Business Health Trust Arrangement — Form 5500 plan (Business 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, Business Health Trust Arrangement is a benefit plan reported by Business Health Trust under EIN 36-7481494 and plan number 501. The latest loaded filing year is 2023. The filing reports 14,822 participants and $16,063,817 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Business Health Trust
EIN
36-7481494
Plan number
501
Plan type
4
Location
Mukilteo, WA
Latest filing year
2023
Participants
14,822
End-of-year plan assets
$16,063,817

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202314,822H, C20241015172533NAL0030485729002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,063,817
Total liabilities (EOY)
$9,916,064
Net assets (EOY)
$6,147,753
Net assets (BOY)
$5,582,002

Income & contributions

Employer contributions
$129,294,759
Participant contributions
$768,624
Total contributions
$130,063,383
Total income / additions
$130,376,377

Expenses & distributions

Benefits paid
$114,612,802
Administrative expenses
$15,197,824
Total expenses
$129,810,626
Net increase / (decrease)
$565,751

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Abd Insurance & Financial Services,NONE$3,332,100not reported in the loaded dataset2023
Vimly Benefit Solutions, Inc.NONE$2,243,248not reported in the loaded dataset2023
Seattle Metropolitan Chamber Of ComTRUST SETTLOR$1,214,452not reported in the loaded dataset2023
Impact Accounting Services, LLCNONE$1,198,722not reported in the loaded dataset2023
Digital Insurance, IncNONE$790,589not reported in the loaded dataset2023
Hub International Nw, LLCNONE$701,510not reported in the loaded dataset2023
Ah&T Technology, Inc.NONE$419,819not reported in the loaded dataset2023
Parker, Smith & Feek, Inc.NONE$314,443not reported in the loaded dataset2023
Bell-Anderson Agency, Inc.NONE$308,293not reported in the loaded dataset2023
Js Evenson, LLCNONE$188,000not reported in the loaded dataset2023
Pcf Insurance Services Of The WestNONE$167,177not reported in the loaded dataset2023
Assuredpartners Of Wa LLCNONE$166,184not reported in the loaded dataset2023
Btg And Associates Dba Btg BenefitsNONE$152,804not reported in the loaded dataset2023
Sapper Insurance, LLCNONE$151,750not reported in the loaded dataset2023
Maddock & Associates, LLCNONE$135,621not reported in the loaded dataset2023
Whitfields United Insurance AgencieNONE$112,693not reported in the loaded dataset2023
Paynewest Insurance, Inc., A MarshNONE$98,265not reported in the loaded dataset2023
Aukema & Associates, Inc.NONE$92,414not reported in the loaded dataset2023
Ghb Insurance, Inc.NONE$88,066not reported in the loaded dataset2023
Brown & Brown Of Washington, Inc.NONE$85,970not reported in the loaded dataset2023
Mike JaphetNONE$83,758not reported in the loaded dataset2023
Manna Insurance Group, LLCNONE$77,397not reported in the loaded dataset2023
Olympic Crest Insurance, Inc.NONE$76,609not reported in the loaded dataset2023
Sprague Israel Giles Insurance, IncNONE$74,075not reported in the loaded dataset2023
Propel Insurance Agency, LLC Dba PrNONE$70,416not reported in the loaded dataset2023
Vault Insurance & Investments, LLCNONE$69,458not reported in the loaded dataset2023
Affiliated Services, LLCNONE$67,530not reported in the loaded dataset2023
Davis Wright Tremaine, LlpNONE$65,553not reported in the loaded dataset2023
Group Solutions Northwest, LLCNONE$65,157not reported in the loaded dataset2023
Usi NorthwestNONE$63,859not reported in the loaded dataset2023
Terrill Lewis & Wilke InsuranceNONE$63,029not reported in the loaded dataset2023
Cummings, Fraser & Associates,, LLCNONE$62,370not reported in the loaded dataset2023
