Plan5500

Brown & Haley 401(K) Retirement Plan For Bargaining Unit Employees — Form 5500 plan (Brown & Haley)

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, Brown & Haley 401(K) Retirement Plan For Bargaining Unit Employees is a benefit plan reported by Brown & Haley under EIN 91-0157130 and plan number 005. The latest loaded filing year is 2023. The filing reports 175 participants and $2,768,278 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.8MPlan net assets, end of year$2,768,278
Participants175Covered participants reported
Assets / participant$15.8KComputed: assets ÷ participants$15,819 (computed)
Provider compensation$6.4K1 Schedule C provider row(s)$6,434
Plan sponsor
Brown & Haley
EIN
91-0157130
Plan number
005
Plan type
2
Location
Tacoma, WA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    175 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.8M total assets
Net assets$2.8MLiabilities$0
Money in vs. money out
Total income / additions$605.4K
Total expenses$80.7K
Benefits paid / distributions$75.8K
Contributions
Employer$85.7K
Participant$101.5K
Full reported line items

Net assets

Total assets (EOY)
$2,768,278
Total liabilities (EOY)
$0
Net assets (EOY)
$2,768,278
Net assets (BOY)
$2,243,583

Income & contributions

Employer contributions
$85,667
Participant contributions
$101,481
Total contributions
$228,649
Total income / additions
$605,376

Expenses & distributions

Benefits paid
$75,812
Administrative expenses
$4,869
Total expenses
$80,681
Net increase / (decrease)
$524,695
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 46%Participant 54%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income13%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Stancorp Financial Group$6.4K
    NONE · Direct $4.9K · Indirect $1.6K

Related Form 5500 pages