2023 Form 5500 filing — Washington Retail 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 20241015175115NAL0059025458005) for Washington Retail Health Trust Plan, reported by Washington Retail Health Trust under EIN 46-7046583 and plan number 501. It reports 614 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175115NAL0059025458005
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Washington Retail Health Trust
- EIN
- 46-7046583
- Plan number
- 501
- Location
- Spokane, WA
- Participants
- 614
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $494,439
- Total liabilities (EOY)
- $134,896
- Net assets (EOY)
- $359,543
- Employer contributions
- $4,913,661
- Total income / additions
- $4,917,484
- Benefits paid
- $4,327,094
- Administrative expenses
- $602,948
- Total expenses
- $4,930,042
- Net increase / (decrease)
- -$12,558
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aims | MEMBER ORGANIZATION | $119,141 | not reported in the loaded dataset |
| Abd Insurance And Financial Service | GROUP CONSULTING SERVICES | $98,270 | not reported in the loaded dataset |
| Aiin | MEMBERSHIP ORGANIZATION | $49,155 | not reported in the loaded dataset |
| Bell Anderson Agency Inc. | NONE | $20,944 | not reported in the loaded dataset |
| Berg Benefits | NONE | $18,878 | not reported in the loaded dataset |
| Maddock & Associates | NONE | $17,679 | not reported in the loaded dataset |
| Alliant Insurance Services Inc. | NONE | $15,323 | not reported in the loaded dataset |
| Usi Insurance Services National Inc | NONE | $15,088 | not reported in the loaded dataset |
| Paynewest Insurance Inc. | NONE | $14,804 | not reported in the loaded dataset |
| Anatasi Moore Martin | NONE | $12,800 | not reported in the loaded dataset |
| Basin Pacific | NONE | $12,389 | not reported in the loaded dataset |
| Terril, Lewis, & Wilke Ins, Inc. | NONE | $12,146 | not reported in the loaded dataset |
| Kristen Manwaring Ins. Association | NONE | $11,091 | not reported in the loaded dataset |
| Riverside Employee Benefits LLC. | NONE | $9,727 | not reported in the loaded dataset |
| Parker, Smith, And Feek, Inc. | NONE | $9,184 | not reported in the loaded dataset |
| Floyd, Watkins, & Associates Inc. | NONE | $9,132 | not reported in the loaded dataset |
| Jeff Lewis | TRUSTEE | $8,257 | not reported in the loaded dataset |
| Armfield Harrison & Thomas Inc. | NONE | $7,599 | not reported in the loaded dataset |
| Preferred Benefit Services Inc. | NONE | $6,872 | not reported in the loaded dataset |
| Reetz Insurance Services Inc. | NONE | $6,725 | not reported in the loaded dataset |
| Propel Insurance LLC | NONE | $6,584 | not reported in the loaded dataset |
| Plc Insurance LLC. | NONE | $6,097 | not reported in the loaded dataset |
| Financial Planning Concepts Inc | NONE | $5,791 | not reported in the loaded dataset |
| Hub International Northwest LLC. | NONE | $5,483 | not reported in the loaded dataset |
| Paul Richardson Agency Inc | NONE | $5,452 | not reported in the loaded dataset |
| Olympic Crest Insurance | NONE | $5,094 | not reported in the loaded dataset |