Northwest Marine Trade Association Health Trust — Form 5500 plan (Nw Marine Trade Association)
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 Marine Trade Association Health Trust is a benefit plan reported by Nw Marine Trade Association under EIN 46-2934809 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,192 participants and $1,470,243 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nw Marine Trade Association
- EIN
- 46-2934809
- Plan number
- 501
- Plan type
- 3
- Location
- Bellevue, WA
- Latest filing year
- 2023
- Participants
- 2,192
- End-of-year plan assets
- $1,470,243
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,192 | H, C | 20240926174632NAL0001139249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,470,243
- Total liabilities (EOY)
- $653,906
- Net assets (EOY)
- $816,337
- Net assets (BOY)
- $674,722
Income & contributions
- Employer contributions
- $15,132,934
- Total contributions
- $15,132,934
- Total income / additions
- $15,148,458
Expenses & distributions
- Benefits paid
- $14,679,808
- Administrative expenses
- $327,035
- Total expenses
- $15,006,843
- Net increase / (decrease)
- $141,615
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epk & Associates, Inc. | PLAN ADMINISTRATOR | $272,632 | not reported in the loaded dataset | 2023 |
| First Choice Health | EMPLOYEE ASSISTANCE | $26,337 | not reported in the loaded dataset | 2023 |
| Sweeney Conrad, P.S. | ACCOUNTANT | $15,500 | not reported in the loaded dataset | 2023 |
| Travelers Indemnity Company | INSURER | $9,595 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nw Marine Trade Association
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Bellevue, WA
- Epk & Associates, Inc. — Schedule C compensation
- First Choice Health — Schedule C compensation
- Sweeney Conrad, P.S. — Schedule C compensation
- Travelers Indemnity Company — Schedule C compensation