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Original filing (PDF)20240414213948NAL0001352545003
BOARD OF TRUSTEES, WA STATE COUNCIL
Form 5500
FILING_RECEIVED
IAFF MEDICAL EXPENSE REIMBURSEMENT PLAN OF THE WASHINGTON STATE COUNCIL OF FIRE FIGHTERS EMPLOYEE BENEFIT TRUST
Health & welfare plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
9,108
Accounts w/ balance
—
Plan assets (EOY)
$215.9M
Net assets (EOY)
$215.7M
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
- 48 bps in Schedule C fees — 375% 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, WA STATE COUNCIL.
Plan sponsor
Name
BOARD OF TRUSTEES, WA STATE COUNCIL
DBA
OF FIRE FIGHTERS EMP BENEFIT TRUST
EIN
91-2009771
Address
P.O. 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
2022
Plan year begin
2022-07-01
Tax period
2023-06-30
Filed
2024-04-14
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4T · Long-Term Care
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
SCHOEDEL & SCHOEDEL, CPAS PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VIMLY BENEFIT SOLUTIONS, INC. | 91-1603312 | — | NONE | $544K | — |
| THE WAGNER LAW GROUP | 04-3323315 | — | NONE | $163K | — |
| BROWN & BROWN OF WASHINGTON, INC. | 91-0378940 | — | NONE | $144K | — |
| HIGHLAND CAPITAL ADVISORS, LLC | 20-4284376 | — | NONE | $52K | — |
| IAFF FINANCIAL CORPORATION | 30-0025729 | — | NONE | $36K | — |
| US BANK | — | MILWAUKEE, WI | NONE | $32K | — |
| CHEIRON, INC. | 13-4215617 | — | NONE | $24K | — |
| SCHOEDEL & SCHOEDEL CPAS, PLLC | 91-0614823 | — | NONE | $22K | — |
| THE RHIZOME COLLABORATIVE DBA RHIZO | 91-1997463 | — | NONE | $10K | — |
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.