Tacoma-Pierce County ChamberNONE$56,213not reported in the loaded dataset2023
Gallagher Benefits Services, Inc.NONE$54,381not reported in the loaded dataset2023
Truebenefits LLCNONE$53,434not reported in the loaded dataset2023
Paychex Insurance Agency, Inc.NONE$49,250not reported in the loaded dataset2023
Wallingford Financial & CollegeNONE$46,350not reported in the loaded dataset2023
B & F Insurance, LLCNONE$44,596not reported in the loaded dataset2023
Advisor Services, LLCNONE$43,825not reported in the loaded dataset2023
Michael Benzikry & AssociatesNONE$42,476not reported in the loaded dataset2023
Alliant Insurance Services, Inc.NONE$40,392not reported in the loaded dataset2023
Financial Planning Concepts, IncNONE$40,038not reported in the loaded dataset2023
M&O Agencies Dba The Mahoney GroupNONE$38,354not reported in the loaded dataset2023
Wmc Business Services, LLCNONE$37,530not reported in the loaded dataset2023
Schoedel & Schoedel, Cpas, PllcNONE$36,600not reported in the loaded dataset2023
Benefit Design Services, LLCNONE$34,905not reported in the loaded dataset2023
Cascade Valley Insurance, Inc.NONE$34,524not reported in the loaded dataset2023
Mitchell, Reed & Schmitten Ins, IncNONE$34,246not reported in the loaded dataset2023
Riverside Employee Benefits, LLCNONE$33,698not reported in the loaded dataset2023
Ideal Benefit Solutions, LLCNONE$33,244not reported in the loaded dataset2023
Bellingham Whatcom ChamberNONE$32,292not reported in the loaded dataset2023
Oswald CompaniesNONE$31,196not reported in the loaded dataset2023
Pilkey Hopping & Ekberg, IncNONE$31,165not reported in the loaded dataset2023
Oak Insurance Services, LLCNONE$31,021not reported in the loaded dataset2023
Behavioral Health Systems, Inc.NONE$30,009not reported in the loaded dataset2023
R. L. Evans Company, Inc.NONE$29,556not reported in the loaded dataset2023
Benefits Consulting Services, LLCNONE$29,391not reported in the loaded dataset2023
Greater Yakima Chamber Of CommerceNONE$28,528not reported in the loaded dataset2023
Northwest Benefit SolutionsNONE$28,147not reported in the loaded dataset2023
The Partners Group Ltd.NONE$27,654not reported in the loaded dataset2023
Woodruff Sawyer & CompanyNONE$26,438not reported in the loaded dataset2023
Rsc Insurance Brokerage Dba Risk StNONE$25,808not reported in the loaded dataset2023
Coordinated Benefits Dba Basin PaciNONE$25,678not reported in the loaded dataset2023
Wilson Albers An Alera Group AgencyNONE$25,516not reported in the loaded dataset2023
Pro Benefits Of Washington, LLCNONE$25,510not reported in the loaded dataset2023
J. Frankland Employee Benefit ServNONE$25,053not reported in the loaded dataset2023
Airey Benefits CompanyNONE$24,761not reported in the loaded dataset2023
Group Benefits, LLCNONE$22,828not reported in the loaded dataset2023
The Stupey AgencyNONE$22,539not reported in the loaded dataset2023
Psg Washington, Inc.NONE$22,470not reported in the loaded dataset2023
Norman Strunk Dba Strunk FinancialNONE$22,330not reported in the loaded dataset2023
Clg Employer ResourcesNONE$22,277not reported in the loaded dataset2023
Jerry L. RowleyNONE$22,161not reported in the loaded dataset2023
Passport Unlimited, Inc.NONE$20,000not reported in the loaded dataset2023
Libke Insurance AssociatesNONE$19,695not reported in the loaded dataset2023
Paul Richardson Agency, Inc.NONE$19,333not reported in the loaded dataset2023
Balderson & Hebert, LLCNONE$19,241not reported in the loaded dataset2023
Impact Cg, LLCNONE$18,939not reported in the loaded dataset2023
D Hagen & Associates, Inc.NONE$18,846not reported in the loaded dataset2023
Benefits Resource Group, Inc.NONE$18,428not reported in the loaded dataset2023
