Original filing (PDF)20250409183925NAL0012441379002

Seattle Area Plumbing and Pipefitting Industry Health Trust BOT

Name: Seattle Area Plumbing and Pipefitting Industry Health Trust BOT — Form 5500 Plan 501 (2023)
Creator: Seattle Area Plumbing and Pipefitting Industry Health Trust BOT
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Seattle Area Plumbing & Pipefitting Industry Health Trust

Health & welfare plan · Seattle Area Plumbing and Pipefitting Industry Health Trust BOT's Seattle Area Plumbing & Pipefitting Industry Health Trust held $60.2M in plan assets for 2,733 participants in 2023, with Principal as recordkeeper.

Signals · 3

66% in single holding~1188 bps in Sched C fees18 service providers

Active participants

2,733

Accounts w/ balance

—

Plan assets (EOY)

$60.2M

Net assets (EOY)

$45.7M

Plan identifiers

Seattle Area Plumbing and Pipefitting Industry Health Trust BOT's EIN is 91-0838639.

EIN 91-0838639

Plan number 501

Plan year 2023

ACK ID 20250409183925NAL0012441379002

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Seattle Area Plumbing and Pipefitting Industry Health Trust BOT from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Seattle Area Plumbing and Pipefitting Industry Health Trust BOT's plan includes health coverage, life insurance, dental coverage, vision coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SEATTLE AREA PLUMBING AND PIPEFITTING INDUSTRY HEALTH TRUST BOT.

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

84 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (1st percentile).

Plan sponsor

Name

SEATTLE AREA PLUMBING AND PIPEFITTING INDUSTRY HEALTH TRUST BOT

EIN

all filings

Address

11724 NE 195TH ST · SUITE 300 · BOTHELL, WA · 980118242

Phone

(206) 282-4100

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-09

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)

18 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL FINANCIAL GROUP	42-0127290	SPOKANE, WA	NONE	$10K	—

Investment manager

Investments

84 direct securities · 1 pooled fund· $15.9M(26% 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.

Other

$11.7M

3 holdings

103-12 Investment Entity

$2.1M

1 holding

Bonds / Notes

$1.7M

68 holdings

U.S. Treasuries

$318K

8 holdings

Master Trust Interest

$12K

2 holdings

Agency / Mortgage-Backed

$7K

1 holding

Structured Credit (CLO/ABS)

$5K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Invesco$48

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Name	EIN	Location	Relation	Direct comp	Indirect comp
WA CAPITAL MANAGEMENT, INC	91-1042342	—	NONE	$72K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
VERA WHOLE HEALTH, INC.	20-8906429	—	NONE	$2.2M	—
ZENITH AMERICAN SOLUTIONS, INC.	52-1590516	—	NONE	$1.6M	—
KAISER FOUNDATION HEALTH PLAN OF WA	91-0511770	—	NONE	$1.6M	—
AETNA	06-6033492	—	NONE	$775K	—
DELTA DENTAL OF WASHINGTON	91-0621480	—	NONE	$197K	—
DRUG FREE BUSINESS	91-1452933	—	NONE	$169K	—
RAEL & LETSON	91-1701048	—	NONE	$115K	—
FIRST CHOICE HEALTH	91-1272766	—	NONE	$82K	—
BARLOW COUGHRAN MORALES & JOSEPHSON	91-0889948	—	NONE	$75K	—
CVS PHARMACY INC	05-0340626	—	NONE	$73K	—
ANASTASI, MOORE & MARTIN, PLLC	20-8149084	—	NONE	$58K	—
SERVICE PRINTING CO., INC.	91-0830372	—	NONE	$53K	—
HEALTH CARE COST MGMT CORP OF AK	94-3283661	—	NONE	$37K	—
WELLS FARGO BANK, N.A.	94-1347393	—	NONE	$34K	—
SEGAL SELECT INSURANCE SERVICES	46-0619194	—	NONE	$22K	—
PUBLISHER'S MAILING SERVICE	—	SEATTLE, WA	NONE	$7K	—

