2023 Form 5500 filing — Center For Advanced Manufacturing Puget Sound Health 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 20250714193142NAL0001106675001) for Center For Advanced Manufacturing Puget Sound Health Trust, reported by Center For Advanced Manufacturing Puget Sound Health Trust under EIN 81-4004703 and plan number 501. It reports 2,247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714193142NAL0001106675001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Center For Advanced Manufacturing Puget Sound Health Trust
- EIN
- 81-4004703
- Plan number
- 501
- Location
- Bellevue, WA
- Participants
- 2,247
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,020,300
- Total liabilities (EOY)
- $879,322
- Net assets (EOY)
- $2,140,978
- Employer contributions
- $18,315,103
- Total income / additions
- $18,371,217
- Benefits paid
- $17,784,203
- Administrative expenses
- $502,034
- Total expenses
- $18,286,237
- Net increase / (decrease)
- $84,980
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Benefit Services, LLC | INSURANCE AGENT/BROKER | $1,121,964 | not reported in the loaded dataset |
| Epk & Associates, Inc. | PLAN ADMINISTRATOR | $396,097 | not reported in the loaded dataset |
| First Choice Health | EMPLOYEE ASSISTANCE | $39,072 | not reported in the loaded dataset |
| John S. Conniff, Pllc | LAWYER | $24,000 | not reported in the loaded dataset |
| Sweeney Conrad, P.S. | ACCOUNTANT | $23,000 | not reported in the loaded dataset |
| L/P Insurance Services LLC | INSURANCE AGENT | $12,288 | not reported in the loaded dataset |
| Capital Benefit Services, LLC | HR, COMPLIANCE ASSISTANCE | $6,500 | not reported in the loaded dataset |