2023 Form 5500 filing — Washington Wholesalers Health And Welfare Fund
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 20250918164015NAL0001503713001) for Washington Wholesalers Health And Welfare Fund, reported by Board Of Trustees, Washington Wholesalers Health And Welfare Fund under EIN 52-6057761 and plan number 501. It reports 1,147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250918164015NAL0001503713001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Washington Wholesalers Health And Welfare Fund
- EIN
- 52-6057761
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 1,147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,467,923
- Total liabilities (EOY)
- $1,822,358
- Net assets (EOY)
- $13,645,565
- Employer contributions
- $8,675,853
- Participant contributions
- $162,721
- Total income / additions
- $9,985,674
- Benefits paid
- $11,466,335
- Administrative expenses
- $830,666
- Total expenses
- $12,297,001
- Net increase / (decrease)
- -$2,311,327
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $389,398 | not reported in the loaded dataset |
| Conifer Health Solutions | NONE | $160,255 | not reported in the loaded dataset |
| Cheiron, Inc. | NONE | $153,371 | not reported in the loaded dataset |
| Rxbenefits | NONE | $124,844 | not reported in the loaded dataset |
| Slevin & Hart, Pc | NONE | $100,645 | not reported in the loaded dataset |
| Withumsmith+Brown, P.C. | NONE | $33,781 | not reported in the loaded dataset |
| Pnc | NONE | $24,082 | $0 |
| American Realty | NONE | $23,560 | not reported in the loaded dataset |
| Investment Performance Service | NONE | $10,000 | not reported in the loaded dataset |