					% of plan
[Assets held in registered investment companies (mutual funds)]	Other	—	—	$9.1M	15.1%
[Assets held in 103-12 investment entity]	Other	—	—	$2.1M	3.5%
REAL ASSET INCOME FUND WASHINGTON CAPITAL MANAGEMENT, INC · EIN 86-3454983 / PN 001	103-12 Investment Entity	—	—	$2.1M	3.5%
[Assets held in interest-bearing cash]	Other	—	—	$436K	0.7%
Illinois Residential - 8% BLACKHAWK APARTMENTS 8.302%, reset 01/01/24, due 03/01/26, 9,886,394 Par value	Bonds / Notes	—	$174K	$174K	0.3%
Oregon Hotel - 7% HOOD RIVER HOTEL 4.300%, due 12/01/31, 9,500,000 Par value	Bonds / Notes	—	$167K	$148K	0.2%
UNITED STATES TREASURY 0.250%, due 05/15/24, 8,500,000 Par value	U.S. Treasuries	—	$142K	$146K	0.2%
Washington Retail - 6% TOWN AND COUNTRY 4.450%, due 09/01/29, 7,705,000 Par value	Bonds / Notes	—	$135K	$125K	0.2%
Permanent Mortgage Loans - 46% Permanent Loans - 46% Arizona Office - 5% RESERVE AT SAN TAN 4.750%, due 10/01/32, 7,305,000 Par value	Bonds / Notes	—	$128K	$111K	0.2%
New York Office - 5% SCRIBNER BUILDING 7.581%, reset 01/01/24, due 01/01/26, 6,000,000 Par value	Bonds / Notes	—	$105K	$105K	0.2%
New York Residential - 4% 311 WEST 42ND STREET BUILDING 8.452%, reset 01/01/24, due 11/19/24, 5,240,528 Par value	Bonds / Notes	—	$92K	$92K	0.2%
California Office - 4% PIONEER BUSINESS CENTER 4.710%, due 10/01/32, 5,500,000 Par value	Bonds / Notes	—	$97K	$88K	0.1%
Arizona Retail - 4% CHILDRENS LEARNING 4.650%, due 07/01/27, 5,100,000 Par value	Bonds / Notes	—	$90K	$85K	0.1%
Texas Retail - 4% AUSTIN KOHLS 5.000%, due 09/01/27, 5,000,000 Par value	Bonds / Notes	—	$88K	$84K	0.1%
Maryland Industrial - 4% CATALYST QUAD INDUSTRIAL 5.980%, due 03/01/27, 4,675,000 Par value	Bonds / Notes	—	$82K	$81K	0.1%
Mortgage Construction Loans - 21% Construction Loans - 21% Hawaii Residential - 3% COTTAGES ALII DRIVE 11.293%, reset 01/01/24, due 01/14/25, 4,134,599 Par value	Bonds / Notes	—	$73K	$73K	0.1%
Florida Land - 3% FLAGLER GATEWAY 6.500%, due 06/01/24, 3,919,061 Par value	Bonds / Notes	—	$69K	$69K	0.1%
California Retail - 3% COUNTRY CLUB VILLAGE 4.500%, due 10/01/32, 4,073,018 Par value	Bonds / Notes	—	$71K	$67K	0.1%
Massachusetts Office - 3% 109 BROOKLINE 8.093%, reset 01/01/24, due 06/15/25, 3,327,419 Par value	Bonds / Notes	—	$58K	$58K	<0.1%
UNITED STATES TREASURY due 03/14/24, 2,500,000 Par value	U.S. Treasuries	—	$43K	$43K	<0.1%
New Jersey Industrial - 2% CATALYST PENNSAUKEN INDUSTRIAL 6.590%, due 09/01/26, 2,350,000 Par value	Bonds / Notes	—	$41K	$41K	<0.1%
Government Bonds - 15% UNITED STATES TREASURY due 04/18/24, 2,000,000 Par value	U.S. Treasuries	—	$34K	$35K	<0.1%
Wisconsin Residential - 1% NORTH WATER STREET APARTMENTS 8.250%, reset 01/01/24, due 03/01/27, 1,497,261 Par value	Bonds / Notes	—	$26K	$26K	<0.1%
UNITED STATES TREASURY due 03/21/24, 1,500,000 Par value	U.S. Treasuries	—	$26K	$26K	<0.1%
