United Employees Benefit Trust — Form 5500 plan (United Employees Benefit 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, United Employees Benefit Trust is a benefit plan reported by United Employees Benefit Trust under EIN 91-6061910 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,053 participants and $55,116,771 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Employees Benefit Trust
- EIN
- 91-6061910
- Plan number
- 501
- Plan type
- 1
- Location
- Tacoma, WA
- Latest filing year
- 2023
- Participants
- 2,053
- End-of-year plan assets
- $55,116,771
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,053 | H, C | 20240619172214NAL0000283491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,116,771
- Total liabilities (EOY)
- $4,230,525
- Net assets (EOY)
- $50,886,246
- Net assets (BOY)
- $46,511,222
Income & contributions
- Employer contributions
- $30,046,978
- Participant contributions
- $147,800
- Total contributions
- $30,194,778
- Total income / additions
- $32,713,878
Expenses & distributions
- Benefits paid
- $27,104,699
- Administrative expenses
- $1,234,155
- Total expenses
- $28,338,854
- Net increase / (decrease)
- $4,375,024
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Premera | CLAIMS CONSULTANT | $692,075 | not reported in the loaded dataset | 2023 |
| Innovative Care Management, Inc. | CLAIMS CONSULTANT | $196,228 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | IT SUPPORT PROVIDER | $137,752 | not reported in the loaded dataset | 2023 |
| Diana Clark | EMPLOYEE | $130,732 | not reported in the loaded dataset | 2023 |
| Washington Capital Management. Inc. | INVESTMENT CUSTODIAN | $103,632 | not reported in the loaded dataset | 2023 |
| United Employee Benefit Trust | EMPLOYEE BENEFITS | $81,060 | not reported in the loaded dataset | 2023 |
| Michele Hasenauer | EMPLOYEE | $69,501 | not reported in the loaded dataset | 2023 |
| Susan Mcgivern | EMPLOYEE | $69,287 | not reported in the loaded dataset | 2023 |
| Shaun-Dee Williams | EMPLOYEE | $68,309 | not reported in the loaded dataset | 2023 |
| Cindy Mattingly | EMPLOYEE | $65,592 | not reported in the loaded dataset | 2023 |
| Propel Insurance | CONSULTANT | $65,056 | not reported in the loaded dataset | 2023 |
| Key Bank | CUSTODIAL | $48,561 | not reported in the loaded dataset | 2023 |
| Western Conference Teamsters | EMPLOYEE BENEFITS | $46,524 | not reported in the loaded dataset | 2023 |
| Network Secure Solutions, LLC | IT CONSULTANT | $46,275 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Washington | CLAIMS CONSULTANT | $40,105 | not reported in the loaded dataset | 2023 |
| Quadient Finance Usa, Inc. | PRINTING SERVICES | $39,207 | not reported in the loaded dataset | 2023 |
| Print Nw | PRINTING SERVICES | $34,414 | not reported in the loaded dataset | 2023 |
| Teamsters Local Union #313 | LESSOR | $32,400 | not reported in the loaded dataset | 2023 |
| Wapal Fund | BEHAVIORAL CONSULTANT | $31,910 | not reported in the loaded dataset | 2023 |
| Bmi Audit Services | HEALTH CLAIMS AUDITOR | $30,893 | not reported in the loaded dataset | 2023 |
| Barlow, Coughran, Morales, & Joseph | ATTORNEY | $29,100 | not reported in the loaded dataset | 2023 |
| Ah! The Element Of Surprise, LLC. | HR CONSULTANT | $29,027 | not reported in the loaded dataset | 2023 |
| Pharmaceutical Strategies Group LLC | CLAIMS CONSULTANT | $27,500 | not reported in the loaded dataset | 2023 |
| Anastasi, Moore & Martin, Pllc | ACCOUNTANT | $21,940 | not reported in the loaded dataset | 2023 |
| Renalogic, Inc. | MANAGED CARE | $19,517 | not reported in the loaded dataset | 2023 |
| Vsp Vision Care | VISION CONSULTANT | $16,736 | not reported in the loaded dataset | 2023 |
| Maxorplus, Ltd | CLAIMS PROCESSOR | $15,486 | not reported in the loaded dataset | 2023 |
| Bjorklund & Montplaisir | ACCOUNTANT | $13,989 | not reported in the loaded dataset | 2023 |
| Interremedy Insurance Services LLC | INSURANCE CONSULTANT | $12,327 | not reported in the loaded dataset | 2023 |
| The Travelers Companies, Inc. | INSURANCE PROVIDER | $8,250 | not reported in the loaded dataset | 2023 |
| Green Light Cost Management | HEALTH CLAIMS REVIEW | $7,079 | not reported in the loaded dataset | 2023 |
| Pacific Office Automation | LESSOR | $6,906 | not reported in the loaded dataset | 2023 |
| The Chubb Corporation | INSURANCE PROVIDER | $6,191 | not reported in the loaded dataset | 2023 |
| Iron Mountain | RENTER | $5,807 | not reported in the loaded dataset | 2023 |
| Washington Teamsters Welfare Trust | EMPLOYEE BENEFITS | $5,691 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Employees Benefit Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Tacoma, WA
- Premera — Schedule C compensation
- Innovative Care Management, Inc. — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Diana Clark — Schedule C compensation
- Washington Capital Management. Inc. — Schedule C compensation
- United Employee Benefit Trust — Schedule C compensation
- Michele Hasenauer — Schedule C compensation
- Susan Mcgivern — Schedule C compensation
- Shaun-Dee Williams — Schedule C compensation
- Cindy Mattingly — Schedule C compensation
- Propel Insurance — Schedule C compensation
- Key Bank — Schedule C compensation
- Western Conference Teamsters — Schedule C compensation
- Network Secure Solutions, LLC — Schedule C compensation
- Delta Dental Of Washington — Schedule C compensation
- Quadient Finance Usa, Inc. — Schedule C compensation
- Print Nw — Schedule C compensation
- Teamsters Local Union #313 — Schedule C compensation
- Wapal Fund — Schedule C compensation
- Bmi Audit Services — Schedule C compensation
- Barlow, Coughran, Morales, & Joseph — Schedule C compensation
- Ah! The Element Of Surprise, LLC. — Schedule C compensation
- Pharmaceutical Strategies Group LLC — Schedule C compensation
- Anastasi, Moore & Martin, Pllc — Schedule C compensation
- Renalogic, Inc. — Schedule C compensation
- Vsp Vision Care — Schedule C compensation
- Maxorplus, Ltd — Schedule C compensation
- Bjorklund & Montplaisir — Schedule C compensation
- Interremedy Insurance Services LLC — Schedule C compensation
- The Travelers Companies, Inc. — Schedule C compensation
- Green Light Cost Management — Schedule C compensation
- Pacific Office Automation — Schedule C compensation
- The Chubb Corporation — Schedule C compensation
- Iron Mountain — Schedule C compensation
- Washington Teamsters Welfare Trust — Schedule C compensation