2023 Form 5500 filing — Washington Business Services Health Trust 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 20241015172540NAL0029248465003) for Washington Business Services Health Trust Plan, reported by Washington Business Services Health Trust under EIN 46-7042893 and plan number 501. It reports 733 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015172540NAL0029248465003
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Washington Business Services Health Trust
- EIN
- 46-7042893
- Plan number
- 501
- Location
- Spokane, WA
- Participants
- 733
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $956,202
- Total liabilities (EOY)
- $207,824
- Net assets (EOY)
- $748,378
- Employer contributions
- $7,648,137
- Total income / additions
- $7,685,172
- Benefits paid
- $6,727,681
- Administrative expenses
- $851,629
- Total expenses
- $7,579,310
- Net increase / (decrease)
- $105,862
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aims | MEMBER ORGANIZATION | $189,393 | not reported in the loaded dataset |
| Abd Insurance And Financial Service | GROUP CONSULTING SERVICES | $152,971 | not reported in the loaded dataset |
| Aiin | NONE | $76,491 | not reported in the loaded dataset |
| Bell-Anderson Agency, Inc. | NONE | $51,813 | not reported in the loaded dataset |
| Hub International Northwest LLC | NONE | $49,696 | not reported in the loaded dataset |
| Alliant Insurance Services Inc. | not reported in the loaded dataset | $43,815 | not reported in the loaded dataset |
| Digital Insurance Inc | NONE | $31,263 | not reported in the loaded dataset |
| Assured Partners Of Washington LLC. | NONE | $19,259 | not reported in the loaded dataset |
| Armfield Harrison & Thomas Inc | NONE | $13,402 | not reported in the loaded dataset |
| Paychex Insurance Agency Inc | NONE | $13,235 | not reported in the loaded dataset |
| Anastasi Moore Martin | NONE | $12,800 | not reported in the loaded dataset |
| Maddock & Associates | NONE | $11,742 | not reported in the loaded dataset |
| Fortiphi, LLC. | NONE | $11,199 | not reported in the loaded dataset |
| Jeff Lewis Keller Rohrback | NONE | $10,695 | not reported in the loaded dataset |
| Evergreen Insurance Group | NONE | $9,599 | not reported in the loaded dataset |
| Btg & Associates LLC | NONE | $9,144 | not reported in the loaded dataset |
| Group Solutions Northwest LLC. | NONE | $9,024 | not reported in the loaded dataset |
| Propel Insurance Agnecy LLC | NONE | $8,369 | not reported in the loaded dataset |
| Paynewest Insurance, Inc. | NONE | $8,041 | not reported in the loaded dataset |
| Terril, Lewis, & Wilke Ins Inc. | NONE | $7,795 | not reported in the loaded dataset |
| Moran Benefit Advisors, Inc. | NONE | $6,698 | not reported in the loaded dataset |
| Parker Smith And Feek Inc | NONE | $5,762 | not reported in the loaded dataset |
| Manna Insurance Group LLC. | NONE | $5,699 | not reported in the loaded dataset |
| Leavitt Group Benefits Nw | NONE | $5,293 | not reported in the loaded dataset |
| Us Insurance Solutions | NONE | $5,198 | not reported in the loaded dataset |
| Pointguard Financial | NONE | $5,174 | not reported in the loaded dataset |