2023 Form 5500 filing — Harmons Employee Welfare Benefit 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 20241015182206NAL0015241203004) for Harmons Employee Welfare Benefit Trust, reported by Harmons Employee Welfare Benefit Plan Tr under EIN 87-0230875 and plan number 501. It reports 3,505 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015182206NAL0015241203004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harmons Employee Welfare Benefit Plan Tr
- EIN
- 87-0230875
- Plan number
- 501
- Location
- West Valley City, UT
- Participants
- 3,505
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,593,262
- Total liabilities (EOY)
- $1,451,321
- Net assets (EOY)
- $141,941
- Employer contributions
- $9,305,323
- Participant contributions
- $4,083,116
- Total income / additions
- $13,457,172
- Benefits paid
- $12,427,691
- Administrative expenses
- $896,201
- Total expenses
- $13,323,892
- Net increase / (decrease)
- $133,280
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Selecthealth | TRUST | $551,665 | not reported in the loaded dataset |
| University Of Utah Health Plan | not reported in the loaded dataset | $214,816 | not reported in the loaded dataset |
| Educators Mutual Plans | not reported in the loaded dataset | $79,510 | not reported in the loaded dataset |
| Wells Fargo Bank | TRUSTEE | $12,500 | not reported in the loaded dataset |