2023 Form 5500 filing — Washington Financial Bank Group Health Care 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 20250714155938NAL0001991392001) for Washington Financial Bank Group Health Care Plan, reported by Washington Financial Bank under EIN 25-0866405 and plan number 501. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714155938NAL0001991392001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Washington Financial Bank
- EIN
- 25-0866405
- Plan number
- 501
- Location
- Washington, PA
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $298,916
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $298,916
- Employer contributions
- $2,670,405
- Participant contributions
- $289,434
- Total income / additions
- $2,962,140
- Benefits paid
- $2,299,224
- Administrative expenses
- $766,693
- Total expenses
- $3,065,917
- Net increase / (decrease)
- -$103,777
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Unimerica Insurance Company | NONE | $577,781 | not reported in the loaded dataset |
| Meritain Health | NONE | $83,063 | not reported in the loaded dataset |
| Coury Health Services LLC | NONE | $33,980 | not reported in the loaded dataset |
| L.R. Webber Associates | NONE | $30,522 | not reported in the loaded dataset |
| The Benecon Group Inc | NONE | $24,930 | not reported in the loaded dataset |
| Pbasc | NONE | $7,637 | not reported in the loaded dataset |