Cawa Arizona Health Trust — Form 5500 plan (Cawa Arizona Health Trust Board Of Trustees)
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, Cawa Arizona Health Trust is a benefit plan reported by Cawa Arizona Health Trust Board Of Trustees under EIN 83-4669944 and plan number 501. The latest loaded filing year is 2023. The filing reports 118 participants and $90,851 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cawa Arizona Health Trust Board Of Trustees
- EIN
- 83-4669944
- Plan number
- 501
- Plan type
- 3
- Location
- Mukilteo, WA
- Latest filing year
- 2023
- Participants
- 118
- End-of-year plan assets
- $90,851
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 118 | H, C | 20241003155313NAL0017487904004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $90,851
- Total liabilities (EOY)
- $141,479
- Net assets (EOY)
- -$50,628
- Net assets (BOY)
- -$47,899
Income & contributions
- Employer contributions
- $1,250,094
- Total contributions
- $1,250,094
- Total income / additions
- $1,250,094
Expenses & distributions
- Benefits paid
- $1,092,709
- Administrative expenses
- $160,114
- Total expenses
- $1,252,823
- Net increase / (decrease)
- -$2,729
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Brown & Brown Of Wa Dba Dimartino A | NONE | $28,293 | not reported in the loaded dataset | 2023 |
| Vimly Benefit Solutions, Inc. | NONE | $18,182 | not reported in the loaded dataset | 2023 |
| Anastasi, Moore & Martin, Pllc | NONE | $14,000 | not reported in the loaded dataset | 2023 |
| Advisors Health Insurance LLC | not reported in the loaded dataset | $11,998 | $0 | 2023 |
| Rogers Benefit Group, Inc | not reported in the loaded dataset | $11,337 | $0 | 2023 |
| Victoria Stephens | NONE | $8,651 | not reported in the loaded dataset | 2023 |
| Francis Leclaire Insurance Agency | NONE | $8,081 | $0 | 2023 |
| Magnuson & Associates Ltd | NONE | $6,585 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cawa Arizona Health Trust Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Mukilteo, WA
- Brown & Brown Of Wa Dba Dimartino A — Schedule C compensation
- Vimly Benefit Solutions, Inc. — Schedule C compensation
- Anastasi, Moore & Martin, Pllc — Schedule C compensation
- Advisors Health Insurance LLC — Schedule C compensation
- Rogers Benefit Group, Inc — Schedule C compensation
- Victoria Stephens — Schedule C compensation
- Francis Leclaire Insurance Agency — Schedule C compensation
- Magnuson & Associates Ltd — Schedule C compensation