2023 Form 5500 filing — Washington Technology Industry Association Employee Benefit Trust Plan
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 20240926151416NAL0000847489002) for Washington Technology Industry Association Employee Benefit Trust Plan, reported by Washington Technology Industry Association Employee Benefit Trust under EIN 20-2563188 and plan number 501. It reports 6,522 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926151416NAL0000847489002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Washington Technology Industry Association Employee Benefit Trust
- EIN
- 20-2563188
- Plan number
- 501
- Location
- Mukilteo, WA
- Participants
- 6,522
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,484,414
- Total liabilities (EOY)
- $485,093
- Net assets (EOY)
- $1,999,321
- Employer contributions
- $66,541,355
- Participant contributions
- $1,263,787
- Total income / additions
- $68,030,087
- Benefits paid
- $58,409,639
- Administrative expenses
- $9,406,048
- Total expenses
- $67,815,687
- Net increase / (decrease)
- $214,400
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hr Benefits, Inc. | SPONSOR'S WHOLLY OWNED CO | $5,265,788 | not reported in the loaded dataset |
| Washington Technology Ind Assoc | SPONSOR | $1,046,209 | not reported in the loaded dataset |
| Vimly Benefit Solutions, Inc. | NONE | $0 | $526,134 |
| Armfield, Harrison & Thomas Tech | NONE | $500,745 | not reported in the loaded dataset |
| Hub International Nw, LLC | NONE | $467,167 | not reported in the loaded dataset |
| Digital Insurance, Inc. | NONE | $301,800 | not reported in the loaded dataset |
| Pro Benefits Of Washington, LLC | NONE | $177,191 | $5,000 |
| Parker Smith And Feek Insurance LLC | NONE | $136,883 | not reported in the loaded dataset |
| Usi Kibble & Prentice Holding Comp | NONE | $129,580 | not reported in the loaded dataset |
| Pcf Insurance Services Of The West | NONE | $119,295 | not reported in the loaded dataset |
| Maddock & Associates, LLC | NONE | $108,334 | not reported in the loaded dataset |
| Brown & Brown Of Washington, Inc. | NONE | $53,052 | not reported in the loaded dataset |
| Bell Anderson Agency, Inc. | NONE | $52,377 | not reported in the loaded dataset |
| Wellspring Family Services Eap | NONE | $49,045 | not reported in the loaded dataset |
| Alliant Insurance Services, Inc. | NONE | $48,117 | not reported in the loaded dataset |
| Whitfields United Ins Dba Leavitt | NONE | $47,586 | not reported in the loaded dataset |
| Vault Insurance And Investments | NONE | $40,875 | not reported in the loaded dataset |
| Paychex Insurance Agency, Inc. | NONE | $38,963 | not reported in the loaded dataset |
| Assuredpartners Of Wa | NONE | $36,766 | not reported in the loaded dataset |
| Group Benefits, LLC | NONE | $33,572 | not reported in the loaded dataset |
| Benefit Design Services, LLC | NONE | $32,849 | $0 |
| United Insurance Brokers, Inc. | NONE | $29,747 | not reported in the loaded dataset |
| J. Johnson Insurance, LLC | NONE | $29,247 | not reported in the loaded dataset |
| Schoedel & Schoedel, Cpas, Pllc | NONE | $29,100 | not reported in the loaded dataset |
| Paynewest Insurance, A Marsh & Mcle | NONE | $28,234 | not reported in the loaded dataset |
| Btg And Associates, LLC Dba Btg Ben | NONE | $27,663 | not reported in the loaded dataset |
| Gallagher Benefits Services, Inc. | NONE | $26,582 | not reported in the loaded dataset |
| Cummings Fraser & Associates | NONE | $24,640 | not reported in the loaded dataset |
| Bell Anderson Dba Ghb Insurance Inc | NONE | $24,594 | not reported in the loaded dataset |
| Berg Benefits, Inc. | NONE | $24,541 | not reported in the loaded dataset |
| Mcgregor Insurance Agency, Inc. | NONE | $24,246 | not reported in the loaded dataset |
| Octavio Jara - Potlatch Benefits | NONE | $22,504 | not reported in the loaded dataset |
| Matthew D. Wyatt Insurance Agency, | NONE | $21,700 | not reported in the loaded dataset |
| Sprague Israel Giles Insurance, Inc | NONE | $21,353 | not reported in the loaded dataset |
| Martin-Morris (Benefits Division Ll | NONE | $17,304 | not reported in the loaded dataset |
| Advisor Services, LLC | NONE | $17,266 | not reported in the loaded dataset |
| Northwest Benefit Solutions | NONE | $17,109 | not reported in the loaded dataset |
| Lucas Benefits Group, LLC | NONE | $16,592 | not reported in the loaded dataset |
| Essential Benefits, LLC | NONE | $16,583 | not reported in the loaded dataset |
| Professional Benefit Services, Inc. | NONE | $13,878 | not reported in the loaded dataset |
| Truebenefits, LLC | NONE | $13,586 | not reported in the loaded dataset |
| Navali & Co. Dba Benely Insurance S | NONE | $13,387 | not reported in the loaded dataset |
| Clearview Insurance | NONE | $12,264 | not reported in the loaded dataset |
| Blair Benefits, LLC | NONE | $12,114 | not reported in the loaded dataset |
| Cetera Investment Services LLC | NONE | $11,927 | not reported in the loaded dataset |
| Pleasant Insurance Services, Inc. | NONE | $11,779 | not reported in the loaded dataset |
| Hr Resource | NONE | $11,292 | not reported in the loaded dataset |
| Rl Evans Company | NONE | $10,877 | not reported in the loaded dataset |
| Clg Employer Resources | NONE | $10,377 | not reported in the loaded dataset |
| Ph Insurance Services, Inc. | NONE | $10,239 | not reported in the loaded dataset |
| Wingert Financial Services | NONE | $9,898 | not reported in the loaded dataset |
| Npb Advisors | NONE | $9,372 | not reported in the loaded dataset |
| Jw Byrnes Insurance, LLC | NONE | $9,126 | not reported in the loaded dataset |
| Venture Life & Health, Inc. | NONE | $8,653 | not reported in the loaded dataset |
| Riverside Employee Benefits, LLC | NONE | $8,568 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | NONE | $7,951 | not reported in the loaded dataset |
| Mitchell, Reed & Schmitten Insuranc | NONE | $7,891 | not reported in the loaded dataset |
| Airey Benefits Company, LLC | NONE | $7,739 | not reported in the loaded dataset |
| Marsh & Mclennan Agency, LLC | NONE | $7,422 | not reported in the loaded dataset |
| The Stupey Agency | NONE | $7,100 | not reported in the loaded dataset |
| Wilson Albers An Alera Group Agency | NONE | $7,044 | not reported in the loaded dataset |
| Group Solutions Northwest, LLC | NONE | $6,957 | not reported in the loaded dataset |
| Darcie Dickerson Guyer Dba Guyer Be | NONE | $6,721 | not reported in the loaded dataset |
| Ideal Benefit Solutions, LLC | NONE | $6,577 | not reported in the loaded dataset |
| Denali Benefits, Inc. | NONE | $6,538 | not reported in the loaded dataset |
| Capital Group Benefits, LLC | NONE | $6,153 | not reported in the loaded dataset |
| Tim Clay | NONE | $6,074 | not reported in the loaded dataset |
| Harman Benefits Group, Inc. | NONE | $5,958 | not reported in the loaded dataset |
| Mb Insurance, LLC | NONE | $5,179 | not reported in the loaded dataset |