2023 Form 5500 filing — West Care Health And Welfare 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 20241011154242NAL0012713811002) for West Care Health And Welfare Plan, reported by Ebp West Care Health And Welfare Plan under EIN 81-0478880 and plan number 501. It reports 500 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011154242NAL0012713811002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ebp West Care Health And Welfare Plan
- EIN
- 81-0478880
- Plan number
- 501
- Location
- Bozeman, MT
- Participants
- 500
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,219,301
- Total liabilities (EOY)
- $1,052,045
- Net assets (EOY)
- $14,167,256
- Employer contributions
- $6,174,006
- Participant contributions
- $247,466
- Total income / additions
- $6,932,881
- Benefits paid
- $6,377,210
- Administrative expenses
- $344,750
- Total expenses
- $6,721,960
- Net increase / (decrease)
- $210,921
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Employee Benefit Management Svcs. | TPA | $247,333 | $0 |
| Employee Benefit Management Svcs. | CLAIMS ADMINISTRATION | $38,276 | $0 |
| Actuarial Strategies And Tactics Az | NONE | $28,000 | not reported in the loaded dataset |
| Magellan Rx | TPA | $11,142 | not reported in the loaded dataset |