Washington Farm Bureau Health Care Trust — Form 5500 plan (Washington Farm Bureau Health Care Trust)

Plain-English plan 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, Washington Farm Bureau Health Care Trust is a benefit plan reported by Washington Farm Bureau Health Care Trust under EIN 20-2326700 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,565 participants and $5,709,908 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Washington Farm Bureau Health Care Trust
EIN
20-2326700
Plan number
501
Plan type
3
Location
Spokane, WA
Latest filing year
2023
Participants
2,565
End-of-year plan assets
$5,709,908

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,565H, C20241014121315NAL0052190594001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,709,908
Total liabilities (EOY)
$709,851
Net assets (EOY)
$5,000,057
Net assets (BOY)
$4,959,909

Income & contributions

Employer contributions
$25,799,547
Participant contributions
$109,160
Total contributions
$25,908,707
Total income / additions
$26,029,152

Expenses & distributions

Benefits paid
$23,442,628
Administrative expenses
$2,546,376
Total expenses
$25,989,004
Net increase / (decrease)
$40,148

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Brown & Brown Of WashingtonNONE$574,062not reported in the loaded dataset2023
Wa Farm Bureau Service CoNONE$395,772not reported in the loaded dataset2023
A.W. Rehn & Associates, Inc.NONE$270,123not reported in the loaded dataset2023
Benefits Division, LLCNONE$115,538not reported in the loaded dataset2023
Bell-Anderson Dba Desert InsuranceNONE$113,325not reported in the loaded dataset2023
Hub International NwNONE$108,801not reported in the loaded dataset2023
Digital InsuranceNONE$64,388not reported in the loaded dataset2023
Mcgregor Insurance BenefitsNONE$60,995not reported in the loaded dataset2023
Paynewest Insurance IncNONE$49,762not reported in the loaded dataset2023
Lloyd'S Life Sales, IncNONE$38,715not reported in the loaded dataset2023
Bridgetal Media LLCNONE$36,000not reported in the loaded dataset2023
Terril, Lewis & Wilke InsuranceNONE$33,457not reported in the loaded dataset2023
Mitchell, Reed & Schmitten Ins IncNONE$26,660not reported in the loaded dataset2023
Mackenzie Rothwell Barlow & CoughraNONE$26,400not reported in the loaded dataset2023
Cliftonlarsonallen LlpNONE$24,990not reported in the loaded dataset2023
Wheat & Associates Ins IncNONE$23,651not reported in the loaded dataset2023
Scot M PyleNONE$23,130not reported in the loaded dataset2023
East Oregonian Publishing CompanyNONE$22,410not reported in the loaded dataset2023
Manna Insurance Group, LLCNONE$22,017not reported in the loaded dataset2023
Mni Targeted Media, IncNONE$21,501not reported in the loaded dataset2023
Advisor Services LLCNONE$20,246not reported in the loaded dataset2023
Propel Insurance AgencyNONE$20,205not reported in the loaded dataset2023
Cruse, Mccune, & Assoc, IncNONE$17,369not reported in the loaded dataset2023
Diamond BenefitsNONE$16,373not reported in the loaded dataset2023
Chad J PhilipNONE$16,180not reported in the loaded dataset2023
Bell-Anderson Dba BenefectsNONE$16,174not reported in the loaded dataset2023
Bell-Anderson Agency Dba Ghb InsNONE$15,752not reported in the loaded dataset2023
Kibble & PrenticeNONE$15,485not reported in the loaded dataset2023
Bell AndersonNONE$15,092not reported in the loaded dataset2023
Gallagher Benefits Services, IncNONE$14,850not reported in the loaded dataset2023
Gps Financial LLCNONE$14,788not reported in the loaded dataset2023
Epic Insurance Solutions LLCNONE$14,344not reported in the loaded dataset2023
Parker, Smith & FeekNONE$14,329not reported in the loaded dataset2023
Basin Pacific InsuranceNONE$12,421not reported in the loaded dataset2023
Kristin Manwaring InsuranceNONE$12,256not reported in the loaded dataset2023
Group Benefits, LLCNONE$11,848not reported in the loaded dataset2023
Bishop Insurance Group LLCNONE$11,616not reported in the loaded dataset2023
Fournier & Associates, Inc.NONE$11,571not reported in the loaded dataset2023
Narrows Insurance AgencyNONE$9,699not reported in the loaded dataset2023
Financial Planning Concepts IncNONE$8,385not reported in the loaded dataset2023
Maddock & Associates LLCNONE$8,300not reported in the loaded dataset2023
Jw Byrnes Insurance LLCNONE$8,116not reported in the loaded dataset2023
Essential Benefits LLCNONE$7,439not reported in the loaded dataset2023
Olympic Crest InsuranceNONE$7,346not reported in the loaded dataset2023
The Stupey AgencyNONE$7,065not reported in the loaded dataset2023
Dreck, IncNONE$7,039not reported in the loaded dataset2023
Rice Insurance, LLCNONE$6,477not reported in the loaded dataset2023
Fortiphi LLCNONE$6,086not reported in the loaded dataset2023
Hawks View LLCNONE$6,032not reported in the loaded dataset2023
Washington Health Insurance AgencyNONE$5,840not reported in the loaded dataset2023
Paychex Insurance Agency IncNONE$5,831not reported in the loaded dataset2023
Riverside Employee Benefits LLCNONE$5,462not reported in the loaded dataset2023
Pilkey Hopping & EkbergNONE$5,070not reported in the loaded dataset2023
Alliant Insurance Services IncNONE$5,022not reported in the loaded dataset2023

Related Form 5500 pages