2023 Form 5500 filing — Business Health Trust Arrangement
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 20241015172533NAL0030485729002) for Business Health Trust Arrangement, reported by Business Health Trust under EIN 36-7481494 and plan number 501. It reports 14,822 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015172533NAL0030485729002
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Business Health Trust
- EIN
- 36-7481494
- Plan number
- 501
- Location
- Mukilteo, WA
- Participants
- 14,822
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,063,817
- Total liabilities (EOY)
- $9,916,064
- Net assets (EOY)
- $6,147,753
- Employer contributions
- $129,294,759
- Participant contributions
- $768,624
- Total income / additions
- $130,376,377
- Benefits paid
- $114,612,802
- Administrative expenses
- $15,197,824
- Total expenses
- $129,810,626
- Net increase / (decrease)
- $565,751
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Abd Insurance & Financial Services, | NONE | $3,332,100 | not reported in the loaded dataset |
| Vimly Benefit Solutions, Inc. | NONE | $2,243,248 | not reported in the loaded dataset |
| Seattle Metropolitan Chamber Of Com | TRUST SETTLOR | $1,214,452 | not reported in the loaded dataset |
| Impact Accounting Services, LLC | NONE | $1,198,722 | not reported in the loaded dataset |
| Digital Insurance, Inc | NONE | $790,589 | not reported in the loaded dataset |
| Hub International Nw, LLC | NONE | $701,510 | not reported in the loaded dataset |
| Ah&T Technology, Inc. | NONE | $419,819 | not reported in the loaded dataset |
| Parker, Smith & Feek, Inc. | NONE | $314,443 | not reported in the loaded dataset |
| Bell-Anderson Agency, Inc. | NONE | $308,293 | not reported in the loaded dataset |
| Js Evenson, LLC | NONE | $188,000 | not reported in the loaded dataset |
| Pcf Insurance Services Of The West | NONE | $167,177 | not reported in the loaded dataset |
| Assuredpartners Of Wa LLC | NONE | $166,184 | not reported in the loaded dataset |
| Btg And Associates Dba Btg Benefits | NONE | $152,804 | not reported in the loaded dataset |
| Sapper Insurance, LLC | NONE | $151,750 | not reported in the loaded dataset |
| Maddock & Associates, LLC | NONE | $135,621 | not reported in the loaded dataset |
| Whitfields United Insurance Agencie | NONE | $112,693 | not reported in the loaded dataset |
| Paynewest Insurance, Inc., A Marsh | NONE | $98,265 | not reported in the loaded dataset |
| Aukema & Associates, Inc. | NONE | $92,414 | not reported in the loaded dataset |
| Ghb Insurance, Inc. | NONE | $88,066 | not reported in the loaded dataset |
| Brown & Brown Of Washington, Inc. | NONE | $85,970 | not reported in the loaded dataset |
| Mike Japhet | NONE | $83,758 | not reported in the loaded dataset |
| Manna Insurance Group, LLC | NONE | $77,397 | not reported in the loaded dataset |
| Olympic Crest Insurance, Inc. | NONE | $76,609 | not reported in the loaded dataset |
| Sprague Israel Giles Insurance, Inc | NONE | $74,075 | not reported in the loaded dataset |
| Propel Insurance Agency, LLC Dba Pr | NONE | $70,416 | not reported in the loaded dataset |
| Vault Insurance & Investments, LLC | NONE | $69,458 | not reported in the loaded dataset |
| Affiliated Services, LLC | NONE | $67,530 | not reported in the loaded dataset |
| Davis Wright Tremaine, Llp | NONE | $65,553 | not reported in the loaded dataset |
| Group Solutions Northwest, LLC | NONE | $65,157 | not reported in the loaded dataset |
| Usi Northwest | NONE | $63,859 | not reported in the loaded dataset |
| Terrill Lewis & Wilke Insurance | NONE | $63,029 | not reported in the loaded dataset |
| Cummings, Fraser & Associates,, LLC | NONE | $62,370 | not reported in the loaded dataset |
| Tacoma-Pierce County Chamber | NONE | $56,213 | not reported in the loaded dataset |
| Gallagher Benefits Services, Inc. | NONE | $54,381 | not reported in the loaded dataset |
| Truebenefits LLC | NONE | $53,434 | not reported in the loaded dataset |
