Northwest Plumbing And Pipefitting Industry Health, Welfare And Vacation Trust — Form 5500 plan (Board Of Trustees-Nw Plumbing And Pipefitting Ind H, W & V)

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, Northwest Plumbing And Pipefitting Industry Health, Welfare And Vacation Trust is a benefit plan reported by Board Of Trustees-Nw Plumbing And Pipefitting Ind H, W & V under EIN 91-0611843 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,685 participants and $46,638,614 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees-Nw Plumbing And Pipefitting Ind H, W & V
EIN
91-0611843
Plan number
501
Plan type
1
Location
Seattle, WA
Latest filing year
2023
Participants
1,685
End-of-year plan assets
$46,638,614

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,685H, C20241004185525NAL0021129392001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,638,614
Total liabilities (EOY)
$4,015,936
Net assets (EOY)
$42,622,678
Net assets (BOY)
$38,219,163

Income & contributions

Employer contributions
$28,290,094
Participant contributions
$3,432,750
Total contributions
$31,722,844
Total income / additions
$34,574,066

Expenses & distributions

Benefits paid
$28,414,795
Administrative expenses
$1,755,756
Total expenses
$30,170,551
Net increase / (decrease)
$4,403,515

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Welfare & Pension Admin Svcs, Inc.NONE$801,126not reported in the loaded dataset2023
PremeraNONE$335,463not reported in the loaded dataset2023
Rael & LetsonNONE$105,935not reported in the loaded dataset2023
Barlow Coughran Morales & JosephsonNONE$88,162not reported in the loaded dataset2023
Delta Dental Of WashingtonNONE$68,012not reported in the loaded dataset2023
Washington Capital Management, IncNONE$60,569not reported in the loaded dataset2023
National Cooperative RxNONE$0$29,8082023
Aukema & AssociatesNONE$29,800not reported in the loaded dataset2023
Change HealthcareNONE$29,577not reported in the loaded dataset2023
Cliftonlarsonallen LlpNONE$29,100not reported in the loaded dataset2023
Uprise HealthNONE$21,425not reported in the loaded dataset2023
Us Bank N.A.NONE$18,764$02023
Bank Of AmericaNONE$17,421not reported in the loaded dataset2023
Anastasi, Moore & Martin PllcNONE$14,644not reported in the loaded dataset2023
Jesse GrayTRUSTEE$13,864not reported in the loaded dataset2023
Cvs CaremarkNONE$12,902$02023
Kevin DolanTRUSTEE$12,036not reported in the loaded dataset2023
Brett WidemanTRUSTEE$11,522not reported in the loaded dataset2023
Todd TaylorTRUSTEE$10,355not reported in the loaded dataset2023

Related Form 5500 pages