2023 Form 5500 filing — Working Waterfront Coalition Health 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 20241012142814NAL0013370787002) for Working Waterfront Coalition Health Trust Plan, reported by Working Waterfront Coalition Health Trust under EIN 85-1457938 and plan number 501. It reports 368 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012142814NAL0013370787002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Working Waterfront Coalition Health Trust
- EIN
- 85-1457938
- Plan number
- 501
- Location
- Mukilteo, WA
- Participants
- 368
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $98,794
- Total liabilities (EOY)
- $76,288
- Net assets (EOY)
- $22,506
- Employer contributions
- $3,824,495
- Participant contributions
- $15,429
- Total income / additions
- $3,840,146
- Benefits paid
- $3,360,546
- Administrative expenses
- $447,834
- Total expenses
- $3,808,380
- Net increase / (decrease)
- $31,766
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Brown & Brown Of Wa Inc. Dba Dimart | NONE | $96,047 | not reported in the loaded dataset |
| Vimly Benefit Solutions, Inc. | NONE | $58,670 | not reported in the loaded dataset |
| Working Waterfront Services, LLC | SUBSIDIARY OF SPONSOR | $38,419 | not reported in the loaded dataset |
| Vigilant Services, Inc. | NONE | $38,419 | not reported in the loaded dataset |
| Denali Benefits, Inc. | NONE | $29,843 | not reported in the loaded dataset |
| Btg & Associates, LLC Dba Btg Benef | NONE | $27,314 | not reported in the loaded dataset |
| Brown & Brown Insurance | NONE | $24,646 | not reported in the loaded dataset |
| Northwest Benefit Solutions, Inc. | NONE | $21,456 | not reported in the loaded dataset |
| Hub International Nw, LLC | NONE | $18,154 | not reported in the loaded dataset |
| Cummings Fraser & Associates, LLC | NONE | $15,492 | not reported in the loaded dataset |
| Schoedel & Schoedel Cpas, Pllc | NONE | $10,100 | not reported in the loaded dataset |
| Manna Insurance Group, LLC | NONE | $9,800 | not reported in the loaded dataset |
| Kristin Manwaring Insurance Associa | NONE | $9,654 | not reported in the loaded dataset |
| Pcf Ins Svcs Of The West Dba Rice I | NONE | $9,504 | not reported in the loaded dataset |
| R.L. Evans Company, Inc. | NONE | $7,040 | not reported in the loaded dataset |
| Mcgregor Insurance Agency, Inc. | NONE | $6,645 | not reported in the loaded dataset |