Alaska Carpenters Health & Welfare Trust Fund — Form 5500 plan (Board Of Trustees Alaska Carpenters Health & Welfare Trust Fund)
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, Alaska Carpenters Health & Welfare Trust Fund is a benefit plan reported by Board Of Trustees Alaska Carpenters Health & Welfare Trust Fund under EIN 92-6002106 and plan number 501. The latest loaded filing year is 2023. The filing reports 733 participants and $28,880,068 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Alaska Carpenters Health & Welfare Trust Fund
- EIN
- 92-6002106
- Plan number
- 501
- Plan type
- 1
- Location
- Mercer Island, WA
- Latest filing year
- 2023
- Participants
- 733
- End-of-year plan assets
- $28,880,068
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 733 | H, C | 20241015130715NAL0029730993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,880,068
- Total liabilities (EOY)
- $3,187,827
- Net assets (EOY)
- $25,692,241
- Net assets (BOY)
- $25,288,791
Income & contributions
- Employer contributions
- $12,195,482
- Participant contributions
- $502,633
- Total contributions
- $12,698,115
- Total income / additions
- $15,204,178
Expenses & distributions
- Benefits paid
- $13,999,278
- Administrative expenses
- $801,450
- Total expenses
- $14,800,728
- Net increase / (decrease)
- $403,450
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Welfare & Pension Admin Service Inc | NONE | $456,054 | not reported in the loaded dataset | 2023 |
| Premera Blue Cross Blue Shield | NONE | $176,745 | not reported in the loaded dataset | 2023 |
| Propel Insurance | NONE | $50,512 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $43,797 | not reported in the loaded dataset | 2023 |
| Withum Smith & Brown, Pc | NONE | $34,829 | not reported in the loaded dataset | 2023 |
| Comagine Health | NONE | $22,112 | not reported in the loaded dataset | 2023 |
| Keybank National Association | NONE | $16,646 | $0 | 2023 |
| Labor Trust Services, Inc. | NONE | $13,049 | not reported in the loaded dataset | 2023 |
| Bridgehealth Medical, Inc. | NONE | $12,107 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $11,104 | not reported in the loaded dataset | 2023 |
| Rv Kuhns & Associates, Inc. | NONE | $10,440 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Alaska Carpenters Health & Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Mercer Island, WA
- Welfare & Pension Admin Service Inc — Schedule C compensation
- Premera Blue Cross Blue Shield — Schedule C compensation
- Propel Insurance — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Withum Smith & Brown, Pc — Schedule C compensation
- Comagine Health — Schedule C compensation
- Keybank National Association — Schedule C compensation
- Labor Trust Services, Inc. — Schedule C compensation
- Bridgehealth Medical, Inc. — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Rv Kuhns & Associates, Inc. — Schedule C compensation