| Paychex Insurance Agency, Inc. | NONE | $49,250 | not reported in the loaded dataset |
| Wallingford Financial & College | NONE | $46,350 | not reported in the loaded dataset |
| B & F Insurance, LLC | NONE | $44,596 | not reported in the loaded dataset |
| Advisor Services, LLC | NONE | $43,825 | not reported in the loaded dataset |
| Michael Benzikry & Associates | NONE | $42,476 | not reported in the loaded dataset |
| Alliant Insurance Services, Inc. | NONE | $40,392 | not reported in the loaded dataset |
| Financial Planning Concepts, Inc | NONE | $40,038 | not reported in the loaded dataset |
| M&O Agencies Dba The Mahoney Group | NONE | $38,354 | not reported in the loaded dataset |
| Wmc Business Services, LLC | NONE | $37,530 | not reported in the loaded dataset |
| Schoedel & Schoedel, Cpas, Pllc | NONE | $36,600 | not reported in the loaded dataset |
| Benefit Design Services, LLC | NONE | $34,905 | not reported in the loaded dataset |
| Cascade Valley Insurance, Inc. | NONE | $34,524 | not reported in the loaded dataset |
| Mitchell, Reed & Schmitten Ins, Inc | NONE | $34,246 | not reported in the loaded dataset |
| Riverside Employee Benefits, LLC | NONE | $33,698 | not reported in the loaded dataset |
| Ideal Benefit Solutions, LLC | NONE | $33,244 | not reported in the loaded dataset |
| Bellingham Whatcom Chamber | NONE | $32,292 | not reported in the loaded dataset |
| Oswald Companies | NONE | $31,196 | not reported in the loaded dataset |
| Pilkey Hopping & Ekberg, Inc | NONE | $31,165 | not reported in the loaded dataset |
| Oak Insurance Services, LLC | NONE | $31,021 | not reported in the loaded dataset |
| Behavioral Health Systems, Inc. | NONE | $30,009 | not reported in the loaded dataset |
| R. L. Evans Company, Inc. | NONE | $29,556 | not reported in the loaded dataset |
| Benefits Consulting Services, LLC | NONE | $29,391 | not reported in the loaded dataset |
| Greater Yakima Chamber Of Commerce | NONE | $28,528 | not reported in the loaded dataset |
| Northwest Benefit Solutions | NONE | $28,147 | not reported in the loaded dataset |
| The Partners Group Ltd. | NONE | $27,654 | not reported in the loaded dataset |
| Woodruff Sawyer & Company | NONE | $26,438 | not reported in the loaded dataset |
| Rsc Insurance Brokerage Dba Risk St | NONE | $25,808 | not reported in the loaded dataset |
| Coordinated Benefits Dba Basin Paci | NONE | $25,678 | not reported in the loaded dataset |
| Wilson Albers An Alera Group Agency | NONE | $25,516 | not reported in the loaded dataset |
| Pro Benefits Of Washington, LLC | NONE | $25,510 | not reported in the loaded dataset |
| J. Frankland Employee Benefit Serv | NONE | $25,053 | not reported in the loaded dataset |
| Airey Benefits Company | NONE | $24,761 | not reported in the loaded dataset |
| Group Benefits, LLC | NONE | $22,828 | not reported in the loaded dataset |
| The Stupey Agency | NONE | $22,539 | not reported in the loaded dataset |
| Psg Washington, Inc. | NONE | $22,470 | not reported in the loaded dataset |
| Norman Strunk Dba Strunk Financial | NONE | $22,330 | not reported in the loaded dataset |
| Clg Employer Resources | NONE | $22,277 | not reported in the loaded dataset |
| Jerry L. Rowley | NONE | $22,161 | not reported in the loaded dataset |
| Passport Unlimited, Inc. | NONE | $20,000 | not reported in the loaded dataset |
| Libke Insurance Associates | NONE | $19,695 | not reported in the loaded dataset |
| Paul Richardson Agency, Inc. | NONE | $19,333 | not reported in the loaded dataset |
| Balderson & Hebert, LLC | NONE | $19,241 | not reported in the loaded dataset |
| Impact Cg, LLC | NONE | $18,939 | not reported in the loaded dataset |
| D Hagen & Associates, Inc. | NONE | $18,846 | not reported in the loaded dataset |
| Benefits Resource Group, Inc. | NONE | $18,428 | not reported in the loaded dataset |
| Economic Alliance Shohomish County | NONE | $18,395 | not reported in the loaded dataset |
