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Original filing (PDF)20251015184411NAL0010800578003
WASHINGTON COMMERCIAL CONSTRUCTION HEALTH TRUST
Form 5500
FILING_RECEIVED
WASHINGTON COMMERCIAL CONSTRUCTION HEALTH TRUST PLAN
Health & welfare plan
Signals · 3
~13163 bps in Sched C feesNo recordkeeper disclosed52 service providers
Active participants
3,543
Accounts w/ balance
—
Plan assets (EOY)
$2.2M
Net assets (EOY)
$1.3M
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
- 13163 bps in Schedule C fees — 25213% above peer band of 52 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 COMMERCIAL CONSTRUCTION HEALTH TRUST.
Plan sponsor
Name
WASHINGTON COMMERCIAL CONSTRUCTION HEALTH TRUST
EIN
46-7048407
Address
1206 N LINCOLN STREET SUITE 200 · SPOKANE, WA · 99201
Phone
(509) 326-6885
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)
52 rowsOther
52| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AIMS | 91-1485366 | SPOKANE, WA | MEMBER ORGANIZATION | $675K | — |
| ABD INSURANCE AND FINANCIAL SERVICE | 27-0673528 | SAN MATEO, CA | NONE | $548K | — |
| AIIN | 91-0131100 | SPOKANE, WA | MEMBER ORGANIZATION | $273K | — |
| BTG AND ASSOCIATES LLC | 84-3131974 | BELLEVUE, WA | NONE | $152K | — |
| ACRISURE LLC | — | GRAND RAPIDS, MI | NONE | $139K | — |
| MADDOCK & ASSOCIATES LLC | 91-1280409 | FIFE, WA | NONE | $82K | — |
| DIGITAL INSURANCE INC | 58-2522668 | ATLANTA, GA | NONE | $68K | — |
| ARMFIELD HARRISON & THOMAS | 54-0654623 | LEESBURG, VA | NONE | $46K | — |
| PARKER SMITH AND FEEK INC | 91-0660018 | BELLEVUE, WA | NONE | $42K | — |
| WASHINGTON HEALTH INSURANCE AGENCY | — | TUMWATER, WA | NONE | $41K | — |
| PCF INSURANCE SERVICES OF THE WEST | — | BELLINGHAM, WA | NONE | $39K | — |
| LEAVITT GROUP NORTHWEST | 91-1366133 | UNIVERSITY PLACE, WA | NONE | $38K | — |
| FORTIPHI | 91-1743499 | MOUNT VERNON, WA | NONE | $37K | — |
| BROWN AND BROWN OF WA INC | 91-0378940 | — | NONE | $35K | — |
| OLYMPIC CREST INSURANCE | 91-1717576 | GIG HARBOR, WA | NONE | $35K | — |
| TERRILL LEWIS & WILKE INS INC | 91-1337671 | YAKIMA, WA | NONE | $33K | — |
| HUB INTERNATIONAL NORTHWEST LLC | 91-2036015 | BOTHELL, WA | NONE | $33K | — |
| ASSURED PARTNERS OF WASHINGTON LLC | — | SEATTLE, WA | NONE | $26K | — |
| CLEARVIEW INSURANCE SERVICES | — | ISSAQUAH, WA | NONE | $26K | — |
| HEALTH INSURANCE SOLUTIONS NW LLC | — | EVERETT, WA | NONE | $26K | — |
| CUMMINGS, FRASER ASSOCIATES, LLC | 68-0609841 | SEATTLE, WA | NONE | $25K | — |
| PREFERRED BENEFIT SERVICES INC | 91-1703038 | POULSBO, WA | NONE | $24K | — |
| BENEFIT CONSULTING SERVICES LLC | — | BOSSIER CITY, LA | NONE | $23K | — |
| MANNA INSURANCE GROUP LLC | — | LYNDEN, WA | NONE | $21K | — |
| GROUP BENEFITS LLC | 26-2229784 | SPOKANE VALLEY, WA | NONE | $21K | — |
| KRISTIN MANWARING INSURANCE ASSOCIA | 20-4650764 | PORT TOWNSEND, WA | NONE | $17K | — |
| MCGREGOR INSURANCE AGENCY | 91-1604082 | — | NONE | $17K | — |
| BASIN PACIFIC | 27-1158624 | KENNEWICK, WA | NONE | $16K | — |
| RICE INSURANCE LLC | 91-0873013 | — | NONE | $16K | — |
| PROPEL INSURANCE AGENCY LLC | 91-0830024 | TACOMA, WA | NONE | $15K | — |
| MITCHELL, REED, & SCHMITTEN INSURAN | — | WENATCHEE, WA | NONE | $15K | — |
| RIVERSIDE EMPLOYEE BENEFIT LLC | — | BOTHELL, WA | NONE | $14K | — |
| JEFF LEWIS KELLER ROHRBACK | — | SEATTLE, WA | NONE | $13K | — |
| ADVISOR SERVICES LLC | 20-1466523 | LYNNWOOD, WA | NONE | $13K | — |
| BELL-ANDERSON AGENCY INC | 91-0756278 | RENTON, WA | NONE | $13K | — |
| CHAD J PHILIP | — | ELLENSBURG, WA | NONE | $13K | — |
| THE LIGHTLE GROUP | 47-4508641 | EDMONDS, WA | NONE | $13K | — |
| KIBBLE & PRENTICE HOLDING COMPANY | — | SEATTLE, WA | NONE | $13K | — |
| ANASTASI MOORE & MARTIN, PLLC | 20-8149084 | SPOKANE, WA | NONE | $13K | — |
| AFFILIATED SERVICES LLC | — | KIRKLAND, WA | NONE | $13K | — |
| VAULT INSURANCE & INVESTMENTS LLC | — | TUKWILA, WA | NONE | $12K | — |
| GALLAGHER BENEFIT SERVICES INC | 36-4291971 | BELLEVUE, WA | NONE | $12K | — |
| WILSON ALBERS AN ALERA GROUP AGENCY | — | TACOMA, WA | NONE | $10K | — |
| BENEFIT DESIGN SERVICES | — | BARBOURSVILLE, WV | NONE | $10K | — |
| PRO BENEFITS OF WA | — | BELLEVUE, WA | NONE | $9K | — |
| FINANCIAL PLANNING CONCEPTS INC | — | ENUMCLAW, WA | NONE | $9K | — |
| WALLINGFORD FINANCIAL SERVICES INC | 71-0907082 | SEATTLE, WA | NONE | $8K | — |
| R. L. EVANS COMPANY INC | 91-0849754 | BELLEVUE, WA | NONE | $8K | — |
| NORTHWEST BENEFIT SOLUTIONS | — | KIRKLAND, WA | NONE | $7K | — |
| POINTGUARD FINANCIAL | — | SPOKANE VALLEY, WA | NONE | $7K | — |
| OAK INSURANCE SERVICES LLC | — | LACEY, WA | NONE | $7K | — |
| PAYNEWEST INSURANCE INC | 81-0479558 | SPOKANE, WA | NONE | $7K | — |
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.