Awb Healthchoice Employee Benefits Trust - Retail-Wholesale — Form 5500 plan (The Trustees Of The Employee Benefits 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, Awb Healthchoice Employee Benefits Trust - Retail-Wholesale is a benefit plan reported by The Trustees Of The Employee Benefits Trust under EIN 61-6496436 and plan number 507. The latest loaded filing year is 2023. The filing reports 2,816 participants and $3,012,460 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Trustees Of The Employee Benefits Trust
- EIN
- 61-6496436
- Plan number
- 507
- Plan type
- 4
- Location
- Olympia, WA
- Latest filing year
- 2023
- Participants
- 2,816
- End-of-year plan assets
- $3,012,460
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,816 | H, C | 20241014173858NAL0028001089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,012,460
- Total liabilities (EOY)
- $297,634
- Net assets (EOY)
- $2,714,826
- Net assets (BOY)
- $2,357,078
Income & contributions
- Employer contributions
- $26,991,648
- Participant contributions
- $30,388
- Total contributions
- $27,022,036
- Total income / additions
- $27,146,423
Expenses & distributions
- Benefits paid
- $26,454,791
- Administrative expenses
- $333,884
- Total expenses
- $26,788,675
- Net increase / (decrease)
- $357,748
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Propoint LLC | not reported in the loaded dataset | not reported in the loaded dataset | $2,091,318 | 2023 |
| Forterra Inc | not reported in the loaded dataset | not reported in the loaded dataset | $741,555 | 2023 |
| Vimly Benefit Solutions Inc | not reported in the loaded dataset | $268,830 | not reported in the loaded dataset | 2023 |
| Cliftonlaronallen Llp | not reported in the loaded dataset | $8,493 | not reported in the loaded dataset | 2023 |
| Barnes & Thornburg Llp | not reported in the loaded dataset | $6,051 | not reported in the loaded dataset | 2023 |
| Frost & Company Pllc | not reported in the loaded dataset | $3,076 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Trustees Of The Employee Benefits Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Olympia, WA
- Propoint LLC — Schedule C compensation
- Forterra Inc — Schedule C compensation
- Vimly Benefit Solutions Inc — Schedule C compensation
- Cliftonlaronallen Llp — Schedule C compensation
- Barnes & Thornburg Llp — Schedule C compensation
- Frost & Company Pllc — Schedule C compensation