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Original filing (PDF)20251015232529NAL0011500242001
BOARD OF TRUSTEE, NORTHWEST FIRE FIGHTERS
Form 5500
FILING_RECEIVED
IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST
Health & welfare plan
Signals · 3
~1531 bps in Sched C feesNo recordkeeper disclosed20 service providers
Active participants
4,271
Accounts w/ balance
—
Plan assets (EOY)
$57.1M
Net assets (EOY)
$40.6M
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
- 1531 bps in Schedule C fees — 9469% above peer band of 16 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 TRUSTEE, NORTHWEST FIRE FIGHTERS.
Plan sponsor
Name
BOARD OF TRUSTEE, NORTHWEST FIRE FIGHTERS
DBA
BENEFITS TRUST
EIN
41-1416156
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
2025-10-16
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4Q · Other
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
20 rowsOther
20| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROWN & BROWN INS DBA DIMARTINO | 59-0691921 | — | NONE | $3.0M | — |
| MAGNACARE ADMINISTRATIVE SERVICES | 11-3410766 | — | NONE | $1.7M | — |
| REGENCE BLUESHIELD | 91-0282080 | — | NONE | $1.6M | — |
| VIMLY BENEFIT SOLUTIONS, INC. | 91-1603312 | — | NONE | $773K | — |
| DELTA DENTAL OF WASHINGTON | 91-0621480 | — | NONE | $312K | — |
| AFLAC (AMERICAN FAMILY LIFE | 82-2723296 | — | NONE | $253K | — |
| BROWN & BROWN OF CONNECTICUT, INC. | — | ROCKY HILL, CT | NONE | $243K | — |
| IAFF FINANCIAL CORPORATION | — | WASHINGTON, DC | NONE | $151K | — |
| IAFF FINANCIAL CORP INSURANCE | — | WASHINGTON, DC | NONE | $151K | — |
| STATE OF ALASKA DEPT OF HEALTH | — | ANCHORAGE, AK | NONE | $143K | — |
| BUKATY COMPANIES, LLC | — | LEAWOOD, KS | NONE | $76K | — |
| DIGITAL INSURANCE LLC | 58-2522668 | — | NONE | $74K | — |
| TELADOC HEALTH | 04-3705970 | — | NONE | $72K | — |
| HIGHLAND CAPITAL ADVISORS, LLC | 20-4284376 | — | NONE | $53K | — |
| WEST COAST BUSINESS GRAPHICS | 91-2182455 | — | NONE | $37K | — |
| SCHOEDEL & SCHOEDEL, CPAS, PLLC | 91-0614823 | — | NONE | $33K | — |
| BARLOW & COUGHRAN, P.S | 91-0889948 | — | NONE | $30K | — |
| AXENE HEALTH PARTNERS, LLC | — | MURRIETA, CA | NONE | $17K | — |
| SAVRX | 86-1323040 | — | NONE | $9K | — |
| THE RHIZOME COLLABORATIVE | 91-1997463 | — | 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.