Bremerton, WA Form 5500 retirement and benefit plan filings
City Form 5500 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, Bremerton, WA has 25 loaded benefit plan(s) reported by 18 plan sponsor(s), with $166,788,429 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 25
- Plan sponsors
- 18
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $166,788,429
- Total reported liabilities (EOY)
- $4,246,446
- Total reported net assets (EOY)
- $162,541,983
Contributions & income
- Employer contributions
- $9,244,230
- Participant contributions
- $11,002,301
- Total income / additions
- $45,808,838
Expenses & distributions
- Benefits paid / distributions
- $15,795,986
- Total expenses
- $16,585,996
- Net increase / (decrease)
- $29,222,842
Coverage
- Total reported participants
- 8,478
- Plans with financial statements
- 17
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bremerton, WA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Skookum 401(K) Retirement Plan | Skookum Educational Programs | $44,596,781 | 2023 |
| Kitsap Credit Union 401(K) Retirement Savings Plan | Kitsap Credit Union | $27,740,137 | 2023 |
| Haselwood Auto Group 401(K) Plan | Haselwood Auto Group | $27,436,758 | 2023 |
| Kitsap Mental Health Services 403(B) Retirement Plan | Kitsap Mental Health Services | $18,682,784 | 2023 |
| Safe Future 401(K) Plan | Safe Boats International, LLC | $12,519,702 | 2023 |
| Peninsula Community Health Services 403(B) Plan | Peninsula Community Health Services | $10,217,250 | 2023 |
| Safe Boats International Employee Stock Plan & Trust | Sbi, Inc. | $6,149,133 | 2023 |
| Critical Informatics, Inc. 401(K) Plan | Critical Informatics, Inc. | $4,958,717 | 2023 |
| Paratransit Services 403(B) Plan | Paratransit Services | $3,735,530 | 2023 |
| Robert L. Caulkins, D.O. 401(K) Profit Sharing Plan | Robert L. Caulkins, D.O. | $3,489,290 | 2023 |
| Allan L. Hablutzel Dds Profit Sharing Plan | Allan L. Hablutzel, D.D.S., Pllc | $2,782,575 | 2023 |
| Michael Huey Dmd And Sevak Adamian Dds 401(K) Profit Sharing Plan | Michael Huey Dmd And Sevak Adamian Dds, Ms, Ps | $2,255,984 | 2023 |
| Clarke Whitney Ps Certified Public Accountants 401k Plan & Trust | Clarke Whitney | $1,949,354 | 2023 |
| Imperial Development Corporation 401(K) Plan | Imperial Development Corporation | $124,061 | 2023 |
| Pacific Blue Ventures, Inc 401(K) Plan | Pacific Blue Ventures, Inc | $112,639 | 2023 |
| Ahearn Electric, Inc. Self Funded Medical Reimbursement Plan | Ahearn Electric, Inc. | $29,054 | 2023 |
| Quixotic Ventures Co. 401(K) Profit Sharing Plan | Quixotic Ventures Co. | $8,680 | 2023 |
| Peninsula Community Health Services Health And Welfare Plan | Peninsula Community Health Services | not reported in the loaded dataset | 2023 |
| Kcu Health And Welfare Plan | Kitsap Credit Union | not reported in the loaded dataset | 2023 |
| Haselwood Motor Co. Employee Benefits Plan | Haselwood Motor Co. | not reported in the loaded dataset | 2023 |
| Kitsap Community Resources Health And Welfare Plan | Kitsap Community Resources | not reported in the loaded dataset | 2023 |
| Kitsap Mental Health Services Plan | Kitsap Mental Health Services | not reported in the loaded dataset | 2023 |
| Paratransit Services Health And Welfare Plan | Paratransit Services | not reported in the loaded dataset | 2023 |
| Skookum Educational Program Health Care Plan | Skookum Educational Programs | not reported in the loaded dataset | 2023 |
| Safe Boats International Health And Welfare Plan | Safe Boats International, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Bremerton → · Bremerton plans by participants → · Bremerton plans with financial data → · Bremerton plans with provider compensation → · $1B+ plans in Bremerton →
Related Form 5500 pages
- All WA Form 5500 filings
- Skookum 401(K) Retirement Plan (plan 001)
- Skookum Educational Programs — all reported plans
- Kitsap Credit Union 401(K) Retirement Savings Plan (plan 003)
- Kitsap Credit Union — all reported plans
- Haselwood Auto Group 401(K) Plan (plan 001)
- Haselwood Auto Group — all reported plans
- Kitsap Mental Health Services 403(B) Retirement Plan (plan 001)
- Kitsap Mental Health Services — all reported plans
- Safe Future 401(K) Plan (plan 001)
- Safe Boats International, LLC — all reported plans
- Peninsula Community Health Services 403(B) Plan (plan 002)
- Peninsula Community Health Services — all reported plans
- Safe Boats International Employee Stock Plan & Trust (plan 001)
- Sbi, Inc. — all reported plans
- Critical Informatics, Inc. 401(K) Plan (plan 001)
- Critical Informatics, Inc. — all reported plans
- Paratransit Services 403(B) Plan (plan 003)
- Paratransit Services — all reported plans
- Robert L. Caulkins, D.O. 401(K) Profit Sharing Plan (plan 001)
- Robert L. Caulkins, D.O. — all reported plans
- Allan L. Hablutzel Dds Profit Sharing Plan (plan 001)
- Allan L. Hablutzel, D.D.S., Pllc — all reported plans
- Michael Huey Dmd And Sevak Adamian Dds 401(K) Profit Sharing Plan (plan 001)
- Michael Huey Dmd And Sevak Adamian Dds, Ms, Ps — all reported plans
- Clarke Whitney Ps Certified Public Accountants 401k Plan & Trust (plan 001)
- Clarke Whitney — all reported plans
- Imperial Development Corporation 401(K) Plan (plan 001)
- Imperial Development Corporation — all reported plans
- Pacific Blue Ventures, Inc 401(K) Plan (plan 001)
- Pacific Blue Ventures, Inc — all reported plans
- Methodology
- Data sources