2023 Form 5500 filing — Northwest Marine Trade Association Health 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 20240926174632NAL0001139249001) for Northwest Marine Trade Association Health Trust, reported by Nw Marine Trade Association under EIN 46-2934809 and plan number 501. It reports 2,192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926174632NAL0001139249001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Nw Marine Trade Association
- EIN
- 46-2934809
- Plan number
- 501
- Location
- Bellevue, WA
- Participants
- 2,192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,470,243
- Total liabilities (EOY)
- $653,906
- Net assets (EOY)
- $816,337
- Employer contributions
- $15,132,934
- Total income / additions
- $15,148,458
- Benefits paid
- $14,679,808
- Administrative expenses
- $327,035
- Total expenses
- $15,006,843
- Net increase / (decrease)
- $141,615
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epk & Associates, Inc. | PLAN ADMINISTRATOR | $272,632 | not reported in the loaded dataset |
| First Choice Health | EMPLOYEE ASSISTANCE | $26,337 | not reported in the loaded dataset |
| Sweeney Conrad, P.S. | ACCOUNTANT | $15,500 | not reported in the loaded dataset |
| Travelers Indemnity Company | INSURER | $9,595 | not reported in the loaded dataset |