Original filing (PDF)20251014135507NAL0001495859001

BOARD OF TRUSTEES, IBU OF THE PACIFIC NATL HEALTH

Name: BOARD OF TRUSTEES, IBU OF THE PACIFIC NATL HEALTH — IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST, Form 5500 (2024)
Creator: BOARD OF TRUSTEES, IBU OF THE PACIFIC NATL HEALTH

Form 5500

FILING_RECEIVED

IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST

Health & welfare plan

Signals · 3

37% employer stock~304 bps in Sched C fees11 service providers

Active participants

1,485

Accounts w/ balance

—

Plan assets (EOY)

$60.0M

Net assets (EOY)

$45.0M

How this plan invests

This plan

88 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (1st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOARD OF TRUSTEES, IBU OF THE PACIFIC NATL HEALTH.

Plan sponsor

Name

BOARD OF TRUSTEES, IBU OF THE PACIFIC NATL HEALTH

DBA

BENEFIT TRUST

EIN

93-0864012

Address

5608 17TH AVE NW #131 · SEATTLE, WA · 98107

Phone

(503) 224-0048

Industry

Transportation & Warehousingsee 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

2025-10-14

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

4L · Death Benefits (other than life insurance)

Audit & trust (Schedule H)

Auditor

MILLER KAPLAN ARASE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

11 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
FERGUSON WELLMAN CAPITAL MANAGEMENT	93-0646988	—	NONE	$138K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

88 direct securities· $38.9M(65% of reported assets)

U.S. Treasuries

$15.2M

14 holdings

Common Stock

$14.9M

48 holdings

Other securities

$8.8M

26 holdings

					% of plan
ISHARE MSCI ACWI EX US ETF	Other securities	—	$1.8M	$1.5M	2.4%
U S TREASURY NOTE 2.375 5/15/2027	U.S. Treasuries	—	$1.3M	$1.4M	2.4%
U S TREASURY NOTE 3.5 2/15/2033	U.S. Treasuries	—	$1.3M	$1.4M	2.4%
U S TREASURY NOTE 1.625 5/15/2031	U.S. Treasuries	—	$1.2M	$1.4M	2.3%
U S TREASURY NOTE 4.000 2/15/2034	U.S. Treasuries	—	$1.3M	$1.4M	2.3%
U S TREASURY NOTE 2.125 5/15/2025	U.S. Treasuries	—	$1.3M	$1.3M	2.2%
U S TREASURY NOTE 1.625 8/15/2029	U.S. Treasuries	—	$1.2M	$1.3M	2.2%
U S TREASURY NOTE 4.000 2/15/2030	U.S. Treasuries	—	$1.3M	$1.3M	2.2%
U S TREASURY NOTE 4.125 11/15/2032	U.S. Treasuries	—	$1.2M	$1.3M	2.1%
U S TREASURY NOTE 2.25 11/15/2025	U.S. Treasuries	—	$1.2M	$1.2M	2.1%
U S TREASURY NOTE 3.125 11/15/2028	U.S. Treasuries	—	$1.1M	$1.2M	2.0%
U S TREASURY NOTE 2.000 11/15/2026	U.S. Treasuries	—	$960K	$966K	1.6%
JPMORGAN CHASE CO 3.300 04/01/2026	Common Stock	—	$788K	$839K	1.4%
VERIZON COMMUNICATIONS 3.875 02/08/2029	Other securities	—	$675K	$818K	1.4%
MCDONALD S CORP 3.600 07/01/2030	Common Stock	—	$704K	$812K	1.4%
Corporate Debt Securities $ ABBVIE INC 4.250 11/14/2028	Common Stock	—	$689K	$790K	1.3%
COMCAST CORP 4.150 10/15/2028	Common Stock	—	$683K	$782K	1.3%
UNITEDHEALTH GROUP INC 3.750 07/15/2025	Common Stock	—	$755K	$770K	1.3%
GOLDMAN SACHS GROUP INC 3.8 03/15/2030	Common Stock	—	$750K	$755K	1.3%
BANK OF AMERICA CORP 3.500 04/19/2026	Common Stock	—	$739K	$748K	1.2%
HOME DEPOT INC4.500 09/15/2032	Other securities	—	$706K	$716K	1.2%
AMGEN INC 2.300 02/25/2031	Common Stock	—	$575K	$702K	1.2%
ORACLE CORP 3.250 11/15/2027	Common Stock	—	$577K	$652K	1.1%
MORGAN STANLEY 4.000 07/23/2025	Other securities	—	$598K	$633K	1.1%
UNION PACIFIC CORP 3.950 09/10/2028	Common Stock	—	$608K	$631K	1.1%
INTERCONTINENTAL EXCHANGE INC 2.100 06/15/2030	Common Stock	—	$519K	$609K	1.0%
GILEAD SCIENCES INC 3.650 03/01/2026	Common Stock	—	$519K	$594K	1.0%
DISNEY WALT CO SR GLBL NT 3.800 03/22/2030	Common Stock	—	$565K	$574K	1.0%
ISHARE CORE RUSSELL 2000 ETF	Other securities	—	$892K	$542K	0.9%
VERSUS CAPITAL REAL ESTATE	Other securities	—	$480K	$534K	0.9%
U S TREASURY BILL 4.252 10/30/2025	Other securities	—	$527K	$523K	0.9%
U S TREASURY BILL 4.258 07/10/2025	Other securities	—	$528K	$518K	0.9%
U S TREASURY BILL 4.358 04/18/2025	Other securities	—	$529K	$510K	0.9%
U S TREASURY BILL 4.434 01/23/2025	Other securities	—	$529K	$506K	0.8%
LOWES COS INC 3.750 04/01/2032	Common Stock	—	$458K	$484K	0.8%
BLACKROCK INC SR NT 1.900 01/28/2031	Common Stock	—	$379K	$447K	0.7%
STARBUCKS CORP 3.550 08/15/2029	Common Stock	—	$379K	$434K	0.7%
MUTUAL AND EXCHANGE TRADED FUNDS 19,225 ISHARE CORE S&P MID CAP ETF	Other securities	—	$1.2M	$427K	0.7%
WELLS FARGO COMPANY 3.550 09/29/2025	Other securities	—	$372K	$383K	0.6%
E.I.N. 93-0864012; PLAN NO. 501 DECEMBER 31, 2024 Face Fair Value Money Market Fund Value Cost $ FIRST AMERICAN US TREASURY MM	U.S. Treasuries	—	$379K	$379K	0.6%
BIOGEN INC 4.050 09/15/2025	Common Stock	—	$323K	$372K	0.6%
U S TREASURY NOTE 4.00 2/29/2028	U.S. Treasuries	—	$352K	$352K	0.6%
VERSUS CAP RI EST	Other securities	—	$366K	$330K	0.6%
U S TREASURY NOTE .625 5/15/2030	U.S. Treasuries	—	$246K	$299K	0.5%
AMAZON COM INC	Common Stock	—	$361K	$273K	0.5%
FORTIVE CORP WI	Common Stock	—	$245K	$225K	0.4%
INTEL CORP 3.700 07/29/2025	Common Stock	—	$199K	$209K	0.3%
STATE STR CORP	Common Stock	—	$263K	$204K	0.3%
APPLE INC COM	Common Stock	—	$571K	$182K	0.3%
ALPHABET INC CL A	Common Stock	—	$681K	$180K	0.3%