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Original filing (PDF)20260216133354NAL0005353987001
BOARD OF TRUSTEES, SERVICE EMPLOYEES HEALTH AND WELFARE TRUST
Form 5500
FILING_RECEIVED
SERVICE EMPLOYEES HEALTH AND WELFARE PLAN
Health & welfare plan
Signals · 3
~594 bps in Sched C feesNo recordkeeper disclosed11 service providers
Active participants
3,302
Accounts w/ balance
—
Plan assets (EOY)
$45.4M
Net assets (EOY)
$39.4M
How this plan invests
This plan
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 594 bps in Schedule C fees — 1947% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, SERVICE EMPLOYEES HEALTH AND WELFARE TRUST.
Plan sponsor
Name
BOARD OF TRUSTEES, SERVICE EMPLOYEES HEALTH AND WELFARE TRUST
EIN
23-7122650
Address
2323 EASTLAKE AVENUE E · SEATTLE, WA · 98102
Phone
(206) 329-4900
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-02-16
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREMERA BLUE CROSS | 91-0499247 | — | NONE | $1.9M | — |
| NORTHWEST ADMINISTRATORS INC | 91-0680697 | — | NONE | $235K | — |
| DELTA DENTAL OF WASHINGTON | 91-0621478 | — | NONE | $173K | — |
| WITHUMSMITH+BROWN PC | 22-2027092 | — | NONE | $145K | — |
| MONDRESS MONACO PARR LOCKWOOD PLLC | 91-1917286 | — | NONE | $110K | — |
| RAEL & LETSON | 94-1701048 | — | NONE | $54K | — |
| SELLWOOD INVESTMENT PARTNERS LLC | 80-0827237 | — | NONE | $33K | — |
| WELLS FARGO BANK, N.A. | 94-1347393 | — | NONE | $14K | — |
| SERVICE PRINTING CO. INC | 91-0830372 | — | NONE | $9K | — |
| U.S. BANK | 31-0841368 | — | NONE | $6K | — |
| ESI | 22-3461740 | — | NONE | $0 | — |
Investments
11 direct securities· $37.9M(84% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Short Term Bond Idx I Mutual Fund - Fixed Income | — | — | $5.9M | $5.9M | 13.0% | |
| Baird Short Term Bond Inst Mutual Fund - Fixed Income | — | — | $5.9M | $5.9M | 12.9% | |
| Wells Fargo Adv Government Money Market Fund | — | — | $4.6M | $4.6M | 10.2% | |
| Doubleline Core Fix Income I Mutual Fund - Fixed Income | — | — | $4.5M | $4.0M | 8.8% | |
| Vanguard Short Term Inflation Mutual Fund - Fixed Income | — | — | $3.3M | $3.4M | 7.5% | |
| Vanguard Ultra Short Term Bond Mutual Fund - Fixed Income | — | — | $3.3M | $3.3M | 7.4% | |
| Vanguard Total Bond Market Index Adm Mutual Fund - Fixed Income | — | — | $3.7M | $3.3M | 7.3% | |
| Garcia Hamilton Quality Bond R5 Mutual Fund - Fixed Income | — | — | $3.0M | $2.7M | 5.8% | |
| First Am Govt Ob Fd Cl Z Money Market Fund | — | — | $1.7M | $1.7M | 3.7% | |
| Pimco All Asset Fund Institu Mutual Fund - Balanced | — | — | $1.8M | $1.6M | 3.6% | |
| Vanguard Total World Stock Index Mutual Fund - Equity | — | — | $1.1M | $1.6M | 3.5% |