Northwest Insulation Workers Welfare Trust — Form 5500 plan (Board Of Trustees, Nw Insulation 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, Northwest Insulation Workers Welfare Trust is a benefit plan reported by Board Of Trustees, Nw Insulation Welfare Trust under EIN 91-6035786 and plan number 501. The latest loaded filing year is 2023. The filing reports 561 participants and $30,798,605 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Nw Insulation Welfare Trust
- EIN
- 91-6035786
- Plan number
- 501
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 561
- End-of-year plan assets
- $30,798,605
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 561 | H, C | 20250415194506NAL0003874785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,798,605
- Total liabilities (EOY)
- $2,820,581
- Net assets (EOY)
- $27,978,024
- Net assets (BOY)
- $26,556,214
Income & contributions
- Employer contributions
- $7,848,610
- Participant contributions
- $298,984
- Total contributions
- $8,147,594
- Total income / additions
- $10,491,036
Expenses & distributions
- Benefits paid
- $8,284,551
- Administrative expenses
- $784,675
- Total expenses
- $9,069,226
- Net increase / (decrease)
- $1,421,810
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Welfare & Pension Admin. Services | THIRD PARTY ADMINISTRATOR | $329,696 | not reported in the loaded dataset | 2023 |
| Aetna | CLAIMS ADMINISTRATOR | $192,275 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | INVESTMENT MANAGER | $59,289 | not reported in the loaded dataset | 2023 |
| Propel Insurance | CONSULTANT | $44,304 | $0 | 2023 |
| Barlow Coughran Morales & Josephson | LEGAL COUNSEL | $25,078 | not reported in the loaded dataset | 2023 |
| Platform, Cpas, Llp | AUDITORS | $15,076 | not reported in the loaded dataset | 2023 |
| Us Bank | INVESTMENT CUSTODIAN | $14,156 | not reported in the loaded dataset | 2023 |
| Health Care Cost Management Corp | PPO COST MANAGEMENT | $13,337 | not reported in the loaded dataset | 2023 |
| Alaffia Technology Solutions Inc. | CLAIMS PROCESSING | $13,133 | not reported in the loaded dataset | 2023 |
| Vsp | VISION CLAIMS PROCESSING | $6,203 | not reported in the loaded dataset | 2023 |
| Healthcare Actuaries LLC | ACTUARY | $3,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Nw Insulation Welfare Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Welfare & Pension Admin. Services — Schedule C compensation
- Aetna — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Propel Insurance — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Platform, Cpas, Llp — Schedule C compensation
- Us Bank — Schedule C compensation
- Health Care Cost Management Corp — Schedule C compensation
- Alaffia Technology Solutions Inc. — Schedule C compensation
- Vsp — Schedule C compensation
- Healthcare Actuaries LLC — Schedule C compensation