2023 Form 5500 filing — Northwest Sheet Metal Workers Health And Welfare 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 20250116143216NAL0012786883001) for Northwest Sheet Metal Workers Health And Welfare Plan, reported by Bot, Northwest Sheet Metal Workers Health & Welfare Plan under EIN 91-0589283 and plan number 501. It reports 5,981 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250116143216NAL0012786883001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bot, Northwest Sheet Metal Workers Health & Welfare Plan
- EIN
- 91-0589283
- Plan number
- 501
- Location
- Spokane, WA
- Participants
- 5,981
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $189,542,011
- Total liabilities (EOY)
- $15,934,999
- Net assets (EOY)
- $173,607,012
- Employer contributions
- $98,598,633
- Participant contributions
- $6,719,152
- Total income / additions
- $125,291,417
- Benefits paid
- $101,406,568
- Administrative expenses
- $6,567,552
- Total expenses
- $107,974,120
- Net increase / (decrease)
- $17,317,297
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna | NONE | $1,677,889 | not reported in the loaded dataset |
| A.W.Rehn And Associates | NONE | $1,641,627 | not reported in the loaded dataset |
| Paydhealth | NONE | $1,041,538 | not reported in the loaded dataset |
| Delta Dental | NONE | $361,139 | not reported in the loaded dataset |
| Guardian Nurses | NONE | $346,773 | not reported in the loaded dataset |
| Greenlight | NONE | $238,072 | not reported in the loaded dataset |
| Elixir | NONE | $210,111 | not reported in the loaded dataset |
| Transcarent | NONE | $136,025 | not reported in the loaded dataset |
| Rael & Letson | NONE | $111,908 | not reported in the loaded dataset |
| Turner, Stoeve, & Gagliardi Ps | NONE | $89,046 | not reported in the loaded dataset |
| First Choice Health | NONE | $88,965 | not reported in the loaded dataset |
| Washington Trust Bank | PARTY-IN-INTEREST | $88,732 | not reported in the loaded dataset |
| Healthcare Cost Mgt Corp Of Alaska | NONE | $76,384 | not reported in the loaded dataset |
| Buck Global | NONE | $64,099 | not reported in the loaded dataset |
| Anastasi, Moore & Martin Pllc | NONE | $61,976 | not reported in the loaded dataset |
| Lawton Printing | NONE | $59,675 | not reported in the loaded dataset |
| Highland Capital Advisors | NONE | $34,088 | not reported in the loaded dataset |
| Mzq Consulting, LLC | NONE | $34,086 | not reported in the loaded dataset |
| Mckanna Bishop Joffee Llp | NONE | $32,988 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $30,500 | not reported in the loaded dataset |
| Advantria | NONE | $20,000 | not reported in the loaded dataset |