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Original filing (PDF)20251015184411NAL0010800578001
OMNITRADE HEALTH TRUST
Form 5500
FILING_RECEIVED
OMNITRADE HEALTH TRUST ARRANGEMENT
Health & welfare plan
Signals · 4
96% in single holding~37101 bps in Sched C feesNo recordkeeper disclosed55 service providers
Active participants
4,294
Accounts w/ balance
—
Plan assets (EOY)
$1.5M
Net assets (EOY)
$524K
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "Western Alliance Bank Deposit account" is 96% of plan.
- 37101 bps in Schedule C fees — 71248% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OMNITRADE HEALTH TRUST.
Plan sponsor
Name
OMNITRADE HEALTH TRUST
EIN
27-6838771
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
ANASTASI, MOORE & MARTIN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
55 rowsOther
55Investments
2 direct securities· $257K(17% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Western Alliance Bank Deposit account | — | — | $247K | $247K | 16.4% | |
| NexBank Deposit account | — | — | $9K | $9K | 0.6% |