2023 Form 5500 filing — Mound Welfare Benefits 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 20241001093601NAL0003871331001) for Mound Welfare Benefits Plan, reported by Mound Welfare Benefits Trust under EIN 26-6061814 and plan number 501. It reports 985 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001093601NAL0003871331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mound Welfare Benefits Trust
- EIN
- 26-6061814
- Plan number
- 501
- Location
- Richland, WA
- Participants
- 985
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,965,128
- Total liabilities (EOY)
- $490,000
- Net assets (EOY)
- $1,475,128
- Employer contributions
- $7,000,000
- Participant contributions
- $127,844
- Total income / additions
- $7,250,955
- Benefits paid
- $5,977,837
- Administrative expenses
- $549,182
- Total expenses
- $6,527,019
- Net increase / (decrease)
- $723,936
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Umr, Inc. | NONE | $382,128 | $1,860 |
| Mercer Health & Benefits LLC | NONE | $229,167 | $20,205 |
| Telus | NONE | $173,079 | not reported in the loaded dataset |
| Davis Wright Tremaine | NONE | $94,332 | not reported in the loaded dataset |
| Cvs Caremark Corporation | NONE | $27,320 | not reported in the loaded dataset |
| Usi | NONE | $18,750 | not reported in the loaded dataset |
| Sovos | NONE | $14,650 | not reported in the loaded dataset |
| Miller Kaplan | NONE | $9,500 | not reported in the loaded dataset |
| Us Bank | NONE | $9,466 | not reported in the loaded dataset |