2023 Form 5500 filing — Awb Healthchoice Employee Benefits Trust - Retail-Wholesale
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 20241014173858NAL0028001089001) for Awb Healthchoice Employee Benefits Trust - Retail-Wholesale, reported by The Trustees Of The Employee Benefits Trust under EIN 61-6496436 and plan number 507. It reports 2,816 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014173858NAL0028001089001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- The Trustees Of The Employee Benefits Trust
- EIN
- 61-6496436
- Plan number
- 507
- Location
- Olympia, WA
- Participants
- 2,816
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,012,460
- Total liabilities (EOY)
- $297,634
- Net assets (EOY)
- $2,714,826
- Employer contributions
- $26,991,648
- Participant contributions
- $30,388
- Total income / additions
- $27,146,423
- Benefits paid
- $26,454,791
- Administrative expenses
- $333,884
- Total expenses
- $26,788,675
- Net increase / (decrease)
- $357,748
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Propoint LLC | not reported in the loaded dataset | not reported in the loaded dataset | $2,091,318 |
| Forterra Inc | not reported in the loaded dataset | not reported in the loaded dataset | $741,555 |
| Vimly Benefit Solutions Inc | not reported in the loaded dataset | $268,830 | not reported in the loaded dataset |
| Cliftonlaronallen Llp | not reported in the loaded dataset | $8,493 | not reported in the loaded dataset |
| Barnes & Thornburg Llp | not reported in the loaded dataset | $6,051 | not reported in the loaded dataset |
| Frost & Company Pllc | not reported in the loaded dataset | $3,076 | not reported in the loaded dataset |