Washington Automotive Industry Association Health Trust — Form 5500 plan (Washington Automotive Industry Association 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, Washington Automotive Industry Association Health Trust is a benefit plan reported by Washington Automotive Industry Association Health Trust under EIN 46-3751550 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,539 participants and $2,609,797 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Washington Automotive Industry Association Health Trust
- EIN
- 46-3751550
- Plan number
- 501
- Plan type
- 3
- Location
- Mukilteo, WA
- Latest filing year
- 2023
- Participants
- 2,539
- End-of-year plan assets
- $2,609,797
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,539 | H, C | 20241015180131NAL0050800768003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,609,797
- Total liabilities (EOY)
- $1,250,153
- Net assets (EOY)
- $1,359,644
- Net assets (BOY)
- $1,222,658
Income & contributions
- Employer contributions
- $25,619,180
- Participant contributions
- $47,043
- Total contributions
- $25,666,223
- Total income / additions
- $25,674,130
Expenses & distributions
- Benefits paid
- $22,668,654
- Administrative expenses
- $2,868,490
- Total expenses
- $25,537,144
- Net increase / (decrease)
- $136,986
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Brown & Brown Of Wa Dba Dimartino | NONE | $1,023,154 | $0 | 2023 |
| Vimly Benefit Solutions, Inc. | NONE | $523,087 | not reported in the loaded dataset | 2023 |
| Association Benefits Corporation | NONE | $254,789 | not reported in the loaded dataset | 2023 |
| Washington Auto Industry Assoc | NONE | $138,163 | not reported in the loaded dataset | 2023 |
| Financial Planning Concepts | NONE | $88,774 | not reported in the loaded dataset | 2023 |
| Benefit Consultants Northwest | NONE | $62,409 | not reported in the loaded dataset | 2023 |
| Desert Insurance Benefits, Inc. | NONE | $52,488 | not reported in the loaded dataset | 2023 |
| Benefit Solutions Northwest | NONE | $45,599 | not reported in the loaded dataset | 2023 |
| Paynewest Insurance | NONE | $44,502 | not reported in the loaded dataset | 2023 |
| Digital Insurance, Inc. | NONE | $39,335 | not reported in the loaded dataset | 2023 |
| Leavitt Group Northwest | NONE | $32,197 | not reported in the loaded dataset | 2023 |
| Benefits Division LLC | NONE | $30,677 | not reported in the loaded dataset | 2023 |
| Assured Partners Of Wa | NONE | $29,127 | not reported in the loaded dataset | 2023 |
| Hub International Northwest LLC | NONE | $28,851 | not reported in the loaded dataset | 2023 |
| Associated Benefit Consulting | NONE | $27,343 | not reported in the loaded dataset | 2023 |
| Mcgregor Insurance Agency, Inc | NONE | $25,848 | not reported in the loaded dataset | 2023 |
| Parker Smith & Feek | NONE | $23,115 | not reported in the loaded dataset | 2023 |
| Karen A Hansen Dba Wyman & Associat | NONE | $19,599 | not reported in the loaded dataset | 2023 |
| Pcf Insurance Services Of The West | NONE | $19,450 | not reported in the loaded dataset | 2023 |
| Maddock & Associates | NONE | $19,367 | not reported in the loaded dataset | 2023 |
| Group Solutions Northwest, LLC | NONE | $18,734 | not reported in the loaded dataset | 2023 |
| The Stupey Agency | NONE | $17,557 | not reported in the loaded dataset | 2023 |
| Health Insurance Solutions Nw | NONE | $15,722 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services, Inc. | NONE | $14,430 | not reported in the loaded dataset | 2023 |
| Anastasi, Moore & Martin, Pllc | NONE | $13,590 | not reported in the loaded dataset | 2023 |
| Chad J Phillip Insurance Group | NONE | $13,487 | not reported in the loaded dataset | 2023 |
| Wingert Financial Services | NONE | $13,342 | not reported in the loaded dataset | 2023 |
