2023 Form 5500 filing — Ibu Of The Pacific Natl Health Benefit Trust Retiree Health Reimbursement 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 20241015215512NAL0015452707001) for Ibu Of The Pacific Natl Health Benefit Trust Retiree Health Reimbursement Arrangement, reported by Board Of Trustees, Ibu Of The Pacific Natl Health under EIN 93-0864012 and plan number 502. It reports 272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015215512NAL0015452707001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Ibu Of The Pacific Natl Health
- EIN
- 93-0864012
- Plan number
- 502
- Location
- Seattle, WA
- Participants
- 272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $598,739
- Total liabilities (EOY)
- $3,678
- Net assets (EOY)
- $595,061
- Employer contributions
- $440,027
- Total income / additions
- $440,027
- Benefits paid
- $400,235
- Administrative expenses
- $70,068
- Total expenses
- $470,303
- Net increase / (decrease)
- -$30,276
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys | NONE | $41,435 | not reported in the loaded dataset |
| Extend Health | NONE | $16,284 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $8,360 | not reported in the loaded dataset |