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Original filing (PDF)20251006131010NAL0002081683001
WASHINGTON EDUCATION ASSOCIATION
Form 5500
FILING_RECEIVED
WASHINGTON EDUCATION ASSOCIATION STAFF 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
196
Accounts w/ balance
245
Plan assets (EOY)
$80.6M
Net assets (EOY)
$80.6M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WASHINGTON EDUCATION ASSOCIATION.
Plan sponsor
Name
WASHINGTON EDUCATION ASSOCIATION
EIN
91-0460645
Address
P.O. BOX 9100 · FEDERAL WAY, WA · 98063
Phone
(253) 941-6700
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TREMPER & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $37K | — |
Investments
31 direct securities · 1 pooled fund· $154.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$77.2M
1 holding
Uncategorized
$76.7M
31 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $77.2M | 95.9% | |
| JPMorgan Large Cap Growth * Minnesota Life Insurance Co. Pooled Separate Account | — | — | — | $14.2M | 17.6% | |
| Dodge & Cox Investor * Minnesota Life Insurance Co. Pooled Separate Account | — | — | — | $9.2M | 11.4% | |
| Dodge & Cox Intl Stock Inv * Minnesota Life Insurance Co. Pooled Separate Account | — | — | — | $6.0M | 7.4% | |
| Fidelity Adv Bond I * Minnesota Life Insurance Co. Pooled Separate Account | — | — | — | $5.1M | 6.3% | |
| MFS Mid Cap Growth * Minnesota Life Insurance Co. Pooled Separate Account | — | — | — | $4.3M | 5.3% | |
| Vanguard Target Retire 2035 * Minnesota Life Insurance Co. Pooled Separate Account | — | — | — | $3.8M | 4.7% | |
| Vanguard Trgt Retirement 2045 * Minnesota Life Insurance Co. Pooled Separate Account | — | — | — | $3.6M | 4.4% | |
| Janus Henderson Small Cap Val * Minnesota Life Insurance Co. Pooled Separate Account | — | — | — | $3.2M | 4.0% | |
| Wellington Discip US Eq * Minnesota Life Insurance Co. Pooled Separate Account | — | — | — | $3.1M | 3.8% | |
| Vanguard Trgt Retirement 2020 * Minnesota Life Insurance Co. Pooled Separate Account | — | — | — | $2.7M | 3.3% | |
| General Account 2 * Minnesota Life Insurance Co. Ins. Co. Gen. Acct. group contract | — | — | — | $2.7M | 3.3% | |
| T. Rowe Price Small Cap Stock * Minnesota Life Insurance Co. Pooled Separate Account | — | — | — | $2.3M | 2.8% | |
| Vanguard Target Retire 2030 * Minnesota Life Insurance Co. Pooled Separate Account | — | — | — | $2.2M | 2.7% | |
| Vanguard Target Retire 2025 * Minnesota Life Insurance Co. Pooled Separate Account | — | — | — | $2.0M | 2.5% | |
| Vgd Extended Mkt Idx Adm * Minnesota Life Insurance Co. Pooled Separate Account | — | — | — | $2.0M | 2.5% | |
| Vanguard Target Retire 2040 * Minnesota Life Insurance Co. Pooled Separate Account | — | — | — | $1.9M | 2.3% | |
| Securian AM Money Market * Minnesota Life Insurance Co. Pooled Separate Account | — | — | — | $1.5M | 1.9% | |
| Vanguard Trgt Retirement Inc * Minnesota Life Insurance Co. Pooled Separate Account | — | — | — | $1.2M | 1.5% | |
| Vanguard Trgt Retirement 2050 * Minnesota Life Insurance Co. Pooled Separate Account | — | — | — | $1.2M | 1.4% | |
| Vanguard LgTrm InvGr Fd Adm * Minnesota Life Insurance Co. Pooled Separate Account | — | — | — | $1.1M | 1.4% | |
| BRck Sust Adv Lrg Cp Core Inst * Minnesota Life Insurance Co. Pooled Separate Account | — | — | — | $767K | 1.0% | |
| Amer Funds New Persp Fund, R6 * Minnesota Life Insurance Co. Pooled Separate Account | — | — | — | $678K | 0.8% | |
| Participant Loans 4.25% to 9.50% | — | — | — | $656K | 0.8% | |
| Vanguard Trgt Retirement 2055 * Minnesota Life Insurance Co. Pooled Separate Account | — | — | — | $390K | 0.5% | |
| Fidelity Real Estate Index * Minnesota Life Insurance Co. Pooled Separate Account | — | — | — | $387K | 0.5% | |
| Mstnly Inst Intl Opp I Minnesota Life Insurance Co. Pooled Separate Account | — | — | — | $365K | 0.5% | |
| Fidelity Global ex US Index * Minnesota Life Insurance Co. Pooled Separate Account | — | — | — | $134K | 0.2% | |
| Vanguard Trgt Retirement 2065 * Minnesota Life Insurance Co. Pooled Separate Account | — | — | — | $116K | 0.1% | |
| Vanguard Trgt Retirement 2060 * Minnesota Life Insurance Co. Pooled Separate Account | — | — | — | $78K | <0.1% | |
| Janus Henderson Balanced A Pooled * Minnesota Life Insurance Co. Separate Account | — | — | — | $56K | <0.1% | |
| Vanguard Trgt Retirement 2070 * Minnesota Life Insurance Co. Pooled Separate Account | — | — | — | $11K | <0.1% |
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