Northwest Iam Benefit Trust — Form 5500 plan (Bot-Northwest Iam Benefit 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, Northwest Iam Benefit Trust is a benefit plan reported by Bot-Northwest Iam Benefit Trust under EIN 23-7013313 and plan number 518. The latest loaded filing year is 2023. The filing reports 1,740 participants and $9,589,873 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bot-Northwest Iam Benefit Trust
- EIN
- 23-7013313
- Plan number
- 518
- Plan type
- 1
- Location
- Mercer Island, WA
- Latest filing year
- 2023
- Participants
- 1,740
- End-of-year plan assets
- $9,589,873
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,740 | H, C | 20250509161135NAL0013891137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,589,873
- Total liabilities (EOY)
- $703,220
- Net assets (EOY)
- $8,886,653
- Net assets (BOY)
- $7,534,056
Income & contributions
- Employer contributions
- $3,341,077
- Participant contributions
- $3,077
- Total contributions
- $3,344,154
- Total income / additions
- $4,226,426
Expenses & distributions
- Benefits paid
- $2,347,738
- Administrative expenses
- $526,091
- Total expenses
- $2,873,829
- Net increase / (decrease)
- $1,352,597
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Welfare And Pension Administration | NONE | $364,571 | not reported in the loaded dataset | 2023 |
| Barlow, Coughran, Morales & Josephs | NONE | $34,884 | not reported in the loaded dataset | 2023 |
| Innovative Cost Management Services | NONE | $34,800 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | NONE | $18,398 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $16,292 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $12,820 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bot-Northwest Iam Benefit Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Mercer Island, WA
- Welfare And Pension Administration — Schedule C compensation
- Barlow, Coughran, Morales & Josephs — Schedule C compensation
- Innovative Cost Management Services — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation