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Original filing (PDF)20251015131301NAL0002463603005
WORKING WATERFRONT COALITION HEALTH TRUS
Form 5500
FILING_RECEIVED
WORKING WATERFRONT COALITION HEALTH TRUST PLAN
Health & welfare plan
Signals · 3
~27029 bps in Sched C feesNo recordkeeper disclosed17 service providers
Active participants
531
Accounts w/ balance
—
Plan assets (EOY)
$214K
Net assets (EOY)
$81K
Plan health score (directional)
83
/ 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
68
Participation health
100
Knocking points off
- 27029 bps in Schedule C fees — 17007% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
- Highly fragmented vendor stack (17 disclosed providers, 5 categories).
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 WORKING WATERFRONT COALITION HEALTH TRUS.
Plan sponsor
Name
WORKING WATERFRONT COALITION HEALTH TRUS
EIN
85-1457938
Address
12121 HARBOUR REACH DR, SUITE 105 · 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
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4Q · Other
Audit & trust (Schedule H)
Auditor
ANASTASI MOORE & MARTIN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
17 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROWN AND BROWN INSURANCE SERVICES | 59-0691921 | — | CONSULTANT | $156K | — |
Broker
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BTG & ASSOCIATES, LLC DBA BTG BENEF | 84-3131974 | — | INSURANCE BROKER | $45K | — |
| DENALI BENEFITS, INC. | 85-1301680 | — | INSURANCE BROKER | $32K | — |
| HUB INTERNATIONAL NW, LLC | 91-2036015 | — | INSURANCE BROKER | $23K | — |
| NORTHWEST BENEFIT SOLUTIONS, INC | 20-8940996 | — | INSURANCE BROKER | $19K | — |
| PCF INSURANCE SERVICES OF THE WEST | 82-4474444 | — | INSURANCE BROKER | $17K | — |
| RIVERSIDE EMPLOYEE BENEFITS, LLC | 84-3461477 | — | INSURANCE BROKER | $16K | — |
| CUMMINGS, FRASER & ASSOCIATES, LLC | 68-0609841 | — | INSURANCE BROKER | $15K | — |
| MCGREGOR INSURANCE AGENCY, INC | 91-1604082 | — | INSURANCE BROKER | $15K | — |
| ASSUREDPARTNERS OF WA DBA FORTUNE M | 45-2712335 | — | INSURANCE BROKER | $13K | — |
| MADDOCK & ASSOCIATES, LLC | 83-2655931 | — | INSURANCE BROKER | $11K | — |
| KRISTIN MANWARING INSURANCE ASSOCIA | 20-4650764 | — | INSURANCE BROKER | $11K | — |
| FORTUNE MANAGEMENT, INC. | 30-1176346 | — | INSURANCE BROKER | $5K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VIMLY BENEFIT SOLUTIONS, INC. | 91-1603312 | — | CONTRACT ADMINISTRATOR | $88K | — |
| VIGILANT SERVICES, INC. | 93-0877675 | — | CONTRACT ADMINISTRATOR | $51K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHOEDEL & SCHOEDEL, CPAS, PLLC | 91-0614823 | — | AUDITOR | $10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORKING WATERFRONT SERVICES, LLC | 85-2156522 | — | SUBSIDIARY OF SPONSOR | $51K | — |
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.
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