Associated General Contractors Health Benefit Trust Ak Wa Chapter — Form 5500 plan (Associated General Contractors Health Benefit Trust Ak Wa Chapter Bot)
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, Associated General Contractors Health Benefit Trust Ak Wa Chapter is a benefit plan reported by Associated General Contractors Health Benefit Trust Ak Wa Chapter Bot under EIN 91-6060872 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,443 participants and $1,427,957 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Associated General Contractors Health Benefit Trust Ak Wa Chapter Bot
- EIN
- 91-6060872
- Plan number
- 501
- Plan type
- 3
- Location
- Mukilteo, WA
- Latest filing year
- 2023
- Participants
- 1,443
- End-of-year plan assets
- $1,427,957
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,443 | H, C | 20241015151210NAL0028886193004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,427,957
- Total liabilities (EOY)
- $87,667
- Net assets (EOY)
- $1,340,290
- Net assets (BOY)
- $1,251,194
Income & contributions
- Employer contributions
- $12,613,437
- Participant contributions
- $82,891
- Total contributions
- $12,696,328
- Total income / additions
- $12,751,241
Expenses & distributions
- Benefits paid
- $11,631,086
- Administrative expenses
- $1,031,059
- Total expenses
- $12,662,145
- Net increase / (decrease)
- $89,096
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jd Fulwiler & Co Insurance, Inc. | NONE | $326,614 | not reported in the loaded dataset | 2023 |
| Vimly Benefit Solutions, Inc. | NONE | $149,362 | not reported in the loaded dataset | 2023 |
| Anastasi, Moore & Martin, Pllc | NONE | $12,700 | not reported in the loaded dataset | 2023 |
| Marsh Mclennan Agency | NONE | $6,086 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Associated General Contractors Health Benefit Trust Ak Wa Chapter Bot
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Mukilteo, WA
- Jd Fulwiler & Co Insurance, Inc. — Schedule C compensation
- Vimly Benefit Solutions, Inc. — Schedule C compensation
- Anastasi, Moore & Martin, Pllc — Schedule C compensation
- Marsh Mclennan Agency — Schedule C compensation