Back to filter
Original filing (PDF)20251008140721NAL0009567616001
VANCOUVER FIREFIGHTERS UNION HEALTH AND WELFARE TRUST PLAN
Form 5500
FILING_RECEIVED
VANCOUVER FIREFIGHTERS UNION HEALTH AND WELFARE TRUST PLAN
Health & welfare plan
Signals · 4
Late filing · 1.8 mo~376 bps in Sched C feesNo recordkeeper disclosed13 service providers
Active participants
227
Accounts w/ balance
—
Plan assets (EOY)
$12.9M
Net assets (EOY)
$11.3M
Plan health score (directional)
82
/ 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
93
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 1.8 months past the 10.5-month grace window.
- 376 bps in Schedule C fees — 1198% above peer band of 29 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 VANCOUVER FIREFIGHTERS UNION HEALTH AND WELFARE TRUST PLAN.
Plan sponsor
Name
VANCOUVER FIREFIGHTERS UNION HEALTH AND WELFARE TRUST PLAN
EIN
45-3280396
Address
PO BOX 570 · VANCOUVER, WA · 986660570
Phone
(360) 254-3528
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
535
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-10-08
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4H · Long-Term Disability
4Q · Other
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsOther
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBG ADVISORS, LLC | 92-0193132 | — | NONE | $110K | — |
| 6 DEGREES | — | BEAVERTON, OR | NONE | $89K | — |
| THE LOOMIS COMPANY | — | WYOMISSING, PA | NONE | $72K | — |
| HINES & ASSOCIATES, INC. | — | ELGIN, IL | NONE | $55K | — |
| SCHOEDEL & SCHOEDEL CPA PLLC | 91-0614823 | — | NONE | $36K | — |
| PAYER MATRIX LLC | — | MEDIA, PA | NONE | $33K | — |
| MYWORKPLACE, INC. | — | SAN ANTONIO, TX | NONE | $26K | — |
| HEALTHJOY, LLC | — | CHICAGO, IL | NONE | $21K | — |
| FIRST CHOICE HEALTH NETWORK, INC. | 91-1272766 | — | NONE | $20K | — |
| CAREOPERATIVE LLC | — | BRENTWOOD, TN | NONE | $8K | — |
| MEDWATCH LLC | — | LAKE MARY, FL | NONE | $6K | — |
| BARLOW COUGHRAN MORALES & JOSEPHSON | 91-0889948 | — | NONE | $6K | — |
| HEALTHCARE BLUE BOOK | — | BRENTWOOD, TN | 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.