Washington Bakers Retiree Welfare Trust — Form 5500 plan (Wa Bakers Retiree Welfare 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, Washington Bakers Retiree Welfare Trust is a benefit plan reported by Wa Bakers Retiree Welfare Trust Board Of Trustees under EIN 91-1514696 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,828 participants and $4,421,763 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wa Bakers Retiree Welfare Trust Board Of Trustees
- EIN
- 91-1514696
- Plan number
- 501
- Plan type
- 1
- Location
- Bothell, WA
- Latest filing year
- 2023
- Participants
- 1,828
- End-of-year plan assets
- $4,421,763
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,828 | H, C | 20250328194639NAL0001741857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,421,763
- Total liabilities (EOY)
- $32,312
- Net assets (EOY)
- $4,389,451
- Net assets (BOY)
- $3,947,867
Income & contributions
- Employer contributions
- $617,974
- Participant contributions
- $25,849
- Total contributions
- $643,823
- Total income / additions
- $837,357
Expenses & distributions
- Benefits paid
- $294,211
- Administrative expenses
- $101,562
- Total expenses
- $395,773
- Net increase / (decrease)
- $441,584
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $24,886 | not reported in the loaded dataset | 2023 |
| Anastasi, Moore & Martin, Pllc | NONE | $17,363 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | NONE | $12,979 | not reported in the loaded dataset | 2023 |
| Propel Insurance | NONE | $11,929 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc | NONE | $10,957 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $8,466 | not reported in the loaded dataset | 2023 |
| Ifebp | NONE | $7,885 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wa Bakers Retiree Welfare Trust Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Bothell, WA
- Zenith American Solutions, Inc. — Schedule C compensation
- Anastasi, Moore & Martin, Pllc — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Propel Insurance — Schedule C compensation
- Washington Capital Management, Inc — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Ifebp — Schedule C compensation