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Original filing (PDF)20260316183921NAL0001874947002
SLINGSHOT BENEFITS HEALTH TRUST
Form 5500
FILING_RECEIVED
SLINGSHOT BENEFITS HEALTH TRUST
Health & welfare plan
Signals · 4
78% in single holding~10495 bps in Sched C feesNo recordkeeper disclosed8 service providers
Active participants
2,133
Accounts w/ balance
—
Plan assets (EOY)
$189K
Net assets (EOY)
$150K
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 "Fidelity Government Cash Reserves 143,200 shares" is 78% of plan.
- 10495 bps in Schedule C fees — 6542% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SLINGSHOT BENEFITS HEALTH TRUST.
Plan sponsor
Name
SLINGSHOT BENEFITS HEALTH TRUST
EIN
47-6342357
Address
12121 HARBOUR REACH DR, SUITE 105 · MUKILTEO, WA · 98275
Phone
(425) 771-7359
Industry
Finance & Insurancesee all
Plan administrator
Name
SLINGSHOT BENEFITS HEALTH TRUST
EIN
47-6342357
City
SEATTLE, WA
Phone
(425) 771-7359
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-16
Welfare benefit codes
4D · Dental
4E · Vision
4T · Long-Term Care
Audit & trust (Schedule H)
Auditor
ANASTASI, MOORE, & MARTIN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsTrustee
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAW OFFICE OF RICHARD A EKMAN, P.S. | 91-1321138 | — | TRUSTEE/ATTORNEY | $17K | — |
| RICHARD A EKMAN | — | SEATTLE, WA | TRUSTEE/ATTORNEY | $12K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANASTASI, MOORE & MARTIN, PLLC | 20-8149084 | — | AUDITOR | $17K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ABD INSURANCE & FINANCIAL SERVICES, | 27-0673528 | — | NONE | $55K | — |
| VIMLY BENEFIT SOLUTIONS, INC | 91-1603312 | — | NONE | $55K | — |
| DIGITAL INSURANCE, INC. | 58-2522668 | — | NONE | $22K | — |
| ACRISURE NW PARTNERS INSURANCE SVCS | 92-1242214 | — | NONE | $16K | — |
| FINANCIAL PLANNING CONCEPTS, INC. | 91-0986247 | — | NONE | $6K | — |
Investments
2 direct securities· $183K(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Government Cash Reserves 143,200 shares | — | — | $143K | $143K | 75.7% | |
| Heritage Bank Sweep checking account | — | — | $40K | $40K | 21.0% |