Northwest Roofers & Employers Health & Security Plan — Form 5500 plan (Northwest Roofers & Employers Health & S 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, Northwest Roofers & Employers Health & Security Plan is a benefit plan reported by Northwest Roofers & Employers Health & S Board Of Trustees under EIN 91-6030802 and plan number 501. The latest loaded filing year is 2023. The filing reports 663 participants and $26,290,338 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwest Roofers & Employers Health & S Board Of Trustees
- EIN
- 91-6030802
- Plan number
- 501
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 663
- End-of-year plan assets
- $26,290,338
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 663 | H, C | 20250115102329NAL0021604353002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,290,338
- Total liabilities (EOY)
- $1,887,811
- Net assets (EOY)
- $24,402,527
- Net assets (BOY)
- $19,515,924
Income & contributions
- Employer contributions
- $10,256,127
- Participant contributions
- $65,226
- Total contributions
- $10,321,353
- Total income / additions
- $12,410,269
Expenses & distributions
- Benefits paid
- $6,595,616
- Administrative expenses
- $928,050
- Total expenses
- $7,523,666
- Net increase / (decrease)
- $4,886,603
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Welfare & Pension Admin Svc, Inc. | NONE | $355,628 | not reported in the loaded dataset | 2023 |
| Premera Blue Cross | NONE | $194,187 | not reported in the loaded dataset | 2023 |
| Withumsmith&Brown, Pc | NONE | $50,038 | not reported in the loaded dataset | 2023 |
| Healthlinx LLC | NONE | $47,750 | not reported in the loaded dataset | 2023 |
| Innovative Care Management, Inc. | NONE | $45,237 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | NONE | $35,310 | not reported in the loaded dataset | 2023 |
| Innovative Cost Mgmt Services, Inc. | NONE | $34,800 | not reported in the loaded dataset | 2023 |
| Reid, Ballew, Leahy & Holland, Llp | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Zelis | NONE | $25,667 | not reported in the loaded dataset | 2023 |
| Optumrx | NONE | $21,827 | not reported in the loaded dataset | 2023 |
| Anastasi, Moore & Martin, Pllc | NONE | $14,490 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency | NONE | $11,861 | not reported in the loaded dataset | 2023 |
| Change Healthcare | NONE | $9,127 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $7,660 | not reported in the loaded dataset | 2023 |
| Alaffia Technology | NONE | $7,500 | not reported in the loaded dataset | 2023 |
| Robert A. Bohrer, Pllc | NONE | $5,825 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northwest Roofers & Employers Health & S Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Welfare & Pension Admin Svc, Inc. — Schedule C compensation
- Premera Blue Cross — Schedule C compensation
- Withumsmith&Brown, Pc — Schedule C compensation
- Healthlinx LLC — Schedule C compensation
- Innovative Care Management, Inc. — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Innovative Cost Mgmt Services, Inc. — Schedule C compensation
- Reid, Ballew, Leahy & Holland, Llp — Schedule C compensation
- Zelis — Schedule C compensation
- Optumrx — Schedule C compensation
- Anastasi, Moore & Martin, Pllc — Schedule C compensation
- Marsh & Mclennan Agency — Schedule C compensation
- Change Healthcare — Schedule C compensation
- Bank Of America — Schedule C compensation
- Alaffia Technology — Schedule C compensation
- Robert A. Bohrer, Pllc — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation