$51,048|—|$51,048|

| WORKING WATERFRONT SERVICES, LLC|Other Service Provider|$51,048|—|$51,048|

| BTG & ASSOCIATES, LLC DBA BTG BENEF|Insurance Carrier|$44,997|—|$44,997|

| DENALI BENEFITS, INC.|Insurance Carrier|$31,833|—|$31,833|

| HUB INTERNATIONAL NW, LLC|Insurance Carrier|$22,940|—|$22,940|

| NORTHWEST BENEFIT SOLUTIONS, INC|Insurance Carrier|$18,938|—|$18,938|

| PCF INSURANCE SERVICES OF THE WEST|Insurance Carrier|$17,218|—|$17,218|

| RIVERSIDE EMPLOYEE BENEFITS, LLC|Insurance Carrier|$16,331|—|$16,331|

| CUMMINGS, FRASER & ASSOCIATES, LLC|Insurance Carrier|$15,393|—|$15,393|

| MCGREGOR INSURANCE AGENCY, INC|Insurance Carrier|$14,615|—|$14,615|

| ASSUREDPARTNERS OF WA DBA FORTUNE M|Insurance Carrier|$12,875|—|$12,875|

| MADDOCK & ASSOCIATES, LLC|Insurance Carrier|$11,081|—|$11,081|

| KRISTIN MANWARING INSURANCE ASSOCIA|Insurance Carrier|$10,975|—|$10,975|

| SCHOEDEL & SCHOEDEL, CPAS, PLLC|Auditor|$10,400|—|$10,400|

| FORTUNE MANAGEMENT, INC.|Insurance Carrier|$5,081|—|$5,081|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $578,752

- **Estimated Expense Ratio:** 270.292% 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|$594,234|—|$189,477|$10,400|—|

| 2023|$447,834|—|$134,757|$10,100|—|

| 2022|$152,764|—|$42,566|—|$101,367|

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