2023 Form 5500 filing — Rocky Flats 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 20241001093903NAL0003874051001) for Rocky Flats Welfare Benefits Plan, reported by Rocky Flats Welfare Benefits Trust under EIN 74-6518237 and plan number 501. It reports 2,915 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001093903NAL0003874051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rocky Flats Welfare Benefits Trust
- EIN
- 74-6518237
- Plan number
- 501
- Location
- Richland, WA
- Participants
- 2,915
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,177,075
- Total liabilities (EOY)
- $65,000
- Net assets (EOY)
- $1,112,075
- Employer contributions
- $15,499,997
- Participant contributions
- $360,702
- Total income / additions
- $15,860,699
- Benefits paid
- $15,259,905
- Administrative expenses
- $940,366
- Total expenses
- $16,200,271
- Net increase / (decrease)
- -$339,572
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Telus | NONE | $540,628 | not reported in the loaded dataset |
| Mercer Health & Benefits | NONE | $222,500 | $1,943 |
| Davis Wright Tremaine | NONE | $108,835 | not reported in the loaded dataset |
| Umr, Inc | NONE | $73,974 | $267 |
| Ems | NONE | $24,673 | not reported in the loaded dataset |
| Usi | NONE | $18,750 | not reported in the loaded dataset |
| Sovos | NONE | $12,964 | not reported in the loaded dataset |
| Us Bank | NONE | $9,808 | not reported in the loaded dataset |
| Miller Kapaln | NONE | $9,500 | not reported in the loaded dataset |