| Callis & Associates, Inc. | NONE | $17,687 | not reported in the loaded dataset |
| Haley Jaenii Haas, Inc. | NONE | $17,418 | not reported in the loaded dataset |
| Chad J. Philip | NONE | $17,240 | not reported in the loaded dataset |
| Gibson Insurance Agency, Inc. | NONE | $17,210 | not reported in the loaded dataset |
| Joseph Paine Inc Dba Gus Paine Insu | NONE | $17,085 | not reported in the loaded dataset |
| Clearbenefits, LLC | NONE | $16,035 | not reported in the loaded dataset |
| Baker Insurance Group, LLC | NONE | $15,883 | not reported in the loaded dataset |
| Larsen Benefit Professionals, Inc. | NONE | $15,199 | not reported in the loaded dataset |
| The Lightle Group, LLC Dba Radwick | NONE | $13,647 | not reported in the loaded dataset |
| Denali Benefits, Inc. | NONE | $11,660 | not reported in the loaded dataset |
| Perovich & Blume Insurance, LLC | NONE | $11,545 | not reported in the loaded dataset |
| Tri-Cities Insurance Professionals | NONE | $11,545 | not reported in the loaded dataset |
| Pacific Nw Insurance Brokerage, Inc | NONE | $11,378 | not reported in the loaded dataset |
| Mutual Benefits, Inc. | NONE | $11,356 | not reported in the loaded dataset |
| Ardent Benefits | NONE | $11,126 | not reported in the loaded dataset |
| Epic Insurance Solutions, LLC | NONE | $11,120 | not reported in the loaded dataset |
| Insurance Consulting Nw, Inc. | NONE | $10,940 | not reported in the loaded dataset |
| Archbright | NONE | $10,788 | not reported in the loaded dataset |
| Assuredpartners Of Wa Dba Fortune M | NONE | $10,763 | not reported in the loaded dataset |
| Ronald Peterson | NONE | $10,427 | not reported in the loaded dataset |
| Advanced Inc. Dba Advanced Benefits | NONE | $9,511 | not reported in the loaded dataset |
| D&D Financial Services | NONE | $9,027 | not reported in the loaded dataset |
| Professional Benefit Services, Inc. | NONE | $8,933 | not reported in the loaded dataset |
| Benefits Division, LLC | NONE | $8,848 | not reported in the loaded dataset |
| Lloyd K. Lysne Ii | NONE | $8,650 | not reported in the loaded dataset |
| Van Ray Financial Dba Van Winkle In | NONE | $8,474 | not reported in the loaded dataset |
| Berg Benefits, Inc. | NONE | $8,469 | not reported in the loaded dataset |
| Verus Insurance Services LLC Dba So | NONE | $8,038 | not reported in the loaded dataset |
| Springer Benefits, LLC | NONE | $7,890 | not reported in the loaded dataset |
| Tim Clay | NONE | $7,856 | not reported in the loaded dataset |
| Moran Benefit Advisors, Inc. | NONE | $7,681 | not reported in the loaded dataset |
| Venture Life & Health, Inc. | NONE | $7,188 | not reported in the loaded dataset |
| Colin F. Samuelson Ii Dba Cfs Plann | NONE | $6,791 | not reported in the loaded dataset |
| Patrick J. Conroy Insurance | NONE | $6,778 | not reported in the loaded dataset |
| Benefit Solutions Northwest | NONE | $6,593 | not reported in the loaded dataset |
| Michael A. Pivar | NONE | $6,515 | not reported in the loaded dataset |
| Essential Benefits, LLC | NONE | $6,482 | not reported in the loaded dataset |
| Clearview Insurance Services, Inc. | NONE | $6,262 | not reported in the loaded dataset |
| Kristin Manwaring Insurance Assoc. | NONE | $6,119 | not reported in the loaded dataset |
| Hr Resource, Inc. | NONE | $5,927 | not reported in the loaded dataset |
| Karrin Morrison Dba Evergreen Insur | NONE | $5,741 | not reported in the loaded dataset |
| Frieda P. Chiang | NONE | $5,657 | not reported in the loaded dataset |
| Nfp Corporate Services | NONE | $5,624 | not reported in the loaded dataset |
| Sanelli Insurance Group, Inc. | NONE | $5,584 | not reported in the loaded dataset |
| Npb Advisors | NONE | $5,568 | not reported in the loaded dataset |
| Wheat & Associates Insurance, Inc. | NONE | $5,377 | not reported in the loaded dataset |
| Ameriflex | NONE | $5,171 | not reported in the loaded dataset |
| Kirkland Insurance Associates, Inc. | NONE | $5,016 | not reported in the loaded dataset |