Ibew Health And Welfare Trust Of Southwest Washington Health Care Benefits Plan — Form 5500 plan (Board Of Trustees Ibew Health And Welfare Trust Of Southwest Washingto)
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, Ibew Health And Welfare Trust Of Southwest Washington Health Care Benefits Plan is a benefit plan reported by Board Of Trustees Ibew Health And Welfare Trust Of Southwest Washingto under EIN 23-7158640 and plan number 501. The latest loaded filing year is 2023. The filing reports 729 participants and $34,491,250 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Ibew Health And Welfare Trust Of Southwest Washingto
- EIN
- 23-7158640
- Plan number
- 501
- Plan type
- 1
- Location
- Spokane, WA
- Latest filing year
- 2023
- Participants
- 729
- End-of-year plan assets
- $34,491,250
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 729 | H, C | 20250411094243NAL0023139201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,491,250
- Total liabilities (EOY)
- $1,413,810
- Net assets (EOY)
- $33,077,440
- Net assets (BOY)
- $29,008,099
Income & contributions
- Employer contributions
- $11,451,797
- Participant contributions
- $543,307
- Total contributions
- $11,995,104
- Total income / additions
- $14,984,286
Expenses & distributions
- Benefits paid
- $10,069,235
- Administrative expenses
- $845,710
- Total expenses
- $10,914,945
- Net increase / (decrease)
- $4,069,341
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna Life Insurance Company | NONE | $268,809 | not reported in the loaded dataset | 2023 |
| Rehn & Associates | NONE | $217,599 | not reported in the loaded dataset | 2023 |
| Withum Smith + Brown Pc | NONE | $76,650 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $73,634 | $0 | 2023 |
| Laborfirst | NONE | $64,437 | not reported in the loaded dataset | 2023 |
| Turner Stoeve & Gagliardi, P.S. | NONE | $54,253 | not reported in the loaded dataset | 2023 |
| Washington Trust Bank | NONE | $27,574 | not reported in the loaded dataset | 2023 |
| The Pacific Health Coalition | NONE | $7,947 | not reported in the loaded dataset | 2023 |
| Green Light Management LLC | NONE | $7,291 | not reported in the loaded dataset | 2023 |
| Verus Advisory | NONE | $7,000 | not reported in the loaded dataset | 2023 |
| Lawton Printing Inc. | NONE | $6,379 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Ibew Health And Welfare Trust Of Southwest Washingto
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Spokane, WA
- Aetna Life Insurance Company — Schedule C compensation
- Rehn & Associates — Schedule C compensation
- Withum Smith + Brown Pc — Schedule C compensation
- The Segal Company — Schedule C compensation
- Laborfirst — Schedule C compensation
- Turner Stoeve & Gagliardi, P.S. — Schedule C compensation
- Washington Trust Bank — Schedule C compensation
- The Pacific Health Coalition — Schedule C compensation
- Green Light Management LLC — Schedule C compensation
- Verus Advisory — Schedule C compensation
- Lawton Printing Inc. — Schedule C compensation