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Original filing (PDF)20250328194639NAL0001741857001
WA BAKERS RETIREE WELFARE TRUST BOARD OF TRUSTEES
Form 5500
FILING_RECEIVED
WASHINGTON BAKERS RETIREE WELFARE TRUST
Health & welfare plan
Signals · 3
~214 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
1,745
Accounts w/ balance
—
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
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
- 214 bps in Schedule C fees — 311% above peer band of 52 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 WA BAKERS RETIREE WELFARE TRUST BOARD OF TRUSTEES.
Plan sponsor
Name
WA BAKERS RETIREE WELFARE TRUST BOARD OF TRUSTEES
EIN
91-1514696
Address
ZENITH AMERICAN SOLUTIONS · 11724 NE 195TH ST., SUITE 300 · BOTHELL, WA · 980118242
Phone
(206) 282-4100
Industry
Manufacturingsee all
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
2025-03-28
Welfare benefit codes
4D · Dental
4Q · Other
Audit & trust (Schedule H)
Auditor
ANASTASI, MOORE & MARTIN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. | 52-1590516 | — | NONE | $25K | — |
| ANASTASI, MOORE & MARTIN, PLLC | 20-8149084 | — | NONE | $17K | — |
| PRINCIPAL CUSTODY SOLUTIONS | 41-1520346 | — | NONE | $13K | — |
| PROPEL INSURANCE | 91-0830024 | — | NONE | $12K | — |
| WASHINGTON CAPITAL MANAGEMENT, INC | 91-1042342 | — | NONE | $11K | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $8K | — |
| IFEBP | 39-1034021 | BROOKFIELD, WI | NONE | $8K | — |
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.