2023 Form 5500 filing — Washington Automotive Industry Association 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 20241015180131NAL0050800768003) for Washington Automotive Industry Association Health Trust, reported by Washington Automotive Industry Association Health Trust under EIN 46-3751550 and plan number 501. It reports 2,539 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015180131NAL0050800768003
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Washington Automotive Industry Association Health Trust
- EIN
- 46-3751550
- Plan number
- 501
- Location
- Mukilteo, WA
- Participants
- 2,539
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,609,797
- Total liabilities (EOY)
- $1,250,153
- Net assets (EOY)
- $1,359,644
- Employer contributions
- $25,619,180
- Participant contributions
- $47,043
- Total income / additions
- $25,674,130
- Benefits paid
- $22,668,654
- Administrative expenses
- $2,868,490
- Total expenses
- $25,537,144
- Net increase / (decrease)
- $136,986
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Brown & Brown Of Wa Dba Dimartino | NONE | $1,023,154 | $0 |
| Vimly Benefit Solutions, Inc. | NONE | $523,087 | not reported in the loaded dataset |
| Association Benefits Corporation | NONE | $254,789 | not reported in the loaded dataset |
| Washington Auto Industry Assoc | NONE | $138,163 | not reported in the loaded dataset |
| Financial Planning Concepts | NONE | $88,774 | not reported in the loaded dataset |
| Benefit Consultants Northwest | NONE | $62,409 | not reported in the loaded dataset |
| Desert Insurance Benefits, Inc. | NONE | $52,488 | not reported in the loaded dataset |
| Benefit Solutions Northwest | NONE | $45,599 | not reported in the loaded dataset |
| Paynewest Insurance | NONE | $44,502 | not reported in the loaded dataset |
| Digital Insurance, Inc. | NONE | $39,335 | not reported in the loaded dataset |
| Leavitt Group Northwest | NONE | $32,197 | not reported in the loaded dataset |
| Benefits Division LLC | NONE | $30,677 | not reported in the loaded dataset |
| Assured Partners Of Wa | NONE | $29,127 | not reported in the loaded dataset |
| Hub International Northwest LLC | NONE | $28,851 | not reported in the loaded dataset |
| Associated Benefit Consulting | NONE | $27,343 | not reported in the loaded dataset |
| Mcgregor Insurance Agency, Inc | NONE | $25,848 | not reported in the loaded dataset |
| Parker Smith & Feek | NONE | $23,115 | not reported in the loaded dataset |
| Karen A Hansen Dba Wyman & Associat | NONE | $19,599 | not reported in the loaded dataset |
| Pcf Insurance Services Of The West | NONE | $19,450 | not reported in the loaded dataset |
| Maddock & Associates | NONE | $19,367 | not reported in the loaded dataset |
| Group Solutions Northwest, LLC | NONE | $18,734 | not reported in the loaded dataset |
| The Stupey Agency | NONE | $17,557 | not reported in the loaded dataset |
| Health Insurance Solutions Nw | NONE | $15,722 | not reported in the loaded dataset |
| Alliant Insurance Services, Inc. | NONE | $14,430 | not reported in the loaded dataset |
| Anastasi, Moore & Martin, Pllc | NONE | $13,590 | not reported in the loaded dataset |
| Chad J Phillip Insurance Group | NONE | $13,487 | not reported in the loaded dataset |
| Wingert Financial Services | NONE | $13,342 | not reported in the loaded dataset |
| Rl Evans Company Inc | NONE | $12,457 | not reported in the loaded dataset |
| Jason C Yaeger | NONE | $12,234 | not reported in the loaded dataset |
| Fournier Insurance | NONE | $11,910 | not reported in the loaded dataset |
| Wallingford Financial Services | NONE | $11,164 | not reported in the loaded dataset |
| Fortune 360 Group LLC | NONE | $10,248 | not reported in the loaded dataset |
| Pivar Financial Group | NONE | $9,180 | not reported in the loaded dataset |
| Clearview Insurance Services, Inc | NONE | $8,599 | not reported in the loaded dataset |
| Manna Insurance Group, LLC | NONE | $8,286 | not reported in the loaded dataset |
| Plc Insurance LLC | NONE | $8,034 | not reported in the loaded dataset |
| Terril, Lewis & Wilke Insurance | NONE | $7,810 | not reported in the loaded dataset |
| Cummings, Fraser & Associates LLC | NONE | $7,775 | not reported in the loaded dataset |
| Psg Washington, Inc. | NONE | $7,717 | not reported in the loaded dataset |
| Paul Richardson Agency | NONE | $7,407 | not reported in the loaded dataset |
| Olympic Crest Insurance, Inc | NONE | $6,356 | not reported in the loaded dataset |
| Pacific Nw Insurance Brokerage, Inc | NONE | $6,353 | not reported in the loaded dataset |
| J&R Consulting | NONE | $6,214 | not reported in the loaded dataset |