Back to filter
Original filing (PDF)20250509161135NAL0013891137001
BOT-NORTHWEST IAM BENEFIT TRUST
Form 5500
FILING_RECEIVED
NORTHWEST IAM BENEFIT TRUST
Health & welfare plan
Signals · 3
~502 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
1,727
Accounts w/ balance
—
Plan assets (EOY)
$9.6M
Net assets (EOY)
$8.9M
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
- 502 bps in Schedule C fees — 866% 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 BOT-NORTHWEST IAM BENEFIT TRUST.
Plan sponsor
Name
BOT-NORTHWEST IAM BENEFIT TRUST
EIN
23-7013313
Address
7525 SE 24TH ST #200 · MERCER ISLAND, WA · 98040
Phone
(206) 441-7574
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
BOT-NORTHWEST IAM BENEFIT TRUST
EIN
23-7013313
City
MERCER ISLAND, WA
Phone
(206) 441-7574
Plan characteristics
Plan number
518
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-05-09
Welfare benefit codes
4D · Dental
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELFARE AND PENSION ADMINISTRATION | 91-1363171 | — | NONE | $365K | — |
| BARLOW, COUGHRAN, MORALES & JOSEPHS | 91-0889948 | — | NONE | $35K | — |
| INNOVATIVE COST MANAGEMENT SERVICES | 77-0119752 | — | NONE | $35K | — |
| WASHINGTON CAPITAL MANAGEMENT, INC. | 91-1042342 | — | NONE | $18K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $16K | — |
| U.S. BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE | $13K | — |
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.
Related plans
Other plans using WELFARE AND PENSION ADMINISTRATION
Similar-size Other Services (ex. Public Admin) plans
MIDDLESEX TRUCK & AUTO BODY IN
MIDDLESEX TRUCK & AUTO BODY IN 401(K) PROFIT SHARING PLAN & TRUST
$8.9M · 39 participants
HUDSON COUNTY MOTORS, INC.
HUDSON COUNTY MOTORS, INC. 401(K) PLAN
$8.6M · 109 participants
S.L.S. HOLDING COMPANY INC.
S.L.S. HOLDING COMPANY INC. RETIREMENT PLAN
$8.6M · 98 participants
BOLIN ENTERPRISES, INC.
BOLIN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN
$8.5M · 170 participants
OIL CHANGER, INC.
OIL CHANGER, INC. 401(K) PLAN
$10.7M · 1,153 participants
TRUSTEES OF MINNEAPOLIS AUTO DEALERS EMPLOYEE BENEFIT FUND
MINNEAPOLIS AUTO DEALERS EMPLOYEE BENEFIT FUND
$8.3M · 1,213 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants