2023 Form 5500 filing — Bellevue Club Savings 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 20241014175755NAL0026891985001) for Bellevue Club Savings Plan, reported by Pacific Recreation Associates under EIN 41-1319546 and plan number 001. It reports 379 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014175755NAL0026891985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Recreation Associates
- EIN
- 41-1319546
- Plan number
- 001
- Location
- Bellevue, WA
- Participants
- 379
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,870,613
- Total liabilities (EOY)
- $7,334
- Net assets (EOY)
- $10,863,279
- Employer contributions
- $241,442
- Participant contributions
- $649,557
- Total income / additions
- $2,639,469
- Benefits paid
- $566,111
- Administrative expenses
- $51,953
- Total expenses
- $631,904
- Net increase / (decrease)
- $2,007,565
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great-West Life & Annuity Insurance | RECORDKEEPER | $29,314 | $0 |
| Woodbury Financial Services | BROKER | $0 | $23,124 |
| Evergreen Retirement Plan Consultin | THIRD-PARTY ADMINISTRATO | $20,354 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $3,415 | not reported in the loaded dataset |