2023 Form 5500 filing — Washington Bakers Retiree Welfare 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 20250328194639NAL0001741857001) for Washington Bakers Retiree Welfare Trust, reported by Wa Bakers Retiree Welfare Trust Board Of Trustees under EIN 91-1514696 and plan number 501. It reports 1,828 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250328194639NAL0001741857001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Wa Bakers Retiree Welfare Trust Board Of Trustees
- EIN
- 91-1514696
- Plan number
- 501
- Location
- Bothell, WA
- Participants
- 1,828
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,421,763
- Total liabilities (EOY)
- $32,312
- Net assets (EOY)
- $4,389,451
- Employer contributions
- $617,974
- Participant contributions
- $25,849
- Total income / additions
- $837,357
- Benefits paid
- $294,211
- Administrative expenses
- $101,562
- Total expenses
- $395,773
- Net increase / (decrease)
- $441,584
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $24,886 | not reported in the loaded dataset |
| Anastasi, Moore & Martin, Pllc | NONE | $17,363 | not reported in the loaded dataset |
| Principal Custody Solutions | NONE | $12,979 | not reported in the loaded dataset |
| Propel Insurance | NONE | $11,929 | not reported in the loaded dataset |
| Washington Capital Management, Inc | NONE | $10,957 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $8,466 | not reported in the loaded dataset |
| Ifebp | NONE | $7,885 | not reported in the loaded dataset |