2023 Form 5500 filing — Associated General Contractors Health Benefit Trust Ak Wa Chapter
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 20241015151210NAL0028886193004) for Associated General Contractors Health Benefit Trust Ak Wa Chapter, reported by Associated General Contractors Health Benefit Trust Ak Wa Chapter Bot under EIN 91-6060872 and plan number 501. It reports 1,443 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151210NAL0028886193004
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Associated General Contractors Health Benefit Trust Ak Wa Chapter Bot
- EIN
- 91-6060872
- Plan number
- 501
- Location
- Mukilteo, WA
- Participants
- 1,443
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,427,957
- Total liabilities (EOY)
- $87,667
- Net assets (EOY)
- $1,340,290
- Employer contributions
- $12,613,437
- Participant contributions
- $82,891
- Total income / additions
- $12,751,241
- Benefits paid
- $11,631,086
- Administrative expenses
- $1,031,059
- Total expenses
- $12,662,145
- Net increase / (decrease)
- $89,096
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jd Fulwiler & Co Insurance, Inc. | NONE | $326,614 | not reported in the loaded dataset |
| Vimly Benefit Solutions, Inc. | NONE | $149,362 | not reported in the loaded dataset |
| Anastasi, Moore & Martin, Pllc | NONE | $12,700 | not reported in the loaded dataset |
| Marsh Mclennan Agency | NONE | $6,086 | not reported in the loaded dataset |