Staff Retirement Plan Of The Washington Education Association — Form 5500 plan (Washington Education Association)
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, Staff Retirement Plan Of The Washington Education Association is a benefit plan reported by Washington Education Association under EIN 91-0460645 and plan number 001. The latest loaded filing year is 2023. The filing reports 328 participants and $179,412,917 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Washington Education Association
- EIN
- 91-0460645
- Plan number
- 001
- Plan type
- 2
- Location
- Federal Way, WA
- Latest filing year
- 2023
- Participants
- 328
- End-of-year plan assets
- $179,412,917
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 328 | H, C | 20250613111833NAL0015636851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $179,412,917
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $179,412,917
- Net assets (BOY)
- $158,879,170
Income & contributions
- Employer contributions
- $10,330,720
- Participant contributions
- $316,685
- Total contributions
- $10,647,405
- Total income / additions
- $31,993,233
Expenses & distributions
- Benefits paid
- $11,014,617
- Administrative expenses
- $444,869
- Total expenses
- $11,459,486
- Net increase / (decrease)
- $20,533,747
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc | NONE | $117,168 | not reported in the loaded dataset | 2023 |
| Rvk, Inc | NONE | $75,795 | not reported in the loaded dataset | 2023 |
| Hoisington Investment Management Co | NONE | $53,187 | not reported in the loaded dataset | 2023 |
| U.S. Bank | NONE | $49,380 | not reported in the loaded dataset | 2023 |
| Pinnacle Assoc. Ltd | NONE | $47,525 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors Trust | NONE | $23,304 | not reported in the loaded dataset | 2023 |
| Tremper & Co. Llp | NONE | $16,735 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Washington Education Association
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Federal Way, WA
- Milliman, Inc — Schedule C compensation
- Rvk, Inc — Schedule C compensation
- Hoisington Investment Management Co — Schedule C compensation
- U.S. Bank — Schedule C compensation
- Pinnacle Assoc. Ltd — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- Tremper & Co. Llp — Schedule C compensation