Economic Alliance Shohomish CountyNONE$18,395not reported in the loaded dataset2023
Callis & Associates, Inc.NONE$17,687not reported in the loaded dataset2023
Haley Jaenii Haas, Inc.NONE$17,418not reported in the loaded dataset2023
Chad J. PhilipNONE$17,240not reported in the loaded dataset2023
Gibson Insurance Agency, Inc.NONE$17,210not reported in the loaded dataset2023
Joseph Paine Inc Dba Gus Paine InsuNONE$17,085not reported in the loaded dataset2023
Clearbenefits, LLCNONE$16,035not reported in the loaded dataset2023
Baker Insurance Group, LLCNONE$15,883not reported in the loaded dataset2023
Larsen Benefit Professionals, Inc.NONE$15,199not reported in the loaded dataset2023
The Lightle Group, LLC Dba RadwickNONE$13,647not reported in the loaded dataset2023
Denali Benefits, Inc.NONE$11,660not reported in the loaded dataset2023
Perovich & Blume Insurance, LLCNONE$11,545not reported in the loaded dataset2023
Tri-Cities Insurance ProfessionalsNONE$11,545not reported in the loaded dataset2023
Pacific Nw Insurance Brokerage, IncNONE$11,378not reported in the loaded dataset2023
Mutual Benefits, Inc.NONE$11,356not reported in the loaded dataset2023
Ardent BenefitsNONE$11,126not reported in the loaded dataset2023
Epic Insurance Solutions, LLCNONE$11,120not reported in the loaded dataset2023
Insurance Consulting Nw, Inc.NONE$10,940not reported in the loaded dataset2023
ArchbrightNONE$10,788not reported in the loaded dataset2023
Assuredpartners Of Wa Dba Fortune MNONE$10,763not reported in the loaded dataset2023
Ronald PetersonNONE$10,427not reported in the loaded dataset2023
Advanced Inc. Dba Advanced BenefitsNONE$9,511not reported in the loaded dataset2023
D&D Financial ServicesNONE$9,027not reported in the loaded dataset2023
Professional Benefit Services, Inc.NONE$8,933not reported in the loaded dataset2023
Benefits Division, LLCNONE$8,848not reported in the loaded dataset2023
Lloyd K. Lysne IiNONE$8,650not reported in the loaded dataset2023
Van Ray Financial Dba Van Winkle InNONE$8,474not reported in the loaded dataset2023
Berg Benefits, Inc.NONE$8,469not reported in the loaded dataset2023
Verus Insurance Services LLC Dba SoNONE$8,038not reported in the loaded dataset2023
Springer Benefits, LLCNONE$7,890not reported in the loaded dataset2023
Tim ClayNONE$7,856not reported in the loaded dataset2023
Moran Benefit Advisors, Inc.NONE$7,681not reported in the loaded dataset2023
Venture Life & Health, Inc.NONE$7,188not reported in the loaded dataset2023
Colin F. Samuelson Ii Dba Cfs PlannNONE$6,791not reported in the loaded dataset2023
Patrick J. Conroy InsuranceNONE$6,778not reported in the loaded dataset2023
Benefit Solutions NorthwestNONE$6,593not reported in the loaded dataset2023
Michael A. PivarNONE$6,515not reported in the loaded dataset2023
Essential Benefits, LLCNONE$6,482not reported in the loaded dataset2023
Clearview Insurance Services, Inc.NONE$6,262not reported in the loaded dataset2023
Kristin Manwaring Insurance Assoc.NONE$6,119not reported in the loaded dataset2023
Hr Resource, Inc.NONE$5,927not reported in the loaded dataset2023
Karrin Morrison Dba Evergreen InsurNONE$5,741not reported in the loaded dataset2023
Frieda P. ChiangNONE$5,657not reported in the loaded dataset2023
Nfp Corporate ServicesNONE$5,624not reported in the loaded dataset2023
Sanelli Insurance Group, Inc.NONE$5,584not reported in the loaded dataset2023
Npb AdvisorsNONE$5,568not reported in the loaded dataset2023
Wheat & Associates Insurance, Inc.NONE$5,377not reported in the loaded dataset2023
AmeriflexNONE$5,171not reported in the loaded dataset2023
Kirkland Insurance Associates, Inc.NONE$5,016not reported in the loaded dataset2023

Related Form 5500 pages