| Rl Evans Company Inc | NONE | $12,457 | not reported in the loaded dataset | 2023 |
| Jason C Yaeger | NONE | $12,234 | not reported in the loaded dataset | 2023 |
| Fournier Insurance | NONE | $11,910 | not reported in the loaded dataset | 2023 |
| Wallingford Financial Services | NONE | $11,164 | not reported in the loaded dataset | 2023 |
| Fortune 360 Group LLC | NONE | $10,248 | not reported in the loaded dataset | 2023 |
| Pivar Financial Group | NONE | $9,180 | not reported in the loaded dataset | 2023 |
| Clearview Insurance Services, Inc | NONE | $8,599 | not reported in the loaded dataset | 2023 |
| Manna Insurance Group, LLC | NONE | $8,286 | not reported in the loaded dataset | 2023 |
| Plc Insurance LLC | NONE | $8,034 | not reported in the loaded dataset | 2023 |
| Terril, Lewis & Wilke Insurance | NONE | $7,810 | not reported in the loaded dataset | 2023 |
| Cummings, Fraser & Associates LLC | NONE | $7,775 | not reported in the loaded dataset | 2023 |
| Psg Washington, Inc. | NONE | $7,717 | not reported in the loaded dataset | 2023 |
| Paul Richardson Agency | NONE | $7,407 | not reported in the loaded dataset | 2023 |
| Olympic Crest Insurance, Inc | NONE | $6,356 | not reported in the loaded dataset | 2023 |
| Pacific Nw Insurance Brokerage, Inc | NONE | $6,353 | not reported in the loaded dataset | 2023 |
| J&R Consulting | NONE | $6,214 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Washington Automotive Industry Association Health Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Mukilteo, WA
- Brown & Brown Of Wa Dba Dimartino — Schedule C compensation
- Vimly Benefit Solutions, Inc. — Schedule C compensation
- Association Benefits Corporation — Schedule C compensation
- Washington Auto Industry Assoc — Schedule C compensation
- Financial Planning Concepts — Schedule C compensation
- Benefit Consultants Northwest — Schedule C compensation
- Desert Insurance Benefits, Inc. — Schedule C compensation
- Benefit Solutions Northwest — Schedule C compensation
- Paynewest Insurance — Schedule C compensation
- Digital Insurance, Inc. — Schedule C compensation
- Leavitt Group Northwest — Schedule C compensation
- Benefits Division LLC — Schedule C compensation
- Assured Partners Of Wa — Schedule C compensation
- Hub International Northwest LLC — Schedule C compensation
- Associated Benefit Consulting — Schedule C compensation
- Mcgregor Insurance Agency, Inc — Schedule C compensation
- Parker Smith & Feek — Schedule C compensation
- Karen A Hansen Dba Wyman & Associat — Schedule C compensation
- Pcf Insurance Services Of The West — Schedule C compensation
- Maddock & Associates — Schedule C compensation
- Group Solutions Northwest, LLC — Schedule C compensation
- The Stupey Agency — Schedule C compensation
- Health Insurance Solutions Nw — Schedule C compensation
- Alliant Insurance Services, Inc. — Schedule C compensation
- Anastasi, Moore & Martin, Pllc — Schedule C compensation
- Chad J Phillip Insurance Group — Schedule C compensation
- Wingert Financial Services — Schedule C compensation
- Rl Evans Company Inc — Schedule C compensation
- Jason C Yaeger — Schedule C compensation
- Fournier Insurance — Schedule C compensation
- Wallingford Financial Services — Schedule C compensation
- Fortune 360 Group LLC — Schedule C compensation
- Pivar Financial Group — Schedule C compensation
- Clearview Insurance Services, Inc — Schedule C compensation
- Manna Insurance Group, LLC — Schedule C compensation
- Plc Insurance LLC — Schedule C compensation
- Terril, Lewis & Wilke Insurance — Schedule C compensation
- Cummings, Fraser & Associates LLC — Schedule C compensation
- Psg Washington, Inc. — Schedule C compensation
- Paul Richardson Agency — Schedule C compensation
- Olympic Crest Insurance, Inc — Schedule C compensation
- Pacific Nw Insurance Brokerage, Inc — Schedule C compensation
- J&R Consulting — Schedule C compensation