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Original filing (PDF)20251015184914NAL0007200912005
WASHINGTON RETAIL HEALTH TRUST
Form 5500
FILING_RECEIVED
WASHINGTON RETAIL HEALTH TRUST PLAN
Health & welfare plan
Signals · 3
~10871 bps in Sched C feesNo recordkeeper disclosed25 service providers
Active participants
886
Accounts w/ balance
—
Plan assets (EOY)
$561K
Net assets (EOY)
$398K
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
- 10871 bps in Schedule C fees — 6780% above peer band of 158 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 WASHINGTON RETAIL HEALTH TRUST.
Plan sponsor
Name
WASHINGTON RETAIL HEALTH TRUST
EIN
46-7046583
Address
1206 N LINCOLN STREET SUITE 200 · SPOKANE, WA · 99201
Phone
(509) 777-2643
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
Audit & trust (Schedule H)
Auditor
ANASTASI MOORE & MARTIN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
25 rowsOther
25| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AIMS | 91-1485366 | SPOKANE, WA | MEMBER ORGANIZATION | $148K | — |
| ABD INSURANCE AND FINANCIAL SERVICE | 27-0673528 | SAN FRANCISCO, CA | GROUP CONSULTING SERVICES | $120K | — |
| AIIN | 91-0131100 | SPOKANE, WA | MEMBERSHIP ORGANIZATION | $60K | — |
| ACRISURE LLC | — | GRAND RAPIDS, MI | NONE | $35K | — |
| BERG BENEFITS | — | TACOMA, WA | NONE | $29K | — |
| MADDOCK & ASSOCIATES | 91-1280409 | FIFE, WA | NONE | $21K | — |
| PAUL RICHARDSON AGENCY INC | — | WALLA WALLA, WA | NONE | $18K | — |
| USI INSURANCE SERVICES NATIONAL INC | 56-1882208 | VALHALLA, NY | NONE | $18K | — |
| PAYNEWEST INSURANCE INC. | 81-0479558 | SPOKANE, WA | NONE | $17K | — |
| KRISTIN MANWARING INSURANCE | 20-4650764 | PORT TOWNSEND, WA | NONE | $15K | — |
| SEA-MOUNTAIN INSURANCE BROKER | 91-1375220 | — | NONE | $14K | — |
| ANASTASI MOORE & MARTIN, PLLC | 20-8149084 | — | NONE | $13K | — |
| TERRIL, LEWIS, & WILKE INS, INC. | 91-1337671 | YAKIMA, WA | NONE | $12K | — |
| ALLIANT INSURANCE SERVICES INC. | 33-0785439 | SAN DIEGO, CA | NONE | $10K | — |
| BTG AND ASSOCIATES LLC | 84-3131974 | — | NONE | $10K | — |
| FINANCIAL PLANNING CONCEPTS INC | — | ENUMCLAW, WA | NONE | $9K | — |
| BASIN PACIFIC | 27-1158624 | KENNEWICK, WA | NONE | $8K | — |
| PREFERRED BENEFIT SERVICES INC. | 91-1703038 | POULSBO, WA | NONE | $8K | — |
| REETZ INSURANCE SERVICES INC. | 91-2094536 | PORT TOWNSEND, WA | NONE | $8K | — |
| HUB INTERNATIONAL NORTHWEST LLC | 91-2036015 | SPOKANE, WA | NONE | $7K | — |
| JEFF LEWIS KELLER ROHRBACK | 91-0563405 | — | NONE | $7K | — |
| DIGITAL INSURANCE INC | 58-2522668 | — | NONE | $7K | — |
| POINTGUARD FINANCIAL | 45-4065700 | — | NONE | $7K | — |
| CHAD J PHILIP | — | ELLENSBURG, WA | NONE | $6K | — |
| SADIE JOHNSON | — | ENUMCLAW, WA | 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.