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Original filing (PDF)20250409165503NAL0011054947001
BOARD OF TRUSTEES, SEIU HEALTHCARE NW HEALTH
Form 5500
FILING_RECEIVED
SEIU HEALTHCARE NW HEALTH BENEFITS TRUST PLAN
Health & welfare plan
Signals · 3
~758 bps in Sched C feesNo recordkeeper disclosed59 service providers
Active participants
25,367
Accounts w/ balance
—
Plan assets (EOY)
$479.5M
Net assets (EOY)
$383.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 758 bps in Schedule C fees — 7479% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, SEIU HEALTHCARE NW HEALTH.
Plan sponsor
Name
BOARD OF TRUSTEES, SEIU HEALTHCARE NW HEALTH
DBA
BENEFITS TRUST
EIN
20-1842198
Address
215 COLUMBIA ST STE 300 · SEATTLE, WA · 98104
Phone
(206) 254-7120
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-09
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
59 rowsOther
59| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KAISER OF WASHINGTON | 91-0511770 | — | NONE | $15.5M | — |
| SEIU 775 BENEFITS GROUP | 85-2581812 | — | PARTICIPATING EMPLOYER | $8.9M | — |
| MAGNACARE | 11-3410766 | — | NONE | $6.7M | — |
| AETNA | 06-6033492 | — | NONE | $1.7M | — |
| DELTA DENTAL | — | LOS ANGELES, CA | NONE | $718K | — |
| CLARK NUBER PS | 91-1194016 | — | NONE | $359K | — |
| BROWN & BROWN OF WASHINGTON, INC. | 91-0378940 | — | NONE | $341K | — |
| MILLIMAN SOLUTIONS LLC | 91-0675641 | — | NONE | $223K | — |
| ABRACADABRA PRINTING INC | 91-1677862 | — | NONE | $198K | — |
| SEIU HEALTHCARE 775NW | 81-0588837 | — | PARTICIPATING EMPLOYER | $142K | — |
| SHIFTUP | 20-0252516 | — | NONE | $132K | — |
| INTERPRO TRANSLATION SOLUTIONS | 36-3991375 | — | NONE | $104K | — |
| CAPCO | 04-3441053 | — | NONE | $90K | — |
| QUALTRICS, LLC | 45-4964116 | — | NONE | $78K | — |
| PROPEL INSURANCE | 91-0830024 | — | NONE | $77K | — |
| JOHN JONES | — | SEATTLE, WA | NONE | $74K | — |
| CONVERGENCE NETWORKS (SWAT SYSTEMS) | 91-1958462 | — | NONE | $72K | — |
| GIRLING KELLY DESIGN GROUP LLC(ART) | — | SEATTLE, WA | NONE | $64K | — |
| BARLOW COUGHRAN MORALES & JOSEPHSON | 91-0889948 | — | NONE | $59K | — |
| PACIFIC MARKET RESEARCH | 91-1898174 | — | NONE | $56K | — |
| ELIZABETH KNASTER CONSULTING LLC | 82-1475532 | — | NONE | $53K | — |
| RBC WEALTH MANAGEMENT | 20-0563684 | — | NONE | $52K | — |
| DATEC | 91-0930538 | — | NONE | $48K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $47K | — |
| ALL IN GOOD COMPANY | 88-1252597 | — | NONE | $44K | — |
| CDW DIRECT | 26-0273989 | — | NONE | $38K | — |
| IMPROVADO INC. | — | SAN DIEGO, CA | NONE | $36K | — |
| KATE BALDWIN | 20-0586157 | — | NONE | $30K | — |
| WASHINGTON HEALTH ALLIANCE | 47-0948895 | — | NONE | $30K | — |
| EPIC HEARING | — | EDEN PRAIRIE, MN | NONE | $30K | — |
| ANTAGE INCORPORATED | — | BRENTWOOD, TN | NONE | $30K | — |
| HR ADVOCATES, INC | — | TAMPA, FL | NONE | $29K | — |
| DILIGENT CORPORATION | 26-1189601 | — | NONE | $28K | — |
| SARAH WILLGRESS | — | MILL CREEK, WA | NONE | $28K | — |
| SMARTSHEET.COM, INC. | 20-2954357 | — | NONE | $27K | — |
| UKG INC. | 65-0694077 | — | NONE | $26K | — |
| GIBSON & ASSOCIATES, INC. | 91-1770940 | — | NONE | $26K | — |
| WORKDAY, INC. | — | PLEASANTON, CA | NONE | $25K | — |
| LISTENING TREE CONSULTING | 83-3267122 | — | NONE | $16K | — |
| BOX, INC. | 20-2714444 | — | NONE | $16K | — |
| CONCUR TECHNOLOGIES | — | CHICAGO, IL | NONE | $13K | — |
| SALESFORCE.ORG | 26-2409769 | — | NONE | $12K | — |
| WITHUM | 22-2027092 | — | NONE | $12K | — |
| AGILOFT | 71-0907214 | — | NONE | $11K | — |
| LINKEDIN CORPORATION | 47-0912023 | — | NONE | $10K | — |
| WCG CLINICAL INC | — | PRINCETON, NJ | NONE | $10K | — |
| PAYTECH, INC. | 84-1496213 | — | NONE | $10K | — |
| AMALGAMATED BANK | 13-3566126 | — | NONE | $10K | — |
| REALTIMEBOARD INC. DBA MIRO | 46-3921926 | — | NONE | $9K | — |
| ZOOM COMMUNICATIONS, INC. | — | LOS ANGELES, CA | NONE | $9K | — |
| COURTNEY WOOTEN | 26-4415973 | EDMONDS, WA | NONE | $8K | — |
| KAINOS PLANNING, LLC (FORMERLY INTU | 47-2096052 | — | NONE | $8K | — |
| KERI PEDERSON | — | VASHON, WA | NONE | $7K | — |
| DANIELLE SEWELL | — | SEATTLE, WA | NONE | $7K | — |
| FERN EXPOSITION SERVICES LLC | 87-0750830 | — | NONE | $7K | — |
| THE HARTFORD | 06-0294398 | — | NONE | $7K | — |
| MARSH USA INC. | 36-1436000 | — | NONE | $6K | — |
| WP ENGINE | 27-3155665 | — | NONE | $6K | — |
| TERRA STAFFING, INC. | 91-1382999 | — | NONE | $5K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.