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Sponsor portfolio

BLOODWORKS NORTHWEST

EIN 91-1019655-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$238.8M assets
Welfare
1
$357K premiums
Participants
4,002
921 TERRY AVENUE - SEATTLE, WA 98104206-292-6500bloodworksnw.orgLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
3 filings
#003MoneyPurchase-$126.8M - 2,154 part#002403b-$112.0M - 1,023 part#501Mixed-$357K - 825 lives

Retirement portfolio analytics

2 plans aggregated / $238.8M assets / 3,177 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • NORTHWEST RETIREMENT PLAN (#003)53%
  • SUPPLEMENTAL RETIREMENT ACCOUN... (#002)47%
Total $238.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
53%top
  • (Not disclosed)53%
  • TIAA47%
Total $238.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NORTHWEST RETIREMENT PLAN (#003)2,154
  • SUPPLEMENTAL RETIREMENT ACCOUN... (#002)1,023
Total 3,177Click row to drill in

Benefits portfolio analytics

1 plan / $357K premiums / 825 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$310K
  • Life$287K
  • Long-term disability$287K
  • Vision$46K
Total $357K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA80%
  • VISION SERVICE PLAN13%
  • CANOPY7%
Total $357K3 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • USI INSURANCE SERVICES LLC79%
  • WORLD INSURANCE ASSOCIATES LLC21%
Total $41K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

BLOODWORKS NORTHWEST RETIREMENT PLAN

MoneyPurchase

Assets$126.8M
Participants2,154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BLOODWORKS NORTHWEST SUPPLEMENTAL RETIREMENT ACCOUNT

403b

Assets$112.0M
Participants1,023
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GROUP HEALTH AND WELFARE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$357K
Covered lives825
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003BLOODWORKS NORTHWEST RETIREMENT PLANMoneyPurchase$126.8M2,1542024
002BLOODWORKS NORTHWEST SUPPLEMENTAL RETIREMENT ACCOUNT403b$112.0M1,0232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GROUP HEALTH AND WELFARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$357K8252025
Retirement plans
Welfare plans
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