2023 Form 5500 filing — Service Employees 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 20250217183814NAL0005851202001) for Service Employees Health And Welfare Plan, reported by Board Of Trustees, Service Employees Health And Welfare Trust under EIN 23-7122650 and plan number 501. It reports 3,306 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217183814NAL0005851202001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Service Employees Health And Welfare Trust
- EIN
- 23-7122650
- Plan number
- 501
- Location
- Seattle, WA
- Participants
- 3,306
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,770,335
- Total liabilities (EOY)
- $5,343,655
- Net assets (EOY)
- $36,426,680
- Employer contributions
- $42,302,881
- Participant contributions
- $45,216
- Total income / additions
- $43,545,549
- Benefits paid
- $42,421,045
- Administrative expenses
- $2,745,754
- Total expenses
- $45,166,799
- Net increase / (decrease)
- -$1,621,250
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Premera Blue Cross | NONE | $2,088,477 | $2,985 |
| Northwest Administrators Inc | NONE | $223,562 | not reported in the loaded dataset |
| Delta Dental Of Washington | NONE | $139,156 | not reported in the loaded dataset |
| Withumsmith+Brown Pc | NONE | $92,727 | not reported in the loaded dataset |
| Rael & Letson | NONE | $51,674 | not reported in the loaded dataset |
| Mondress Monaco Parr Lockwood Pllc | NONE | $46,309 | not reported in the loaded dataset |
| Esi | NONE | $0 | $43,808 |
| Sellwood Investment Partners LLC | NONE | $35,359 | not reported in the loaded dataset |
| Abracadabra Printing | NONE | $12,993 | not reported in the loaded dataset |
| Wells Fargo Bank, N.A. | NONE | $12,670 | not reported in the loaded dataset |
| U.S. Bank | NONE | $6,656 | $0 |