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Original filing (PDF)20251015185418NAL0010841474005
ASSOCIATED EMPLOYERS HEALTH AND WELFARE
Form 5500
FILING_RECEIVED
THE ASSOCIATED EMPLOYERS HEALTH & WELFARE BENEFITS
Health & welfare plan
Signals · 1
~259 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$2.1M
Net assets (EOY)
$1.5M
Plan health score (directional)
85
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- 259 bps in Schedule C fees — 397% above peer band of 52 bps.
- No active participants reported but plan still holds assets.
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 ASSOCIATED EMPLOYERS HEALTH AND WELFARE.
Plan sponsor
Name
ASSOCIATED EMPLOYERS HEALTH AND WELFARE
EIN
91-6030840
Address
1206 N LINCOLN STREET SUITE 200 · SPOKANE, WA · 99201
Phone
(509) 777-2643
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
ANASTASI MOORE & MARTIN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsTrustee
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEBORAH L BRADY | — | SPOKANE, WA | TRUSTEE | $9K | — |
| GAYLE A LAWRENCE | — | SPOKANE, WA | TRUSTEE | $9K | — |
| ROBIN MARIE HILLEARY | — | SPOKANE, WA | TRUSTEE | $9K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANASTASI MOORE & MARTIN, PLLC | 20-8149084 | — | NONE | $14K | — |
| KELLER ROHRBACK LLP | 91-0563405 | — | NONE | $14K | — |
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.