Washington Wholesalers Health And Welfare Fund — Form 5500 plan (Board Of Trustees, Washington Wholesalers Health And Welfare Fund)
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 Wholesalers Health And Welfare Fund is a benefit plan reported by Board Of Trustees, Washington Wholesalers Health And Welfare Fund under EIN 52-6057761 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,147 participants and $15,467,923 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Washington Wholesalers Health And Welfare Fund
- EIN
- 52-6057761
- Plan number
- 501
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 1,147
- End-of-year plan assets
- $15,467,923
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,147 | H, C | 20250918164015NAL0001503713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,467,923
- Total liabilities (EOY)
- $1,822,358
- Net assets (EOY)
- $13,645,565
- Net assets (BOY)
- $15,956,892
Income & contributions
- Employer contributions
- $8,675,853
- Participant contributions
- $162,721
- Total contributions
- $8,838,574
- Total income / additions
- $9,985,674
Expenses & distributions
- Benefits paid
- $11,466,335
- Administrative expenses
- $830,666
- Total expenses
- $12,297,001
- Net increase / (decrease)
- -$2,311,327
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $389,398 | not reported in the loaded dataset | 2023 |
| Conifer Health Solutions | NONE | $160,255 | not reported in the loaded dataset | 2023 |
| Cheiron, Inc. | NONE | $153,371 | not reported in the loaded dataset | 2023 |
| Rxbenefits | NONE | $124,844 | not reported in the loaded dataset | 2023 |
| Slevin & Hart, Pc | NONE | $100,645 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, P.C. | NONE | $33,781 | not reported in the loaded dataset | 2023 |
| Pnc | NONE | $24,082 | $0 | 2023 |
| American Realty | NONE | $23,560 | not reported in the loaded dataset | 2023 |
| Investment Performance Service | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Washington Wholesalers Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Zenith American Solutions — Schedule C compensation
- Conifer Health Solutions — Schedule C compensation
- Cheiron, Inc. — Schedule C compensation
- Rxbenefits — Schedule C compensation
- Slevin & Hart, Pc — Schedule C compensation
- Withumsmith+Brown, P.C. — Schedule C compensation
- Pnc — Schedule C compensation
- American Realty — Schedule C compensation
- Investment Performance Service — Schedule C compensation