Unitehere Northwest Health Trust Fund — Form 5500 plan (Board Of Trustees, Unitehere Northwest Health Trust 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, Unitehere Northwest Health Trust Fund is a benefit plan reported by Board Of Trustees, Unitehere Northwest Health Trust Fund under EIN 91-0590441 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,992 participants and $98,382,566 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Unitehere Northwest Health Trust Fund
- EIN
- 91-0590441
- Plan number
- 501
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 1,992
- End-of-year plan assets
- $98,382,566
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,992 | H, C | 20250312153524NAL0019262401001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $98,382,566
- Total liabilities (EOY)
- $6,623,807
- Net assets (EOY)
- $91,758,759
- Net assets (BOY)
- $83,105,477
Income & contributions
- Employer contributions
- $31,695,391
- Participant contributions
- $85,887
- Total contributions
- $31,781,278
- Total income / additions
- $37,025,359
Expenses & distributions
- Benefits paid
- $25,908,720
- Administrative expenses
- $2,463,357
- Total expenses
- $28,372,077
- Net increase / (decrease)
- $8,653,282
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwest Administrators, Inc. | NONE | $1,189,128 | not reported in the loaded dataset | 2023 |
| Aetna | NONE | $636,329 | not reported in the loaded dataset | 2023 |
| Vera Whole Health, Inc | NONE | $135,000 | not reported in the loaded dataset | 2023 |
| Brown & Brown Of Washington, Inc. | NONE | $102,000 | $2,434 | 2023 |
| Withumsmith+Brown, Pc | NONE | $64,542 | not reported in the loaded dataset | 2023 |
| Unite Here Local 8 | PARTICIPATING LOCAL | $64,268 | not reported in the loaded dataset | 2023 |
| First Choice Health Network, Inc. | NONE | $59,719 | not reported in the loaded dataset | 2023 |
| Weinberg, Rogers & Rosenfeld | NONE | $47,236 | not reported in the loaded dataset | 2023 |
| Bank Of America, Na | NONE | $33,323 | not reported in the loaded dataset | 2023 |
| Us Bank N.A. | NONE | $27,656 | $0 | 2023 |
| Rbc Wealth Management | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Kristin Manwaring Insurance | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Service Printing Company, Inc. | NONE | $6,100 | not reported in the loaded dataset | 2023 |
| Aukema & Associates, Inc | NONE | $5,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Unitehere Northwest Health Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Northwest Administrators, Inc. — Schedule C compensation
- Aetna — Schedule C compensation
- Vera Whole Health, Inc — Schedule C compensation
- Brown & Brown Of Washington, Inc. — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Unite Here Local 8 — Schedule C compensation
- First Choice Health Network, Inc. — Schedule C compensation
- Weinberg, Rogers & Rosenfeld — Schedule C compensation
- Bank Of America, Na — Schedule C compensation
- Us Bank N.A. — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Kristin Manwaring Insurance — Schedule C compensation
- Service Printing Company, Inc. — Schedule C compensation
- Aukema & Associates, Inc — Schedule C compensation