Olympic Benefits Trust — Form 5500 plan (Olympic Benefits 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, Olympic Benefits Trust is a benefit plan reported by Olympic Benefits Trust under EIN 91-1543495 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,761 participants and $215,993 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Olympic Benefits Trust
EIN
91-1543495
Plan number
501
Plan type
3
Location
Olympia, WA
Latest filing year
2023
Participants
2,761
End-of-year plan assets
$215,993

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,761H, C20241210185714NAL0006527939001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$215,993
Total liabilities (EOY)
$62,709
Net assets (EOY)
$153,284
Net assets (BOY)
$209,023

Income & contributions

Employer contributions
$2,410,170
Total contributions
$2,410,170
Total income / additions
$2,438,380

Expenses & distributions

Benefits paid
$2,365,858
Administrative expenses
$128,261
Total expenses
$2,494,119
Net increase / (decrease)
-$55,739

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Trusteed Plans Service CorporationNONE$60,705$02023
Thurston County ChamberSPONSOR$35,334$02023
Northwest Marketing ResourcesNONE$15,020$02023

Related Form 5500 pages