Back to filter
Original filing (PDF)20260319135820NAL0004070593001
WASHINGTON STATE AUTO DEALERS INSURANCE TRUST
Form 5500
FILING_RECEIVED
WASHINGTON STATE AUTO DEALERS INSURANCE TRUST BENEFIT PLAN
Health & welfare plan
Signals · 3
Late filing · 4.1 mo~2511 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,074
Accounts w/ balance
—
Plan assets (EOY)
$1.1M
Net assets (EOY)
$436K
How this plan invests
This plan
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
84
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 4.1 months past the 10.5-month grace window.
- 2511 bps in Schedule C fees — 4729% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WASHINGTON STATE AUTO DEALERS INSURANCE TRUST.
Plan sponsor
Name
WASHINGTON STATE AUTO DEALERS INSURANCE TRUST
EIN
91-6056560
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
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-03-19
Welfare benefit codes
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
4T · Long-Term Care
Audit & trust (Schedule H)
Auditor
ANASTASI, MOORE & MARTIN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY, LLC | 26-3237576 | — | NONE | $155K | — |
| VIMLY BENEFIT SOLUTIONS, INC. | 91-1603312 | — | NONE | $53K | — |
| SCHOEDEL & SCHOEDEL, CPAS, PLLC | 91-0614823 | — | NONE | $20K | — |
| AARON SWANSON | — | WALLA WALLA, WA | NONE | $19K | — |
| THE CICOTTE LAW FIRM, PLLC | 77-0592543 | — | NONE | $17K | — |
Investments
14 direct securities· $422K(40% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Large-Cap Index Fund 601 shares | — | — | $31K | $82K | 7.8% | |
| Vanguard Intermediate-Term Investment-Grade Fund 7,202 shares | — | — | $70K | $62K | 5.9% | |
| Vanguard Intermediate-Term Treasury Index Fund 3,097 shares | — | — | $69K | $61K | 5.8% | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) 3,356 shares | — | — | $35K | $33K | 3.2% | |
| Dodge & Cox International Stock Fund 561 shares | — | — | $24K | $28K | 2.7% | |
| Vanguard Developed Markets Index Fund 1,773 shares | — | — | $22K | $27K | 2.6% | |
| Vanguard Small-Cap Index Fund 224 shares | — | — | $13K | $26K | 2.4% | |
| Vanguard Total World Stock Index Fund 519 shares | — | — | $13K | $22K | 2.1% | |
| Vanguard Global Equity Fund 585 shares | — | — | $16K | $21K | 2.0% | |
| Vanguard Emerging Markets Select Stock Fund 959 shares | — | — | $21K | $20K | 1.9% | |
| Vanguard Dividend Appreciation Index Fund 329 shares | — | — | $8K | $17K | 1.7% | |
| Northern Global Real Estate Index Fund 1,733 shares | — | — | $18K | $17K | 1.6% | |
| Charles Schwab Trust Bank | — | — | $3K | $3K | 0.3% | |
| Vanguard Intermediate-Term Investment-Grade Fund | — | — | $3K | $3K | 0.3% |