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Original filing (PDF)20251015185627NAL0002890035001
BOARD OF TRUSTEES, WASHINGTON TECHNOLOGY INDUSTRY
Form 5500
FILING_RECEIVED
WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN
Health & welfare plan
Signals · 3
~17270 bps in Sched C feesNo recordkeeper disclosed48 service providers
Active participants
4,649
Accounts w/ balance
—
Plan assets (EOY)
$2.6M
Net assets (EOY)
$1.9M
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
- 17270 bps in Schedule C fees — 33111% above peer band of 52 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, WASHINGTON TECHNOLOGY INDUSTRY.
Plan sponsor
Name
BOARD OF TRUSTEES, WASHINGTON TECHNOLOGY INDUSTRY
DBA
ASSOCIATION EMPLOYEE BENEFIT TRUST
EIN
20-2563188
Address
PO BOX 6 · MUKILTEO, WA · 98275
Phone
(425) 771-7359
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
4T · Long-Term Care
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
48 rowsOther
48Investments
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.