Machinists Health & Welfare Trust Fund — Form 5500 plan (Board Of Trustees, Machinists Health & Welfare Trust)
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, Machinists Health & Welfare Trust Fund is a benefit plan reported by Board Of Trustees, Machinists Health & Welfare Trust under EIN 91-1363505 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,382 participants and $55,731,483 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Machinists Health & Welfare Trust
- EIN
- 91-1363505
- Plan number
- 501
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 1,382
- End-of-year plan assets
- $55,731,483
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,382 | H, C | 20250514124245NAL0018809617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,731,483
- Total liabilities (EOY)
- $2,642,341
- Net assets (EOY)
- $53,089,142
- Net assets (BOY)
- $47,946,118
Income & contributions
- Employer contributions
- $27,201,794
- Participant contributions
- $236,249
- Total contributions
- $27,438,043
- Total income / additions
- $31,046,007
Expenses & distributions
- Benefits paid
- $24,130,744
- Administrative expenses
- $1,772,239
- Total expenses
- $25,902,983
- Net increase / (decrease)
- $5,143,024
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Regence Blueshield | NONE | $997,490 | $0 | 2023 |
| Welfare & Pension Admin. Service | NONE | $305,966 | not reported in the loaded dataset | 2023 |
| Gail E Mcginn Insurance | NONE | $100,000 | not reported in the loaded dataset | 2023 |
| Brown & Brown Dba Dimartino | NONE | $100,000 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $57,400 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc | NONE | $42,063 | not reported in the loaded dataset | 2023 |
| Highland Capital Advisors | NONE | $35,832 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $25,244 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $24,648 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $5,803 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Machinists Health & Welfare Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Regence Blueshield — Schedule C compensation
- Welfare & Pension Admin. Service — Schedule C compensation
- Gail E Mcginn Insurance — Schedule C compensation
- Brown & Brown Dba Dimartino — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Washington Capital Management, Inc — Schedule C compensation
- Highland Capital Advisors — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Bank Of America — Schedule C compensation