2023 Form 5500 filing — Tongass Timber 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 20240920084747NAL0010074816001) for Tongass Timber Trust, reported by Alaska Forest Association under EIN 92-0062073 and plan number 501. It reports 324 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920084747NAL0010074816001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Alaska Forest Association
- EIN
- 92-0062073
- Plan number
- 501
- Location
- Mukilteo, WA
- Participants
- 324
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,609,897
- Total liabilities (EOY)
- $197,015
- Net assets (EOY)
- $6,412,882
- Employer contributions
- $5,191,212
- Participant contributions
- $138,261
- Total income / additions
- $5,517,510
- Benefits paid
- $4,641,592
- Administrative expenses
- $364,276
- Total expenses
- $5,005,868
- Net increase / (decrease)
- $511,642
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Us Inc | NONE | $125,307 | not reported in the loaded dataset |
| Vimly Benefit Solutions | NONE | $106,973 | not reported in the loaded dataset |
| Cliftonlarsonallen, Llp | NONE | $31,500 | not reported in the loaded dataset |
| Madison Scottsdale Investment | NONE | $25,385 | not reported in the loaded dataset |