2023 Form 5500 filing — Health Alliance For Technology Health Trust
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 20241015162351NAL0030329329001) for Health Alliance For Technology Health Trust, reported by Health Alliance For Technology Health Trust under EIN 26-3521521 and plan number 501. It reports 2,381 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162351NAL0030329329001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Health Alliance For Technology Health Trust
- EIN
- 26-3521521
- Plan number
- 501
- Location
- Spokane, WA
- Participants
- 2,381
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,497,725
- Total liabilities (EOY)
- $1,102,988
- Net assets (EOY)
- $1,394,737
- Employer contributions
- $26,882,904
- Total income / additions
- $26,886,626
- Benefits paid
- $22,942,541
- Administrative expenses
- $3,309,094
- Total expenses
- $26,251,635
- Net increase / (decrease)
- $634,991
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Abd Insurance And Financial Service | NONE | $830,732 | not reported in the loaded dataset |
| Aims | MEMBER ORGANIZATION | $792,120 | not reported in the loaded dataset |
| Hub International | NONE | $412,169 | not reported in the loaded dataset |
| Armfield, Harrison, & Thomas Inc. | NONE | $244,900 | not reported in the loaded dataset |
| Ken Myer | TRUSTEE | $66,501 | not reported in the loaded dataset |
| Parker, Smith, And Feek, Inc. | NONE | $64,718 | not reported in the loaded dataset |
| Verus Insurance Services LLC. | NONE | $60,699 | not reported in the loaded dataset |
| Vault Insurance Investments LLC. | NONE | $57,962 | not reported in the loaded dataset |
| Digital Insurance Inc. | NONE | $49,028 | not reported in the loaded dataset |
| Airey Benefit Company LLC. | NONE | $43,601 | not reported in the loaded dataset |
| Davis Wright Tremaine Llp | NONE | $40,890 | not reported in the loaded dataset |
| Geekwire LLC | PLAN SPONSOR | $40,000 | not reported in the loaded dataset |
| Assured Partners Of Washington LLC. | NONE | $37,730 | not reported in the loaded dataset |
| Pro Benefits Of Wa | NONE | $24,569 | not reported in the loaded dataset |
| Btg And Associates, LLC. | NONE | $22,257 | not reported in the loaded dataset |
| Kibble & Prentice Holding Company | NONE | $17,468 | not reported in the loaded dataset |
| Anastasi Moore & Martin Pllc | NONE | $14,300 | not reported in the loaded dataset |
| Maddock & Associates | NONE | $13,444 | not reported in the loaded dataset |
| Fortiphi LLC. | NONE | $13,160 | not reported in the loaded dataset |
| Clearbenefits, LLC. | NONE | $11,143 | not reported in the loaded dataset |
| Leavitt Group Northwest | NONE | $10,932 | not reported in the loaded dataset |
| Professional Benefit Services Inc. | NONE | $10,768 | not reported in the loaded dataset |
| Cummings, Fraser, & Associates, LLC | NONE | $10,743 | not reported in the loaded dataset |
| Sea-Mountain Insurance Brokers | NONE | $10,645 | not reported in the loaded dataset |
| Washington Trails Association | NONE | $10,000 | not reported in the loaded dataset |
| Paychex Insurance Agency Inc. | NONE | $9,792 | not reported in the loaded dataset |
| Paynewest Insurance, Inc. | NONE | $9,745 | not reported in the loaded dataset |
| Anold & Smith Insurance Agency | NONE | $9,727 | not reported in the loaded dataset |
| Kristin Manwaring Ins Assoc Inc. | NONE | $9,688 | not reported in the loaded dataset |
| New Tech Northwest | NONE | $9,000 | not reported in the loaded dataset |
| Affiliated Services LLC | NONE | $8,768 | not reported in the loaded dataset |
| Alliant Insurance Services Inc. | NONE | $8,681 | not reported in the loaded dataset |
| Cynthia I Hagen | NONE | $8,495 | not reported in the loaded dataset |
| Clearview Insurance Services, Inc. | NONE | $8,426 | not reported in the loaded dataset |
| Washington Health Insurance Agency | NONE | $7,832 | not reported in the loaded dataset |
| Tyler Byrnes | NONE | $7,669 | not reported in the loaded dataset |
| Larsen Christopherson Benefits Grou | NONE | $7,611 | not reported in the loaded dataset |
| Colin F. Samuelson Ii | NONE | $6,387 | not reported in the loaded dataset |