New Jersey Residential - 1% HEX PHASE 2 CONSTRUCTION 5.500%, due 06/14/27, 1,428,571 Par value	Bonds / Notes	—	$25K	$25K	<0.1%
UNITED STATES TREASURY due 05/09/24, 1,250,000 Par value	U.S. Treasuries	—	$21K	$22K	<0.1%
UNITED STATES TREASURY due 04/04/24, 1,000,000 Par value	U.S. Treasuries	—	$17K	$17K	<0.1%
UNITED STATES TREASURY due 08/08/24, 1,000,000 Par value	U.S. Treasuries	—	$17K	$17K	<0.1%
UNITED STATES TREASURY due 02/29/24, 660,000 Par value	U.S. Treasuries	—	$11K	$11K	<0.1%
HART 2021-C A3 HYUNDAI AUTO RECEIVABLES TRUST 0.740%, due 05/15/26, 655,988 Par value	Bonds / Notes	—	$11K	$11K	<0.1%
Financial Institutions - 1% Finance Companies - 1% AERCAP IRELAND CAPITAL DAC 1.650%, due 10/29/24, 650,000 Par value	Bonds / Notes	—	$11K	$11K	<0.1%
IPALCO ENTERPRISES INC 3.700%, due 09/01/24, 634,000 Par value	Bonds / Notes	—	$11K	$11K	<0.1%
MBALT 2021-B A4 MERCEDES-BENZ AUTO LEASE TRUST 0.510%, due 03/15/27, 550,000 Par value	Bonds / Notes	—	$10K	$10K	<0.1%
Technology - 1% ARROW ELECTRONICS INC 3.250%, due 09/08/24, 540,000 Par value	Bonds / Notes	—	$9K	$9K	<0.1%
WOART 2023-D A2A WORLD OMNI AUTO RECEIVABLES TR 5.910%, due 02/16/27, 500,000 Par value	Bonds / Notes	—	$9K	$9K	<0.1%
SOUTHERN CO 4.475%, due 08/01/24, 500,000 Par value	Bonds / Notes	—	$9K	$9K	<0.1%
SOUTHERN CALIFORNIA EDISON CO 1.100%, due 04/01/24, 500,000 Par value	Bonds / Notes	—	$9K	$9K	<0.1%
PUBLIC SERVICE ENTERPRISE GROUP INC 2.875%, due 06/15/24, 500,000 Par value	Bonds / Notes	—	$9K	$9K	<0.1%
Consumer Cyclical - 1% FORD MOTOR CREDIT COMPANY LLC 3.664%, due 09/08/24, 500,000 Par value	Bonds / Notes	—	$9K	$9K	<0.1%
TRI-STATE GENERATION AND TRANSMISSION ASSOCIATION 3.700%, due 11/01/24, 500,000 Par value	Bonds / Notes	—	$9K	$9K	<0.1%
VZMT 2021-1 B VERIZON MASTER TRUST 0.690%, due 05/20/27, 500,000 Par value	Master Trust Interest	—	$8K	$9K	<0.1%
SDART 2021-4 C SANTANDER DRIVE AUTO RECEIVABL 1.260%, due 02/16/27, 498,170 Par value	Bonds / Notes	—	$9K	$9K	<0.1%
HAROT 2021-1 A4 HONDA AUTO RECEIVABLES OWNER T 0.420%, due 01/21/28, 500,000 Par value	Bonds / Notes	—	$8K	$9K	<0.1%
AMXCA 2021-1 A AMERICAN EXPRESS CREDIT ACCOUN 0.900%, due 11/16/26, 500,000 Par value	Bonds / Notes	—	$8K	$8K	<0.1%
HAROT 2021-3 A4 HONDA AUTO RECEIVABLES OWNER T 0.600%, due 12/20/27, 500,000 Par value	Bonds / Notes	—	$8K	$8K	<0.1%
PLAINS ALL AMERICAN PIPELINE LP 3.600%, due 11/01/24, 450,000 Par value	Bonds / Notes	—	$8K	$8K	<0.1%
FHLMC - Less than 1% FHMS K-054 A1 2.300%, due 01/25/25, 430,143 Par value	Agency / Mortgage-Backed	—	$7K	$7K	<0.1%
HART 2023-A A2A HYUNDAI AUTO RECEIVABLES TRUST 5.190%, due 12/15/25, 404,115 Par value	Bonds / Notes	—	$7K	$7K	<0.1%
L3HARRIS TECHNOLOGIES INC 3.950%, due 05/28/24, 400,000 Par value	Bonds / Notes	—	$7K	$7K	<0.1%
MOTOROLA SOLUTIONS INC 4.000%, due 09/01/24, 400,000 Par value	Bonds / Notes	—	$7K	$7K	<0.1%