Evergreen Security Trust — Form 5500 plan (Evergreen Security 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, Evergreen Security Trust is a benefit plan reported by Evergreen Security Trust Board Of Trustees under EIN 91-0630779 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,708 participants and $478,627 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evergreen Security Trust Board Of Trustees
- EIN
- 91-0630779
- Plan number
- 501
- Plan type
- 3
- Location
- Mukilteo, WA
- Latest filing year
- 2023
- Participants
- 2,708
- End-of-year plan assets
- $478,627
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,708 | H, C | 20240605182440NAL0021277729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $478,627
- Total liabilities (EOY)
- $18,744
- Net assets (EOY)
- $459,883
- Net assets (BOY)
- $445,709
Income & contributions
- Employer contributions
- $1,446,347
- Participant contributions
- $9,603
- Total contributions
- $1,455,950
- Total income / additions
- $1,477,116
Expenses & distributions
- Benefits paid
- $1,284,249
- Administrative expenses
- $178,693
- Total expenses
- $1,462,942
- Net increase / (decrease)
- $14,174
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Brown & Brown Of Wa Dba Dimartino | NONE | $33,786 | $0 | 2023 |
| Vimly Benefit Solutions, Inc. | NONE | $27,349 | not reported in the loaded dataset | 2023 |
| The Law Offices Of Robert A. Bohrer | TRUSTEE | $24,000 | not reported in the loaded dataset | 2023 |
| Digital Insurance, LLC | NONE | $23,135 | not reported in the loaded dataset | 2023 |
| Anastasi, Moore & Martin, Pllc | NONE | $16,640 | not reported in the loaded dataset | 2023 |
| Propel Insurance Agency, LLC | NONE | $9,189 | not reported in the loaded dataset | 2023 |
| Parker, Smith & Feek, Inc. | NONE | $7,996 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Evergreen Security 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 — Schedule C compensation
- Vimly Benefit Solutions, Inc. — Schedule C compensation
- The Law Offices Of Robert A. Bohrer — Schedule C compensation
- Digital Insurance, LLC — Schedule C compensation
- Anastasi, Moore & Martin, Pllc — Schedule C compensation
- Propel Insurance Agency, LLC — Schedule C compensation
- Parker, Smith & Feek, Inc. — Schedule C compensation