Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JD FULWILER & CO INSURANCE, INC. | 93-0983491 | — | NONE | $286K | — |
| VIMLY BENEFIT SOLUTIONS, INC. | 91-6060872 | — | NONE | $128K | — |
| HUB INTERNATIONAL NORTHWEST LLC | 91-2036015 | — | NONE | $112K | — |
| MARSH MCLENNAN AGENCY | — | NEW YORK, NY | NONE | $33K | — |
| BTG & ASSOC, LLC DBA BTG BENEFITS, | — | BELLEVUE, WA | NONE | $32K | — |
| MADDOCK & ASSOCIATES |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Manning & Napier Core Bond Series Class Z 110,452 shares | — | — | $1.3M | $1.0M | 67.5% | |
| Commissions | — | — | $514K | $635K | 42.8% | |
| Associated General Contractors Health Benefit Trust – Alaska Washington Chapters Administrative Expenses Years Ended December 31, 2024 and 2023 2024 2023 Administration fees | — | — | $326K | $372K | 25.0% | |
| Audit fees | — | — | $14K |
| 91-0828809 |
| — |
| NONE |
| $31K |
| — |
| BROWN & BROWN OF WA DBA DIMARTINO | 91-0378940 | — | NONE | $27K | — |
| BELL-ANDERSON AGENCY INC | — | RENTON, WA | NONE | $25K | — |
| CUMMINGS, FRASER & ASSOCIATES LLC | — | SEATTLE, WA | NONE | $21K | — |
| GROUP BENEFITS LLC | — | SPOKANE VALLEY, WA | NONE | $20K | — |
| PAUL RICHARDSON INC | — | WALLA WALLA, WA | NONE | $17K | — |
| ANASTASI, MOORE & MARTIN, PLLC | 20-8149084 | — | NONE | $14K | — |
| ALLIANT INSURANCE SERVICES, INC. | — | SPOKANE, WA | NONE | $14K | — |
| PACIFIC CASCADE ADVISORS | — | BATTLE GROUND, WA | NONE | $10K | — |
| PAYNEWEST INSURANCE | — | SPOKANE, WA | NONE | $8K | — |
| BLACK PEARL BENEFITS | — | SPOKANE, WA | NONE | $8K | — |
| IMPACT CG LLC | — | WINTHROP, WA | NONE | $8K | — |
| LEAVITT GROUP NORTHWEST | — | EVERETT, WA | NONE | $8K | — |
| FORTIPHI INSURANCE | — | MOUNT VERNON, WA | NONE | $7K | — |
| PROPEL INSURANCE, LLC | — | PORTLAND, OR | NONE | $7K | — |
| BENEFITS DIVISION LLC | — | EPHRATA, WA | NONE | $6K | — |
| DIGITAL INSURANCE, LLC. | — | ATLANTA, GA | NONE | $6K | — |
| NARROWS INSURANCE, LLC DBA CARLSON | — | GIG HARBOUR, WA | NONE | $6K | — |
| $13K |
| 0.9% |
| Insurance | — | — | $6K | $6K | 0.4% |
| Legal fees | — | — | $2K | $4K | 0.3% |
| Office and printing 67 ‐ Other ‐ | — | — | — | $1K | <0.1% |
