2023 Form 5500 filing — Olympic Benefits 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 20241210185714NAL0006527939001) for Olympic Benefits Trust, reported by Olympic Benefits Trust under EIN 91-1543495 and plan number 501. It reports 2,761 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241210185714NAL0006527939001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Olympic Benefits Trust
- EIN
- 91-1543495
- Plan number
- 501
- Location
- Olympia, WA
- Participants
- 2,761
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $215,993
- Total liabilities (EOY)
- $62,709
- Net assets (EOY)
- $153,284
- Employer contributions
- $2,410,170
- Total income / additions
- $2,438,380
- Benefits paid
- $2,365,858
- Administrative expenses
- $128,261
- Total expenses
- $2,494,119
- Net increase / (decrease)
- -$55,739
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trusteed Plans Service Corporation | NONE | $60,705 | $0 |
| Thurston County Chamber | SPONSOR | $35,334 | $0 |
| Northwest Marketing Resources | NONE | $15,020 | $0 |