Lacey, 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, Lacey, WA has 19 loaded benefit plan(s) reported by 13 plan sponsor(s), with $155,648,777 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 19
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $155,648,777
- Total reported liabilities (EOY)
- $2,058,569
- Total reported net assets (EOY)
- $153,590,208
Contributions & income
- Employer contributions
- $4,516,321
- Participant contributions
- $7,403,699
- Total income / additions
- $33,975,583
Expenses & distributions
- Benefits paid / distributions
- $8,730,258
- Total expenses
- $9,167,052
- Net increase / (decrease)
- $24,808,531
Coverage
- Total reported participants
- 4,399
- Plans with financial statements
- 12
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lacey, 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 |
|---|---|---|---|
| Harbor Foods Group Inc. 401(K) Plan | Harbor Foods Group Inc. | $56,332,552 | 2023 |
| Saint Martin'S University 403(B) Plan | Saint Martins University | $32,267,417 | 2023 |
| Callisons, Inc. Employee Incentive Savings Plan | Callisons, Inc. | $27,223,826 | 2023 |
| Scj Alliance 401(K) Plan | Shea, Carr & Jewell, Inc. | $11,568,441 | 2023 |
| Panorama Retirement Plan And Trust | Panorama | $9,334,577 | 2023 |
| Western Farm Bureau Pension Plan | Washington State Farm Bureau Federation Er 12 | $5,971,205 | 2023 |
| Premier Power Electric 401k Profit Sharing Plan | Premier Power Electric LLC | $4,868,583 | 2023 |
| Scj Alliance Consulting Services Employee Stock Ownership Plan And Trust | Shea Carr & Jewell Inc Dba Scj Alliance | $3,276,000 | 2023 |
| Thomas J. Herrick, D.D.S. 401(K) Plan | Thomas J. Herrick, D.D.S. | $3,179,416 | 2023 |
| Employee Benefit Plan Of Kokua | Kokua | $1,608,774 | 2023 |
| Council Home Care Inc. 401(K) Plan | Council Home Care Inc. | $17,286 | 2023 |
| Shipwreck Beads, Inc. Flexible Benefit Plan | Shipwreck Beads, Inc. | $700 | 2023 |
| Panorama Health And Life Insurance Plan | Panorama | not reported in the loaded dataset | 2023 |
| Shea Carr Jewell, Inc. Health & Welfare Plan | Scj Alliance | not reported in the loaded dataset | 2023 |
| Harbor Foods Group Inc. Health Insurance Plan | Harbor Foods Group Inc. | not reported in the loaded dataset | 2023 |
| Tr Health Care Advisors Inc. Retirement Plan | Tr Health Care Advisors Inc. | not reported in the loaded dataset | 2023 |
| Saint Martin'S University Health & Welfare Plan | Saint Martin'S University C/O Office Of Human Resources | not reported in the loaded dataset | 2023 |
| Callisons, Inc. Health Care Benefits Plan | Callisons, Inc. | not reported in the loaded dataset | 2023 |
| O Bee Credit Union Welfare Benefits Plan | O Bee Credit Union | not reported in the loaded dataset | 2023 |
Largest plans in Lacey → · Lacey plans by participants → · Lacey plans with financial data → · Lacey plans with provider compensation → · $1B+ plans in Lacey →
Related Form 5500 pages
- All WA Form 5500 filings
- Harbor Foods Group Inc. 401(K) Plan (plan 001)
- Harbor Foods Group Inc. — all reported plans
- Saint Martin'S University 403(B) Plan (plan 002)
- Saint Martins University — all reported plans
- Callisons, Inc. Employee Incentive Savings Plan (plan 001)
- Callisons, Inc. — all reported plans
- Scj Alliance 401(K) Plan (plan 001)
- Shea, Carr & Jewell, Inc. — all reported plans
- Panorama Retirement Plan And Trust (plan 001)
- Panorama — all reported plans
- Western Farm Bureau Pension Plan (plan 001)
- Washington State Farm Bureau Federation Er 12 — all reported plans
- Premier Power Electric 401k Profit Sharing Plan (plan 002)
- Premier Power Electric LLC — all reported plans
- Scj Alliance Consulting Services Employee Stock Ownership Plan And Trust (plan 002)
- Thomas J. Herrick, D.D.S. 401(K) Plan (plan 001)
- Thomas J. Herrick, D.D.S. — all reported plans
- Employee Benefit Plan Of Kokua (plan 001)
- Kokua — all reported plans
- Council Home Care Inc. 401(K) Plan (plan 001)
- Council Home Care Inc. — all reported plans
- Shipwreck Beads, Inc. Flexible Benefit Plan (plan 501)
- Shipwreck Beads, Inc. — all reported plans
- Panorama Health And Life Insurance Plan (plan 501)
- Shea Carr Jewell, Inc. Health & Welfare Plan (plan 501)
- Harbor Foods Group Inc. Health Insurance Plan (plan 503)
- Methodology
- Data sources