Health Alliance For Technology Health Trust — Form 5500 plan (Health Alliance For Technology Health 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, Health Alliance For Technology Health Trust is a benefit plan reported by Health Alliance For Technology Health Trust under EIN 26-3521521 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,381 participants and $2,497,725 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Health Alliance For Technology Health Trust
- EIN
- 26-3521521
- Plan number
- 501
- Plan type
- 3
- Location
- Spokane, WA
- Latest filing year
- 2023
- Participants
- 2,381
- End-of-year plan assets
- $2,497,725
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,381 | H, C | 20241015162351NAL0030329329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,497,725
- Total liabilities (EOY)
- $1,102,988
- Net assets (EOY)
- $1,394,737
- Net assets (BOY)
- $759,746
Income & contributions
- Employer contributions
- $26,882,904
- Total contributions
- $26,882,904
- Total income / additions
- $26,886,626
Expenses & distributions
- Benefits paid
- $22,942,541
- Administrative expenses
- $3,309,094
- Total expenses
- $26,251,635
- Net increase / (decrease)
- $634,991
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Abd Insurance And Financial Service | NONE | $830,732 | not reported in the loaded dataset | 2023 |
| Aims | MEMBER ORGANIZATION | $792,120 | not reported in the loaded dataset | 2023 |
| Hub International | NONE | $412,169 | not reported in the loaded dataset | 2023 |
| Armfield, Harrison, & Thomas Inc. | NONE | $244,900 | not reported in the loaded dataset | 2023 |
| Ken Myer | TRUSTEE | $66,501 | not reported in the loaded dataset | 2023 |
| Parker, Smith, And Feek, Inc. | NONE | $64,718 | not reported in the loaded dataset | 2023 |
| Verus Insurance Services LLC. | NONE | $60,699 | not reported in the loaded dataset | 2023 |
| Vault Insurance Investments LLC. | NONE | $57,962 | not reported in the loaded dataset | 2023 |
| Digital Insurance Inc. | NONE | $49,028 | not reported in the loaded dataset | 2023 |
| Airey Benefit Company LLC. | NONE | $43,601 | not reported in the loaded dataset | 2023 |
| Davis Wright Tremaine Llp | NONE | $40,890 | not reported in the loaded dataset | 2023 |
| Geekwire LLC | PLAN SPONSOR | $40,000 | not reported in the loaded dataset | 2023 |
| Assured Partners Of Washington LLC. | NONE | $37,730 | not reported in the loaded dataset | 2023 |
| Pro Benefits Of Wa | NONE | $24,569 | not reported in the loaded dataset | 2023 |
| Btg And Associates, LLC. | NONE | $22,257 | not reported in the loaded dataset | 2023 |
| Kibble & Prentice Holding Company | NONE | $17,468 | not reported in the loaded dataset | 2023 |
| Anastasi Moore & Martin Pllc | NONE | $14,300 | not reported in the loaded dataset | 2023 |
| Maddock & Associates | NONE | $13,444 | not reported in the loaded dataset | 2023 |
| Fortiphi LLC. | NONE | $13,160 | not reported in the loaded dataset | 2023 |
| Clearbenefits, LLC. | NONE | $11,143 | not reported in the loaded dataset | 2023 |
| Leavitt Group Northwest | NONE | $10,932 | not reported in the loaded dataset | 2023 |
| Professional Benefit Services Inc. | NONE | $10,768 | not reported in the loaded dataset | 2023 |
| Cummings, Fraser, & Associates, LLC | NONE | $10,743 | not reported in the loaded dataset | 2023 |
| Sea-Mountain Insurance Brokers | NONE | $10,645 | not reported in the loaded dataset | 2023 |
| Washington Trails Association | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Paychex Insurance Agency Inc. | NONE | $9,792 | not reported in the loaded dataset | 2023 |
| Paynewest Insurance, Inc. | NONE | $9,745 | not reported in the loaded dataset | 2023 |
| Anold & Smith Insurance Agency | NONE | $9,727 | not reported in the loaded dataset | 2023 |
| Kristin Manwaring Ins Assoc Inc. | NONE | $9,688 | not reported in the loaded dataset | 2023 |
| New Tech Northwest | NONE | $9,000 | not reported in the loaded dataset | 2023 |
| Affiliated Services LLC | NONE | $8,768 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services Inc. | NONE | $8,681 | not reported in the loaded dataset | 2023 |
| Cynthia I Hagen | NONE | $8,495 | not reported in the loaded dataset | 2023 |
| Clearview Insurance Services, Inc. | NONE | $8,426 | not reported in the loaded dataset | 2023 |
| Washington Health Insurance Agency | NONE | $7,832 | not reported in the loaded dataset | 2023 |
| Tyler Byrnes | NONE | $7,669 | not reported in the loaded dataset | 2023 |
| Larsen Christopherson Benefits Grou | NONE | $7,611 | not reported in the loaded dataset | 2023 |
| Colin F. Samuelson Ii | NONE | $6,387 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Health Alliance For Technology Health Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Spokane, WA
- Abd Insurance And Financial Service — Schedule C compensation
- Aims — Schedule C compensation
- Hub International — Schedule C compensation
- Armfield, Harrison, & Thomas Inc. — Schedule C compensation
- Ken Myer — Schedule C compensation
- Parker, Smith, And Feek, Inc. — Schedule C compensation
- Verus Insurance Services LLC. — Schedule C compensation
- Vault Insurance Investments LLC. — Schedule C compensation
- Digital Insurance Inc. — Schedule C compensation
- Airey Benefit Company LLC. — Schedule C compensation
- Davis Wright Tremaine Llp — Schedule C compensation
- Geekwire LLC — Schedule C compensation
- Assured Partners Of Washington LLC. — Schedule C compensation
- Pro Benefits Of Wa — Schedule C compensation
- Btg And Associates, LLC. — Schedule C compensation
- Kibble & Prentice Holding Company — Schedule C compensation
- Anastasi Moore & Martin Pllc — Schedule C compensation
- Maddock & Associates — Schedule C compensation
- Fortiphi LLC. — Schedule C compensation
- Clearbenefits, LLC. — Schedule C compensation
- Leavitt Group Northwest — Schedule C compensation
- Professional Benefit Services Inc. — Schedule C compensation
- Cummings, Fraser, & Associates, LLC — Schedule C compensation
- Sea-Mountain Insurance Brokers — Schedule C compensation
- Washington Trails Association — Schedule C compensation
- Paychex Insurance Agency Inc. — Schedule C compensation
- Paynewest Insurance, Inc. — Schedule C compensation
- Anold & Smith Insurance Agency — Schedule C compensation
- Kristin Manwaring Ins Assoc Inc. — Schedule C compensation
- New Tech Northwest — Schedule C compensation
- Affiliated Services LLC — Schedule C compensation
- Alliant Insurance Services Inc. — Schedule C compensation
- Cynthia I Hagen — Schedule C compensation
- Clearview Insurance Services, Inc. — Schedule C compensation
- Washington Health Insurance Agency — Schedule C compensation
- Tyler Byrnes — Schedule C compensation
- Larsen Christopherson Benefits Grou — Schedule C compensation
- Colin F. Samuelson Ii — Schedule C compensation