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Original filing (PDF)20250515160942NAL0014880035004
BOARD OF TRUSTEES, EMPLOYEE PAINTERS' TRUST HEALTH AND WELFARE PLAN
Form 5500
FILING_RECEIVED
EMPLOYEE PAINTERS' TRUST HEALTH AND WELFARE PLAN
Health & welfare plan
Signals · 3
~518 bps in Sched C feesNo recordkeeper disclosed25 service providers
Active participants
5,406
Accounts w/ balance
—
Plan assets (EOY)
$120.2M
Net assets (EOY)
$73.6M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 518 bps in Schedule C fees — 5076% above peer band of 10 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 BOARD OF TRUSTEES, EMPLOYEE PAINTERS' TRUST HEALTH AND WELFARE PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES, EMPLOYEE PAINTERS' TRUST HEALTH AND WELFARE PLAN
EIN
91-0597991
Address
18300 CASCADE AVE. S · TUKWILA, WA · 98188
Phone
(206) 518-9730
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-05-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4Q · Other
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 |
|---|---|---|---|---|---|
| AETNA | 06-6033492 | — | NONE | $1.9M | — |
| BENESYS ADMINISTRATORS | 38-2383171 | — | NONE | $1.7M | — |
| RENALOGIC | 22-3857341 | — | NONE | $556K | — |
| ARCHIMEDES, LLC | 81-1158028 | — | NONE | $306K | — |
| THE URBAN LAW FIRM | 75-2986189 | — | NONE | $279K | — |
| CHRISTENSEN JAMES AND MARTIN | 88-0330040 | — | NONE | $175K | — |
| PACIFIC HEALTH COALITION | 94-3283661 | — | NONE | $175K | — |
| WITHUM SMITH BROWN | 52-2385296 | — | NONE | $161K | — |
| PROPEL INSURANCE | 91-0830024 | — | NONE | $127K | — |
| SMART SOURCE LLC | 30-3830429 | — | NONE | $125K | — |
| WASHINGTON CAPITAL MANAGEMENT | 91-1042342 | — | NONE | $117K | — |
| INNOVATIVE CARE MANAGEMENT | 93-1087669 | — | NONE | $87K | — |
| CANOPY WELLBEING | 93-0774210 | — | NONE | $83K | — |
| FERGUSON WELLMAN CAPITAL MANAGEMENT | 93-0646988 | — | NONE | $70K | — |
| VISION SERVICE PLAN | 23-7089668 | — | NONE | $70K | — |
| BERRY AND CO. CPA'S | 88-0400174 | — | NONE | $66K | — |
| CAREINGTON INTERNATIONAL CORP | 75-2425662 | — | NONE | $64K | — |
| RUBIN BROWN LLP | — | SAINT LEWIS, MO | NONE | $53K | — |
| LOCKTON | 20-3354970 | — | NONE | $41K | — |
| MILLIMAN | 91-0675641 | — | NONE | $21K | — |
| PLATFORM CPA'S LLP | 88-4342576 | — | NONE | $21K | — |
| HOLLYWOOD IMPRESS PRINTING | — | PORTLAND, OR | NONE | $20K | — |
| HEALTH SERVICES COALITION | 88-0492643 | — | NONE | $20K | — |
| US BANK | 31-0841368 | — | NONE | $13K | — |
| ELLIOTT FAMILY ENTERPRISES | 13-4342386 | — | NONE | $7K | — |
Investments
1 pooled fund· $12.8M(11% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| REAL ASSET INCOME FUND WASHINGTON CAPITAL MANAGEMENT, INC · EIN 86-3454983 / PN 001 | 103-12 Investment Entity | $12.8M | 10.7% |