2023 Form 5500 filing — Evergreen Security Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240605182440NAL0021277729001) for Evergreen Security Trust, reported by Evergreen Security Trust Board Of Trustees under EIN 91-0630779 and plan number 501. It reports 2,708 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240605182440NAL0021277729001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Evergreen Security Trust Board Of Trustees
- EIN
- 91-0630779
- Plan number
- 501
- Location
- Mukilteo, WA
- Participants
- 2,708
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $478,627
- Total liabilities (EOY)
- $18,744
- Net assets (EOY)
- $459,883
- Employer contributions
- $1,446,347
- Participant contributions
- $9,603
- Total income / additions
- $1,477,116
- Benefits paid
- $1,284,249
- Administrative expenses
- $178,693
- Total expenses
- $1,462,942
- Net increase / (decrease)
- $14,174
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Brown & Brown Of Wa Dba Dimartino | NONE | $33,786 | $0 |
| Vimly Benefit Solutions, Inc. | NONE | $27,349 | not reported in the loaded dataset |
| The Law Offices Of Robert A. Bohrer | TRUSTEE | $24,000 | not reported in the loaded dataset |
| Digital Insurance, LLC | NONE | $23,135 | not reported in the loaded dataset |
| Anastasi, Moore & Martin, Pllc | NONE | $16,640 | not reported in the loaded dataset |
| Propel Insurance Agency, LLC | NONE | $9,189 | not reported in the loaded dataset |
| Parker, Smith & Feek, Inc. | NONE | $7,996 | not reported in the loaded dataset |