Vancouver Firefighters Union Health And Welfare Trust Plan — Form 5500 plan (Vancouver Firefighters Union Health And Welfare Trust Plan)
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, Vancouver Firefighters Union Health And Welfare Trust Plan is a benefit plan reported by Vancouver Firefighters Union Health And Welfare Trust Plan under EIN 45-3280396 and plan number 535. The latest loaded filing year is 2023. The filing reports 242 participants and $12,912,491 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vancouver Firefighters Union Health And Welfare Trust Plan
- EIN
- 45-3280396
- Plan number
- 535
- Plan type
- 2
- Location
- Vancouver, WA
- Latest filing year
- 2023
- Participants
- 242
- End-of-year plan assets
- $12,912,491
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 242 | H, C | 20251008140721NAL0009567616001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,912,491
- Total liabilities (EOY)
- $1,619,372
- Net assets (EOY)
- $11,293,119
- Net assets (BOY)
- $10,666,803
Income & contributions
- Employer contributions
- $6,992,014
- Participant contributions
- $1,344,292
- Total contributions
- $8,336,306
- Total income / additions
- $8,924,764
Expenses & distributions
- Benefits paid
- $7,871,746
- Administrative expenses
- $426,702
- Total expenses
- $8,298,448
- Net increase / (decrease)
- $626,316
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lbg Advisors, LLC | NONE | $109,795 | $0 | 2023 |
| 6 Degrees | NONE | $88,584 | $0 | 2023 |
| The Loomis Company | NONE | $72,304 | $0 | 2023 |
| Hines & Associates, Inc. | NONE | $54,699 | $0 | 2023 |
| Schoedel & Schoedel Cpa Pllc | NONE | $35,540 | $0 | 2023 |
| Payer Matrix LLC | NONE | $32,854 | $0 | 2023 |
| Myworkplace, Inc. | NONE | $25,551 | $0 | 2023 |
| Healthjoy, LLC | NONE | $21,018 | $0 | 2023 |
| First Choice Health Network, Inc. | NONE | $19,688 | $0 | 2023 |
| Careoperative LLC | NONE | $8,206 | $0 | 2023 |
| Medwatch LLC | NONE | $6,493 | $0 | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $5,860 | $0 | 2023 |
| Healthcare Blue Book | NONE | $5,490 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vancouver Firefighters Union Health And Welfare Trust Plan
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Vancouver, WA
- Lbg Advisors, LLC — Schedule C compensation
- 6 Degrees — Schedule C compensation
- The Loomis Company — Schedule C compensation
- Hines & Associates, Inc. — Schedule C compensation
- Schoedel & Schoedel Cpa Pllc — Schedule C compensation
- Payer Matrix LLC — Schedule C compensation
- Myworkplace, Inc. — Schedule C compensation
- Healthjoy, LLC — Schedule C compensation
- First Choice Health Network, Inc. — Schedule C compensation
- Careoperative LLC — Schedule C compensation
- Medwatch LLC — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Healthcare Blue Book — Schedule C compensation